Wakefield & Associates, LLC Employee Benefits Plan — Form 5500 plan (Wakefield & Associates, LLC)
Plain-English plan summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Wakefield & Associates, LLC Employee Benefits Plan is a benefit plan reported by Wakefield & Associates, LLC under EIN 84-1023982 and plan number 501. The latest loaded filing year is 2023. The filing reports 672 participants and not reported in the loaded dataset in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Wakefield & Associates, LLC
- EIN
- 84-1023982
- Plan number
- 501
- Plan type
- 2
- Location
- Knoxville, TN
- Latest filing year
- 2023
- Participants
- 672
- End-of-year plan assets
- not reported in the loaded dataset
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 672 | — | 20240528081736NAL0010567825001 |
Reported financial statement
This plan is loaded, but Schedule H / I financial-statement detail is not present for it in the current loaded dataset.
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.