Wkendall Financial, Inc. Retirement Plan — Form 5500 plan (Wkendall Financial, Inc.)
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, Wkendall Financial, Inc. Retirement Plan is a benefit plan reported by Wkendall Financial, Inc. under EIN 84-1874107 and plan number 001. The latest loaded filing year is 2023. The filing reports 4 participants and $0 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Wkendall Financial, Inc.
- EIN
- 84-1874107
- Plan number
- 001
- Plan type
- 2
- Location
- Hinckley, OH
- Latest filing year
- 2023
- Participants
- 4
- End-of-year plan assets
- $0
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 4 | I | 20240605165804NAL0033903232001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $0
- Net assets (EOY)
- $0
- Net assets (BOY)
- $42
Income & contributions
- Total income / additions
- $1
Expenses & distributions
- Benefits paid
- $35
- Administrative expenses
- $8
- Total expenses
- $43
- Net increase / (decrease)
- -$42
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.