W2 Investments Enterprise Inc. Retirement Plan — Form 5500 plan (W2 Investments Enterprise 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, W2 Investments Enterprise Inc. Retirement Plan is a benefit plan reported by W2 Investments Enterprise Inc. under EIN 86-3744676 and plan number 001. The latest loaded filing year is 2023. The filing reports 3 participants and $898,130 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- W2 Investments Enterprise Inc.
- EIN
- 86-3744676
- Plan number
- 001
- Plan type
- 2
- Location
- New Concord, OH
- Latest filing year
- 2023
- Participants
- 3
- End-of-year plan assets
- $898,130
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 3 | I | 20240612090428NAL0046097152001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $898,130
- Net assets (EOY)
- $898,130
- Net assets (BOY)
- $444,130
Income & contributions
- Total income / additions
- $454,000
Expenses & distributions
- Total expenses
- $0
- Net increase / (decrease)
- $454,000
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.