Plan5500

Waev, Inc. 401(K) Plan — Form 5500 plan (Waev, 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, Waev, Inc. 401(K) Plan is a benefit plan reported by Waev, Inc. under EIN 87-3861274 and plan number 001. The latest loaded filing year is 2023. The filing reports 251 participants and $3,252,817 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Waev, Inc.
EIN
87-3861274
Plan number
001
Plan type
2
Location
Anaheim, CA
Latest filing year
2023
Participants
251
End-of-year plan assets
$3,252,817

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023251H, C20241008083217NAL0028161888001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$3,252,817
Total liabilities (EOY)
$0
Net assets (EOY)
$3,252,817
Net assets (BOY)
$0

Income & contributions

Employer contributions
$123,627
Participant contributions
$540,298
Total contributions
$803,607
Total income / additions
$981,630

Expenses & distributions

Benefits paid
$306,133
Administrative expenses
$14,805
Total expenses
$345,329
Net increase / (decrease)
$636,301

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Shore Tompkins Actuarial ResourcesTHIRD PARTY ADMINISTRATO$4,614not reported in the loaded dataset2023
MorningstarINVESTMENT ADVISORY$235not reported in the loaded dataset2023

Related Form 5500 pages