Wise Software Solutions, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Wise Software Solutions, 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, Wise Software Solutions, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Wise Software Solutions, Inc. under EIN 93-1026489 and plan number 001. The latest loaded filing year is 2023. The filing reports 3 participants and $1,878,683 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Wise Software Solutions, Inc.
- EIN
- 93-1026489
- Plan number
- 001
- Plan type
- 2
- Location
- Newberg, OR
- Latest filing year
- 2023
- Participants
- 3
- End-of-year plan assets
- $1,878,683
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 3 | I | 20240517124507NAL0062430128001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $1,878,683
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,878,683
- Net assets (BOY)
- $1,458,352
Income & contributions
- Employer contributions
- $72,696
- Participant contributions
- $26,623
- Total income / additions
- $431,171
Expenses & distributions
- Benefits paid
- $2,340
- Administrative expenses
- $8,500
- Total expenses
- $10,840
- Net increase / (decrease)
- $420,331
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.