Wise Foundation 401k Profit Sharing Plan — Form 5500 plan (Foundation For Worldwide International Student Exchange)
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 Foundation 401k Profit Sharing Plan is a benefit plan reported by Foundation For Worldwide International Student Exchange under EIN 94-3135422 and plan number 001. The latest loaded filing year is 2023. The filing reports 16 participants and $2,282,396 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Foundation For Worldwide International Student Exchange
- EIN
- 94-3135422
- Plan number
- 001
- Plan type
- 2
- Location
- Dyersburg, TN
- Latest filing year
- 2023
- Participants
- 16
- End-of-year plan assets
- $2,282,396
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 16 | I | 20240328090009NAL0003685825006 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $2,282,396
- Net assets (EOY)
- $2,282,396
- Net assets (BOY)
- $1,853,690
Income & contributions
- Employer contributions
- $29,610
- Participant contributions
- $84,235
- Total income / additions
- $453,835
Expenses & distributions
- Benefits paid
- $25,129
- Total expenses
- $25,129
- Net increase / (decrease)
- $428,706
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.