Original filing (PDF)20240722150253NAL0010192225001

W AND K MANAGEMENT

Name: W AND K MANAGEMENT — W AND K MANAGEMENT 401(K) PLAN, Form 5500 (2023)
Creator: W AND K MANAGEMENT

Form 5500-SF

FILING_RECEIVED

W AND K MANAGEMENT 401(K) PLAN

401(k) retirement plan

Signals · 1

No auditor on file

Active participants

343

Accounts w/ balance

Plan assets (EOY)

$138K

Net assets (EOY)

$138K

Plan health score (directional)

/ 100

Grade B

Above-average plan

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for W AND K MANAGEMENT.

Plan sponsor

Name

W AND K MANAGEMENT

EIN

11-2215395

Address

134 WEST HILLS ROAD · HUNTINGTON STATION, NY · 11746

Phone

—

Industry

Accommodation & Food Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-07-22

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

Small plans don't disclose service providers

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