How big is WTB LLC's plan?

WTB LLC's plan reported $1.8M in assets and 35 participants for 2022.

Original filing (PDF)20230411095410NAL0006471058001

WTB LLC

Name: WTB LLC — WTB LLC 401(k) Profit Sharing Plan & Trust, Form 5500 (2022)
Creator: WTB LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

WTB LLC 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · WTB LLC's WTB LLC 401(k) Profit Sharing Plan & Trust held $1.8M in plan assets for 35 participants in 2022.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.8M

Net assets (EOY)

$1.8M

People on this filing

Craig J Morse signed WTB LLC's 2022 Form 5500 as plan administrator.

Craig J Morse — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

WTB LLC's EIN is 47-0979452.

EIN 47-0979452

Plan number 001

Plan year 2022

ACK ID 20230411095410NAL0006471058001

Official Form 5500 document

Download the official 2022 Form 5500 (PDF) for WTB LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2022 Form 5500 (PDF)

Plan features

WTB LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for WTB LLC.

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Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score