How big is Wade & Associates, Inc.'s plan?

Wade & Associates, Inc.'s plan reported $2.5M in assets and 33 participants for 2022.

Original filing (PDF)20230507123027NAL0049344434001

Wade & Associates, Inc.

Name: Wade & Associates, Inc. — J J Wade 401(k) Plan, Form 5500 (2022)
Creator: Wade & Associates, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

J J Wade 401(k) Plan

401(k) retirement plan · Wade & Associates, Inc.'s J J Wade 401(k) Plan held $2.5M in plan assets for 33 participants in 2022.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.5M

Net assets (EOY)

$2.5M

People on this filing

Wendy Garner signed Wade & Associates, Inc.'s 2022 Form 5500 as plan administrator.

Wendy Garner — 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

Wade & Associates, Inc.'s EIN is 56-1780150.

EIN 56-1780150

Plan number 001

Plan year 2022

ACK ID 20230507123027NAL0049344434001

Official Form 5500 document

Download the official 2022 Form 5500 (PDF) for Wade & Associates, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2022 Form 5500 (PDF)

Plan features

Wade & Associates, Inc.'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 WADE & ASSOCIATES, INC..

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Plan health score

Top-tier plan health

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