Other
2022 plan-year Other DOL Form 5500

EMPLOYEE STOCK OWNERSHIP PLAN OF WAKE FOREST FEDERAL SAVINGS & LOAN ASSOCIATION

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

WAKE FOREST FEDERAL SAVINGS & LOAN ASSOCIATION

This Other plan holds N/A in total assets and serves 4 participants as of 2022. It is sponsored by WAKE FOREST FEDERAL SAVINGS & LOAN ASSOCIATION in North Carolina.

Total Assets (2023)
N/A
Participants
4
Industry
Finance & Insurance

What the Filing Says About EMPLOYEE STOCK OWNERSHIP PLAN OF WAKE FOREST FEDERAL SAVINGS & LOAN ASSOCIATION

EMPLOYEE STOCK OWNERSHIP PLAN OF WAKE FOREST FEDERAL SAVINGS & LOAN ASSOCIATION is a Other retirement plan sponsored by WAKE FOREST FEDERAL SAVINGS & LOAN ASSOCIATION, headquartered in North Carolina. As of the 2022 Form 5500 filing, the plan reports N/A in total end-of-year assets and covers 4 participants across the Finance & Insurance industry. The sponsor's EIN on file with the U.S. Department of Labor is 560440967, and the plan has been effective since 1996-04-03. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from N/A at the beginning of 2022 to N/A at year-end. Net assets (after liabilities) closed the year at N/A. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)N/A
Total Assets (End of Year)N/A
Net Assets (End of Year)N/A
Plan TypeOther
Employer EIN560440967
Plan Effective Date1996-04-03
Filing StatusFILING RECEIVED

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Frequently Asked Questions

How much money is in the EMPLOYEE STOCK OWNERSHIP PLAN OF WAKE FOREST FEDERAL SAVINGS & LOAN ASSOCIATION?
As of the 2022 Form 5500 filing, EMPLOYEE STOCK OWNERSHIP PLAN OF WAKE FOREST FEDERAL SAVINGS & LOAN ASSOCIATION holds N/A in total assets with 4 participants. It is sponsored by WAKE FOREST FEDERAL SAVINGS & LOAN ASSOCIATION.
What type of plan is EMPLOYEE STOCK OWNERSHIP PLAN OF WAKE FOREST FEDERAL SAVINGS & LOAN ASSOCIATION?
EMPLOYEE STOCK OWNERSHIP PLAN OF WAKE FOREST FEDERAL SAVINGS & LOAN ASSOCIATION is a Other plan. It has been effective since 1996-04-03. The plan is filed with the U.S. Department of Labor under EIN 560440967.
Who sponsors the EMPLOYEE STOCK OWNERSHIP PLAN OF WAKE FOREST FEDERAL SAVINGS & LOAN ASSOCIATION?
EMPLOYEE STOCK OWNERSHIP PLAN OF WAKE FOREST FEDERAL SAVINGS & LOAN ASSOCIATION is sponsored by WAKE FOREST FEDERAL SAVINGS & LOAN ASSOCIATION, located in North Carolina. The sponsor's EIN is 560440967 and the plan operates in the Finance & Insurance industry.
How did EMPLOYEE STOCK OWNERSHIP PLAN OF WAKE FOREST FEDERAL SAVINGS & LOAN ASSOCIATION perform in 2022?
EMPLOYEE STOCK OWNERSHIP PLAN OF WAKE FOREST FEDERAL SAVINGS & LOAN ASSOCIATION held N/A in total assets at the end of 2022.
Where can I find official filings for EMPLOYEE STOCK OWNERSHIP PLAN OF WAKE FOREST FEDERAL SAVINGS & LOAN ASSOCIATION?
Official Form 5500 filings for EMPLOYEE STOCK OWNERSHIP PLAN OF WAKE FOREST FEDERAL SAVINGS & LOAN ASSOCIATION are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 560440967 or plan name at efast.dol.gov.
How does EMPLOYEE STOCK OWNERSHIP PLAN OF WAKE FOREST FEDERAL SAVINGS & LOAN ASSOCIATION compare to other plans?
You can compare EMPLOYEE STOCK OWNERSHIP PLAN OF WAKE FOREST FEDERAL SAVINGS & LOAN ASSOCIATION against other Other plans on the plan type page, or view plans in North Carolina on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

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Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) — original filing retrieval by EIN 560440967.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from official public datasets. See our methodology for details.