WADE FINANCIAL ADVISORY, INC. PROFIT SHARING 401(K) PLAN

Reviewed byPlainRetire Editorial, Retirement Plans Editorial Team · June 6, 2026

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

WADE FINANCIAL ADVISORY, INC.

This 401(k) plan holds N/A in total assets and serves 13 participants as of 2024. It is sponsored by WADE FINANCIAL ADVISORY, INC. in California.

Total Assets (2023)

N/A

Participants

State

California

Industry

Finance & Insurance

What the Filing Says About WADE FINANCIAL ADVISORY, INC. PROFIT SHARING 401(K) PLAN

WADE FINANCIAL ADVISORY, INC. PROFIT SHARING 401(K) PLAN is a 401(k) retirement plan sponsored by WADE FINANCIAL ADVISORY, INC., headquartered in California. As of the 2024 Form 5500 filing, the plan reports N/A in total end-of-year assets and covers 13 participants across the Finance & Insurance industry. The sponsor's EIN on file with the U.S. Department of Labor is 770297228, and the plan has been effective since 2003-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from N/A at the beginning of 2024 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 and can be compared against 2 prior plan-year filings from the same sponsor shown below.

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 Type	401(k)
Employer EIN	770297228
Plan Effective Date	2003-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (WADE FINANCIAL ADVISORY, INC.)

Year	Plans	Participants	Total Assets
2022	1	12	N/A
2023	1	14	N/A
2024	1	13	N/A

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Frequently Asked Questions

How much money is in the WADE FINANCIAL ADVISORY, INC. PROFIT SHARING 401(K) PLAN? ▼

As of the 2024 Form 5500 filing, WADE FINANCIAL ADVISORY, INC. PROFIT SHARING 401(K) PLAN holds N/A in total assets with 13 participants. It is sponsored by WADE FINANCIAL ADVISORY, INC..

What type of plan is WADE FINANCIAL ADVISORY, INC. PROFIT SHARING 401(K) PLAN? ▼

WADE FINANCIAL ADVISORY, INC. PROFIT SHARING 401(K) PLAN is a 401(k) plan. It has been effective since 2003-01-01. The plan is filed with the U.S. Department of Labor under EIN 770297228.

Who sponsors the WADE FINANCIAL ADVISORY, INC. PROFIT SHARING 401(K) PLAN? ▼

WADE FINANCIAL ADVISORY, INC. PROFIT SHARING 401(K) PLAN is sponsored by WADE FINANCIAL ADVISORY, INC., located in California. The sponsor's EIN is 770297228 and the plan operates in the Finance & Insurance industry.

How did WADE FINANCIAL ADVISORY, INC. PROFIT SHARING 401(K) PLAN perform in 2024? ▼

WADE FINANCIAL ADVISORY, INC. PROFIT SHARING 401(K) PLAN held N/A in total assets at the end of 2024.

Where can I find official filings for WADE FINANCIAL ADVISORY, INC. PROFIT SHARING 401(K) PLAN? ▼

Official Form 5500 filings for WADE FINANCIAL ADVISORY, INC. PROFIT SHARING 401(K) PLAN are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 770297228 or plan name at efast.dol.gov.

How does WADE FINANCIAL ADVISORY, INC. PROFIT SHARING 401(K) PLAN compare to other plans? ▼

You can compare WADE FINANCIAL ADVISORY, INC. PROFIT SHARING 401(K) PLAN against other 401(k) plans on the plan type page, or view plans in California on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.