2023 Form 5500 filing — Wolff Bros. Supply, Inc. 401(K) Profit Sharing Plan
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240917135507NAL0005319408001) for Wolff Bros. Supply, Inc. 401(K) Profit Sharing Plan, reported by Wolff Bros. Supply, Inc. under EIN 34-1693407 and plan number 002. It reports 448 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240917135507NAL0005319408001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Wolff Bros. Supply, Inc.
- EIN
- 34-1693407
- Plan number
- 002
- Location
- Medina, OH
- Participants
- 448
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $45,427,666
- Net assets (EOY)
- $45,427,666
- Employer contributions
- $688,997
- Participant contributions
- $2,287,916
- Total income / additions
- $9,089,708
- Benefits paid
- $2,512,431
- Administrative expenses
- $81,780
- Total expenses
- $2,594,211
- Net increase / (decrease)
- $6,495,497
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Schwab Retirement Plan Services,Inc | NONE | $80,849 | not reported in the loaded dataset |
| Charles Schwab & Co., Inc. | NONE | $498 | $0 |