2023 Form 5500 filing — W.L. Petrey Wholesale Company, Inc. 401(K) 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 20240926090033NAL0000260099001) for W.L. Petrey Wholesale Company, Inc. 401(K) Plan, reported by W.L. Petrey Wholesale Company, Inc. under EIN 63-0672324 and plan number 003. It reports 366 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240926090033NAL0000260099001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- W.L. Petrey Wholesale Company, Inc.
- EIN
- 63-0672324
- Plan number
- 003
- Location
- Luverne, AL
- Participants
- 366
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $6,510,334
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,510,334
- Employer contributions
- $104,619
- Participant contributions
- $353,970
- Total income / additions
- $1,200,290
- Benefits paid
- $1,605,080
- Administrative expenses
- $54,496
- Total expenses
- $1,665,556
- Net increase / (decrease)
- -$465,266
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Transamerica Financial Life Ins Co | RECORDKEEPER | $26,048 | $0 |
| Merrill Lynch Life Agency, Inc | INVESTMENT ADVISORY | $18,632 | not reported in the loaded dataset |
| Azalea Administration, LLC | RECORDKEEPER | $1,989 | $0 |