2023 Form 5500 filing — Wendy'S Employee Investment 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 20240926143806NAL0001458816001) for Wendy'S Employee Investment Plan, reported by Wendys Of Bowling Green, Inc. under EIN 61-0888584 and plan number 001. It reports 1,451 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240926143806NAL0001458816001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Wendys Of Bowling Green, Inc.
- EIN
- 61-0888584
- Plan number
- 001
- Location
- Bowling Green, KY
- Participants
- 1,451
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $7,856,611
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,856,611
- Employer contributions
- $268,932
- Participant contributions
- $709,145
- Total income / additions
- $2,254,214
- Benefits paid
- $356,656
- Administrative expenses
- $47,304
- Total expenses
- $403,960
- Net increase / (decrease)
- $1,850,254
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Transamerica Retirement Solutions | RECORDKEEPER | $85,277 | $0 |
| Trinity Pension Consultants, Inc. | TPA | $41,198 | $218 |
| Forvis | AUDIT | $7,974 | not reported in the loaded dataset |
| Wendy'S Of Bowling Green Inc | PLAN SPONSOR | $2,100 | not reported in the loaded dataset |