2023 Form 5500 filing — Wholesale Building Products, LLC 401(K) Profit Sharing & Trust
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 20240930153931NAL0005898785002) for Wholesale Building Products, LLC 401(K) Profit Sharing & Trust, reported by Wholesale Building Products, LLC under EIN 41-2174884 and plan number 001. It reports 269 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240930153931NAL0005898785002
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Wholesale Building Products, LLC
- EIN
- 41-2174884
- Plan number
- 001
- Location
- Hollywood, FL
- Participants
- 269
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $4,557,643
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,557,643
- Employer contributions
- $54,522
- Participant contributions
- $545,054
- Total income / additions
- $1,096,185
- Benefits paid
- $361,715
- Administrative expenses
- $56,070
- Total expenses
- $429,418
- Net increase / (decrease)
- $666,767
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Merrilly Lynch | RIA | $22,597 | $0 |
| John Hancock Life Insurance Company | RECORDKEEPER | $3,879 | $0 |