2023 Form 5500 filing — Wh Midwest, LLC 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 20241004144454NAL0019797760001) for Wh Midwest, LLC 401(K) Profit Sharing Plan, reported by Wh Midwest, LLC Dba Wayne Homes under EIN 30-0588053 and plan number 001. It reports 224 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241004144454NAL0019797760001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Wh Midwest, LLC Dba Wayne Homes
- EIN
- 30-0588053
- Plan number
- 001
- Location
- Uniontown, OH
- Participants
- 224
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $10,097,622
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,097,622
- Employer contributions
- $0
- Participant contributions
- $887,484
- Total income / additions
- $2,385,615
- Benefits paid
- $625,793
- Administrative expenses
- $60,527
- Total expenses
- $686,320
- Net increase / (decrease)
- $1,699,295
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $24,266 | $0 |
| Valmark Advisers Inc | INVESTMENT ADVISOR | $22,047 | not reported in the loaded dataset |
| Trinity Pension Consultants | CONTRACT ADMIN | $8,908 | not reported in the loaded dataset |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $3,332 | not reported in the loaded dataset |
| Cbiz Benefits & Ins Services Inc | CONTRACT ADMIN | $2,500 | not reported in the loaded dataset |