2023 Form 5500 filing — Wirtz Corporation 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 20241007101036NAL0007476051001) for Wirtz Corporation 401(K) Profit Sharing Plan, reported by Wirtz Corporation under EIN 36-1976810 and plan number 004. It reports 440 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$43.5MReported net assets$43,498,117
Participants440
Provider compensation$66.6K3 Schedule C row(s)$66,613
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241007101036NAL0007476051001
Plan sponsor
Wirtz Corporation
EIN
36-1976810
Plan number
004
Location
Chicago, IL
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$43.5M total assets
Net assets$43.5MLiabilities$0
Money in vs. money out
Total income / additions$11.6M
Total expenses$7.5M
Benefits paid / distributions$7.5M
Contributions
Employer$1M
Participant$3.1M
Full reported line items
Total assets (EOY)
$43,498,117
Total liabilities (EOY)
$0
Net assets (EOY)
$43,498,117
Employer contributions
$1,003,869
Participant contributions
$3,117,162
Total income / additions
$11,593,478
Benefits paid
$7,470,194
Administrative expenses
$66,613
Total expenses
$7,536,807
Net increase / (decrease)
$4,056,671
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    RECORDKEEPER · Direct $58.6K · Indirect $0
  2. 2
    INVESTMENT ADVISOR · Direct $7.6K
  3. 3
    OTHER · Direct $400

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241007101036NAL0007476051001 cover?
It is the 2023 Form 5500 filing for Wirtz Corporation 401(K) Profit Sharing Plan, reported by Wirtz Corporation (EIN 36-1976810).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages