2023 Form 5500 filing — Victory Wholesale Group 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 20241009144431NAL0031602656001) for Victory Wholesale Group 401(K) Plan, reported by Brothers Trading Co., Inc. under EIN 31-1153662 and plan number 004. It reports 482 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009144431NAL0031602656001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Brothers Trading Co., Inc.
- EIN
- 31-1153662
- Plan number
- 004
- Location
- Springboro, OH
- Participants
- 482
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $86,887,931
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $86,887,931
- Employer contributions
- $1,480,000
- Participant contributions
- $2,887,525
- Total income / additions
- $15,583,604
- Benefits paid
- $9,276,232
- Administrative expenses
- $34,123
- Total expenses
- $9,310,355
- Net increase / (decrease)
- $6,273,249
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Ubs Financial Services | RETAINED BY CLIENT | $64,331 | not reported in the loaded dataset |
| John Hancock | RETAINED BY CLIENT | $35,073 | $0 |