2023 Form 5500 filing — Wright Beverage Distributing 401(K) Plan 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 20241010092031NAL0009847587001) for Wright Beverage Distributing 401(K) Plan Trust, reported by Wright Wisner Distributing Corp under EIN 16-0775330 and plan number 002. It reports 765 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010092031NAL0009847587001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Wright Wisner Distributing Corp
- EIN
- 16-0775330
- Plan number
- 002
- Location
- Rochester, NY
- Participants
- 765
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $59,181,357
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $59,181,357
- Employer contributions
- $978,122
- Participant contributions
- $3,057,395
- Total income / additions
- $11,486,032
- Benefits paid
- $4,636,419
- Administrative expenses
- $139,312
- Total expenses
- $4,775,731
- Net increase / (decrease)
- $6,710,301
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Prudential Retirement Insurance And | NONE | $72,637 | $0 |
| Ubs Financial Services, Inc. | NONE | $49,499 | not reported in the loaded dataset |
| Davie Kaplan, Cpa, P.C. | NONE | $15,800 | not reported in the loaded dataset |