2023 Form 5500 filing — Wendricks Truss, Inc. 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 20241011140218NAL0037139856001) for Wendricks Truss, Inc. 401(K) Profit Sharing Plan, reported by Wendricks Truss, Inc. under EIN 38-2438818 and plan number 001. It reports 143 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011140218NAL0037139856001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Wendricks Truss, Inc.
- EIN
- 38-2438818
- Plan number
- 001
- Location
- Little Chute, WI
- Participants
- 143
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $6,348,609
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,348,609
- Employer contributions
- $345,211
- Participant contributions
- $333,184
- Total income / additions
- $1,513,503
- Benefits paid
- $106,896
- Administrative expenses
- $9,068
- Total expenses
- $115,964
- Net increase / (decrease)
- $1,397,539
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Erts Wealth Advisors | INVESTMENT ADVISORY | $0 | $19,887 |
| Principal Financial Group | CONTRACT ADMINISTRATOR | $9,068 | $0 |