2023 Form 5500 filing — Wellsville Carpet Town, Inc. 401k Retirement 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 20241014102512NAL0025918209001) for Wellsville Carpet Town, Inc. 401k Retirement Plan, reported by Wellsville Carpet Town, Inc. under EIN 16-0984959 and plan number 001. It reports 398 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)$9.8MReported net assets$9,838,625
Participants398
Provider compensation$45.9K3 Schedule C row(s)$45,904
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241014102512NAL0025918209001
- Plan sponsor
- Wellsville Carpet Town, Inc.
- EIN
- 16-0984959
- Plan number
- 001
- Location
- Westons Mills, NY
- Received date
- not reported in the loaded dataset
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)$9.8M total assets
Net assets$9.8MLiabilities$185
Full reported line items
- Total assets (EOY)
- $9,838,810
- Total liabilities (EOY)
- $185
- Net assets (EOY)
- $9,838,625
- Employer contributions
- $470,480
- Participant contributions
- $794,304
- Total income / additions
- $2,820,499
- Benefits paid
- $422,891
- Administrative expenses
- $45,904
- Total expenses
- $469,056
- Net increase / (decrease)
- $2,351,443
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Sterling Investment Counsel LLC | FINANCIAL ADV ADVISOR | $31,724 | $0 |
| Capital Research And Management Co | RECORDKEEPER | $10,280 | $0 |
| Rimkus, Marciano & Associates, Inc. | THIRD PARTY ADMINISTRATOR | $3,900 | $0 |