2023 Form 5500 filing — Wrist North America Inc. 401(K) Profit Sharing 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 20241014144230NAL0015127235001) for Wrist North America Inc. 401(K) Profit Sharing Plan & Trust, reported by Wrist North America Inc. under EIN 46-0524360 and plan number 001. It reports 394 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014144230NAL0015127235001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Wrist North America Inc.
- EIN
- 46-0524360
- Plan number
- 001
- Location
- Pasadena, TX
- Participants
- 394
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $13,665,511
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $13,665,511
- Employer contributions
- $426,474
- Participant contributions
- $864,965
- Total income / additions
- $3,088,092
- Benefits paid
- $486,383
- Administrative expenses
- $49,245
- Total expenses
- $535,628
- Net increase / (decrease)
- $2,552,464
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Raymond James | INVESTMENT ADVISOR | $32,073 | $0 |
| Empower Annuity Ins Co Of America | RECORDKEEPER | $11,446 | $0 |
| Economic Group Pension Services,Inc | CONTRACT ADMIN | $11,239 | $0 |