2023 Form 5500 filing — Van Hoof Companies Retirement And Savings 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 20241014164916NAL0026757089001) for Van Hoof Companies Retirement And Savings Plan, reported by Warehouse Specialists, LLC under EIN 81-0862766 and plan number 001. It reports 1,002 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014164916NAL0026757089001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Warehouse Specialists, LLC
- EIN
- 81-0862766
- Plan number
- 001
- Location
- Appleton, WI
- Participants
- 1,002
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $63,405,086
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $63,405,086
- Employer contributions
- $2,375,075
- Participant contributions
- $3,771,288
- Total income / additions
- $14,277,184
- Benefits paid
- $6,389,544
- Administrative expenses
- $198,844
- Total expenses
- $6,588,388
- Net increase / (decrease)
- $7,688,796
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Spectrum Investment Advisors Inc. | INVESTMENT ADVISOR | $113,757 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | $85,088 | $0 |