2023 Form 5500 filing — Wesco Group, 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 20241014173001NAL0013689219003) for Wesco Group, Inc. 401(K) Profit Sharing Plan, reported by Wesco Group LLC under EIN 91-1167125 and plan number 001. It reports 602 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014173001NAL0013689219003
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Wesco Group LLC
- EIN
- 91-1167125
- Plan number
- 001
- Location
- Lynnwood, WA
- Participants
- 602
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $19,949,363
- Total liabilities (EOY)
- $1,322
- Net assets (EOY)
- $19,948,041
- Employer contributions
- $663,600
- Participant contributions
- $1,155,346
- Total income / additions
- $4,629,552
- Benefits paid
- $2,920,251
- Administrative expenses
- $115,064
- Total expenses
- $3,058,646
- Net increase / (decrease)
- $1,570,906
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Olympic Wealth Management LLC | INVESTMENT ADVISOR | not reported in the loaded dataset | $52,830 |
| Wilshire Associates Inc | INVESTMENT ADVISOR | $0 | $3,774 |
| John Hancock Usa | RECORDKEEPER | $2,257 | $0 |