2023 Form 5500 filing — Wheel Pros, LLC 401(K) 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 20241015110457NAL0048960832001) for Wheel Pros, LLC 401(K) Retirement Plan, reported by Wheel Pros, LLC under EIN 27-0745738 and plan number 001. It reports 3,193 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015110457NAL0048960832001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Wheel Pros, LLC
- EIN
- 27-0745738
- Plan number
- 001
- Location
- Greenwood Village, CO
- Participants
- 3,193
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $87,643,982
- Total liabilities (EOY)
- $86,632
- Net assets (EOY)
- $87,557,350
- Employer contributions
- $6,285,900
- Participant contributions
- $8,956,068
- Total income / additions
- $29,653,066
- Benefits paid
- $19,569,774
- Administrative expenses
- $381,482
- Total expenses
- $19,953,699
- Net increase / (decrease)
- $9,699,367
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| John Hancock Usa | RECORDKEEPER | $114,238 | $0 |
| Woodbury Financial Services | INVESTMENT ADVISOR | $107,097 | $0 |