2023 Form 5500 filing — Wholesale Electric Supply Company Of Houston, Inc. Employee 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 20241015151924NAL0056912962001) for Wholesale Electric Supply Company Of Houston, Inc. Employee Savings Plan, reported by Wholesale Electric Supply Company Of Houston Inc under EIN 74-1539498 and plan number 001. It reports 577 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015151924NAL0056912962001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Wholesale Electric Supply Company Of Houston Inc
- EIN
- 74-1539498
- Plan number
- 001
- Location
- Houston, TX
- Participants
- 577
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $61,053,016
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $61,053,016
- Employer contributions
- $1,357,460
- Participant contributions
- $3,334,718
- Total income / additions
- $14,097,221
- Benefits paid
- $8,891,868
- Administrative expenses
- $128,350
- Total expenses
- $9,020,218
- Net increase / (decrease)
- $5,077,003
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Lpl Financial, LLC | INVESTMENT ADVISOR | $66,057 | not reported in the loaded dataset |
| John Hancock Retirem,Ent Plan Svcs | RECORDKEEPER | $46,208 | $0 |
| Compensation Strategies Group, Ltd. | 8010 | $16,085 | $0 |