2023 Form 5500 filing — Wesco Turf, Inc. 401(K) Profit Sharing Plan And 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 20250305172654NAL0008899249001) for Wesco Turf, Inc. 401(K) Profit Sharing Plan And Trust, reported by Wesco Turf, Inc. under EIN 59-2763187 and plan number 001. It reports 298 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250305172654NAL0008899249001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Wesco Turf, Inc.
- EIN
- 59-2763187
- Plan number
- 001
- Location
- Sarasota, FL
- Participants
- 298
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $24,456,067
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $24,456,067
- Employer contributions
- $234,637
- Participant contributions
- $1,495,444
- Total income / additions
- $6,623,144
- Benefits paid
- $2,243,583
- Administrative expenses
- $74,086
- Total expenses
- $2,317,669
- Net increase / (decrease)
- $4,305,475
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Mid Atlantic Financial Management | ADVISOR | $41,815 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | $11,951 | $0 |
| Expand Financial | INVESTMENT ADVISOR | $11,027 | not reported in the loaded dataset |
| Crowe Llp | ACCOUNTANT/AUDITOR | $9,293 | not reported in the loaded dataset |