2023 Form 5500 filing — Wheeler Manufacturing Co., Inc. Profit Sharing/401(K) 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 20250328100448NAL0001570768001) for Wheeler Manufacturing Co., Inc. Profit Sharing/401(K) Trust, reported by Wheeler Manufacturing Co., Inc. under EIN 46-0259808 and plan number 002. It reports 136 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250328100448NAL0001570768001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Wheeler Manufacturing Co., Inc.
- EIN
- 46-0259808
- Plan number
- 002
- Location
- Lemmon, SD
- Participants
- 136
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $7,420,672
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,420,672
- Employer contributions
- $81,031
- Participant contributions
- $283,787
- Total income / additions
- $937,330
- Benefits paid
- $920,868
- Administrative expenses
- $32,197
- Total expenses
- $959,605
- Net increase / (decrease)
- -$22,275
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $32,197 | $0 |
| Visionpoint Advisory Group | INVESTMENT ADVISORY | $0 | $18,019 |