2023 Form 5500 filing — Witte Brothers Exchange, Inc. 401k 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 20250409132709NAL0022242209001) for Witte Brothers Exchange, Inc. 401k Profit Sharing Plan, reported by Witte Brothers Exchange, Inc. under EIN 43-0715605 and plan number 001. It reports 269 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250409132709NAL0022242209001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Witte Brothers Exchange, Inc.
- EIN
- 43-0715605
- Plan number
- 001
- Location
- Troy, MO
- Participants
- 269
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $9,101,499
- Total liabilities (EOY)
- $23,259
- Net assets (EOY)
- $9,078,240
- Employer contributions
- $109,812
- Participant contributions
- $643,586
- Total income / additions
- $1,925,765
- Benefits paid
- $945,637
- Administrative expenses
- $65,075
- Total expenses
- $1,053,956
- Net increase / (decrease)
- $871,809
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Witte Brothers Exchange, Inc. | SPONSOR | $13,610 | not reported in the loaded dataset |
| John Hancock Life Insurance Company | RECORDKEEPER | $426 | $0 |