Wellsville Carpet Town, Inc. 401k Retirement Plan — Form 5500 plan (Wellsville Carpet Town, Inc.)
Plain-English plan 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, Wellsville Carpet Town, Inc. 401k Retirement Plan is a benefit plan reported by Wellsville Carpet Town, Inc. under EIN 16-0984959 and plan number 001. The latest loaded filing year is 2023. The filing reports 398 participants and $9,838,810 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Wellsville Carpet Town, Inc.
- EIN
- 16-0984959
- Plan number
- 001
- Plan type
- 2
- Location
- Westons Mills, NY
- Latest filing year
- 2023
- Participants
- 398
- End-of-year plan assets
- $9,838,810
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 398 | H, C | 20241014102512NAL0025918209001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $9,838,810
- Total liabilities (EOY)
- $185
- Net assets (EOY)
- $9,838,625
- Net assets (BOY)
- $7,487,182
Income & contributions
- Employer contributions
- $470,480
- Participant contributions
- $794,304
- Total contributions
- $1,264,784
- Total income / additions
- $2,820,499
Expenses & distributions
- Benefits paid
- $422,891
- Administrative expenses
- $45,904
- Total expenses
- $469,056
- Net increase / (decrease)
- $2,351,443
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Sterling Investment Counsel LLC | FINANCIAL ADV ADVISOR | $31,724 | $0 | 2023 |
| Capital Research And Management Co | RECORDKEEPER | $10,280 | $0 | 2023 |
| Rimkus, Marciano & Associates, Inc. | THIRD PARTY ADMINISTRATOR | $3,900 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Wellsville Carpet Town, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Westons Mills, NY
- Sterling Investment Counsel LLC — Schedule C compensation
- Capital Research And Management Co — Schedule C compensation
- Rimkus, Marciano & Associates, Inc. — Schedule C compensation