Appliance Center Of Toledo, Inc. Retirement Plan — Form 5500 plan (Appliance Center Of Toledo, 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, Appliance Center Of Toledo, Inc. Retirement Plan is a benefit plan reported by Appliance Center Of Toledo, Inc. under EIN 34-0924335 and plan number 001. The latest loaded filing year is 2023. The filing reports 131 participants and $6,185,727 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Appliance Center Of Toledo, Inc.
- EIN
- 34-0924335
- Plan number
- 001
- Plan type
- 2
- Location
- Maumee, OH
- Latest filing year
- 2023
- Participants
- 131
- End-of-year plan assets
- $6,185,727
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 131 | H, C | 20240930142520NAL0011380050001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $6,185,727
- Net assets (EOY)
- $6,185,727
- Net assets (BOY)
- $5,194,804
Income & contributions
- Employer contributions
- $185,674
- Participant contributions
- $237,498
- Total contributions
- $423,172
- Total income / additions
- $1,120,186
Expenses & distributions
- Benefits paid
- $84,851
- Administrative expenses
- $44,412
- Total expenses
- $129,263
- Net increase / (decrease)
- $990,923
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Wells Fargo Clearing Services, LLC | ADVISOR | $25,102 | not reported in the loaded dataset | 2023 |
| William Vaughan Company | AUDITOR | $15,750 | not reported in the loaded dataset | 2023 |
| Transamerica Financial Life Ins Co | RECORDKEEPER | $2,431 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Appliance Center Of Toledo, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in OH
- 401(k) and benefit plan filings in Maumee, OH
- Wells Fargo Clearing Services, LLC — Schedule C compensation
- William Vaughan Company — Schedule C compensation
- Transamerica Financial Life Ins Co — Schedule C compensation