Wolstein Group 401(K) Profit Sharing Plan & Trust — Form 5500 plan (Bertram Inn)
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, Wolstein Group 401(K) Profit Sharing Plan & Trust is a benefit plan reported by Bertram Inn under EIN 34-1900270 and plan number 001. The latest loaded filing year is 2023. The filing reports 164 participants and $2,099,522 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Bertram Inn
- EIN
- 34-1900270
- Plan number
- 001
- Plan type
- 2
- Location
- Aurora, OH
- Latest filing year
- 2023
- Participants
- 164
- End-of-year plan assets
- $2,099,522
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 164 | H, C | 20241004053633NAL0018951104001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $2,099,522
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,099,522
- Net assets (BOY)
- $1,771,873
Income & contributions
- Participant contributions
- $124,915
- Total contributions
- $124,915
- Total income / additions
- $424,065
Expenses & distributions
- Benefits paid
- $69,568
- Administrative expenses
- $26,209
- Total expenses
- $96,416
- Net increase / (decrease)
- $327,649
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Adp, Inc. | RECORD KEEPER | $15,017 | $0 | 2023 |
| Ancora Retirement Plan Advisors, In | INVESTMENT/FINANCIAL ADVI | $11,191 | $0 | 2023 |