Wheeler Technologies, Inc. Profit Sharing Plan — Form 5500 plan (Wheeler Technologies, 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, Wheeler Technologies, Inc. Profit Sharing Plan is a benefit plan reported by Wheeler Technologies, Inc. under EIN 35-2042750 and plan number 001. The latest loaded filing year is 2023. The filing reports 7 participants and $2,501,604 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Wheeler Technologies, Inc.
- EIN
- 35-2042750
- Plan number
- 001
- Plan type
- 2
- Location
- Crown Point, IN
- Latest filing year
- 2023
- Participants
- 7
- End-of-year plan assets
- $2,501,604
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 7 | I | 20240715124507NAL0001263729001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $2,501,604
- Net assets (EOY)
- $2,501,604
- Net assets (BOY)
- $2,794,531
Income & contributions
- Employer contributions
- $136,000
- Total income / additions
- $506,948
Expenses & distributions
- Benefits paid
- $778,101
- Administrative expenses
- $21,774
- Total expenses
- $799,875
- Net increase / (decrease)
- -$292,927
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.