Plan5500

Turtle Wax Retirement Savings Plan — Form 5500 plan (Turtle Wax, 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, Turtle Wax Retirement Savings Plan is a benefit plan reported by Turtle Wax, Inc. under EIN 36-2068941 and plan number 001. The latest loaded filing year is 2023. The filing reports 150 participants and $20,333,289 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Turtle Wax, Inc.
EIN
36-2068941
Plan number
001
Plan type
2
Location
Addison, IL
Latest filing year
2023
Participants
150
End-of-year plan assets
$20,333,289

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023150H, C20241009124719NAL0009204579001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$20,333,289
Total liabilities (EOY)
$0
Net assets (EOY)
$20,333,289
Net assets (BOY)
$17,544,155

Income & contributions

Employer contributions
$227,690
Participant contributions
$758,709
Total contributions
$986,399
Total income / additions
$4,680,374

Expenses & distributions

Benefits paid
$1,824,408
Administrative expenses
$56,094
Total expenses
$1,891,240
Net increase / (decrease)
$2,789,134

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Jpmorgan Invest Holdings LLCRECORDKEEPER$32,094$02023
Gallagher Benefit Services Inc DbaINVESTMENT ADVISOR$24,000not reported in the loaded dataset2023

Related Form 5500 pages