Warehouse Direct Incorporated 401(K) Profit Sharing Plan And Trust — Form 5500 plan (Warehouse Direct Incorporated)
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, Warehouse Direct Incorporated 401(K) Profit Sharing Plan And Trust is a benefit plan reported by Warehouse Direct Incorporated under EIN 36-3036801 and plan number 001. The latest loaded filing year is 2023. The filing reports 358 participants and $16,749,011 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Warehouse Direct Incorporated
- EIN
- 36-3036801
- Plan number
- 001
- Plan type
- 2
- Location
- Des Plaines, IL
- Latest filing year
- 2023
- Participants
- 358
- End-of-year plan assets
- $16,749,011
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 358 | H, C | 20241010112606NAL0011416339001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $16,749,011
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $16,749,011
- Net assets (BOY)
- $13,631,640
Income & contributions
- Employer contributions
- $33,420
- Participant contributions
- $1,385,463
- Total contributions
- $1,468,552
- Total income / additions
- $4,032,170
Expenses & distributions
- Benefits paid
- $802,954
- Administrative expenses
- $103,626
- Total expenses
- $914,799
- Net increase / (decrease)
- $3,117,371
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Great West Life & Annuity Ins Co | RECORDKEEPER | $75,755 | not reported in the loaded dataset | 2023 |
| Fiduciary Financial Partners | INVESTMENT ADVISOR | $29,172 | not reported in the loaded dataset | 2023 |
| Baker Tilly | AUDITOR | $24,460 | not reported in the loaded dataset | 2023 |
| Carnow And Associates, Ltd. | CONTRACT ADMIN | $5,100 | $10,000 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Warehouse Direct Incorporated
- 2023 Form 5500 filing
- Form 5500 filings in IL
- 401(k) and benefit plan filings in Des Plaines, IL
- Great West Life & Annuity Ins Co — Schedule C compensation
- Fiduciary Financial Partners — Schedule C compensation
- Baker Tilly — Schedule C compensation
- Carnow And Associates, Ltd. — Schedule C compensation