Plan5500

Wade Trim Group, Inc. Profit Sharing & 401k Savings Plan — Form 5500 plan (Wade Trim Group, 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, Wade Trim Group, Inc. Profit Sharing & 401k Savings Plan is a benefit plan reported by Wade Trim Group, Inc. under EIN 38-2236295 and plan number 002. The latest loaded filing year is 2023. The filing reports 798 participants and $75,557,390 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Wade Trim Group, Inc.
EIN
38-2236295
Plan number
002
Plan type
2
Location
Detroit, MI
Latest filing year
2023
Participants
798
End-of-year plan assets
$75,557,390

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023798H, C20240828152959NAL0012324433001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$75,557,390
Total liabilities (EOY)
$0
Net assets (EOY)
$75,557,390
Net assets (BOY)
$63,607,597

Income & contributions

Employer contributions
$1,401,265
Participant contributions
$4,953,283
Total contributions
$7,021,175
Total income / additions
$18,783,258

Expenses & distributions

Benefits paid
$6,712,400
Administrative expenses
$121,065
Total expenses
$6,833,465
Net increase / (decrease)
$11,949,793

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
T Rowe Price Rps IncNONE$56,334$02023
Capfinancial Partners LLCNONE$48,189not reported in the loaded dataset2023
Rehmann RobsonNONE$16,500not reported in the loaded dataset2023

Related Form 5500 pages