Wright Tree Of Puerto Rico Retirement Plan — Form 5500 plan (Wright Service Corp.)
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, Wright Tree Of Puerto Rico Retirement Plan is a benefit plan reported by Wright Service Corp. under EIN 42-1206493 and plan number 005. The latest loaded filing year is 2023. The filing reports 179 participants and $931,413 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$931.4KPlan net assets, end of year$931,413
Participants179Covered participants reported
Assets / participant$5.2KComputed: assets ÷ participants$5,203 (computed)
Provider compensation$10.3K3 Schedule C provider row(s)$10,323
- Plan sponsor
- Wright Service Corp.
- EIN
- 42-1206493
- Plan number
- 005
- Plan type
- 2
- Location
- West Des Moines, IA
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 179 | H, C | 20250715154824NAL0001439987001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$931.4K total assets
Net assets$931.4KLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $931,413
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $931,413
- Net assets (BOY)
- $226,123
Income & contributions
- Employer contributions
- $289,145
- Participant contributions
- $315,563
- Total contributions
- $604,708
- Total income / additions
- $737,967
Expenses & distributions
- Benefits paid
- $22,994
- Administrative expenses
- $9,683
- Total expenses
- $32,677
- Net increase / (decrease)
- $705,290
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
48%52%
Employer 48%Participant 52%
Total expenses ÷ net assets4%Computed ratio
Benefits paid ÷ total income3%Computed ratio
Provider comp. ÷ net assets1%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Ins. Co. Of America | RECORDKEEPER | $9,545 | $0 | 2023 |
| Principal Securities Inc. | INVESTMENT ADVISOR | $678 | not reported in the loaded dataset | 2023 |
| Envestnet Retirement Solutions, LLC | OTHER | $100 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Wright Service Corp.
- 2023 Form 5500 filing
- Form 5500 filings in IA
- 401(k) and benefit plan filings in West Des Moines, IA
- Empower Annuity Ins. Co. Of America — Schedule C compensation
- Principal Securities Inc. — Schedule C compensation
- Envestnet Retirement Solutions, LLC — Schedule C compensation