Wheeler Manufacturing Co., Inc. Profit Sharing/401(K) Trust — Form 5500 plan (Wheeler Manufacturing Co., 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 Manufacturing Co., Inc. Profit Sharing/401(K) Trust is a benefit plan reported by Wheeler Manufacturing Co., Inc. under EIN 46-0259808 and plan number 002. The latest loaded filing year is 2023. The filing reports 136 participants and $7,420,672 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Wheeler Manufacturing Co., Inc.
EIN
46-0259808
Plan number
002
Plan type
2
Location
Lemmon, SD
Latest filing year
2023
Participants
136
End-of-year plan assets
$7,420,672

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023136H, C20250328100448NAL0001570768001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$7,420,672
Total liabilities (EOY)
$0
Net assets (EOY)
$7,420,672
Net assets (BOY)
$7,442,947

Income & contributions

Employer contributions
$81,031
Participant contributions
$283,787
Total contributions
$364,818
Total income / additions
$937,330

Expenses & distributions

Benefits paid
$920,868
Administrative expenses
$32,197
Total expenses
$959,605
Net increase / (decrease)
-$22,275

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$32,197$02023
Visionpoint Advisory GroupINVESTMENT ADVISORY$0$18,0192023

Related Form 5500 pages