Wrist North America Inc. 401(K) Profit Sharing Plan & Trust — Form 5500 plan (Wrist North America 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, Wrist North America Inc. 401(K) Profit Sharing Plan & Trust is a benefit plan reported by Wrist North America Inc. under EIN 46-0524360 and plan number 001. The latest loaded filing year is 2023. The filing reports 394 participants and $13,665,511 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Wrist North America Inc.
- EIN
- 46-0524360
- Plan number
- 001
- Plan type
- 2
- Location
- Pasadena, TX
- Latest filing year
- 2023
- Participants
- 394
- End-of-year plan assets
- $13,665,511
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 394 | H, C | 20241014144230NAL0015127235001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $13,665,511
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $13,665,511
- Net assets (BOY)
- $11,113,047
Income & contributions
- Employer contributions
- $426,474
- Participant contributions
- $864,965
- Total contributions
- $1,302,472
- Total income / additions
- $3,088,092
Expenses & distributions
- Benefits paid
- $486,383
- Administrative expenses
- $49,245
- Total expenses
- $535,628
- Net increase / (decrease)
- $2,552,464
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Raymond James | INVESTMENT ADVISOR | $32,073 | $0 | 2023 |
| Empower Annuity Ins Co Of America | RECORDKEEPER | $11,446 | $0 | 2023 |
| Economic Group Pension Services,Inc | CONTRACT ADMIN | $11,239 | $0 | 2023 |