Wirtz Holding Company, Inc Profit Sharing Retirement&401k Plan — Form 5500 plan (Wirtz Holding Company, 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, Wirtz Holding Company, Inc Profit Sharing Retirement&401k Plan is a benefit plan reported by Wirtz Holding Company, Inc. under EIN 46-1663335 and plan number 001. The latest loaded filing year is 2023. The filing reports 221 participants and $18,057,908 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Wirtz Holding Company, Inc.
- EIN
- 46-1663335
- Plan number
- 001
- Plan type
- 2
- Location
- Port Huron, MI
- Latest filing year
- 2023
- Participants
- 221
- End-of-year plan assets
- $18,057,908
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 221 | H, C | 20241004143005NAL0005768899001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $18,057,908
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $18,057,908
- Net assets (BOY)
- $17,004,933
Income & contributions
- Employer contributions
- $640,217
- Participant contributions
- $736,879
- Total contributions
- $1,452,922
- Total income / additions
- $4,108,812
Expenses & distributions
- Benefits paid
- $2,927,492
- Administrative expenses
- $92,556
- Total expenses
- $3,055,837
- Net increase / (decrease)
- $1,052,975
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Capfinancial Partners LLC Dba Captr | INVESTMENT ADVISOR | $53,392 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company O | RECORDKEEPER | $37,064 | $0 | 2023 |
| Independent Financial Group Inc | BROKER/ADVISER | $0 | $4,895 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $2,100 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Wirtz Holding Company, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in MI
- 401(k) and benefit plan filings in Port Huron, MI
- Capfinancial Partners LLC Dba Captr — Schedule C compensation
- Empower Annuity Insurance Company O — Schedule C compensation
- Independent Financial Group Inc — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation