Variety Wholesalers, Inc. Retirement Savings 401(K) Plan — Form 5500 plan (Variety Wholesalers, 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, Variety Wholesalers, Inc. Retirement Savings 401(K) Plan is a benefit plan reported by Variety Wholesalers, Inc. under EIN 56-0653322 and plan number 002. The latest loaded filing year is 2023. The filing reports 9,246 participants and $28,119,490 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Variety Wholesalers, Inc.
EIN
56-0653322
Plan number
002
Plan type
2
Location
Henderson, NC
Latest filing year
2023
Participants
9,246
End-of-year plan assets
$28,119,490

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20239,246H, C20241001105241NAL0006963345001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$28,119,490
Total liabilities (EOY)
$0
Net assets (EOY)
$28,119,490
Net assets (BOY)
$25,945,550

Income & contributions

Employer contributions
$171,615
Participant contributions
$1,371,197
Total contributions
$1,691,719
Total income / additions
$5,684,737

Expenses & distributions

Benefits paid
$3,208,433
Administrative expenses
$102,164
Total expenses
$3,510,797
Net increase / (decrease)
$2,173,940

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$102,164$02023
Wilshire Advisors LLCINVESTMENT ADVISORY$0$02023

Related Form 5500 pages