Whatever It Takes Transmisson 401(K) Profit Sharing Plan & Trust — Form 5500 plan (Whatever It Takes Transmisson)

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, Whatever It Takes Transmisson 401(K) Profit Sharing Plan & Trust is a benefit plan reported by Whatever It Takes Transmisson under EIN 61-1356670 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,129 participants and $9,963,098 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Whatever It Takes Transmisson
EIN
61-1356670
Plan number
001
Plan type
2
Location
Shepherdsville, KY
Latest filing year
2023
Participants
1,129
End-of-year plan assets
$9,963,098

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,129H, C20241015130214NAL0014678835001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$9,963,098
Total liabilities (EOY)
$0
Net assets (EOY)
$9,963,098
Net assets (BOY)
$7,685,853

Income & contributions

Employer contributions
$236,606
Participant contributions
$658,247
Total contributions
$897,549
Total income / additions
$2,502,151

Expenses & distributions

Benefits paid
$166,503
Administrative expenses
$53,051
Total expenses
$224,906
Net increase / (decrease)
$2,277,245

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Paychex, Inc.RECORDKEEPER$33,042not reported in the loaded dataset2023
Levelized Compensation AdvisorINVESTMENT ADVISORY$19,150not reported in the loaded dataset2023

Related Form 5500 pages