Dealers Warehouse Corporation Profit Sharing Plan — Form 5500 plan (Dealers Warehouse Corporation)
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, Dealers Warehouse Corporation Profit Sharing Plan is a benefit plan reported by Dealers Warehouse Corporation under EIN 62-0450541 and plan number 001. The latest loaded filing year is 2023. The filing reports 256 participants and $17,296,590 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Dealers Warehouse Corporation
- EIN
- 62-0450541
- Plan number
- 001
- Plan type
- 2
- Location
- Powell, TN
- Latest filing year
- 2023
- Participants
- 256
- End-of-year plan assets
- $17,296,590
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 256 | H, C | 20241015112330NAL0028187361001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $17,296,590
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $17,296,590
- Net assets (BOY)
- $15,278,375
Income & contributions
- Employer contributions
- $445,402
- Participant contributions
- $556,076
- Total contributions
- $1,044,306
- Total income / additions
- $3,122,738
Expenses & distributions
- Benefits paid
- $1,051,417
- Administrative expenses
- $53,106
- Total expenses
- $1,104,523
- Net increase / (decrease)
- $2,018,215
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Rather & Kittrell Capital Mgt | INVESTMENT ADVISOR | $35,384 | not reported in the loaded dataset | 2023 |
| Empower Annuity Ins. Co. Of America | RECORDKEEPER | $9,069 | $0 | 2023 |
| Tennessee Pension Administrators | CONTRACT ADMIN | $8,653 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Dealers Warehouse Corporation
- 2023 Form 5500 filing
- Form 5500 filings in TN
- 401(k) and benefit plan filings in Powell, TN
- Rather & Kittrell Capital Mgt — Schedule C compensation
- Empower Annuity Ins. Co. Of America — Schedule C compensation
- Tennessee Pension Administrators — Schedule C compensation