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, Institutional Wholesale Company, Inc. Profit Sharing Plan is a benefit plan reported by Institutional Wholesale Company, Inc. under EIN 62-0793519 and plan number 002. The latest loaded filing year is 2023. The filing reports 193 participants and $6,429,468 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $6,429,468
- Total liabilities (EOY)
- $17,854
- Net assets (EOY)
- $6,411,614
- Net assets (BOY)
- $5,483,103
Income & contributions
- Employer contributions
- $371,862
- Total contributions
- $371,862
- Total income / additions
- $1,050,322
Expenses & distributions
- Benefits paid
- $68,306
- Administrative expenses
- $53,505
- Total expenses
- $121,811
- Net increase / (decrease)
- $928,511