W.L. Petrey Wholesale Company, Inc. 401(K) Plan — Form 5500 plan (W.L. Petrey Wholesale 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, W.L. Petrey Wholesale Company, Inc. 401(K) Plan is a benefit plan reported by W.L. Petrey Wholesale Company, Inc. under EIN 63-0672324 and plan number 003. The latest loaded filing year is 2023. The filing reports 366 participants and $6,510,334 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- W.L. Petrey Wholesale Company, Inc.
- EIN
- 63-0672324
- Plan number
- 003
- Plan type
- 2
- Location
- Luverne, AL
- Latest filing year
- 2023
- Participants
- 366
- End-of-year plan assets
- $6,510,334
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 366 | H, C | 20240926090033NAL0000260099001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $6,510,334
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,510,334
- Net assets (BOY)
- $6,975,600
Income & contributions
- Employer contributions
- $104,619
- Participant contributions
- $353,970
- Total contributions
- $458,589
- Total income / additions
- $1,200,290
Expenses & distributions
- Benefits paid
- $1,605,080
- Administrative expenses
- $54,496
- Total expenses
- $1,665,556
- Net increase / (decrease)
- -$465,266
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Transamerica Financial Life Ins Co | RECORDKEEPER | $26,048 | $0 | 2023 |
| Merrill Lynch Life Agency, Inc | INVESTMENT ADVISORY | $18,632 | not reported in the loaded dataset | 2023 |
| Azalea Administration, LLC | RECORDKEEPER | $1,989 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for W.L. Petrey Wholesale Company, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in AL
- 401(k) and benefit plan filings in Luverne, AL
- Transamerica Financial Life Ins Co — Schedule C compensation
- Merrill Lynch Life Agency, Inc — Schedule C compensation
- Azalea Administration, LLC — Schedule C compensation