Savings Incentive Plan For Employees Of Wheeler Brothers Grain Company, LLC — Form 5500 plan (Wheeler Brothers Grain Company, LLC)
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, Savings Incentive Plan For Employees Of Wheeler Brothers Grain Company, LLC is a benefit plan reported by Wheeler Brothers Grain Company, LLC under EIN 73-0564547 and plan number 001. The latest loaded filing year is 2023. The filing reports 198 participants and $15,228,459 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Wheeler Brothers Grain Company, LLC
- EIN
- 73-0564547
- Plan number
- 001
- Plan type
- 2
- Location
- Watonga, OK
- Latest filing year
- 2023
- Participants
- 198
- End-of-year plan assets
- $15,228,459
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 198 | H, C | 20250102150130NAL0002270145001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $15,228,459
- Total liabilities (EOY)
- $115
- Net assets (EOY)
- $15,228,344
- Net assets (BOY)
- $13,987,272
Income & contributions
- Employer contributions
- $320,599
- Participant contributions
- $605,455
- Total contributions
- $1,359,547
- Total income / additions
- $2,953,890
Expenses & distributions
- Benefits paid
- $1,652,519
- Administrative expenses
- $60,299
- Total expenses
- $1,712,818
- Net increase / (decrease)
- $1,241,072
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Companyf | RECORD KEEPER | $60,161 | $0 | 2023 |
| Commonwealth Equity Services | INVESTMENT ADVISOR | $41,795 | not reported in the loaded dataset | 2023 |
| Employee Benefits Group LLC | TPA | $4,170 | $3,888 | 2023 |
| Empower Advisory Group | INVESTMENT MGMT | $715 | not reported in the loaded dataset | 2023 |
| Alliant Insurance Services | OTHER | $566 | not reported in the loaded dataset | 2023 |
| Teh Retirement Advantage Inc | CONTRACT ADMIN | $0 | $88 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Wheeler Brothers Grain Company, LLC
- 2023 Form 5500 filing
- Form 5500 filings in OK
- 401(k) and benefit plan filings in Watonga, OK
- Empower Annuity Insurance Companyf — Schedule C compensation
- Commonwealth Equity Services — Schedule C compensation
- Employee Benefits Group LLC — Schedule C compensation
- Empower Advisory Group — Schedule C compensation
- Alliant Insurance Services — Schedule C compensation
- Teh Retirement Advantage Inc — Schedule C compensation