Wolfe Distributing Amended And Restated Psp & Trust — Form 5500 plan (George Wolfe Distributing Co)

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, Wolfe Distributing Amended And Restated Psp & Trust is a benefit plan reported by George Wolfe Distributing Co under EIN 75-1314307 and plan number 001. The latest loaded filing year is 2023. The filing reports 1 participants and $2,016,005 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
George Wolfe Distributing Co
EIN
75-1314307
Plan number
001
Plan type
2
Location
Terrell, TX
Latest filing year
2023
Participants
1
End-of-year plan assets
$2,016,005

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231I20241007161200NAL0015484513001

Reported financial statement (2023 · Schedule I)

Net assets

Total assets (EOY)
$2,016,005
Net assets (EOY)
$2,016,005
Net assets (BOY)
$2,250,646

Income & contributions

Employer contributions
$23,750
Total income / additions
$90,359

Expenses & distributions

Benefits paid
$325,000
Total expenses
$325,000
Net increase / (decrease)
-$234,641

Service provider compensation (Schedule C)

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages