Wesco Group, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Wesco Group 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, Wesco Group, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Wesco Group LLC under EIN 91-1167125 and plan number 001. The latest loaded filing year is 2023. The filing reports 602 participants and $19,949,363 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Wesco Group LLC
EIN
91-1167125
Plan number
001
Plan type
2
Location
Lynnwood, WA
Latest filing year
2023
Participants
602
End-of-year plan assets
$19,949,363

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023602H, C20241014173001NAL0013689219003

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$19,949,363
Total liabilities (EOY)
$1,322
Net assets (EOY)
$19,948,041
Net assets (BOY)
$18,377,135

Income & contributions

Employer contributions
$663,600
Participant contributions
$1,155,346
Total contributions
$1,949,033
Total income / additions
$4,629,552

Expenses & distributions

Benefits paid
$2,920,251
Administrative expenses
$115,064
Total expenses
$3,058,646
Net increase / (decrease)
$1,570,906

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Olympic Wealth Management LLCINVESTMENT ADVISORnot reported in the loaded dataset$52,8302023
Wilshire Associates IncINVESTMENT ADVISOR$0$3,7742023
John Hancock UsaRECORDKEEPER$2,257$02023

Related Form 5500 pages