Wehrung'S Lumber & Home Center, Inc. — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Wehrung'S Lumber & Home Center, Inc. (EIN 20-0413026) is a plan sponsor located in Ottsville, PA with 2 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
20-0413026
Location
Ottsville, PA
Loaded plans
2
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Wehrung'S Lumber & Home Center, Inc.

  • 2 loaded plans hold $8.9M in reported assets.
  • The largest, Wehrung'S Lumber & Home Center, Inc. Profit Sharing Plan, holds 100% of this company's reported plan assets.
  • Plans cover 378 reported participants.
  • 1 of 2 plans report full financial statements.
  • 1 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$8.9MSummed across loaded plans$8,885,498
Total reported assets$8.9M$8,911,699
Total reported participants378
Total reported liabilities$26.2K$26,201

Reported net position

Reported assets = net assets + liabilities (summed)$8.9M total assets
Net assets$8.9MLiabilities$26.2K
Contributions & income
Employer contributions$223.7K
Participant contributions$764.8K
Total income / additions$2.2M
Expenses & distributions
Benefits paid / distributions$539.3K
Total expenses$601.7K
Net increase / (decrease)$1.6M

Data coverage

Plans with financial statements1 / 2 (50%)
Plans with provider compensation1 / 2 (50%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%Wehrung'S Lumber & Home Center, Inc. Profit Sharing Plan
Participants per plan189Average across loaded plans
Loaded plans2
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Plan #002 · 243 participants · 2023
  2. 2
    Wehrung'S Lumber & Home Center, Incnot reported in the loaded dataset
    Plan #501 · 135 participants · 2023
EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Wehrung'S Lumber & Home Center, Inc.. Open one for its full reported snapshot.

  1. 2023
    Wehrung'S Lumber & Home Center, Inc. Profit Sharing Plan243 participants · 2Sch HSch C
    View filing →
  2. 2023
    Wehrung'S Lumber & Home Center, Inc135 participants · 2No schedules
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Wehrung'S Lumber & Home Center, Inc. report on Form 5500?
Wehrung'S Lumber & Home Center, Inc. (EIN 20-0413026) reports 2 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Wehrung'S Lumber & Home Center, Inc.?
The Employer Identification Number (EIN) reported for Wehrung'S Lumber & Home Center, Inc. is 20-0413026.
What is the latest Form 5500 filing year for Wehrung'S Lumber & Home Center, Inc.?
The latest loaded Form 5500 filing year for Wehrung'S Lumber & Home Center, Inc. is 2023.

Related Form 5500 pages