2023 Form 5500 filing — W D Partners Profit Sharing Plan

Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240614123642NAL0032162865001) for W D Partners Profit Sharing Plan, reported by Wd Partners, Inc. under EIN 31-1451869 and plan number 002. It reports 424 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$33.5MReported net assets$33,536,944
Participants424
Provider compensation$66K3 Schedule C row(s)$65,958
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240614123642NAL0032162865001
Plan sponsor
Wd Partners, Inc.
EIN
31-1451869
Plan number
002
Location
Dublin, OH
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$33.5M total assets
Net assets$33.5MLiabilities$0
Money in vs. money out
Total income / additions$8.7M
Total expenses$923.9K
Benefits paid / distributions$857.9K
Contributions
Employer$619.3K
Participant$2.4M
Full reported line items
Total assets (EOY)
$33,536,944
Total liabilities (EOY)
$0
Net assets (EOY)
$33,536,944
Employer contributions
$619,342
Participant contributions
$2,405,712
Total income / additions
$8,650,740
Benefits paid
$857,940
Administrative expenses
$65,957
Total expenses
$923,897
Net increase / (decrease)
$7,726,843
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    INVESTMENT ADVISOR · Direct $32K
  2. 2
    RECORDKEEPER · Direct $22K · Indirect $0
  3. 3
    ACCOUNTANT/AUDITOR · Direct $12K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240614123642NAL0032162865001 cover?
It is the 2023 Form 5500 filing for W D Partners Profit Sharing Plan, reported by Wd Partners, Inc. (EIN 31-1451869).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages