2023 Form 5500 filing — Native Wholesale Supply Company 401(K) 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 20240626101937NAL0008552209001) for Native Wholesale Supply Company 401(K) Profit Sharing Plan, reported by Native Wholesale Supply Company under EIN 16-1609830 and plan number 001. It reports 23 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$303.5KReported net assets$303,523
Participants23
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240626101937NAL0008552209001
Plan sponsor
Native Wholesale Supply Company
EIN
16-1609830
Plan number
001
Location
Perrysburg, NY
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 I · 2023

Reported financial snapshot

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

Reported balance (end of year)$303.5K total assets
Net assets$303.5KLiabilities
Money in vs. money out
Total income / additions$93K
Total expenses$10K
Benefits paid / distributions$7.7K
Contributions
Employer$25.9K
Participant$36.9K
Full reported line items
Total assets (EOY)
$303,523
Net assets (EOY)
$303,523
Employer contributions
$25,880
Participant contributions
$36,926
Total income / additions
$93,019
Benefits paid
$7,730
Administrative expenses
$2,281
Total expenses
$10,011
Net increase / (decrease)
$83,008

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240626101937NAL0008552209001 cover?
It is the 2023 Form 5500 filing for Native Wholesale Supply Company 401(K) Profit Sharing Plan, reported by Native Wholesale Supply Company (EIN 16-1609830).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule I (small plan financials).

Related Form 5500 pages