2023 Form 5500 filing — Wharton Hardware & Supply Corp. Employee Benefit 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 20240627124752NAL0014906752001) for Wharton Hardware & Supply Corp. Employee Benefit Plan, reported by Wharton Hardware & Supply Corp. under EIN 20-5661395 and plan number 501. It reports 46 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$117.2KReported net assets$117,205
Participants46
Provider compensation$55.1K4 Schedule C row(s)$55,149
Schedules filedSchedule I, Schedule CLoaded schedules
EFAST2 acknowledgement
20240627124752NAL0014906752001
Plan sponsor
Wharton Hardware & Supply Corp.
EIN
20-5661395
Plan number
501
Location
Pennsauken, NJ
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)$159.4K total assets
Net assets$117.2KLiabilities$42.2K
Money in vs. money out
Total income / additions$744.7K
Total expenses$657.5K
Benefits paid / distributions$356K
Contributions
Employer$514.2K
Participant$228.3K
Full reported line items
Total assets (EOY)
$159,362
Total liabilities (EOY)
$42,157
Net assets (EOY)
$117,205
Employer contributions
$514,249
Participant contributions
$228,291
Total income / additions
$744,667
Benefits paid
$356,049
Administrative expenses
$18,865
Total expenses
$657,516
Net increase / (decrease)
$87,151
Schedule C

Reported service provider compensation

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

  1. 1
    BROKER · Direct $22.5K
  2. 2
    ADMIN · Direct $18.9K
  3. 3
    BROKER · Direct $10.8K
  4. 4
    PATIENT ADVOCATE · Direct $3K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240627124752NAL0014906752001 cover?
It is the 2023 Form 5500 filing for Wharton Hardware & Supply Corp. Employee Benefit Plan, reported by Wharton Hardware & Supply Corp. (EIN 20-5661395).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule I (small plan financials), Schedule C (service provider compensation).

Related Form 5500 pages