2023 Form 5500 filing — Wheeler Technologies, Inc. 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 20240715124507NAL0001263729001) for Wheeler Technologies, Inc. Profit Sharing Plan, reported by Wheeler Technologies, Inc. under EIN 35-2042750 and plan number 001. It reports 7 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
- EFAST2 acknowledgement
- 20240715124507NAL0001263729001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Wheeler Technologies, Inc.
- EIN
- 35-2042750
- Plan number
- 001
- Location
- Crown Point, IN
- Participants
- 7
- Schedules available
- Schedule I
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $2,501,604
- Net assets (EOY)
- $2,501,604
- Employer contributions
- $136,000
- Total income / additions
- $506,948
- Benefits paid
- $778,101
- Administrative expenses
- $21,774
- Total expenses
- $799,875
- Net increase / (decrease)
- -$292,927
- Schedule source
- Schedule I