2023 Form 5500 filing — Wade Trim Group, Inc. Profit Sharing & 401k Savings 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 20240828152959NAL0012324433001) for Wade Trim Group, Inc. Profit Sharing & 401k Savings Plan, reported by Wade Trim Group, Inc. under EIN 38-2236295 and plan number 002. It reports 798 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240828152959NAL0012324433001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Wade Trim Group, Inc.
- EIN
- 38-2236295
- Plan number
- 002
- Location
- Detroit, MI
- Participants
- 798
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $75,557,390
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $75,557,390
- Employer contributions
- $1,401,265
- Participant contributions
- $4,953,283
- Total income / additions
- $18,783,258
- Benefits paid
- $6,712,400
- Administrative expenses
- $121,065
- Total expenses
- $6,833,465
- Net increase / (decrease)
- $11,949,793
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| T Rowe Price Rps Inc | NONE | $56,334 | $0 |
| Capfinancial Partners LLC | NONE | $48,189 | not reported in the loaded dataset |
| Rehmann Robson | NONE | $16,500 | not reported in the loaded dataset |