2023 Form 5500 filing — Wbc Holdings, L.P. Cash Balance Retirement 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 20240829090820NAL0026835746001) for Wbc Holdings, L.P. Cash Balance Retirement Plan, reported by Wbc Holdings, L.P. under EIN 32-0268461 and plan number 007. It reports 236 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$79.7MReported net assets$79,679,263
Participants236
Provider compensationNone reported
Schedules filedSchedule HLoaded schedules
EFAST2 acknowledgement
20240829090820NAL0026835746001
Plan sponsor
Wbc Holdings, L.P.
EIN
32-0268461
Plan number
007
Location
Chicago, IL
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)$79.7M total assets
Net assets$79.7MLiabilities
Money in vs. money out
Total income / additions$28.1M
Total expenses$4.6M
Benefits paid / distributions$4.6M
Contributions
Employer$21.8M
ParticipantNot reported
Full reported line items
Total assets (EOY)
$79,679,263
Net assets (EOY)
$79,679,263
Employer contributions
$21,758,798
Total income / additions
$28,104,260
Benefits paid
$4,620,101
Administrative expenses
$1,255
Total expenses
$4,621,356
Net increase / (decrease)
$23,482,904

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240829090820NAL0026835746001 cover?
It is the 2023 Form 5500 filing for Wbc Holdings, L.P. Cash Balance Retirement Plan, reported by Wbc Holdings, L.P. (EIN 32-0268461).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials).

Related Form 5500 pages