2023 Form 5500 filing — Richard Wolf Medical Instruments Corp. Profit Sharing Plan And Trust
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 20240829091213NAL0007499027001) for Richard Wolf Medical Instruments Corp. Profit Sharing Plan And Trust, reported by Richard Wolf Medical Instruments under EIN 36-2732789 and plan number 001. It reports 250 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240829091213NAL0007499027001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Richard Wolf Medical Instruments
- EIN
- 36-2732789
- Plan number
- 001
- Location
- Vernon Hills, IL
- Participants
- 250
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $15,570,056
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $15,570,056
- Employer contributions
- $229,878
- Participant contributions
- $1,121,761
- Total income / additions
- $3,420,357
- Benefits paid
- $1,062,026
- Administrative expenses
- $5,017
- Total expenses
- $1,067,043
- Net increase / (decrease)
- $2,353,314
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Merrill Lynch, Pierce, Fenner And S | RECORDKEEPER | $1,191 | $0 |