2023 Form 5500 filing — Wheeler Trucking, Inc. 401(K) 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 20240916125717NAL0001489537001) for Wheeler Trucking, Inc. 401(K) Plan, reported by Wheeler Trucking, Inc. under EIN 38-3534605 and plan number 001. It reports 308 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$7.3MReported net assets$7,349,097
Participants308
Provider compensation$34.9K2 Schedule C row(s)$34,899
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20240916125717NAL0001489537001
- Plan sponsor
- Wheeler Trucking, Inc.
- EIN
- 38-3534605
- Plan number
- 001
- Location
- Flushing, MI
- Received date
- not reported in the loaded dataset
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)$7.3M total assets
Net assets$7.3MLiabilities$0
Full reported line items
- Total assets (EOY)
- $7,349,097
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,349,097
- Employer contributions
- $849,473
- Participant contributions
- $1,494,282
- Total income / additions
- $3,286,608
- Benefits paid
- $546,862
- Administrative expenses
- $61,714
- Total expenses
- $608,576
- Net increase / (decrease)
- $2,678,032
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Nationwide | RECORDKEEPER | $34,899 | $0 |
| Lpl Financial LLC | ADVISOR | $0 | not reported in the loaded dataset |