2023 Form 5500 filing — Institutional Wholesale Company, 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 20240919152158NAL0013045058001) for Institutional Wholesale Company, Inc. Profit Sharing Plan, reported by Institutional Wholesale Company, Inc. under EIN 62-0793519 and plan number 002. It reports 193 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240919152158NAL0013045058001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Institutional Wholesale Company, Inc.
- EIN
- 62-0793519
- Plan number
- 002
- Location
- Cookeville, TN
- Participants
- 193
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $6,429,468
- Total liabilities (EOY)
- $17,854
- Net assets (EOY)
- $6,411,614
- Employer contributions
- $371,862
- Total income / additions
- $1,050,322
- Benefits paid
- $68,306
- Administrative expenses
- $53,505
- Total expenses
- $121,811
- Net increase / (decrease)
- $928,511
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Pinnacle Bank | NONE | $36,155 | not reported in the loaded dataset |
| Uhy, Llp Cpas | NONE | $14,350 | not reported in the loaded dataset |
| Pinnacle Bank | NONE | $3,000 | not reported in the loaded dataset |