2023 Form 5500 filing — Appliance Center Of Toledo, Inc. 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 20240930142520NAL0011380050001) for Appliance Center Of Toledo, Inc. Retirement Plan, reported by Appliance Center Of Toledo, Inc. under EIN 34-0924335 and plan number 001. It reports 131 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240930142520NAL0011380050001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Appliance Center Of Toledo, Inc.
- EIN
- 34-0924335
- Plan number
- 001
- Location
- Maumee, OH
- Participants
- 131
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $6,185,727
- Net assets (EOY)
- $6,185,727
- Employer contributions
- $185,674
- Participant contributions
- $237,498
- Total income / additions
- $1,120,186
- Benefits paid
- $84,851
- Administrative expenses
- $44,412
- Total expenses
- $129,263
- Net increase / (decrease)
- $990,923
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Wells Fargo Clearing Services, LLC | ADVISOR | $25,102 | not reported in the loaded dataset |
| William Vaughan Company | AUDITOR | $15,750 | not reported in the loaded dataset |
| Transamerica Financial Life Ins Co | RECORDKEEPER | $2,431 | $0 |