2023 Form 5500 filing — Wirtz Holding Company, Inc Profit Sharing Retirement&401k 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 20241004143005NAL0005768899001) for Wirtz Holding Company, Inc Profit Sharing Retirement&401k Plan, reported by Wirtz Holding Company, Inc. under EIN 46-1663335 and plan number 001. It reports 221 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241004143005NAL0005768899001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Wirtz Holding Company, Inc.
- EIN
- 46-1663335
- Plan number
- 001
- Location
- Port Huron, MI
- Participants
- 221
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $18,057,908
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $18,057,908
- Employer contributions
- $640,217
- Participant contributions
- $736,879
- Total income / additions
- $4,108,812
- Benefits paid
- $2,927,492
- Administrative expenses
- $92,556
- Total expenses
- $3,055,837
- Net increase / (decrease)
- $1,052,975
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Capfinancial Partners LLC Dba Captr | INVESTMENT ADVISOR | $53,392 | not reported in the loaded dataset |
| Empower Annuity Insurance Company O | RECORDKEEPER | $37,064 | $0 |
| Independent Financial Group Inc | BROKER/ADVISER | $0 | $4,895 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $2,100 | not reported in the loaded dataset |