2023 Form 5500 filing — Wolverine Fuels Holding, LLC 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 20241008101408NAL0008248883001) for Wolverine Fuels Holding, LLC 401(K) Plan, reported by Wolverine Fuels, LLC under EIN 20-0469162 and plan number 002. It reports 1,024 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241008101408NAL0008248883001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Wolverine Fuels, LLC
- EIN
- 20-0469162
- Plan number
- 002
- Location
- Sandy, UT
- Participants
- 1,024
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $78,952,395
- Total liabilities (EOY)
- $6
- Net assets (EOY)
- $78,952,389
- Employer contributions
- $3,632,585
- Participant contributions
- $4,594,292
- Total income / additions
- $20,376,106
- Benefits paid
- $7,237,774
- Administrative expenses
- $10,700
- Total expenses
- $7,250,191
- Net increase / (decrease)
- $13,125,915
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Global Retirement Partners LLC | CONSULTANT | $67,287 | not reported in the loaded dataset |
| Strategic Advisors, Inc. | ADVISOR | $48,437 | not reported in the loaded dataset |
| Coulter & Justus Pc | CONSULTANT | $14,000 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | -$117,153 | $0 |