2023 Form 5500 filing — Wheeler Park 401k Profit Sharing Plan And Trust

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 20241009094034NAL0036632706001) for Wheeler Park 401k Profit Sharing Plan And Trust, reported by Wheeler Park LLC under EIN 54-0967125 and plan number 001. It reports 18 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$744.6KReported net assets$744,581
Participants18
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20241009094034NAL0036632706001
Plan sponsor
Wheeler Park LLC
EIN
54-0967125
Plan number
001
Location
Alexandria, VA
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule I · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$744.6K total assets
Net assets$744.6KLiabilities$0
Money in vs. money out
Total income / additions$281.7K
Total expenses$2M
Benefits paid / distributions$2M
Contributions
Employer$12.8K
Participant$35.4K
Full reported line items
Total assets (EOY)
$744,581
Total liabilities (EOY)
$0
Net assets (EOY)
$744,581
Employer contributions
$12,797
Participant contributions
$35,388
Total income / additions
$281,739
Benefits paid
$2,023,138
Administrative expenses
$4,732
Total expenses
$2,027,870
Net increase / (decrease)
-$1,746,131

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241009094034NAL0036632706001 cover?
It is the 2023 Form 5500 filing for Wheeler Park 401k Profit Sharing Plan And Trust, reported by Wheeler Park LLC (EIN 54-0967125).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule I (small plan financials).

Related Form 5500 pages