2023 Form 5500 filing — Turtle Wax Retirement Savings 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 20241009124719NAL0009204579001) for Turtle Wax Retirement Savings Plan, reported by Turtle Wax, Inc. under EIN 36-2068941 and plan number 001. It reports 150 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009124719NAL0009204579001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Turtle Wax, Inc.
- EIN
- 36-2068941
- Plan number
- 001
- Location
- Addison, IL
- Participants
- 150
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $20,333,289
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $20,333,289
- Employer contributions
- $227,690
- Participant contributions
- $758,709
- Total income / additions
- $4,680,374
- Benefits paid
- $1,824,408
- Administrative expenses
- $56,094
- Total expenses
- $1,891,240
- Net increase / (decrease)
- $2,789,134
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Jpmorgan Invest Holdings LLC | RECORDKEEPER | $32,094 | $0 |
| Gallagher Benefit Services Inc Dba | INVESTMENT ADVISOR | $24,000 | not reported in the loaded dataset |