2023 Form 5500 filing — Wright Beverage Distributing 401(K) Plan 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 20241010092031NAL0009847587001) for Wright Beverage Distributing 401(K) Plan Trust, reported by Wright Wisner Distributing Corp under EIN 16-0775330 and plan number 002. It reports 765 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$59.2MReported net assets$59,181,357
Participants765
Provider compensation$137.9K3 Schedule C row(s)$137,936
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241010092031NAL0009847587001
- Plan sponsor
- Wright Wisner Distributing Corp
- EIN
- 16-0775330
- Plan number
- 002
- Location
- Rochester, NY
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$59.2M total assets
Net assets$59.2MLiabilities$0
Full reported line items
- Total assets (EOY)
- $59,181,357
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $59,181,357
- Employer contributions
- $978,122
- Participant contributions
- $3,057,395
- Total income / additions
- $11,486,032
- Benefits paid
- $4,636,419
- Administrative expenses
- $139,312
- Total expenses
- $4,775,731
- Net increase / (decrease)
- $6,710,301
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Prudential Retirement Insurance And | NONE | $72,637 | $0 |
| Ubs Financial Services, Inc. | NONE | $49,499 | not reported in the loaded dataset |
| Davie Kaplan, Cpa, P.C. | NONE | $15,800 | not reported in the loaded dataset |