2023 Form 5500 filing — Wendricks Truss, Inc. 401(K) Profit Sharing 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 20241011140218NAL0037139856001) for Wendricks Truss, Inc. 401(K) Profit Sharing Plan, reported by Wendricks Truss, Inc. under EIN 38-2438818 and plan number 001. It reports 143 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)$6.3MReported net assets$6,348,609
Participants143
Provider compensation$29K2 Schedule C row(s)$28,955
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241011140218NAL0037139856001
- Plan sponsor
- Wendricks Truss, Inc.
- EIN
- 38-2438818
- Plan number
- 001
- Location
- Little Chute, WI
- 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)$6.3M total assets
Net assets$6.3MLiabilities$0
Full reported line items
- Total assets (EOY)
- $6,348,609
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,348,609
- Employer contributions
- $345,211
- Participant contributions
- $333,184
- Total income / additions
- $1,513,503
- Benefits paid
- $106,896
- Administrative expenses
- $9,068
- Total expenses
- $115,964
- Net increase / (decrease)
- $1,397,539
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Erts Wealth Advisors | INVESTMENT ADVISORY | $0 | $19,887 |
| Principal Financial Group | CONTRACT ADMINISTRATOR | $9,068 | $0 |