2023 Form 5500 filing — The Wrench Group Retirement 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 20241014152229NAL0027694769001) for The Wrench Group Retirement Plan, reported by The Wrench Group under EIN 81-1553691 and plan number 001. It reports 7,990 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014152229NAL0027694769001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The Wrench Group
- EIN
- 81-1553691
- Plan number
- 001
- Location
- Marietta, GA
- Participants
- 7,990
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $111,309,190
- Total liabilities (EOY)
- $350,446
- Net assets (EOY)
- $110,958,744
- Employer contributions
- $3,526,326
- Participant contributions
- $20,733,428
- Total income / additions
- $41,536,829
- Benefits paid
- $9,966,804
- Administrative expenses
- $1,292,046
- Total expenses
- $11,674,747
- Net increase / (decrease)
- $29,862,082
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Erisa Services, Inc. | CONTRACT ADMIN | $416,674 | not reported in the loaded dataset |
| Empower Annuity Ins Co Of America | RECORDKEEPER | $241,003 | $0 |
| Marietta Wealth Management | INVESTMENT ADV | $163,874 | not reported in the loaded dataset |
| Empower Advisory Group | INVESTMENT MGMT | $127,172 | not reported in the loaded dataset |
| Seay & Wessinger | OTHER | $21,000 | not reported in the loaded dataset |