2023 Form 5500 filing — Savings Incentive Plan For Employees Of Wheeler Brothers Grain Company, LLC
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 20250102150130NAL0002270145001) for Savings Incentive Plan For Employees Of Wheeler Brothers Grain Company, LLC, reported by Wheeler Brothers Grain Company, LLC under EIN 73-0564547 and plan number 001. It reports 198 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250102150130NAL0002270145001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Wheeler Brothers Grain Company, LLC
- EIN
- 73-0564547
- Plan number
- 001
- Location
- Watonga, OK
- Participants
- 198
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $15,228,459
- Total liabilities (EOY)
- $115
- Net assets (EOY)
- $15,228,344
- Employer contributions
- $320,599
- Participant contributions
- $605,455
- Total income / additions
- $2,953,890
- Benefits paid
- $1,652,519
- Administrative expenses
- $60,299
- Total expenses
- $1,712,818
- Net increase / (decrease)
- $1,241,072
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Companyf | RECORD KEEPER | $60,161 | $0 |
| Commonwealth Equity Services | INVESTMENT ADVISOR | $41,795 | not reported in the loaded dataset |
| Employee Benefits Group LLC | TPA | $4,170 | $3,888 |
| Empower Advisory Group | INVESTMENT MGMT | $715 | not reported in the loaded dataset |
| Alliant Insurance Services | OTHER | $566 | not reported in the loaded dataset |
| Teh Retirement Advantage Inc | CONTRACT ADMIN | $0 | $88 |