2023 Form 5500 filing — Wholesale Electric Supply Company Inc. Employee Stock Ownership 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 20251125164656NAL0003493937001) for Wholesale Electric Supply Company Inc. Employee Stock Ownership Plan, reported by Wholesale Electric Supply Co., Inc. under EIN 75-1102645 and plan number 001. It reports 585 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20251125164656NAL0003493937001
Filing year
2023
Form type
2
Plan sponsor
Wholesale Electric Supply Co., Inc.
EIN
75-1102645
Plan number
001
Location
Texarkana, TX
Participants
585
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$24,130,469
Total liabilities (EOY)
$0
Net assets (EOY)
$24,130,469
Employer contributions
$250,000
Total income / additions
$6,618,959
Benefits paid
$1,051,654
Administrative expenses
$39,216
Total expenses
$1,090,870
Net increase / (decrease)
$5,528,089
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Cadence BankTRUSTEE$26,716not reported in the loaded dataset
Rozier Mckay & WillisAUDITOR$12,500not reported in the loaded dataset

Related Form 5500 pages