Wright Beverage Distributing 401(K) Plan Trust — Form 5500 plan (Wright Wisner Distributing Corp)
Plain-English plan 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, Wright Beverage Distributing 401(K) Plan Trust is a benefit plan reported by Wright Wisner Distributing Corp under EIN 16-0775330 and plan number 002. The latest loaded filing year is 2023. The filing reports 765 participants and $59,181,357 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$59.2MPlan net assets, end of year$59,181,357
Participants765Covered participants reported
Assets / participant$77.4KComputed: assets ÷ participants$77,361 (computed)
Provider compensation$137.9K3 Schedule C provider row(s)$137,936
- Plan sponsor
- Wright Wisner Distributing Corp
- EIN
- 16-0775330
- Plan number
- 002
- Plan type
- 2
- Location
- Rochester, NY
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 765 | H, C | 20241010092031NAL0009847587001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$59.2M total assets
Net assets$59.2MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $59,181,357
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $59,181,357
- Net assets (BOY)
- $52,471,056
Income & contributions
- Employer contributions
- $978,122
- Participant contributions
- $3,057,395
- Total contributions
- $4,150,825
- Total income / additions
- $11,486,032
Expenses & distributions
- Benefits paid
- $4,636,419
- Administrative expenses
- $139,312
- Total expenses
- $4,775,731
- Net increase / (decrease)
- $6,710,301
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Prudential Retirement Insurance And | NONE | $72,637 | $0 | 2023 |
| Ubs Financial Services, Inc. | NONE | $49,499 | not reported in the loaded dataset | 2023 |
| Davie Kaplan, Cpa, P.C. | NONE | $15,800 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Wright Wisner Distributing Corp
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Rochester, NY
- Prudential Retirement Insurance And — Schedule C compensation
- Ubs Financial Services, Inc. — Schedule C compensation
- Davie Kaplan, Cpa, P.C. — Schedule C compensation