Wolverine Fuels Holding, LLC 401(K) Plan — Form 5500 plan (Wolverine Fuels, LLC)
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, Wolverine Fuels Holding, LLC 401(K) Plan is a benefit plan reported by Wolverine Fuels, LLC under EIN 20-0469162 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,024 participants and $78,952,395 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Wolverine Fuels, LLC
- EIN
- 20-0469162
- Plan number
- 002
- Plan type
- 2
- Location
- Sandy, UT
- Latest filing year
- 2023
- Participants
- 1,024
- End-of-year plan assets
- $78,952,395
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,024 | H, C | 20241008101408NAL0008248883001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $78,952,395
- Total liabilities (EOY)
- $6
- Net assets (EOY)
- $78,952,389
- Net assets (BOY)
- $65,826,474
Income & contributions
- Employer contributions
- $3,632,585
- Participant contributions
- $4,594,292
- Total contributions
- $8,495,040
- Total income / additions
- $20,376,106
Expenses & distributions
- Benefits paid
- $7,237,774
- Administrative expenses
- $10,700
- Total expenses
- $7,250,191
- Net increase / (decrease)
- $13,125,915
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Global Retirement Partners LLC | CONSULTANT | $67,287 | not reported in the loaded dataset | 2023 |
| Strategic Advisors, Inc. | ADVISOR | $48,437 | not reported in the loaded dataset | 2023 |
| Coulter & Justus Pc | CONSULTANT | $14,000 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | -$117,153 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Wolverine Fuels, LLC
- 2023 Form 5500 filing
- Form 5500 filings in UT
- 401(k) and benefit plan filings in Sandy, UT
- Global Retirement Partners LLC — Schedule C compensation
- Strategic Advisors, Inc. — Schedule C compensation
- Coulter & Justus Pc — Schedule C compensation
- Fidelity Investments Institutional — Schedule C compensation