Plan5500

Wharton Hardware & Supply Corp. Employee Benefit Plan — Form 5500 plan (Wharton Hardware & Supply 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, Wharton Hardware & Supply Corp. Employee Benefit Plan is a benefit plan reported by Wharton Hardware & Supply Corp. under EIN 20-5661395 and plan number 501. The latest loaded filing year is 2023. The filing reports 46 participants and $159,362 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$117.2KPlan net assets, end of year$117,205
Participants46Covered participants reported
Assets / participant$3.5KComputed: assets ÷ participants$3,464 (computed)
Provider compensation$55.1K4 Schedule C provider row(s)$55,149
Plan sponsor
Wharton Hardware & Supply Corp.
EIN
20-5661395
Plan number
501
Plan type
2
Location
Pennsauken, NJ
Latest filing year
2023
How to read this plan profile
  • Net assets = total assets minus total liabilities, end of year (Schedule H/I).
  • Assets / participant is computed (assets ÷ reported participants) — a ratio, not a filed figure.
  • Schedule chips (Sch H / I / C) show which schedules each filing includes.
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • Figures are reported as filed, in whole dollars; verify against the official DOL/EBSA record before relying on them.
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    46 participants · 2Sch ISch C
    View filing →
Schedule I · 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)$159.4K total assets
Net assets$117.2KLiabilities$42.2K
Money in vs. money out
Total income / additions$744.7K
Total expenses$657.5K
Benefits paid / distributions$356K
Contributions
Employer$514.2K
Participant$228.3K
Full reported line items

Net assets

Total assets (EOY)
$159,362
Total liabilities (EOY)
$42,157
Net assets (EOY)
$117,205
Net assets (BOY)
$30,054

Income & contributions

Employer contributions
$514,249
Participant contributions
$228,291
Total income / additions
$744,667

Expenses & distributions

Benefits paid
$356,049
Administrative expenses
$18,865
Total expenses
$657,516
Net increase / (decrease)
$87,151
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 69%Participant 31%
Total expenses ÷ net assets561%Computed ratio
Benefits paid ÷ total income48%Computed ratio
Provider comp. ÷ net assets47%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    Villanova Health Agency LLC$22.5K
    BROKER · Direct $22.5K
  2. 2
    Meritain Health, An Aetna Company$18.9K
    ADMIN · Direct $18.9K
  3. 3
    The Benecon Group$10.8K
    BROKER · Direct $10.8K
  4. 4
    Connectcare3$3K
    PATIENT ADVOCATE · Direct $3K

What to inspect next

Frequently asked questions

Who sponsors the Wharton Hardware & Supply Corp. Employee Benefit Plan?
Wharton Hardware & Supply Corp. Employee Benefit Plan is reported as sponsored by Wharton Hardware & Supply Corp. (EIN 20-5661395, plan number 501) in public Form 5500 filings.
What is the most recent Form 5500 filing year for Wharton Hardware & Supply Corp. Employee Benefit Plan?
The latest Form 5500 filing year loaded for Wharton Hardware & Supply Corp. Employee Benefit Plan is 2023.
How many participants does Wharton Hardware & Supply Corp. Employee Benefit Plan report?
Wharton Hardware & Supply Corp. Employee Benefit Plan reports 46 participants in its latest loaded Form 5500 filing.
What are the reported plan assets for Wharton Hardware & Supply Corp. Employee Benefit Plan?
Wharton Hardware & Supply Corp. Employee Benefit Plan reports $159,362 in end-of-year plan assets in its latest loaded Form 5500 filing.
Form 5500 terms, in plain English
Form 5500
The annual report most U.S. employee benefit plans file with the Department of Labor through the EFAST2 system. It documents the plan sponsor, participants, finances, and service-provider compensation.
Schedule H
The financial statement for larger plans (generally 100+ participants): assets, liabilities, net assets, income, expenses, and the net change.
Schedule I
The condensed financial statement for smaller plans, covering the same kinds of figures in less detail.
Schedule C
Reports compensation paid to the plan’s service providers — both direct and indirect.
Net assets
Total assets minus total liabilities at the end of the year — what the plan holds for participants.
Employer / participant contributions
Money contributed to the plan by the employer and by participants during the year.

Figures are reported as filed and may contain errors or omissions. Verify against the official DOL/EBSA record before relying on any value.

Related Form 5500 pages