Wheel Pros, LLC 401(K) Retirement Plan — Form 5500 plan (Wheel Pros, 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, Wheel Pros, LLC 401(K) Retirement Plan is a benefit plan reported by Wheel Pros, LLC under EIN 27-0745738 and plan number 001. The latest loaded filing year is 2023. The filing reports 3,193 participants and $87,643,982 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Wheel Pros, LLC
EIN
27-0745738
Plan number
001
Plan type
2
Location
Greenwood Village, CO
Latest filing year
2023
Participants
3,193
End-of-year plan assets
$87,643,982

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20233,193H, C20241015110457NAL0048960832001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$87,643,982
Total liabilities (EOY)
$86,632
Net assets (EOY)
$87,557,350
Net assets (BOY)
$77,857,983

Income & contributions

Employer contributions
$6,285,900
Participant contributions
$8,956,068
Total contributions
$15,901,580
Total income / additions
$29,653,066

Expenses & distributions

Benefits paid
$19,569,774
Administrative expenses
$381,482
Total expenses
$19,953,699
Net increase / (decrease)
$9,699,367

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
John Hancock UsaRECORDKEEPER$114,238$02023
Woodbury Financial ServicesINVESTMENT ADVISOR$107,097$02023

Related Form 5500 pages