Wh Midwest, LLC 401(K) Profit Sharing Plan — Form 5500 plan (Wh Midwest, LLC Dba Wayne Homes)
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, Wh Midwest, LLC 401(K) Profit Sharing Plan is a benefit plan reported by Wh Midwest, LLC Dba Wayne Homes under EIN 30-0588053 and plan number 001. The latest loaded filing year is 2023. The filing reports 224 participants and $10,097,622 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Wh Midwest, LLC Dba Wayne Homes
- EIN
- 30-0588053
- Plan number
- 001
- Plan type
- 2
- Location
- Uniontown, OH
- Latest filing year
- 2023
- Participants
- 224
- End-of-year plan assets
- $10,097,622
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 224 | H, C | 20241004144454NAL0019797760001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $10,097,622
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,097,622
- Net assets (BOY)
- $8,398,327
Income & contributions
- Employer contributions
- $0
- Participant contributions
- $887,484
- Total contributions
- $891,599
- Total income / additions
- $2,385,615
Expenses & distributions
- Benefits paid
- $625,793
- Administrative expenses
- $60,527
- Total expenses
- $686,320
- Net increase / (decrease)
- $1,699,295
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $24,266 | $0 | 2023 |
| Valmark Advisers Inc | INVESTMENT ADVISOR | $22,047 | not reported in the loaded dataset | 2023 |
| Trinity Pension Consultants | CONTRACT ADMIN | $8,908 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $3,332 | not reported in the loaded dataset | 2023 |
| Cbiz Benefits & Ins Services Inc | CONTRACT ADMIN | $2,500 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Wh Midwest, LLC Dba Wayne Homes
- 2023 Form 5500 filing
- Form 5500 filings in OH
- 401(k) and benefit plan filings in Uniontown, OH
- Empower Annuity Insurance Company — Schedule C compensation
- Valmark Advisers Inc — Schedule C compensation
- Trinity Pension Consultants — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation
- Cbiz Benefits & Ins Services Inc — Schedule C compensation