Victory Wholesale Group 401(K) Plan — Form 5500 plan (Brothers Trading Co., Inc.)

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, Victory Wholesale Group 401(K) Plan is a benefit plan reported by Brothers Trading Co., Inc. under EIN 31-1153662 and plan number 004. The latest loaded filing year is 2023. The filing reports 482 participants and $86,887,931 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Brothers Trading Co., Inc.
EIN
31-1153662
Plan number
004
Plan type
2
Location
Springboro, OH
Latest filing year
2023
Participants
482
End-of-year plan assets
$86,887,931

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023482H, C20241009144431NAL0031602656001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$86,887,931
Total liabilities (EOY)
$0
Net assets (EOY)
$86,887,931
Net assets (BOY)
$80,614,682

Income & contributions

Employer contributions
$1,480,000
Participant contributions
$2,887,525
Total contributions
$4,367,525
Total income / additions
$15,583,604

Expenses & distributions

Benefits paid
$9,276,232
Administrative expenses
$34,123
Total expenses
$9,310,355
Net increase / (decrease)
$6,273,249

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Ubs Financial ServicesRETAINED BY CLIENT$64,331not reported in the loaded dataset2023
John HancockRETAINED BY CLIENT$35,073$02023

Related Form 5500 pages