Company Wrench, Ltd, 401(K) Profit Sharing Plan — Form 5500 plan (Company Wrench, Ltd)

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, Company Wrench, Ltd, 401(K) Profit Sharing Plan is a benefit plan reported by Company Wrench, Ltd under EIN 31-1709484 and plan number 001. The latest loaded filing year is 2023. The filing reports 247 participants and $11,558,324 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Company Wrench, Ltd
EIN
31-1709484
Plan number
001
Plan type
2
Location
Carroll, OH
Latest filing year
2023
Participants
247
End-of-year plan assets
$11,558,324

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023247H, C20241010164621NAL0034793984001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$11,558,324
Total liabilities (EOY)
$0
Net assets (EOY)
$11,558,324
Net assets (BOY)
$8,941,352

Income & contributions

Employer contributions
$579,951
Participant contributions
$1,165,513
Total contributions
$1,824,161
Total income / additions
$3,260,410

Expenses & distributions

Benefits paid
$613,424
Administrative expenses
$30,014
Total expenses
$643,438
Net increase / (decrease)
$2,616,972

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Everhart AdvisorsNONE$21,615not reported in the loaded dataset2023
Ascensus LLCNONE$8,399$632023

Related Form 5500 pages