L.D. Wholesale, Inc. Psp & Tr — Form 5500 plan (L.D. Wholesale, 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, L.D. Wholesale, Inc. Psp & Tr is a benefit plan reported by L.D. Wholesale, Inc. under EIN 34-1665372 and plan number 002. The latest loaded filing year is 2023. The filing reports 3 participants and $1,644,895 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$1.6MPlan net assets, end of year$1,644,895
Participants3Covered participants reported
Assets / participant$548.3KComputed: assets ÷ participants$548,298 (computed)
Provider compensationNone reported
Plan sponsor
L.D. Wholesale, Inc.
EIN
34-1665372
Plan number
002
Plan type
2
Location
Stow, OH
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20233I20241003083006NAL0005586275003
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)$1.6M total assets
Net assets$1.6MLiabilities
Money in vs. money out
Total income / additions$140.8K
Total expenses$55.3K
Benefits paid / distributions$40K
Contributions
Employer$59.9K
ParticipantNot reported
Full reported line items

Net assets

Total assets (EOY)
$1,644,895
Net assets (EOY)
$1,644,895
Net assets (BOY)
$1,559,455

Income & contributions

Employer contributions
$59,887
Total income / additions
$140,783

Expenses & distributions

Benefits paid
$39,989
Administrative expenses
$15,354
Total expenses
$55,343
Net increase / (decrease)
$85,440
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.

Total expenses ÷ net assets3%Computed ratio
Benefits paid ÷ total income28%Computed ratio

Service provider compensation (Schedule C)

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages