Plan5500

Wolff Bros. Supply, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Wolff Bros. Supply, 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, Wolff Bros. Supply, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Wolff Bros. Supply, Inc. under EIN 34-1693407 and plan number 002. The latest loaded filing year is 2023. The filing reports 448 participants and $45,427,666 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Wolff Bros. Supply, Inc.
EIN
34-1693407
Plan number
002
Plan type
2
Location
Medina, OH
Latest filing year
2023
Participants
448
End-of-year plan assets
$45,427,666

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023448H, C20240917135507NAL0005319408001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$45,427,666
Net assets (EOY)
$45,427,666
Net assets (BOY)
$38,932,169

Income & contributions

Employer contributions
$688,997
Participant contributions
$2,287,916
Total contributions
$3,663,149
Total income / additions
$9,089,708

Expenses & distributions

Benefits paid
$2,512,431
Administrative expenses
$81,780
Total expenses
$2,594,211
Net increase / (decrease)
$6,495,497

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Schwab Retirement Plan Services,IncNONE$80,849not reported in the loaded dataset2023
Charles Schwab & Co., Inc.NONE$498$02023

Related Form 5500 pages