Wheels, LLC. Retirement Savings Plan — Form 5500 plan (Wheels, LLC)

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, Wheels, LLC. Retirement Savings Plan is a benefit plan reported by Wheels, LLC under EIN 36-2317983 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,013 participants and $154,573,590 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Wheels, LLC
EIN
36-2317983
Plan number
001
Plan type
2
Location
Des Plaines, IL
Latest filing year
2023
Participants
1,013
End-of-year plan assets
$154,573,590

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,013H, C20241018160955NAL0055217920001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$154,573,590
Total liabilities (EOY)
$0
Net assets (EOY)
$154,573,590
Net assets (BOY)
$94,238,144

Income & contributions

Employer contributions
$4,087,625
Participant contributions
$8,739,376
Total contributions
$13,786,869
Total income / additions
$38,210,870

Expenses & distributions

Benefits paid
$13,823,705
Administrative expenses
$193,354
Total expenses
$14,017,059
Net increase / (decrease)
$24,193,811

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Forest Capital Management LLCADVISOR$97,500not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER$95,854$02023

Related Form 5500 pages