Richard Wolf Medical Instruments Corp. Profit Sharing Plan And Trust — Form 5500 plan (Richard Wolf Medical Instruments)
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, Richard Wolf Medical Instruments Corp. Profit Sharing Plan And Trust is a benefit plan reported by Richard Wolf Medical Instruments under EIN 36-2732789 and plan number 001. The latest loaded filing year is 2023. The filing reports 250 participants and $15,570,056 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Richard Wolf Medical Instruments
- EIN
- 36-2732789
- Plan number
- 001
- Plan type
- 2
- Location
- Vernon Hills, IL
- Latest filing year
- 2023
- Participants
- 250
- End-of-year plan assets
- $15,570,056
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 250 | H, C | 20240829091213NAL0007499027001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $15,570,056
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $15,570,056
- Net assets (BOY)
- $13,216,742
Income & contributions
- Employer contributions
- $229,878
- Participant contributions
- $1,121,761
- Total contributions
- $1,434,489
- Total income / additions
- $3,420,357
Expenses & distributions
- Benefits paid
- $1,062,026
- Administrative expenses
- $5,017
- Total expenses
- $1,067,043
- Net increase / (decrease)
- $2,353,314
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner And S | RECORDKEEPER | $1,191 | $0 | 2023 |