Wendricks Truss, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Wendricks Truss, 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, Wendricks Truss, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Wendricks Truss, Inc. under EIN 38-2438818 and plan number 001. The latest loaded filing year is 2023. The filing reports 143 participants and $6,348,609 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$6.3MPlan net assets, end of year$6,348,609
Participants143Covered participants reported
Assets / participant$44.4KComputed: assets ÷ participants$44,396 (computed)
Provider compensation$29K2 Schedule C provider row(s)$28,955
- Plan sponsor
- Wendricks Truss, Inc.
- EIN
- 38-2438818
- Plan number
- 001
- Plan type
- 2
- Location
- Little Chute, WI
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 143 | H, C | 20241011140218NAL0037139856001 |
Schedule H · 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)$6.3M total assets
Net assets$6.3MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $6,348,609
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,348,609
- Net assets (BOY)
- $4,951,070
Income & contributions
- Employer contributions
- $345,211
- Participant contributions
- $333,184
- Total contributions
- $704,746
- Total income / additions
- $1,513,503
Expenses & distributions
- Benefits paid
- $106,896
- Administrative expenses
- $9,068
- Total expenses
- $115,964
- Net increase / (decrease)
- $1,397,539
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Erts Wealth Advisors | INVESTMENT ADVISORY | $0 | $19,887 | 2023 |
| Principal Financial Group | CONTRACT ADMINISTRATOR | $9,068 | $0 | 2023 |