Wheeler Trucking, Inc. 401(K) Plan — Form 5500 plan (Wheeler Trucking, 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, Wheeler Trucking, Inc. 401(K) Plan is a benefit plan reported by Wheeler Trucking, Inc. under EIN 38-3534605 and plan number 001. The latest loaded filing year is 2023. The filing reports 308 participants and $7,349,097 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$7.3MPlan net assets, end of year$7,349,097
Participants308Covered participants reported
Assets / participant$23.9KComputed: assets ÷ participants$23,861 (computed)
Provider compensation$34.9K2 Schedule C provider row(s)$34,899
- Plan sponsor
- Wheeler Trucking, Inc.
- EIN
- 38-3534605
- Plan number
- 001
- Plan type
- 2
- Location
- Flushing, MI
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 308 | H, C | 20240916125717NAL0001489537001 |
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)$7.3M total assets
Net assets$7.3MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $7,349,097
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,349,097
- Net assets (BOY)
- $4,671,065
Income & contributions
- Employer contributions
- $849,473
- Participant contributions
- $1,494,282
- Total contributions
- $2,397,603
- Total income / additions
- $3,286,608
Expenses & distributions
- Benefits paid
- $546,862
- Administrative expenses
- $61,714
- Total expenses
- $608,576
- Net increase / (decrease)
- $2,678,032
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.
36%64%
Employer 36%Participant 64%
Total expenses ÷ net assets8%Computed ratio
Benefits paid ÷ total income17%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Nationwide | RECORDKEEPER | $34,899 | $0 | 2023 |
| Lpl Financial LLC | ADVISOR | $0 | not reported in the loaded dataset | 2023 |