Plan5500

Wright Tree Of Puerto Rico Retirement Plan — Form 5500 plan (Wright Service Corp.)

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, Wright Tree Of Puerto Rico Retirement Plan is a benefit plan reported by Wright Service Corp. under EIN 42-1206493 and plan number 005. The latest loaded filing year is 2023. The filing reports 179 participants and $931,413 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$931.4KPlan net assets, end of year$931,413
Participants179Covered participants reported
Assets / participant$5.2KComputed: assets ÷ participants$5,203 (computed)
Provider compensation$10.3K3 Schedule C provider row(s)$10,323
Plan sponsor
Wright Service Corp.
EIN
42-1206493
Plan number
005
Plan type
2
Location
West Des Moines, IA
Latest filing year
2023
How to read this plan profile
  • Net assets = total assets minus total liabilities, end of year (Schedule H/I).
  • Assets / participant is computed (assets ÷ reported participants) — a ratio, not a filed figure.
  • Schedule chips (Sch H / I / C) show which schedules each filing includes.
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • Figures are reported as filed, in whole dollars; verify against the official DOL/EBSA record before relying on them.
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    179 participants · 2Sch HSch C
    View filing →
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)$931.4K total assets
Net assets$931.4KLiabilities$0
Money in vs. money out
Total income / additions$738K
Total expenses$32.7K
Benefits paid / distributions$23K
Contributions
Employer$289.1K
Participant$315.6K
Full reported line items

Net assets

Total assets (EOY)
$931,413
Total liabilities (EOY)
$0
Net assets (EOY)
$931,413
Net assets (BOY)
$226,123

Income & contributions

Employer contributions
$289,145
Participant contributions
$315,563
Total contributions
$604,708
Total income / additions
$737,967

Expenses & distributions

Benefits paid
$22,994
Administrative expenses
$9,683
Total expenses
$32,677
Net increase / (decrease)
$705,290
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.

Contribution share (employer vs. participant)
Employer 48%Participant 52%
Total expenses ÷ net assets4%Computed ratio
Benefits paid ÷ total income3%Computed ratio
Provider comp. ÷ net assets1%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    Empower Annuity Ins. Co. Of America$9.5K
    RECORDKEEPER · Direct $9.5K · Indirect $0
  2. 2
    Principal Securities Inc.$678
    INVESTMENT ADVISOR · Direct $678
  3. 3
    Envestnet Retirement Solutions, LLC$100
    OTHER · Direct $100

What to inspect next

Frequently asked questions

Who sponsors the Wright Tree Of Puerto Rico Retirement Plan?
Wright Tree Of Puerto Rico Retirement Plan is reported as sponsored by Wright Service Corp. (EIN 42-1206493, plan number 005) in public Form 5500 filings.
What is the most recent Form 5500 filing year for Wright Tree Of Puerto Rico Retirement Plan?
The latest Form 5500 filing year loaded for Wright Tree Of Puerto Rico Retirement Plan is 2023.
How many participants does Wright Tree Of Puerto Rico Retirement Plan report?
Wright Tree Of Puerto Rico Retirement Plan reports 179 participants in its latest loaded Form 5500 filing.
What are the reported plan assets for Wright Tree Of Puerto Rico Retirement Plan?
Wright Tree Of Puerto Rico Retirement Plan reports $931,413 in end-of-year plan assets in its latest loaded Form 5500 filing.
Form 5500 terms, in plain English
Form 5500
The annual report most U.S. employee benefit plans file with the Department of Labor through the EFAST2 system. It documents the plan sponsor, participants, finances, and service-provider compensation.
Schedule H
The financial statement for larger plans (generally 100+ participants): assets, liabilities, net assets, income, expenses, and the net change.
Schedule I
The condensed financial statement for smaller plans, covering the same kinds of figures in less detail.
Schedule C
Reports compensation paid to the plan’s service providers — both direct and indirect.
Net assets
Total assets minus total liabilities at the end of the year — what the plan holds for participants.
Employer / participant contributions
Money contributed to the plan by the employer and by participants during the year.

Figures are reported as filed and may contain errors or omissions. Verify against the official DOL/EBSA record before relying on any value.

Related Form 5500 pages