Wrist North America Inc. 401(K) Profit Sharing Plan & Trust — Form 5500 plan (Wrist North America 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, Wrist North America Inc. 401(K) Profit Sharing Plan & Trust is a benefit plan reported by Wrist North America Inc. under EIN 46-0524360 and plan number 001. The latest loaded filing year is 2023. The filing reports 394 participants and $13,665,511 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$13.7MPlan net assets, end of year$13,665,511
Participants394Covered participants reported
Assets / participant$34.7KComputed: assets ÷ participants$34,684 (computed)
Provider compensation$54.8K3 Schedule C provider row(s)$54,758
- Plan sponsor
- Wrist North America Inc.
- EIN
- 46-0524360
- Plan number
- 001
- Plan type
- 2
- Location
- Pasadena, TX
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 394 | H, C | 20241014144230NAL0015127235001 |
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)$13.7M total assets
Net assets$13.7MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $13,665,511
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $13,665,511
- Net assets (BOY)
- $11,113,047
Income & contributions
- Employer contributions
- $426,474
- Participant contributions
- $864,965
- Total contributions
- $1,302,472
- Total income / additions
- $3,088,092
Expenses & distributions
- Benefits paid
- $486,383
- Administrative expenses
- $49,245
- Total expenses
- $535,628
- Net increase / (decrease)
- $2,552,464
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.
33%67%
Employer 33%Participant 67%
Total expenses ÷ net assets4%Computed ratio
Benefits paid ÷ total income16%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Raymond James | INVESTMENT ADVISOR | $32,073 | $0 | 2023 |
| Empower Annuity Ins Co Of America | RECORDKEEPER | $11,446 | $0 | 2023 |
| Economic Group Pension Services,Inc | CONTRACT ADMIN | $11,239 | $0 | 2023 |