General Wholesale Company, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (General Wholesale Company, 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, General Wholesale Company, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by General Wholesale Company, Inc. under EIN 58-0525744 and plan number 001. The latest loaded filing year is 2023. The filing reports 462 participants and $7,178,390 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
General Wholesale Company, Inc.
EIN
58-0525744
Plan number
001
Plan type
2
Location
Atlanta, GA
Latest filing year
2023
Participants
462
End-of-year plan assets
$7,178,390

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023462H, C20241007153433NAL0026569792001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$7,178,390
Total liabilities (EOY)
$0
Net assets (EOY)
$7,178,390
Net assets (BOY)
$5,886,916

Income & contributions

Employer contributions
$0
Participant contributions
$427,585
Total contributions
$427,585
Total income / additions
$1,595,621

Expenses & distributions

Benefits paid
$215,606
Administrative expenses
$63,156
Total expenses
$304,147
Net increase / (decrease)
$1,291,474

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Transamerica Financial Life Ins CoRECORDKEEPER$36,469$02023
Merril LynchINVESTMENT ADVISORY$12,871not reported in the loaded dataset2023
Futureplan By AscensusRECORDKEEPER$925$212023

Related Form 5500 pages