Wesco Turf, Inc. 401(K) Profit Sharing Plan And Trust — Form 5500 plan (Wesco Turf, 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, Wesco Turf, Inc. 401(K) Profit Sharing Plan And Trust is a benefit plan reported by Wesco Turf, Inc. under EIN 59-2763187 and plan number 001. The latest loaded filing year is 2023. The filing reports 298 participants and $24,456,067 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Wesco Turf, Inc.
- EIN
- 59-2763187
- Plan number
- 001
- Plan type
- 2
- Location
- Sarasota, FL
- Latest filing year
- 2023
- Participants
- 298
- End-of-year plan assets
- $24,456,067
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 298 | H, C | 20250305172654NAL0008899249001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $24,456,067
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $24,456,067
- Net assets (BOY)
- $20,150,592
Income & contributions
- Employer contributions
- $234,637
- Participant contributions
- $1,495,444
- Total contributions
- $1,871,891
- Total income / additions
- $6,623,144
Expenses & distributions
- Benefits paid
- $2,243,583
- Administrative expenses
- $74,086
- Total expenses
- $2,317,669
- Net increase / (decrease)
- $4,305,475
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Mid Atlantic Financial Management | ADVISOR | $41,815 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | $11,951 | $0 | 2023 |
| Expand Financial | INVESTMENT ADVISOR | $11,027 | not reported in the loaded dataset | 2023 |
| Crowe Llp | ACCOUNTANT/AUDITOR | $9,293 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Wesco Turf, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in FL
- 401(k) and benefit plan filings in Sarasota, FL
- Mid Atlantic Financial Management — Schedule C compensation
- Fidelity Investments Institutional — Schedule C compensation
- Expand Financial — Schedule C compensation
- Crowe Llp — Schedule C compensation