Wendy'S Employee Investment Plan — Form 5500 plan (Wendys Of Bowling Green, 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, Wendy'S Employee Investment Plan is a benefit plan reported by Wendys Of Bowling Green, Inc. under EIN 61-0888584 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,451 participants and $7,856,611 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Wendys Of Bowling Green, Inc.
- EIN
- 61-0888584
- Plan number
- 001
- Plan type
- 3
- Location
- Bowling Green, KY
- Latest filing year
- 2023
- Participants
- 1,451
- End-of-year plan assets
- $7,856,611
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,451 | H, C | 20240926143806NAL0001458816001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $7,856,611
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,856,611
- Net assets (BOY)
- $6,006,357
Income & contributions
- Employer contributions
- $268,932
- Participant contributions
- $709,145
- Total contributions
- $1,031,266
- Total income / additions
- $2,254,214
Expenses & distributions
- Benefits paid
- $356,656
- Administrative expenses
- $47,304
- Total expenses
- $403,960
- Net increase / (decrease)
- $1,850,254
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Transamerica Retirement Solutions | RECORDKEEPER | $85,277 | $0 | 2023 |
| Trinity Pension Consultants, Inc. | TPA | $41,198 | $218 | 2023 |
| Forvis | AUDIT | $7,974 | not reported in the loaded dataset | 2023 |
| Wendy'S Of Bowling Green Inc | PLAN SPONSOR | $2,100 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Wendys Of Bowling Green, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in KY
- 401(k) and benefit plan filings in Bowling Green, KY
- Transamerica Retirement Solutions — Schedule C compensation
- Trinity Pension Consultants, Inc. — Schedule C compensation
- Forvis — Schedule C compensation
- Wendy'S Of Bowling Green Inc — Schedule C compensation