Whatever It Takes Transmission & Parts, Inc Esop — Form 5500 plan (Whatever It Takes Transmission & Parts, 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, Whatever It Takes Transmission & Parts, Inc Esop is a benefit plan reported by Whatever It Takes Transmission & Parts, Inc under EIN 61-1356670 and plan number 002. The latest loaded filing year is 2023. The filing reports 893 participants and $49,816,006 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$46.9MPlan net assets, end of year$46,920,274
Participants893Covered participants reported
Assets / participant$55.8KComputed: assets ÷ participants$55,785 (computed)
Provider compensationNone reported
Plan sponsor
Whatever It Takes Transmission & Parts, Inc
EIN
61-1356670
Plan number
002
Plan type
2
Location
Shepherdsville, KY
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023893H20241015082842NAL0014248707001
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)$49.8M total assets
Net assets$46.9MLiabilities$2.9M
Money in vs. money out
Total income / additions$7.3M
Total expenses$1.9M
Benefits paid / distributions$1.8M
Contributions
Employer$2M
ParticipantNot reported
Full reported line items

Net assets

Total assets (EOY)
$49,816,006
Total liabilities (EOY)
$2,895,732
Net assets (EOY)
$46,920,274
Net assets (BOY)
$41,471,344

Income & contributions

Employer contributions
$1,971,983
Total contributions
$1,971,983
Total income / additions
$7,305,195

Expenses & distributions

Benefits paid
$1,840,092
Total expenses
$1,856,265
Net increase / (decrease)
$5,448,930
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.

Total expenses ÷ net assets4%Computed ratio
Benefits paid ÷ total income25%Computed ratio

Service provider compensation (Schedule C)

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages