Plan5500

Wholesale Supply Group, Inc. 401(K) Plan — Form 5500 plan (Wholesale Supply Group, 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, Wholesale Supply Group, Inc. 401(K) Plan is a benefit plan reported by Wholesale Supply Group, Inc. under EIN 62-0981754 and plan number 002. The latest loaded filing year is 2023. The filing reports 205 participants and $6,511,678 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Wholesale Supply Group, Inc.
EIN
62-0981754
Plan number
002
Plan type
2
Location
Cleveland, TN
Latest filing year
2023
Participants
205
End-of-year plan assets
$6,511,678

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023205H, C20250212064514NAL0010714755001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$6,511,678
Total liabilities (EOY)
$0
Net assets (EOY)
$6,511,678
Net assets (BOY)
$5,599,864

Income & contributions

Employer contributions
$48,516
Participant contributions
$176,111
Total contributions
$224,627
Total income / additions
$1,240,158

Expenses & distributions

Benefits paid
$318,240
Administrative expenses
$5,672
Total expenses
$328,344
Net increase / (decrease)
$911,814

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Ray M. DonohooCONSULTING$20,542not reported in the loaded dataset2023
Empower Advisory Group, LLCINVESTMENT MGMT$5,047not reported in the loaded dataset2023
Empower Annuity Insurance Company ORECORDKEEPER$0$02023

Related Form 5500 pages