Wholesale Electric Supply Company Of Houston, Inc. Employee Savings Plan — Form 5500 plan (Wholesale Electric Supply Company Of Houston 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 Electric Supply Company Of Houston, Inc. Employee Savings Plan is a benefit plan reported by Wholesale Electric Supply Company Of Houston Inc under EIN 74-1539498 and plan number 001. The latest loaded filing year is 2023. The filing reports 577 participants and $61,053,016 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Wholesale Electric Supply Company Of Houston Inc
- EIN
- 74-1539498
- Plan number
- 001
- Plan type
- 2
- Location
- Houston, TX
- Latest filing year
- 2023
- Participants
- 577
- End-of-year plan assets
- $61,053,016
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 577 | H, C | 20241015151924NAL0056912962001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $61,053,016
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $61,053,016
- Net assets (BOY)
- $55,976,013
Income & contributions
- Employer contributions
- $1,357,460
- Participant contributions
- $3,334,718
- Total contributions
- $5,773,485
- Total income / additions
- $14,097,221
Expenses & distributions
- Benefits paid
- $8,891,868
- Administrative expenses
- $128,350
- Total expenses
- $9,020,218
- Net increase / (decrease)
- $5,077,003
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Lpl Financial, LLC | INVESTMENT ADVISOR | $66,057 | not reported in the loaded dataset | 2023 |
| John Hancock Retirem,Ent Plan Svcs | RECORDKEEPER | $46,208 | $0 | 2023 |
| Compensation Strategies Group, Ltd. | 8010 | $16,085 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Wholesale Electric Supply Company Of Houston Inc
- 2023 Form 5500 filing
- Form 5500 filings in TX
- 401(k) and benefit plan filings in Houston, TX
- Lpl Financial, LLC — Schedule C compensation
- John Hancock Retirem,Ent Plan Svcs — Schedule C compensation
- Compensation Strategies Group, Ltd. — Schedule C compensation