Wholesale Electric Supply Company Inc. Employee Stock Ownership Plan — Form 5500 plan (Wholesale Electric Supply Co., 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 Inc. Employee Stock Ownership Plan is a benefit plan reported by Wholesale Electric Supply Co., Inc. under EIN 75-1102645 and plan number 001. The latest loaded filing year is 2023. The filing reports 585 participants and $24,130,469 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Wholesale Electric Supply Co., Inc.
EIN
75-1102645
Plan number
001
Plan type
2
Location
Texarkana, TX
Latest filing year
2023
Participants
585
End-of-year plan assets
$24,130,469

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023585H, C20251125164656NAL0003493937001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$24,130,469
Total liabilities (EOY)
$0
Net assets (EOY)
$24,130,469
Net assets (BOY)
$18,602,380

Income & contributions

Employer contributions
$250,000
Total contributions
$250,000
Total income / additions
$6,618,959

Expenses & distributions

Benefits paid
$1,051,654
Administrative expenses
$39,216
Total expenses
$1,090,870
Net increase / (decrease)
$5,528,089

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Cadence BankTRUSTEE$26,716not reported in the loaded dataset2023
Rozier Mckay & WillisAUDITOR$12,500not reported in the loaded dataset2023

Related Form 5500 pages