Wenthe-Davidson Engineering Co. — Form 5500 filings & benefit plans
Form 5500 plan sponsor 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, Wenthe-Davidson Engineering Co. (EIN 39-0696715) is a plan sponsor located in New Berlin, WI with 6 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.
Company overview (based on loaded 2023 public filings)
- EIN
- 39-0696715
- Location
- New Berlin, WI
- Loaded plans
- 6
- Total reported participants
- 1,195
- Total reported plan assets (EOY)
- $39,948,527
- Plans with financial data
- 2
- Plans with provider compensation
- 2
- Latest filing year
- 2023
Totals aggregate this sponsor's loaded Form 5500 filings only and reflect figures as reported; they are not an audited company total.
Largest loaded plans by reported assets
| Plan | Plan # | Participants | Reported assets (EOY) | Year |
|---|---|---|---|---|
| Wenthe-Davidson Engineering Co. Employee Stock Ownership Plan | 002 | 298 | $23,471,872 | 2023 |
| Wenthe-Davidson Engineering Co. Employees' Profit Sharing Plan And 401(K) Plan | 001 | 238 | $16,476,655 | 2023 |
| Wenthe-Davidson Engineering Co. Std/Ltd Plan | 505 | 195 | not reported in the loaded dataset | 2023 |
| Wenthe-Davidson Engineering Co. Dental Plan | 504 | 167 | not reported in the loaded dataset | 2023 |
| Wenthe-Davidson Engineering Co. Health Plan | 502 | 150 | not reported in the loaded dataset | 2023 |
| Wenthe-Davidson Engineering Co. Vision Plan | 506 | 147 | not reported in the loaded dataset | 2023 |
Latest loaded filings
| Year | Plan | Participants | Schedules | Filing |
|---|---|---|---|---|
| 2023 | Wenthe-Davidson Engineering Co. Employee Stock Ownership Plan | 298 | H | 20240920094000NAL0007586497001 |
| 2023 | Wenthe-Davidson Engineering Co. Employees' Profit Sharing Plan And 401(K) Plan | 238 | H, C | 20241010100800NAL0035424096002 |
| 2023 | Wenthe-Davidson Engineering Co. Health Plan | 150 | C | 20241127124412NAL0004300467001 |
| 2023 | Wenthe-Davidson Engineering Co. Dental Plan | 167 | — | 20241127124412NAL0004300467002 |
| 2023 | Wenthe-Davidson Engineering Co. Std/Ltd Plan | 195 | — | 20241127124412NAL0004300467003 |
| 2023 | Wenthe-Davidson Engineering Co. Vision Plan | 147 | — | 20241127124412NAL0004300467004 |