Plan5500

Weldall Mfg., Inc. — 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, Weldall Mfg., Inc. (EIN 39-1199680) is a plan sponsor located in Waukesha, WI with 2 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
39-1199680
Location
Waukesha, WI
Loaded plans
2
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Weldall Mfg., Inc.

  • 2 loaded plans hold $14.5M in reported assets.
  • The largest, Weldall Mfg., Inc. Profit Sharing 401(K) Savings Plan, holds 100% of this company's reported plan assets.
  • Plans cover 552 reported participants.
  • 1 of 2 plans report full financial statements.
  • 2 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$14.5MSummed across loaded plans$14,488,205
Total reported assets$14.5M$14,488,205
Total reported participants552
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$14.5M total assets
Net assets$14.5MLiabilities$0
Contributions & income
Employer contributions$186.2K
Participant contributions$1.3M
Total income / additions$3.2M
Expenses & distributions
Benefits paid / distributions$575K
Total expenses$664.2K
Net increase / (decrease)$2.5M

Data coverage

Plans with financial statements1 / 2 (50%)
Plans with provider compensation2 / 2 (100%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%Weldall Mfg., Inc. Profit Sharing 401(K) Savings Plan
Participants per plan276Average across loaded plans
Loaded plans2
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Weldall Mfg., Inc. Profit Sharing 401(K) Savings Plan$14.5M
    Plan #001 · 299 participants · 2023
  2. 2
    Weldall Manufacturing Welfare Benefit Plannot reported in the loaded dataset
    Plan #506 · 253 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Weldall Mfg., Inc.. Open one for its full reported snapshot.

  1. 2023
    Weldall Manufacturing Welfare Benefit Plan253 participants · 2Sch C
    View filing →
  2. 2023
    Weldall Mfg., Inc. Profit Sharing 401(K) Savings Plan299 participants · 3Sch HSch C
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Weldall Mfg., Inc. report on Form 5500?
Weldall Mfg., Inc. (EIN 39-1199680) reports 2 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Weldall Mfg., Inc.?
The Employer Identification Number (EIN) reported for Weldall Mfg., Inc. is 39-1199680.
What is the latest Form 5500 filing year for Weldall Mfg., Inc.?
The latest loaded Form 5500 filing year for Weldall Mfg., Inc. is 2023.

Related Form 5500 pages