2023 Form 5500 filing — Westfalia Technologies, Inc. Savings Plan

Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240729092908NAL0010906499001) for Westfalia Technologies, Inc. Savings Plan, reported by Westfalia Technologies, Inc. under EIN 23-2678132 and plan number 001. It reports 175 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$13.1MReported net assets$13,058,009

Participants175

Provider compensation$60.2K5 Schedule C row(s)$60,169

Schedules filedSchedule H, Schedule CLoaded schedules

EFAST2 acknowledgement: 20240729092908NAL0010906499001
Plan sponsor: Westfalia Technologies, Inc.
EIN: 23-2678132
Plan number: 001
Location: York, PA
Received date: not reported in the loaded dataset

How to read this filing

This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
Schedule chips (Sch H / I / C) show which schedules this filing includes.
Net assets = total assets minus total liabilities (Schedule H/I).
Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
For the plan's full history, open the plan profile.

Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$13.1M total assets

Net assets$13.1MLiabilities$0

Money in vs. money out

Total income / additions$3.8M

Total expenses$1.5M

Benefits paid / distributions$1.4M

Contributions

Employer$516.6K

Participant$1.1M

Full reported line items

Total assets (EOY): $13,058,009
Total liabilities (EOY): $0
Net assets (EOY): $13,058,009
Employer contributions: $516,614
Participant contributions: $1,120,795
Total income / additions: $3,820,997
Benefits paid: $1,414,163
Administrative expenses: $39,938
Total expenses: $1,454,101
Net increase / (decrease): $2,366,896

Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

1
Principal Life Insurance Company$39.8K
CONTRACT ADMINISTRATOR · Direct $39.8K · Indirect $0
2
Mml Investors Services LLC$15.2K
OTHER SERVICES · Direct $0 · Indirect $15.2K
3
Smith Elliott Kearns & Co LLC$5.2K
CONTRACT ADMINISTRATOR · Direct $100 · Indirect $5.1K
4
Morningstar Investment Management L$0
INV ADV, PARTICIPANTS · Direct $0 · Indirect $0
5
Wilshire Advisors LLC$0
INVESTMENT ADVISORY · Direct $0 · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240729092908NAL0010906499001 cover?: It is the 2023 Form 5500 filing for Westfalia Technologies, Inc. Savings Plan, reported by Westfalia Technologies, Inc. (EIN 23-2678132).
Which Form 5500 schedules are attached to this 2023 filing?: Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).