2023 Form 5500 filing — Whks & Co. 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 20240910082819NAL0011142002001) for Whks & Co. Savings Plan, reported by Whks & Co under EIN 42-0943938 and plan number 001. It reports 150 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240910082819NAL0011142002001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Whks & Co
- EIN
- 42-0943938
- Plan number
- 001
- Location
- Mason City, IA
- Participants
- 150
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $20,180,062
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $20,180,062
- Employer contributions
- $374,871
- Participant contributions
- $1,045,930
- Total income / additions
- $4,533,765
- Benefits paid
- $163,674
- Administrative expenses
- $511
- Total expenses
- $164,185
- Net increase / (decrease)
- $4,369,580
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $511 | $0 |
| Wilshire Advisors LLC | INVESTMENT ADVISORY | $0 | $0 |