2023 Form 5500 filing — Weldstar Company Combined Retirement 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 20240910190518NAL0003724259001) for Weldstar Company Combined Retirement Plan, reported by Weldstar Company under EIN 36-6098632 and plan number 004. It reports 153 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240910190518NAL0003724259001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Weldstar Company
- EIN
- 36-6098632
- Plan number
- 004
- Location
- Aurora, IL
- Participants
- 153
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $29,566,084
- Total liabilities (EOY)
- $3,776
- Net assets (EOY)
- $29,562,308
- Employer contributions
- $737,828
- Participant contributions
- $705,686
- Total income / additions
- $6,150,806
- Benefits paid
- $933,077
- Administrative expenses
- $94,682
- Total expenses
- $1,027,760
- Net increase / (decrease)
- $5,123,046
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $94,682 | $0 |
| Northwestern Mutual Investment Serv | OTHER SERVICES | not reported in the loaded dataset | $15,044 |
| Erisa, Inc. | OTHER SERVICES | $0 | $7,499 |
| Wilshire Advisors LLC | INVESTMENT ADVISORY | $0 | $0 |