2023 Form 5500 filing — Weimer Bearing & Transmission, Inc. 401k 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 20240920090800NAL0004284915001) for Weimer Bearing & Transmission, Inc. 401k Savings Plan, reported by Weimer Bearing & Transmission, Inc. under EIN 39-0931834 and plan number 002. It reports 386 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240920090800NAL0004284915001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Weimer Bearing & Transmission, Inc.
- EIN
- 39-0931834
- Plan number
- 002
- Location
- Germantown, WI
- Participants
- 386
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $51,694,538
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $51,694,538
- Employer contributions
- $2,435,544
- Participant contributions
- $2,792,064
- Total income / additions
- $12,498,898
- Benefits paid
- $1,650,326
- Administrative expenses
- $120,265
- Total expenses
- $1,770,591
- Net increase / (decrease)
- $10,728,307
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Lpl Financial, LLC - Rpcp | RIA | $21,900 | not reported in the loaded dataset |
| John Hancock Life Insurance Company | RECORDKEEPER | $8,881 | $0 |