2023 Form 5500 filing — Wenthe-Davidson Engineering Co. Employee Stock Ownership 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 20240920094000NAL0007586497001) for Wenthe-Davidson Engineering Co. Employee Stock Ownership Plan, reported by Wenthe-Davidson Engineering Co. under EIN 39-0696715 and plan number 002. It reports 298 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials).
- EFAST2 acknowledgement
- 20240920094000NAL0007586497001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Wenthe-Davidson Engineering Co.
- EIN
- 39-0696715
- Plan number
- 002
- Location
- New Berlin, WI
- Participants
- 298
- Schedules available
- Schedule H
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $23,471,872
- Total liabilities (EOY)
- $11,161,859
- Net assets (EOY)
- $12,310,013
- Employer contributions
- $1,368,173
- Total income / additions
- $4,514,450
- Benefits paid
- $362,545
- Administrative expenses
- $233
- Total expenses
- $696,234
- Net increase / (decrease)
- $3,818,216
- Schedule source
- Schedule H