2023 Form 5500 filing — Wanner Engineering, Inc. 401(K) 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 20240924043930NAL0007213123001) for Wanner Engineering, Inc. 401(K) Plan, reported by Wec, Inc. under EIN 41-1405153 and plan number 001. It reports 205 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 3 · 2023
Filing snapshot
Net assets (EOY)$22.4MReported net assets$22,372,514
Participants205
Provider compensation$93.3K4 Schedule C row(s)$93,285
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20240924043930NAL0007213123001
- Plan sponsor
- Wec, Inc.
- EIN
- 41-1405153
- Plan number
- 001
- Location
- Minneapolis, MN
- Received date
- not reported in the loaded dataset
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)$22.4M total assets
Net assets$22.4MLiabilities$0
Full reported line items
- Total assets (EOY)
- $22,372,514
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $22,372,514
- Employer contributions
- $452,034
- Participant contributions
- $1,285,585
- Total income / additions
- $4,629,775
- Benefits paid
- $838,438
- Administrative expenses
- $93,281
- Total expenses
- $940,212
- Net increase / (decrease)
- $3,689,563
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Lincoln National Corporation | SERVICE PROVIDER | $43,213 | $0 |
| Merrill Lynch, Pierce, Fenner & Smi | SERVICE PROVIDER | $39,471 | not reported in the loaded dataset |
| Futureplan By Ascensus | THIRD PARTY ADMIN | $5,921 | not reported in the loaded dataset |
| Futureplan By Ascensus | THIRD PARTY ADMIN | $4,680 | not reported in the loaded dataset |