2023 Form 5500 filing — Werner Co. Employee 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 20240925080844NAL0013996817001) for Werner Co. Employee Savings Plan, reported by Werner Co. under EIN 32-0204518 and plan number 001. It reports 997 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$88.8MReported net assets$88,790,603
Participants997
Provider compensationNone reported3 Schedule C row(s)
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20240925080844NAL0013996817001
- Plan sponsor
- Werner Co.
- EIN
- 32-0204518
- Plan number
- 001
- Location
- West Middlesex, PA
- 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)$88.8M total assets
Net assets$88.8MLiabilities$0
Full reported line items
- Total assets (EOY)
- $88,790,603
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $88,790,603
- Employer contributions
- $2,212,090
- Participant contributions
- $4,701,092
- Total income / additions
- $24,372,715
- Benefits paid
- $12,975,630
- Administrative expenses
- -$27,896
- Total expenses
- $12,947,734
- Net increase / (decrease)
- $11,424,981
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Mma Securities LLC | CONSULTANT | $30,000 | not reported in the loaded dataset |
| Strategic Advisors, Inc. | ADVISOR | $14,557 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | -$49,953 | $0 |