2023 Form 5500 filing — Wastequip LLC 401(K) 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 20240926082120NAL0000375473001) for Wastequip LLC 401(K) Retirement Plan, reported by Wastequip, LLC. under EIN 34-1598206 and plan number 002. It reports 2,330 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)$65.1MReported net assets$65,068,544

Participants2.3K2,330

Provider compensation$264.5K3 Schedule C row(s)$264,532

Schedules filedSchedule H, Schedule CLoaded schedules

EFAST2 acknowledgement: 20240926082120NAL0000375473001
Plan sponsor: Wastequip, LLC.
EIN: 34-1598206
Plan number: 002
Location: Charlotte, NC
Received date: not reported in the loaded dataset

How to read this filing

This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
Schedule chips (Sch H / I / C) show which schedules this filing includes.
Net assets = total assets minus total liabilities (Schedule H/I).
Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
For the plan's full history, open the plan profile.

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)$65.1M total assets

Net assets$65.1MLiabilities$0

Money in vs. money out

Total income / additions$17.7M

Total expenses$7.6M

Benefits paid / distributions$7.4M

Contributions

Employer$2.5M

Participant$6.5M

Full reported line items

Total assets (EOY): $65,068,544
Total liabilities (EOY): $0
Net assets (EOY): $65,068,544
Employer contributions: $2,459,636
Participant contributions: $6,539,514
Total income / additions: $17,677,332
Benefits paid: $7,359,775
Administrative expenses: $213,903
Total expenses: $7,609,924
Net increase / (decrease): $10,067,408

Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

1
Principal Life Insurance Company$214.3K
CONTRACT ADMINISTRATOR · Direct $213.9K · Indirect $350
2
Creative Planning - Lockton Retirem$30K
OTHER SERVICES · Direct $0 · Indirect $30K
3
Faulkner And Thompson, P.A.$20.3K
ACCOUNTANT · Direct $0 · Indirect $20.3K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240926082120NAL0000375473001 cover?: It is the 2023 Form 5500 filing for Wastequip LLC 401(K) Retirement Plan, reported by Wastequip, LLC. (EIN 34-1598206).
Which Form 5500 schedules are attached to this 2023 filing?: Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).