2023 Form 5500 filing — One Webasto 401(K) Retirement 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 20240926142445NAL0000493155001) for One Webasto 401(K) Retirement Savings Plan, reported by Webasto Roof Systems Inc. under EIN 38-2035775 and plan number 002. It reports 2,807 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240926142445NAL0000493155001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Webasto Roof Systems Inc.
- EIN
- 38-2035775
- Plan number
- 002
- Location
- Auburn Hills, MI
- Participants
- 2,807
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $157,892,685
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $157,892,685
- Employer contributions
- $4,355,842
- Participant contributions
- $15,180,358
- Total income / additions
- $43,876,371
- Benefits paid
- $15,251,608
- Administrative expenses
- $288,633
- Total expenses
- $15,540,241
- Net increase / (decrease)
- $28,336,130
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $186,725 | $0 |
| Resources Investment Advisors LLC | ADVISOR | $66,000 | not reported in the loaded dataset |
| Strategic Advisors, Inc. | ADVISOR | $29,908 | not reported in the loaded dataset |
| Rehmann LLC | ACCOUNTANT/AUDITOR | $6,000 | not reported in the loaded dataset |