2023 Form 5500 filing — Webco Industries, Inc. Employee Investment 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 20240930101944NAL0002548691001) for Webco Industries, Inc. Employee Investment Plan, reported by Webco Industries, Inc. under EIN 73-1097133 and plan number 001. It reports 1,547 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240930101944NAL0002548691001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Webco Industries, Inc.
- EIN
- 73-1097133
- Plan number
- 001
- Location
- Sand Springs, OK
- Participants
- 1,547
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $89,015,968
- Total liabilities (EOY)
- $62,135
- Net assets (EOY)
- $88,953,833
- Employer contributions
- $1,746,330
- Participant contributions
- $5,327,711
- Total income / additions
- $18,989,799
- Benefits paid
- $5,919,103
- Administrative expenses
- $117,555
- Total expenses
- $6,036,658
- Net increase / (decrease)
- $12,953,141
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Bokf, Na | TRUSTEE | $143,205 | $0 |