2023 Form 5500 filing — Alt & Witzig 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 20241002091226NAL0003915443001) for Alt & Witzig Engineering, Inc. 401(K) Plan, reported by Alt & Witzig Engineering, Inc. under EIN 35-1404753 and plan number 001. It reports 225 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)$10.4MReported net assets$10,378,251
Participants225
Provider compensation$49.6K2 Schedule C row(s)$49,640
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241002091226NAL0003915443001
- Plan sponsor
- Alt & Witzig Engineering, Inc.
- EIN
- 35-1404753
- Plan number
- 001
- Location
- Carmel, IN
- 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)$10.4M total assets
Net assets$10.4MLiabilities$0
Full reported line items
- Total assets (EOY)
- $10,378,251
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,378,251
- Employer contributions
- $118,924
- Participant contributions
- $417,255
- Total income / additions
- $1,966,282
- Benefits paid
- $749,378
- Administrative expenses
- $26,419
- Total expenses
- $775,797
- Net increase / (decrease)
- $1,190,485
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Stancorp Financial Group | NONE | $25,776 | not reported in the loaded dataset |
| Shepherd Financial Investment Advis | NONE | $23,864 | not reported in the loaded dataset |