2023 Form 5500 filing — Whelen Engineering Company, 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 20241002135947NAL0017369586001) for Whelen Engineering Company, Inc. 401(K) Plan, reported by Whelen Engineering Company, Inc under EIN 06-0725110 and plan number 002. It reports 1,638 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)$158.2MReported net assets$158,203,235

Participants1.6K1,638

Provider compensation$60.9K2 Schedule C row(s)$60,873

Schedules filedSchedule H, Schedule CLoaded schedules

EFAST2 acknowledgement: 20241002135947NAL0017369586001
Plan sponsor: Whelen Engineering Company, Inc
EIN: 06-0725110
Plan number: 002
Location: Chester, CT
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)$158.2M total assets

Net assets$158.2MLiabilities$0

Money in vs. money out

Total income / additions$34M

Total expenses$7.5M

Benefits paid / distributions$7.5M

Contributions

Employer$3.7M

Participant$7.2M

Full reported line items

Total assets (EOY): $158,203,235
Total liabilities (EOY): $0
Net assets (EOY): $158,203,235
Employer contributions: $3,675,004
Participant contributions: $7,171,734
Total income / additions: $34,009,737
Benefits paid: $7,518,151
Administrative expenses: $15,873
Total expenses: $7,536,320
Net increase / (decrease): $26,473,417

Schedule C

Reported service provider compensation

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

1
Essex Financial Services$45K
ADVISOR · Direct $45K · Indirect $0
2
Fidelity Investments Institutional$15.9K
RECORDKEEPER · Direct $15.9K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241002135947NAL0017369586001 cover?: It is the 2023 Form 5500 filing for Whelen Engineering Company, Inc. 401(K) Plan, reported by Whelen Engineering Company, Inc (EIN 06-0725110).
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).