2023 Form 5500 filing — Wd-40 Company Profit Sharing/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 20241002170614NAL0004239827001) for Wd-40 Company Profit Sharing/401(K) Plan, reported by Wd-40 Company under EIN 95-1797918 and plan number 002. It reports 292 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241002170614NAL0004239827001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Wd-40 Company
- EIN
- 95-1797918
- Plan number
- 002
- Location
- San Diego, CA
- Participants
- 292
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $111,019,951
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $111,019,951
- Employer contributions
- $5,493,345
- Participant contributions
- $2,634,653
- Total income / additions
- $26,928,504
- Benefits paid
- $11,169,694
- Administrative expenses
- $204,755
- Total expenses
- $11,388,866
- Net increase / (decrease)
- $15,539,638
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $90,955 | $0 |
| Resources Investment Advisors, LLC | INVESTMENT MGMT | $75,998 | not reported in the loaded dataset |
| Onedigital Investment Advisors LLC | INVESTMENT ADVISOR | $32,712 | not reported in the loaded dataset |
| Sageview Advisory Group LLC | INVESTMENT ADVISOR | $16,538 | not reported in the loaded dataset |
| Qdro Consultants Company, LLC | OTHER | $300 | not reported in the loaded dataset |