2023 Form 5500 filing — Walbridge 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 20241004163252NAL0005824371001) for Walbridge Profit Sharing 401(K) Plan, reported by Walbridge Aldinger Company under EIN 38-1141440 and plan number 001. It reports 1,339 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 3 · 2023
Filing snapshot
Net assets (EOY)$143.4MReported net assets$143,384,157
Participants1.3K1,339
Provider compensation$11.4K1 Schedule C row(s)$11,381
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241004163252NAL0005824371001
- Plan sponsor
- Walbridge Aldinger Company
- EIN
- 38-1141440
- Plan number
- 001
- Location
- Detroit, MI
- 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)$143.4M total assets
Net assets$143.4MLiabilities$137
Full reported line items
- Total assets (EOY)
- $143,384,294
- Total liabilities (EOY)
- $137
- Net assets (EOY)
- $143,384,157
- Employer contributions
- $3,413,745
- Participant contributions
- $9,000,411
- Total income / additions
- $34,557,802
- Benefits paid
- $9,091,651
- Administrative expenses
- $11,381
- Total expenses
- $9,112,327
- Net increase / (decrease)
- $25,445,475
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $11,381 | $0 |