2023 Form 5500 filing — Webb-Stiles Company 401(K) Profit Sharing 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 20241007141131NAL0016211713001) for Webb-Stiles Company 401(K) Profit Sharing Plan, reported by Webb-Stiles Company under EIN 34-0742487 and plan number 001. It reports 146 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)$17.8MReported net assets$17,844,247
Participants146
Provider compensation$43.9K3 Schedule C row(s)$43,874
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241007141131NAL0016211713001
- Plan sponsor
- Webb-Stiles Company
- EIN
- 34-0742487
- Plan number
- 001
- Location
- Valley City, OH
- 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)$17.8M total assets
Net assets$17.8MLiabilities$0
Full reported line items
- Total assets (EOY)
- $17,844,247
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $17,844,247
- Participant contributions
- $467,991
- Total income / additions
- $3,231,890
- Benefits paid
- $725,313
- Administrative expenses
- $43,874
- Total expenses
- $769,187
- Net increase / (decrease)
- $2,462,703
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Global Retirement Partners, LLC | ADVISOR | $18,644 | not reported in the loaded dataset |
| Newport Group, Inc. | RECORDKEEPER | $17,882 | $0 |
| Newport Trust Company | TRUSTEE | $7,348 | $0 |