2023 Form 5500 filing — The Will-Burt Company Employee Stock Ownership Trust And 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 20241008145329NAL0017827985001) for The Will-Burt Company Employee Stock Ownership Trust And Plan, reported by The Will-Burt Company under EIN 34-0620280 and plan number 002. It reports 334 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials).
- EFAST2 acknowledgement
- 20241008145329NAL0017827985001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The Will-Burt Company
- EIN
- 34-0620280
- Plan number
- 002
- Location
- Orrville, OH
- Participants
- 334
- Schedules available
- Schedule H
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $37,428,941
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $37,428,941
- Employer contributions
- $976,950
- Total income / additions
- $3,966,770
- Benefits paid
- $1,467,722
- Administrative expenses
- $0
- Total expenses
- $1,467,722
- Net increase / (decrease)
- $2,499,048
- Schedule source
- Schedule H