2023 Form 5500 filing — Wahl Clipper Corporation 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 20241009211041NAL0019109057001) for Wahl Clipper Corporation 401(K) Profit Sharing Plan, reported by Wahl Clipper Corporation under EIN 36-1922730 and plan number 003. It reports 1,438 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009211041NAL0019109057001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Wahl Clipper Corporation
- EIN
- 36-1922730
- Plan number
- 003
- Location
- Sterling, IL
- Participants
- 1,438
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $127,711,645
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $127,711,645
- Employer contributions
- $3,965,678
- Participant contributions
- $4,971,768
- Total income / additions
- $21,531,168
- Benefits paid
- $10,412,095
- Administrative expenses
- $184,531
- Total expenses
- $10,596,626
- Net increase / (decrease)
- $10,934,542
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Morgan Stanley | INVESTMENT ADVISOR | $81,223 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | $60,052 | not reported in the loaded dataset |