2023 Form 5500 filing — Wenthe-Davidson Engineering Co. Employees' Profit Sharing Plan And 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 20241010100800NAL0035424096002) for Wenthe-Davidson Engineering Co. Employees' Profit Sharing Plan And 401(K) Plan, reported by Wenthe-Davidson Engineering Co. under EIN 39-0696715 and plan number 001. It reports 238 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010100800NAL0035424096002
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Wenthe-Davidson Engineering Co.
- EIN
- 39-0696715
- Plan number
- 001
- Location
- New Berlin, WI
- Participants
- 238
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $16,476,655
- Net assets (EOY)
- $16,476,655
- Employer contributions
- $993
- Participant contributions
- $609,674
- Total income / additions
- $2,920,127
- Benefits paid
- $748,346
- Administrative expenses
- $9,409
- Total expenses
- $757,755
- Net increase / (decrease)
- $2,162,372
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Associated Trust Company, N.A. | NONE | $9,409 | $0 |