2023 Form 5500 filing — Wenrich Painting, Inc. Retirement Savings 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 20241010140414NAL0010086723001) for Wenrich Painting, Inc. Retirement Savings Plan, reported by Wenrich Painting, Inc. under EIN 23-2910848 and plan number 002. It reports 114 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010140414NAL0010086723001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Wenrich Painting, Inc.
- EIN
- 23-2910848
- Plan number
- 002
- Location
- Ephrata, PA
- Participants
- 114
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,999,254
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,999,254
- Employer contributions
- $217
- Participant contributions
- $167,617
- Total income / additions
- $488,704
- Benefits paid
- $145,135
- Administrative expenses
- $37,625
- Total expenses
- $278,783
- Net increase / (decrease)
- $209,921
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Waltz Group | AUDITOR | $10,500 | not reported in the loaded dataset |
| First National Trust Company | INVESTMENT ADVISOR | $9,860 | not reported in the loaded dataset |
| Dunbar Bender & Zapf Inc | CONTRACT ADMININSTRATOR | $6,835 | not reported in the loaded dataset |