Plan5500

2023 Form 5500 filing — Wunderlich-Malec Engineering, Inc. Profit Sharing And Salary Reduction 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 20241010231641NAL0011992627001) for Wunderlich-Malec Engineering, Inc. Profit Sharing And Salary Reduction Plan, reported by Wunderlich-Malec Engineering, Inc. under EIN 41-1412464 and plan number 001. It reports 617 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20241010231641NAL0011992627001
Filing year
2023
Form type
2
Plan sponsor
Wunderlich-Malec Engineering, Inc.
EIN
41-1412464
Plan number
001
Location
Eden Prairie, MN
Participants
617
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$107,890,269
Total liabilities (EOY)
$0
Net assets (EOY)
$107,890,269
Employer contributions
$3,649,262
Participant contributions
$7,014,872
Total income / additions
$27,471,611
Benefits paid
$6,808,971
Administrative expenses
$70,523
Total expenses
$6,879,494
Net increase / (decrease)
$20,592,117
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Northwest Plan ServicesNONE$31,523not reported in the loaded dataset
Charles Schwab BankNONE$24,829$0
Stiles Financial Services IncINVESTMENT ADVISOR$20,600not reported in the loaded dataset
Stiles Financial ServicesNONE$20,300not reported in the loaded dataset
Cliftonlarsonallen LlpOTHER$13,251not reported in the loaded dataset
Empower Annuity Insurance Company ORECORDKEEPER$0$0

Related Form 5500 pages