2023 Form 5500 filing — Webco Group Holdings, Inc. Esop/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 20241011083158NAL0022414561001) for Webco Group Holdings, Inc. Esop/401(K) Plan, reported by Webco Group Holdings, Inc. under EIN 85-3181325 and plan number 002. It reports 279 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011083158NAL0022414561001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Webco Group Holdings, Inc.
- EIN
- 85-3181325
- Plan number
- 002
- Location
- Olathe, KS
- Participants
- 279
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $38,744,024
- Total liabilities (EOY)
- $2,177,882
- Net assets (EOY)
- $36,566,142
- Employer contributions
- $1,209,518
- Participant contributions
- $138,680
- Total income / additions
- -$385,600
- Benefits paid
- $4,232,356
- Administrative expenses
- $30,991
- Total expenses
- $4,264,771
- Net increase / (decrease)
- -$4,650,371
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| V Wealth Management LLC | ADVISOR | $10,436 | not reported in the loaded dataset |
| Wcg Wealth Advisors, LLC | ADVISOR | $3,454 | not reported in the loaded dataset |
| John Hancock | RECORDKEEPER | $591 | not reported in the loaded dataset |