2023 Form 5500 filing — Wittmann Usa Inc.
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 20241014101820NAL0051837970001) for Wittmann Usa Inc., reported by Wittmann Usa Inc.. under EIN 06-1284828 and plan number 001. It reports 186 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014101820NAL0051837970001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Wittmann Usa Inc..
- EIN
- 06-1284828
- Plan number
- 001
- Location
- Torrington, CT
- Participants
- 186
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $16,506,559
- Net assets (EOY)
- $16,506,559
- Employer contributions
- $418,533
- Participant contributions
- $732,211
- Total income / additions
- $3,731,083
- Benefits paid
- $1,859,513
- Administrative expenses
- $4,318
- Total expenses
- $1,868,929
- Net increase / (decrease)
- $1,862,154
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Janney Montgomery Scott LLC | OTHER SERVICES | $0 | $27,578 |
| Planned Retirement Consultants & Ad | CONTRACT ADMIN | $0 | $4,923 |
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $4,318 | $0 |
| Wilshire Associates Incorporated | NESTMENT ADVISORY | $0 | $0 |