2023 Form 5500 filing — Warren Equipment Company 401(K) Retirement And 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 20241014134120NAL0015028675001) for Warren Equipment Company 401(K) Retirement And Savings Plan, reported by Warren Equipment Company under EIN 75-2351267 and plan number 002. It reports 2,472 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014134120NAL0015028675001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Warren Equipment Company
- EIN
- 75-2351267
- Plan number
- 002
- Location
- Midland, TX
- Participants
- 2,472
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $207,899,105
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $207,899,105
- Employer contributions
- $9,220,215
- Participant contributions
- $12,177,355
- Total income / additions
- $52,456,337
- Benefits paid
- $13,924,533
- Administrative expenses
- $318,320
- Total expenses
- $14,243,517
- Net increase / (decrease)
- $38,212,820
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Bokf, N.A. | TRUSTEE | $242,790 | $0 |
| Cook Street Consulting, Inc. | INVESTMENT ADVISORY | $79,942 | not reported in the loaded dataset |
| Whitley Penn Llp | ACCOUNTING | $43,506 | not reported in the loaded dataset |
| Cowen And Company LLC | SECURITIES BROKER | $194 | $0 |