2023 Form 5500 filing — Webster 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 20241015100712NAL0016114531001) for Webster Savings Plan, reported by Webster Industries, Inc. under EIN 34-1059179 and plan number 003. It reports 316 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015100712NAL0016114531001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Webster Industries, Inc.
- EIN
- 34-1059179
- Plan number
- 003
- Location
- Tiffin, OH
- Participants
- 316
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $80,302,403
- Total liabilities (EOY)
- $9,472,459
- Net assets (EOY)
- $70,829,944
- Employer contributions
- $3,382,036
- Participant contributions
- $866,257
- Total income / additions
- $19,050,672
- Benefits paid
- $2,420,583
- Administrative expenses
- $47,839
- Total expenses
- $2,645,410
- Net increase / (decrease)
- $16,405,262
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $47,838 | $0 |
| Resolute Wealth Advisor, Inc. | INVESTMENT ADVISORY | $0 | $22,023 |