2023 Form 5500 filing — Weldall Mfg., Inc. Profit Sharing 401(K) 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 20241015101611NAL0047326784001) for Weldall Mfg., Inc. Profit Sharing 401(K) Savings Plan, reported by Weldall Mfg., Inc. under EIN 39-1199680 and plan number 001. It reports 299 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015101611NAL0047326784001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Weldall Mfg., Inc.
- EIN
- 39-1199680
- Plan number
- 001
- Location
- Waukesha, WI
- Participants
- 299
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $14,488,205
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $14,488,205
- Employer contributions
- $186,174
- Participant contributions
- $1,252,170
- Total income / additions
- $3,199,266
- Benefits paid
- $574,986
- Administrative expenses
- $63,545
- Total expenses
- $664,205
- Net increase / (decrease)
- $2,535,061
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Johnson Bank | RECORD KEEPER | $58,358 | $0 |
| Fidelity Investments Institutional | RECORDKEEPER | $175 | $0 |