2023 Form 5500 filing — Walbro LLC Employees' Saving 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 20241015132142NAL0029771633001) for Walbro LLC Employees' Saving Plan, reported by Walbro LLC under EIN 38-2968944 and plan number 003. It reports 311 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$2.6MReported net assets$2,595,390
Participants311
Provider compensation$13.7K1 Schedule C row(s)$13,693
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241015132142NAL0029771633001
Plan sponsor
Walbro LLC
EIN
38-2968944
Plan number
003
Location
Tucson, AZ
Received date
not reported in the loaded dataset
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$2.6M total assets
Net assets$2.6MLiabilities$0
Money in vs. money out
Total income / additions$999.4K
Total expenses$369.5K
Benefits paid / distributions$345.4K
Contributions
Employer$329.1K
Participant$330.3K
Full reported line items
Total assets (EOY)
$2,595,390
Total liabilities (EOY)
$0
Net assets (EOY)
$2,595,390
Employer contributions
$329,050
Participant contributions
$330,271
Total income / additions
$999,448
Benefits paid
$345,442
Administrative expenses
$24,029
Total expenses
$369,471
Net increase / (decrease)
$629,977

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Fidelity Investments InstitutionalRECORDKEEPER$13,693$0

Related Form 5500 pages