2023 Form 5500 filing — Wiley Metal Fabricating, Inc. 401(K) 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 20241015180550NAL0015219987001) for Wiley Metal Fabricating, Inc. 401(K) Plan, reported by Wiley Metal Fabricating, Inc. under EIN 35-1536670 and plan number 001. It reports 146 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015180550NAL0015219987001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Wiley Metal Fabricating, Inc.
- EIN
- 35-1536670
- Plan number
- 001
- Location
- Marion, IN
- Participants
- 146
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $3,269,371
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,269,371
- Employer contributions
- $76,855
- Participant contributions
- $247,133
- Total income / additions
- $662,534
- Benefits paid
- $314,658
- Administrative expenses
- $18,006
- Total expenses
- $333,617
- Net increase / (decrease)
- $328,917
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Edward Jones | INVESTMENT/FINANCIAL ADVI | $14,827 | $0 |
| Adp, Inc. | RECORD KEEPER | $3,178 | $0 |
| Adp Broker-Dealer | RECORD KEEPER | $0 | $0 |