2023 Form 5500 filing — Barry-Wehmiller Companies' 401(K) Plan For Bargaining Unit Employees
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 20241206104325NAL0012632402001) for Barry-Wehmiller Companies' 401(K) Plan For Bargaining Unit Employees, reported by Barry-Wehmiller Companies, Inc. under EIN 43-0172560 and plan number 003. It reports 389 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)$39MReported net assets$39,041,919
Participants389
Provider compensation$33.8K5 Schedule C row(s)$33,756
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241206104325NAL0012632402001
- Plan sponsor
- Barry-Wehmiller Companies, Inc.
- EIN
- 43-0172560
- Plan number
- 003
- Location
- St. Louis, MO
- 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)$39M total assets
Net assets$39MLiabilities$0
Full reported line items
- Total assets (EOY)
- $39,041,919
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $39,041,919
- Employer contributions
- $750,114
- Participant contributions
- $2,071,518
- Total income / additions
- $8,494,942
- Benefits paid
- $6,137,414
- Administrative expenses
- $30,007
- Total expenses
- $6,186,008
- Net increase / (decrease)
- $2,308,934
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Transamerica Retirement Solutions | RECORDKEEPER/BOOKKEEPER | $15,377 | not reported in the loaded dataset |
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $10,379 | $0 |
| Lockton Investment Advisors LLC | INVESTMENT ADVISORY | $6,000 | not reported in the loaded dataset |
| Creative Planning | INVESTMENT ADVISORY | $2,000 | not reported in the loaded dataset |
| National Financial Services | BROKER/DEALER | $0 | not reported in the loaded dataset |