2023 Form 5500 filing — Barry-Wehmiller Companies' 401(K) Retirement 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 20241206104933NAL0003763091001) for Barry-Wehmiller Companies' 401(K) Retirement Savings Plan, reported by Barry-Wehmiller Companies, Inc. under EIN 43-0172560 and plan number 002. It reports 7,520 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241206104933NAL0003763091001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Barry-Wehmiller Companies, Inc.
- EIN
- 43-0172560
- Plan number
- 002
- Location
- St. Louis, MO
- Participants
- 7,520
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $907,612,826
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $907,612,826
- Employer contributions
- $20,986,296
- Participant contributions
- $51,303,066
- Total income / additions
- $211,706,981
- Benefits paid
- $107,601,106
- Administrative expenses
- $614,095
- Total expenses
- $108,274,751
- Net increase / (decrease)
- $103,432,230
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Transamerica Financial Solutions | RECORDKEEPER | $311,567 | not reported in the loaded dataset |
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $234,507 | $0 |
| Lockton Investment Advisors LLC | INVESTMENT ADVISORY | $114,000 | not reported in the loaded dataset |
| Creative Planning | INVESTMENT ADVISORY | $38,000 | not reported in the loaded dataset |
| National Financial Services | BROKER/DEALER | $0 | $0 |