2023 Form 5500 filing — Whirlwind Steel Buildings, 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 20250130171702NAL0000688515001) for Whirlwind Steel Buildings, Inc. 401(K) Plan, reported by Whirlwind Steel Buildings, Inc. under EIN 76-0366138 and plan number 003. It reports 587 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20250130171702NAL0000688515001
Filing year
2023
Form type
2
Plan sponsor
Whirlwind Steel Buildings, Inc.
EIN
76-0366138
Plan number
003
Location
Houston, TX
Participants
587
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$19,392,035
Total liabilities (EOY)
$0
Net assets (EOY)
$19,392,035
Participant contributions
$2,600,641
Total income / additions
$5,388,972
Benefits paid
$1,784,157
Administrative expenses
$101,202
Total expenses
$1,885,359
Net increase / (decrease)
$3,503,613
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
John Hancock Retirement Plan Srvcs.RETAINED BY PLAN SPONSOR$59,439$0
Oppenheimer & Co, Inc.RETAINED BY PLAN SPONSOR$41,742not reported in the loaded dataset

Related Form 5500 pages