2023 Form 5500 filing — Waelz Sustainable Products LLC 401(K) Profit Sharing Plan & Trust

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 20250204133339NAL0014058640001) for Waelz Sustainable Products LLC 401(K) Profit Sharing Plan & Trust, reported by Waelz Sustainable Products LLC under EIN 83-3818956 and plan number 001. It reports 132 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)$1.1MReported net assets$1,102,808
Participants132
Provider compensation$6K1 Schedule C row(s)$6,015
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20250204133339NAL0014058640001
Plan sponsor
Waelz Sustainable Products LLC
EIN
83-3818956
Plan number
001
Location
Logansport, IN
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)$1.1M total assets
Net assets$1.1MLiabilities$0
Money in vs. money out
Total income / additions$724.1K
Total expenses$170.1K
Benefits paid / distributions$159.9K
Contributions
Employer$249.6K
Participant$329.1K
Full reported line items
Total assets (EOY)
$1,102,808
Total liabilities (EOY)
$0
Net assets (EOY)
$1,102,808
Employer contributions
$249,628
Participant contributions
$329,122
Total income / additions
$724,072
Benefits paid
$159,940
Administrative expenses
$10,160
Total expenses
$170,100
Net increase / (decrease)
$553,972

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Paychex, Inc.RECORDKEEPER$6,015not reported in the loaded dataset

Related Form 5500 pages