Plain-English plan 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, Whelen Engineering Company, Inc. 401(K) Plan is a benefit plan reported by Whelen Engineering Company, Inc under EIN 06-0725110 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,638 participants and $158,203,235 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $158,203,235
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $158,203,235
- Net assets (BOY)
- $131,729,818
Income & contributions
- Employer contributions
- $3,675,004
- Participant contributions
- $7,171,734
- Total contributions
- $11,296,502
- Total income / additions
- $34,009,737
Expenses & distributions
- Benefits paid
- $7,518,151
- Administrative expenses
- $15,873
- Total expenses
- $7,536,320
- Net increase / (decrease)
- $26,473,417