Wurth 401(K) Plan — Form 5500 plan (Wurth Group Of North America Inc)

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, Wurth 401(K) Plan is a benefit plan reported by Wurth Group Of North America Inc under EIN 22-2945308 and plan number 001. The latest loaded filing year is 2023. The filing reports 5,688 participants and $312,704,564 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Wurth Group Of North America Inc
EIN
22-2945308
Plan number
001
Plan type
2
Location
Ramsey, NJ
Latest filing year
2023
Participants
5,688
End-of-year plan assets
$312,704,564

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20235,688H, C20241015081509NAL0015975363005

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$312,704,564
Net assets (EOY)
$312,704,564
Net assets (BOY)
$254,260,716

Income & contributions

Employer contributions
$7,324,886
Participant contributions
$20,927,720
Total contributions
$35,708,592
Total income / additions
$86,703,364

Expenses & distributions

Benefits paid
$27,896,595
Administrative expenses
$339,669
Total expenses
$28,259,516
Net increase / (decrease)
$58,443,848

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$187,557$02023
Strategic Advisors IncADVISOR$152,112not reported in the loaded dataset2023

Related Form 5500 pages