Weastec, Inc. Retirement Savings Plan — Form 5500 plan (Weastec, 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, Weastec, Inc. Retirement Savings Plan is a benefit plan reported by Weastec, Inc. under EIN 31-1176515 and plan number 001. The latest loaded filing year is 2023. The filing reports 196 participants and $18,527,859 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Weastec, Inc.
EIN
31-1176515
Plan number
001
Plan type
2
Location
Hillsboro, OH
Latest filing year
2023
Participants
196
End-of-year plan assets
$18,527,859

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023196H, C20241030105101NAL0000544657001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$18,527,859
Total liabilities (EOY)
$0
Net assets (EOY)
$18,527,859
Net assets (BOY)
$14,707,051

Income & contributions

Employer contributions
$373,382
Participant contributions
$830,441
Total contributions
$1,203,823
Total income / additions
$4,211,562

Expenses & distributions

Benefits paid
$351,927
Administrative expenses
$38,827
Total expenses
$390,754
Net increase / (decrease)
$3,820,808

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Horan Securities IncADVISOR$50,191$02023
Fidelity Investments InstitutionalRECORDKEEPER-$11,364$02023

Related Form 5500 pages