Plan5500

Waibel Energy Systems Retirement Plan — Form 5500 plan (Waibel Energy Systems, 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, Waibel Energy Systems Retirement Plan is a benefit plan reported by Waibel Energy Systems, Inc. under EIN 31-1258152 and plan number 001. The latest loaded filing year is 2023. The filing reports 153 participants and $18,616,075 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Waibel Energy Systems, Inc.
EIN
31-1258152
Plan number
001
Plan type
2
Location
Vandalia, OH
Latest filing year
2023
Participants
153
End-of-year plan assets
$18,616,075

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023153H, C20241009141907NAL0019418273001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$18,616,075
Total liabilities (EOY)
$0
Net assets (EOY)
$18,616,075
Net assets (BOY)
$15,720,886

Income & contributions

Employer contributions
$562,481
Participant contributions
$912,632
Total contributions
$1,607,954
Total income / additions
$4,425,655

Expenses & distributions

Benefits paid
$1,441,721
Administrative expenses
$73,438
Total expenses
$1,530,466
Net increase / (decrease)
$2,895,189

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Minster BankINVESTMENT ADVISOR$40,840not reported in the loaded dataset2023
FutureplanCONTRACT ADMIN$18,237not reported in the loaded dataset2023
Capital Group Retirement Plan ServiRECORDKEEPER$14,361$02023

Related Form 5500 pages