Wasserstrom Holdings Associates 401(K) Plan — Form 5500 plan (Wasserstrom Holdings, 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, Wasserstrom Holdings Associates 401(K) Plan is a benefit plan reported by Wasserstrom Holdings, Inc. under EIN 31-4335700 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,513 participants and $84,897,534 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Wasserstrom Holdings, Inc.
EIN
31-4335700
Plan number
002
Plan type
2
Location
Columbus, OH
Latest filing year
2023
Participants
1,513
End-of-year plan assets
$84,897,534

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,513H, C20241012123852NAL0023424337001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$84,897,534
Total liabilities (EOY)
$0
Net assets (EOY)
$84,897,534
Net assets (BOY)
$72,040,921

Income & contributions

Employer contributions
$530,000
Participant contributions
$4,579,426
Total contributions
$5,287,458
Total income / additions
$19,954,417

Expenses & distributions

Benefits paid
$6,992,554
Administrative expenses
$105,250
Total expenses
$7,097,804
Net increase / (decrease)
$12,856,613

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Vanguard Group, Inc.NONE$107,361not reported in the loaded dataset2023

Related Form 5500 pages