Webster Industries Tiffin Collective Bargaining Units 401(K) Plan — Form 5500 plan (Webster Industries, 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, Webster Industries Tiffin Collective Bargaining Units 401(K) Plan is a benefit plan reported by Webster Industries, Inc. under EIN 34-1059179 and plan number 005. The latest loaded filing year is 2023. The filing reports 221 participants and $5,142,438 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Webster Industries, Inc.
EIN
34-1059179
Plan number
005
Plan type
2
Location
Tiffin, OH
Latest filing year
2023
Participants
221
End-of-year plan assets
$5,142,438

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023221H, C20240925123820NAL0026747314001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$5,142,438
Total liabilities (EOY)
$0
Net assets (EOY)
$5,142,438
Net assets (BOY)
$4,303,789

Income & contributions

Employer contributions
$309,990
Participant contributions
$574,514
Total contributions
$951,249
Total income / additions
$1,584,979

Expenses & distributions

Benefits paid
$713,424
Administrative expenses
$32,906
Total expenses
$746,330
Net increase / (decrease)
$838,649

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$32,906$02023
Resolute Wealth Advisor, Inc.INVESTMENT ADVISORY$0$11,8782023

Related Form 5500 pages