Weld-Rite Service, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Weld-Rite Service, 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, Weld-Rite Service, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Weld-Rite Service, Inc. under EIN 36-2841861 and plan number 001. The latest loaded filing year is 2023. The filing reports 123 participants and $7,992,486 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Weld-Rite Service, Inc.
EIN
36-2841861
Plan number
001
Plan type
2
Location
Bedford Park, IL
Latest filing year
2023
Participants
123
End-of-year plan assets
$7,992,486

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023123H, C20241015100149NAL0028004673001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$7,992,486
Total liabilities (EOY)
$0
Net assets (EOY)
$7,992,486
Net assets (BOY)
$7,024,643

Income & contributions

Employer contributions
$120,000
Participant contributions
$503,455
Total contributions
$817,319
Total income / additions
$2,373,628

Expenses & distributions

Benefits paid
$1,377,080
Administrative expenses
$19,349
Total expenses
$1,405,785
Net increase / (decrease)
$967,843

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Eagle Wealth Management LLCADVISOR$18,899not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER$450$02023

Related Form 5500 pages