Weldstar Company Combined Retirement Plan — Form 5500 plan (Weldstar Company)
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, Weldstar Company Combined Retirement Plan is a benefit plan reported by Weldstar Company under EIN 36-6098632 and plan number 004. The latest loaded filing year is 2023. The filing reports 153 participants and $29,566,084 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Weldstar Company
- EIN
- 36-6098632
- Plan number
- 004
- Plan type
- 2
- Location
- Aurora, IL
- Latest filing year
- 2023
- Participants
- 153
- End-of-year plan assets
- $29,566,084
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 153 | H, C | 20240910190518NAL0003724259001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $29,566,084
- Total liabilities (EOY)
- $3,776
- Net assets (EOY)
- $29,562,308
- Net assets (BOY)
- $24,439,262
Income & contributions
- Employer contributions
- $737,828
- Participant contributions
- $705,686
- Total contributions
- $1,497,183
- Total income / additions
- $6,150,806
Expenses & distributions
- Benefits paid
- $933,077
- Administrative expenses
- $94,682
- Total expenses
- $1,027,760
- Net increase / (decrease)
- $5,123,046
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $94,682 | $0 | 2023 |
| Northwestern Mutual Investment Serv | OTHER SERVICES | not reported in the loaded dataset | $15,044 | 2023 |
| Erisa, Inc. | OTHER SERVICES | $0 | $7,499 | 2023 |
| Wilshire Advisors LLC | INVESTMENT ADVISORY | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Weldstar Company
- 2023 Form 5500 filing
- Form 5500 filings in IL
- 401(k) and benefit plan filings in Aurora, IL
- Principal Life Insurance Company — Schedule C compensation
- Northwestern Mutual Investment Serv — Schedule C compensation
- Erisa, Inc. — Schedule C compensation
- Wilshire Advisors LLC — Schedule C compensation