Walbridge Profit Sharing 401(K) Plan — Form 5500 plan (Walbridge Aldinger 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, Walbridge Profit Sharing 401(K) Plan is a benefit plan reported by Walbridge Aldinger Company under EIN 38-1141440 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,339 participants and $143,384,294 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$143.4MPlan net assets, end of year$143,384,157
Participants1.3KCovered participants reported1,339
Assets / participant$107.1KComputed: assets ÷ participants$107,083 (computed)
Provider compensation$11.4K1 Schedule C provider row(s)$11,381
- Plan sponsor
- Walbridge Aldinger Company
- EIN
- 38-1141440
- Plan number
- 001
- Plan type
- 3
- Location
- Detroit, MI
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,339 | H, C | 20241004163252NAL0005824371001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$143.4M total assets
Net assets$143.4MLiabilities$137
Full reported line items
Net assets
- Total assets (EOY)
- $143,384,294
- Total liabilities (EOY)
- $137
- Net assets (EOY)
- $143,384,157
- Net assets (BOY)
- $117,938,682
Income & contributions
- Employer contributions
- $3,413,745
- Participant contributions
- $9,000,411
- Total contributions
- $12,960,350
- Total income / additions
- $34,557,802
Expenses & distributions
- Benefits paid
- $9,091,651
- Administrative expenses
- $11,381
- Total expenses
- $9,112,327
- Net increase / (decrease)
- $25,445,475
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
27%73%
Employer 27%Participant 73%
Total expenses ÷ net assets6%Computed ratio
Benefits paid ÷ total income26%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $11,381 | $0 | 2023 |