Walbro LLC Employees' Saving Plan — Form 5500 plan (Walbro LLC)
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, Walbro LLC Employees' Saving Plan is a benefit plan reported by Walbro LLC under EIN 38-2968944 and plan number 003. The latest loaded filing year is 2023. The filing reports 311 participants and $2,595,390 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$2.6MPlan net assets, end of year$2,595,390
Participants311Covered participants reported
Assets / participant$8.3KComputed: assets ÷ participants$8,345 (computed)
Provider compensation$13.7K1 Schedule C provider row(s)$13,693
- Plan sponsor
- Walbro LLC
- EIN
- 38-2968944
- Plan number
- 003
- Plan type
- 2
- Location
- Tucson, AZ
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 311 | H, C | 20241015132142NAL0029771633001 |
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)$2.6M total assets
Net assets$2.6MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $2,595,390
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,595,390
- Net assets (BOY)
- $1,965,413
Income & contributions
- Employer contributions
- $329,050
- Participant contributions
- $330,271
- Total contributions
- $664,347
- Total income / additions
- $999,448
Expenses & distributions
- Benefits paid
- $345,442
- Administrative expenses
- $24,029
- Total expenses
- $369,471
- Net increase / (decrease)
- $629,977
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $13,693 | $0 | 2023 |