Weimer Bearing & Transmission, Inc. 401k Savings Plan — Form 5500 plan (Weimer Bearing & Transmission, 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, Weimer Bearing & Transmission, Inc. 401k Savings Plan is a benefit plan reported by Weimer Bearing & Transmission, Inc. under EIN 39-0931834 and plan number 002. The latest loaded filing year is 2023. The filing reports 386 participants and $51,694,538 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Weimer Bearing & Transmission, Inc.
EIN
39-0931834
Plan number
002
Plan type
2
Location
Germantown, WI
Latest filing year
2023
Participants
386
End-of-year plan assets
$51,694,538

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023386H, C20240920090800NAL0004284915001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$51,694,538
Total liabilities (EOY)
$0
Net assets (EOY)
$51,694,538
Net assets (BOY)
$40,966,231

Income & contributions

Employer contributions
$2,435,544
Participant contributions
$2,792,064
Total contributions
$5,385,237
Total income / additions
$12,498,898

Expenses & distributions

Benefits paid
$1,650,326
Administrative expenses
$120,265
Total expenses
$1,770,591
Net increase / (decrease)
$10,728,307

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Lpl Financial, LLC - RpcpRIA$21,900not reported in the loaded dataset2023
John Hancock Life Insurance CompanyRECORDKEEPER$8,881$02023

Related Form 5500 pages