Walzcraft Industries, Inc. 401(K) Retirement Plan — Form 5500 plan (Walzcraft Industries, 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, Walzcraft Industries, Inc. 401(K) Retirement Plan is a benefit plan reported by Walzcraft Industries, Inc under EIN 39-1416593 and plan number 001. The latest loaded filing year is 2023. The filing reports 282 participants and $16,650,383 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Walzcraft Industries, Inc
EIN
39-1416593
Plan number
001
Plan type
2
Location
Lacrosse, WI
Latest filing year
2023
Participants
282
End-of-year plan assets
$16,650,383

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023282H, C20240917132135NAL0002838481001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$16,650,383
Total liabilities (EOY)
$0
Net assets (EOY)
$16,650,383
Net assets (BOY)
$14,646,654

Income & contributions

Employer contributions
$95,746
Participant contributions
$872,752
Total contributions
$986,787
Total income / additions
$3,358,288

Expenses & distributions

Benefits paid
$1,274,817
Administrative expenses
$79,742
Total expenses
$1,354,559
Net increase / (decrease)
$2,003,729

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Private Advisor Group LLCINVESTMENT ADVISORY$41,019$42023
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$38,723$02023

Related Form 5500 pages