Plan5500

Wanner Engineering, Inc. 401(K) Plan — Form 5500 plan (Wec, 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, Wanner Engineering, Inc. 401(K) Plan is a benefit plan reported by Wec, Inc. under EIN 41-1405153 and plan number 001. The latest loaded filing year is 2023. The filing reports 205 participants and $22,372,514 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Wec, Inc.
EIN
41-1405153
Plan number
001
Plan type
3
Location
Minneapolis, MN
Latest filing year
2023
Participants
205
End-of-year plan assets
$22,372,514

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023205H, C20240924043930NAL0007213123001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$22,372,514
Total liabilities (EOY)
$0
Net assets (EOY)
$22,372,514
Net assets (BOY)
$18,682,951

Income & contributions

Employer contributions
$452,034
Participant contributions
$1,285,585
Total contributions
$1,745,361
Total income / additions
$4,629,775

Expenses & distributions

Benefits paid
$838,438
Administrative expenses
$93,281
Total expenses
$940,212
Net increase / (decrease)
$3,689,563

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Lincoln National CorporationSERVICE PROVIDER$43,213$02023
Merrill Lynch, Pierce, Fenner & SmiSERVICE PROVIDER$39,471not reported in the loaded dataset2023
Futureplan By AscensusTHIRD PARTY ADMIN$5,921not reported in the loaded dataset2023
Futureplan By AscensusTHIRD PARTY ADMIN$4,680not reported in the loaded dataset2023

Related Form 5500 pages