Wunderlich-Malec Engineering, Inc. Profit Sharing And Salary Reduction Plan — Form 5500 plan (Wunderlich-Malec Engineering, 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, Wunderlich-Malec Engineering, Inc. Profit Sharing And Salary Reduction Plan is a benefit plan reported by Wunderlich-Malec Engineering, Inc. under EIN 41-1412464 and plan number 001. The latest loaded filing year is 2023. The filing reports 617 participants and $107,890,269 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Wunderlich-Malec Engineering, Inc.
- EIN
- 41-1412464
- Plan number
- 001
- Plan type
- 2
- Location
- Eden Prairie, MN
- Latest filing year
- 2023
- Participants
- 617
- End-of-year plan assets
- $107,890,269
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 617 | H, C | 20241010231641NAL0011992627001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $107,890,269
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $107,890,269
- Net assets (BOY)
- $87,298,152
Income & contributions
- Employer contributions
- $3,649,262
- Participant contributions
- $7,014,872
- Total contributions
- $12,510,892
- Total income / additions
- $27,471,611
Expenses & distributions
- Benefits paid
- $6,808,971
- Administrative expenses
- $70,523
- Total expenses
- $6,879,494
- Net increase / (decrease)
- $20,592,117
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Northwest Plan Services | NONE | $31,523 | not reported in the loaded dataset | 2023 |
| Charles Schwab Bank | NONE | $24,829 | $0 | 2023 |
| Stiles Financial Services Inc | INVESTMENT ADVISOR | $20,600 | not reported in the loaded dataset | 2023 |
| Stiles Financial Services | NONE | $20,300 | not reported in the loaded dataset | 2023 |
| Cliftonlarsonallen Llp | OTHER | $13,251 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company O | RECORDKEEPER | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Wunderlich-Malec Engineering, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in MN
- 401(k) and benefit plan filings in Eden Prairie, MN
- Northwest Plan Services — Schedule C compensation
- Charles Schwab Bank — Schedule C compensation
- Stiles Financial Services Inc — Schedule C compensation
- Stiles Financial Services — Schedule C compensation
- Cliftonlarsonallen Llp — Schedule C compensation
- Empower Annuity Insurance Company O — Schedule C compensation