Whks & Co. Savings Plan — Form 5500 plan (Whks & Co)
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, Whks & Co. Savings Plan is a benefit plan reported by Whks & Co under EIN 42-0943938 and plan number 001. The latest loaded filing year is 2023. The filing reports 150 participants and $20,180,062 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Whks & Co
- EIN
- 42-0943938
- Plan number
- 001
- Plan type
- 2
- Location
- Mason City, IA
- Latest filing year
- 2023
- Participants
- 150
- End-of-year plan assets
- $20,180,062
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 150 | H, C | 20240910082819NAL0011142002001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $20,180,062
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $20,180,062
- Net assets (BOY)
- $15,810,482
Income & contributions
- Employer contributions
- $374,871
- Participant contributions
- $1,045,930
- Total contributions
- $1,427,833
- Total income / additions
- $4,533,765
Expenses & distributions
- Benefits paid
- $163,674
- Administrative expenses
- $511
- Total expenses
- $164,185
- Net increase / (decrease)
- $4,369,580
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $511 | $0 | 2023 |
| Wilshire Advisors LLC | INVESTMENT ADVISORY | $0 | $0 | 2023 |