Plan5500

Wescon Controls, LLC 401(K) Plan — Form 5500 plan (Wescon Controls, LLC)

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, Wescon Controls, LLC 401(K) Plan is a benefit plan reported by Wescon Controls, LLC under EIN 46-0808728 and plan number 005. The latest loaded filing year is 2023. The filing reports 207 participants and $15,490,804 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Wescon Controls, LLC
EIN
46-0808728
Plan number
005
Plan type
2
Location
Wichita, KS
Latest filing year
2023
Participants
207
End-of-year plan assets
$15,490,804

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023207H, C20241011092010NAL0021577121001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$15,490,804
Total liabilities (EOY)
$0
Net assets (EOY)
$15,490,804
Net assets (BOY)
$14,711,146

Income & contributions

Employer contributions
$446,717
Participant contributions
$701,234
Total contributions
$1,147,951
Total income / additions
$3,512,142

Expenses & distributions

Benefits paid
$2,640,987
Administrative expenses
$91,497
Total expenses
$2,732,484
Net increase / (decrease)
$779,658

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Creative Planning, Inc.ADVISOR$86,038not reported in the loaded dataset2023
Newport Group, Inc.CONTRACT ADMINISTRATOR$5,459$02023

Related Form 5500 pages