Welsco, Inc. 401(K) Plan — Form 5500 plan (Welsco, 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, Welsco, Inc. 401(K) Plan is a benefit plan reported by Welsco, Inc. under EIN 71-0331550 and plan number 002. The latest loaded filing year is 2023. The filing reports 128 participants and $8,922,360 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Welsco, Inc.
- EIN
- 71-0331550
- Plan number
- 002
- Plan type
- 2
- Location
- North Little Rock, AR
- Latest filing year
- 2023
- Participants
- 128
- End-of-year plan assets
- $8,922,360
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 128 | H, C | 20240915120309NAL0000422449001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $8,922,360
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,922,360
- Net assets (BOY)
- $7,465,161
Income & contributions
- Employer contributions
- $117,254
- Participant contributions
- $505,334
- Total contributions
- $622,588
- Total income / additions
- $1,763,852
Expenses & distributions
- Benefits paid
- $276,825
- Administrative expenses
- $28,155
- Total expenses
- $306,653
- Net increase / (decrease)
- $1,457,199
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Stephens Group Asset Management LLC | INVESTMENT ADVISOR | $19,719 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company O | RECORDKEEPER | $5,670 | $0 | 2023 |
| Leafhouse Financial Advisors, LLC | OTHER | $2,766 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Welsco, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in AR
- 401(k) and benefit plan filings in North Little Rock, AR
- Stephens Group Asset Management LLC — Schedule C compensation
- Empower Annuity Insurance Company O — Schedule C compensation
- Leafhouse Financial Advisors, LLC — Schedule C compensation