Warren Equipment Company 401(K) Retirement And Savings Plan — Form 5500 plan (Warren Equipment Company)
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, Warren Equipment Company 401(K) Retirement And Savings Plan is a benefit plan reported by Warren Equipment Company under EIN 75-2351267 and plan number 002. The latest loaded filing year is 2023. The filing reports 2,472 participants and $207,899,105 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Warren Equipment Company
- EIN
- 75-2351267
- Plan number
- 002
- Plan type
- 2
- Location
- Midland, TX
- Latest filing year
- 2023
- Participants
- 2,472
- End-of-year plan assets
- $207,899,105
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,472 | H, C | 20241014134120NAL0015028675001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $207,899,105
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $207,899,105
- Net assets (BOY)
- $169,686,285
Income & contributions
- Employer contributions
- $9,220,215
- Participant contributions
- $12,177,355
- Total contributions
- $22,325,019
- Total income / additions
- $52,456,337
Expenses & distributions
- Benefits paid
- $13,924,533
- Administrative expenses
- $318,320
- Total expenses
- $14,243,517
- Net increase / (decrease)
- $38,212,820
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Bokf, N.A. | TRUSTEE | $242,790 | $0 | 2023 |
| Cook Street Consulting, Inc. | INVESTMENT ADVISORY | $79,942 | not reported in the loaded dataset | 2023 |
| Whitley Penn Llp | ACCOUNTING | $43,506 | not reported in the loaded dataset | 2023 |
| Cowen And Company LLC | SECURITIES BROKER | $194 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Warren Equipment Company
- 2023 Form 5500 filing
- Form 5500 filings in TX
- 401(k) and benefit plan filings in Midland, TX
- Bokf, N.A. — Schedule C compensation
- Cook Street Consulting, Inc. — Schedule C compensation
- Whitley Penn Llp — Schedule C compensation
- Cowen And Company LLC — Schedule C compensation