Wcm Industries, Inc. Employee Savings And Investment Plan — Form 5500 plan (Wcm Industries, 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, Wcm Industries, Inc. Employee Savings And Investment Plan is a benefit plan reported by Wcm Industries, Inc. under EIN 84-1008970 and plan number 001. The latest loaded filing year is 2023. The filing reports 264 participants and $95,211,756 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Wcm Industries, Inc.
EIN
84-1008970
Plan number
001
Plan type
2
Location
Colorado Springs, CO
Latest filing year
2023
Participants
264
End-of-year plan assets
$95,211,756

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023264H, C20241014120502NAL0014888611001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$95,211,756
Total liabilities (EOY)
$0
Net assets (EOY)
$95,211,756
Net assets (BOY)
$78,293,862

Income & contributions

Employer contributions
$5,485,512
Participant contributions
$1,024,216
Total contributions
$7,140,811
Total income / additions
$19,610,790

Expenses & distributions

Benefits paid
$2,562,670
Administrative expenses
$97,788
Total expenses
$2,692,896
Net increase / (decrease)
$16,917,894

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Nfp Retirement IncADVISORY$56,710not reported in the loaded dataset2023
Lincoln National CorporationSERVICE PROVIDER$27,256$02023
Rothgerber Christie LlpADVISORY$13,823not reported in the loaded dataset2023

Related Form 5500 pages