Plan5500

Webco Group Holdings, Inc. Esop/401(K) Plan — Form 5500 plan (Webco Group Holdings, 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, Webco Group Holdings, Inc. Esop/401(K) Plan is a benefit plan reported by Webco Group Holdings, Inc. under EIN 85-3181325 and plan number 002. The latest loaded filing year is 2023. The filing reports 279 participants and $38,744,024 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Webco Group Holdings, Inc.
EIN
85-3181325
Plan number
002
Plan type
2
Location
Olathe, KS
Latest filing year
2023
Participants
279
End-of-year plan assets
$38,744,024

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023279H, C20241011083158NAL0022414561001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$38,744,024
Total liabilities (EOY)
$2,177,882
Net assets (EOY)
$36,566,142
Net assets (BOY)
$41,216,513

Income & contributions

Employer contributions
$1,209,518
Participant contributions
$138,680
Total contributions
$1,348,198
Total income / additions
-$385,600

Expenses & distributions

Benefits paid
$4,232,356
Administrative expenses
$30,991
Total expenses
$4,264,771
Net increase / (decrease)
-$4,650,371

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
V Wealth Management LLCADVISOR$10,436not reported in the loaded dataset2023
Wcg Wealth Advisors, LLCADVISOR$3,454not reported in the loaded dataset2023
John HancockRECORDKEEPER$591not reported in the loaded dataset2023

Related Form 5500 pages