Dwfritz Automation LLC 401(K) Plan — Form 5500 plan (Dwfritz Automation 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, Dwfritz Automation LLC 401(K) Plan is a benefit plan reported by Dwfritz Automation LLC under EIN 93-0773498 and plan number 001. The latest loaded filing year is 2023. The filing reports 394 participants and $34,755,538 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Dwfritz Automation LLC
- EIN
- 93-0773498
- Plan number
- 001
- Plan type
- 2
- Location
- Wilsonville, OR
- Latest filing year
- 2023
- Participants
- 394
- End-of-year plan assets
- $34,755,538
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 394 | H, C | 20241008150310NAL0009808659001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $34,755,538
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $34,755,538
- Net assets (BOY)
- $29,952,962
Income & contributions
- Employer contributions
- $1,534,199
- Participant contributions
- $2,436,842
- Total contributions
- $4,540,836
- Total income / additions
- $9,927,307
Expenses & distributions
- Benefits paid
- $5,069,760
- Administrative expenses
- $54,971
- Total expenses
- $5,124,731
- Net increase / (decrease)
- $4,802,576
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Robert W Baird & Co | ADVISOR | $46,954 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | $3,925 | $0 | 2023 |