Weldmac Tax Favored Savings/ — Form 5500 plan (Weldmac Mfg. Co.)
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, Weldmac Tax Favored Savings/ is a benefit plan reported by Weldmac Mfg. Co. under EIN 95-2545989 and plan number 001. The latest loaded filing year is 2023. The filing reports 146 participants and $0 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Weldmac Mfg. Co.
- EIN
- 95-2545989
- Plan number
- 001
- Plan type
- 2
- Location
- Pine Valley, CA
- Latest filing year
- 2023
- Participants
- 146
- End-of-year plan assets
- $0
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 146 | H, C | 20241015202614NAL0015371187001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $0
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $0
- Net assets (BOY)
- $14,755,847
Income & contributions
- Employer contributions
- $47,819
- Participant contributions
- $296,109
- Total contributions
- $343,928
- Total income / additions
- $1,279,155
Expenses & distributions
- Benefits paid
- $15,994,354
- Administrative expenses
- $40,526
- Total expenses
- $16,035,002
- Net increase / (decrease)
- -$14,755,847
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Adp, Inc. | RECORD KEEPER | $19,264 | $0 | 2023 |
| Cornerstone Wealth Advisors, Inc. | INVESTMENT/FINANCIAL ADVI | $15,561 | $0 | 2023 |
| Covell, Jani & Pasch Llp | ACCOUNTANT | $5,700 | $0 | 2023 |
| Adp Broker-Dealer | RECORD KEEPER | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Weldmac Mfg. Co.
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Pine Valley, CA
- Adp, Inc. — Schedule C compensation
- Cornerstone Wealth Advisors, Inc. — Schedule C compensation
- Covell, Jani & Pasch Llp — Schedule C compensation
- Adp Broker-Dealer — Schedule C compensation