2023 Form 5500 filing — Wei-Chuan, U.S.A., Inc. Discretionary Contribution Plan

Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240724145810NAL0012860017001) for Wei-Chuan, U.S.A., Inc. Discretionary Contribution Plan, reported by Wei-Chuan, U.S.A., Inc. under EIN 95-2776179 and plan number 001. It reports 282 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$19.1MReported net assets$19,059,877
Participants282
Provider compensationNone reported2 Schedule C row(s)
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240724145810NAL0012860017001
Plan sponsor
Wei-Chuan, U.S.A., Inc.
EIN
95-2776179
Plan number
001
Location
City Of Industry, CA
Received date
not reported in the loaded dataset
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$19.1M total assets
Net assets$19.1MLiabilities$19.4K
Money in vs. money out
Total income / additions$4.7M
Total expenses$705.1K
Benefits paid / distributions$511.1K
Contributions
Employer$1.2M
Participant$0
Full reported line items
Total assets (EOY)
$19,079,243
Total liabilities (EOY)
$19,366
Net assets (EOY)
$19,059,877
Employer contributions
$1,200,000
Participant contributions
$0
Total income / additions
$4,735,499
Benefits paid
$511,075
Administrative expenses
$164,679
Total expenses
$705,075
Net increase / (decrease)
$4,030,424

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Wells Fargo First Clearing LLC.NONE$0not reported in the loaded dataset
Pershing LLCNONE$0not reported in the loaded dataset

Related Form 5500 pages