2023 Form 5500 filing — Webber Metal Products, Inc. 401(K) Profit Sharing Trust
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 20240731144459NAL0012785571001) for Webber Metal Products, Inc. 401(K) Profit Sharing Trust, reported by Webber Metal Products, Inc. under EIN 42-1120876 and plan number 001. It reports 180 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240731144459NAL0012785571001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Webber Metal Products, Inc.
- EIN
- 42-1120876
- Plan number
- 001
- Location
- Cascade, IA
- Participants
- 180
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $33,834,580
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $33,834,580
- Employer contributions
- $300,000
- Participant contributions
- $306,451
- Total income / additions
- $5,283,976
- Benefits paid
- $1,722,349
- Administrative expenses
- $60,738
- Total expenses
- $1,789,810
- Net increase / (decrease)
- $3,494,166
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Nationwide | INVEST PLATFORM | $52,219 | $19,415 |
| Ifp Advisors, Inc. | BROKERAGE | $38,442 | not reported in the loaded dataset |
| Newport Group, Inc. | TPA | $31,696 | not reported in the loaded dataset |