2023 Form 5500 filing — Windemuller Electric Inc. Retirement 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 20240827104538NAL0005069635001) for Windemuller Electric Inc. Retirement Plan, reported by Windemuller Electric Inc. under EIN 38-1710601 and plan number 002. It reports 267 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240827104538NAL0005069635001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Windemuller Electric Inc.
- EIN
- 38-1710601
- Plan number
- 002
- Location
- Wayland, MI
- Participants
- 267
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $21,382,389
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $21,382,389
- Employer contributions
- $332,572
- Participant contributions
- $1,424,106
- Total income / additions
- $4,875,360
- Benefits paid
- $1,313,543
- Administrative expenses
- $58,685
- Total expenses
- $1,372,228
- Net increase / (decrease)
- $3,503,132
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $61,780 | $0 |
| Northwestern Mutual Wealth Mgmt | INVESTMENT ADVISORY | $0 | $19,001 |
| Morningstar Investment Management L | INV ADV, PARTICIPANTS | $0 | $0 |