2023 Form 5500 filing — Watlow Group 401(K) 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 20240903110622NAL0018851873001) for Watlow Group 401(K) Plan, reported by Watlow Electric Manufacturing Company under EIN 43-0574450 and plan number 003. It reports 2,350 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20240903110622NAL0018851873001
Filing year
2023
Form type
2
Plan sponsor
Watlow Electric Manufacturing Company
EIN
43-0574450
Plan number
003
Location
St. Louis, MO
Participants
2,350
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$277,264,196
Total liabilities (EOY)
$0
Net assets (EOY)
$277,264,196
Employer contributions
$10,001,646
Participant contributions
$9,201,588
Total income / additions
$62,800,604
Benefits paid
$47,795,944
Administrative expenses
$350,006
Total expenses
$48,145,950
Net increase / (decrease)
$14,654,654
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Empower Annuity Insurance Company ORECORDKEEPER$172,178$0
Empower Advisory Group, LLCINVESTMENT MGMT$91,802not reported in the loaded dataset
Gallagher Benefit Services Inc DbaCONSULTING$66,000not reported in the loaded dataset
Mcgladrey LlpAUDITOR$20,026not reported in the loaded dataset

Related Form 5500 pages