2023 Form 5500 filing — Welsco, Inc. 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 20240915120309NAL0000422449001) for Welsco, Inc. 401(K) Plan, reported by Welsco, Inc. under EIN 71-0331550 and plan number 002. It reports 128 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240915120309NAL0000422449001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Welsco, Inc.
- EIN
- 71-0331550
- Plan number
- 002
- Location
- North Little Rock, AR
- Participants
- 128
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $8,922,360
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,922,360
- Employer contributions
- $117,254
- Participant contributions
- $505,334
- Total income / additions
- $1,763,852
- Benefits paid
- $276,825
- Administrative expenses
- $28,155
- Total expenses
- $306,653
- Net increase / (decrease)
- $1,457,199
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Stephens Group Asset Management LLC | INVESTMENT ADVISOR | $19,719 | not reported in the loaded dataset |
| Empower Annuity Insurance Company O | RECORDKEEPER | $5,670 | $0 |
| Leafhouse Financial Advisors, LLC | OTHER | $2,766 | not reported in the loaded dataset |