2023 Form 5500 filing — The Westervelt Company Savings And Investment 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 20240919160422NAL0008599232001) for The Westervelt Company Savings And Investment Plan, reported by The Westervelt Company under EIN 63-1158654 and plan number 001. It reports 907 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240919160422NAL0008599232001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The Westervelt Company
- EIN
- 63-1158654
- Plan number
- 001
- Location
- Tuscaloosa, AL
- Participants
- 907
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $125,002,988
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $125,002,988
- Employer contributions
- $3,301,712
- Participant contributions
- $4,769,668
- Total income / additions
- $25,623,046
- Benefits paid
- $8,565,729
- Administrative expenses
- $118,203
- Total expenses
- $8,683,932
- Net increase / (decrease)
- $16,939,114
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| The Vanguard Group, Inc. | NONE | $123,343 | $0 |