2023 Form 5500 filing — Wdc 401(K) And Profit Sharing 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 20240920073914NAL0007154129001) for Wdc 401(K) And Profit Sharing Plan, reported by Wdc Acquisition LLC under EIN 82-4907031 and plan number 001. It reports 327 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240920073914NAL0007154129001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Wdc Acquisition LLC
- EIN
- 82-4907031
- Plan number
- 001
- Location
- Creston, IA
- Participants
- 327
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $7,407,817
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,407,817
- Employer contributions
- $715,735
- Participant contributions
- $598,614
- Total income / additions
- $2,410,946
- Benefits paid
- $1,168,018
- Administrative expenses
- $50,440
- Total expenses
- $1,218,458
- Net increase / (decrease)
- $1,192,488
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $50,386 | $0 |
| Strategies Wealth Advisors | INVESTMENT ADVISORY | $0 | $7,591 |