2023 Form 5500 filing — Werner Electric Supply Co. 401(K) 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 20240923143645NAL0011477713001) for Werner Electric Supply Co. 401(K) Profit Sharing Plan, reported by Werner Electric Supply Co. under EIN 39-0807437 and plan number 001. It reports 567 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240923143645NAL0011477713001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Werner Electric Supply Co.
- EIN
- 39-0807437
- Plan number
- 001
- Location
- Appleton, WI
- Participants
- 567
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $62,065,522
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $62,065,522
- Employer contributions
- $1,024,756
- Participant contributions
- $3,681,553
- Total income / additions
- $15,631,739
- Benefits paid
- $4,901,233
- Administrative expenses
- $97,795
- Total expenses
- $4,999,028
- Net increase / (decrease)
- $10,632,711
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Oneamerica Retirement Services, LLC | NONE | $69,834 | not reported in the loaded dataset |
| Baker Tilly Us, Llp | NONE | $16,486 | not reported in the loaded dataset |
| Oneamerica Investment Advisory Serv | NONE | $8,475 | not reported in the loaded dataset |
| Matrix Trust Company | NONE | $0 | $0 |