2023 Form 5500 filing — Wanner Engineering, 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 20240924043930NAL0007213123001) for Wanner Engineering, Inc. 401(K) Plan, reported by Wec, Inc. under EIN 41-1405153 and plan number 001. It reports 205 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240924043930NAL0007213123001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Wec, Inc.
- EIN
- 41-1405153
- Plan number
- 001
- Location
- Minneapolis, MN
- Participants
- 205
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $22,372,514
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $22,372,514
- Employer contributions
- $452,034
- Participant contributions
- $1,285,585
- Total income / additions
- $4,629,775
- Benefits paid
- $838,438
- Administrative expenses
- $93,281
- Total expenses
- $940,212
- Net increase / (decrease)
- $3,689,563
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Lincoln National Corporation | SERVICE PROVIDER | $43,213 | $0 |
| Merrill Lynch, Pierce, Fenner & Smi | SERVICE PROVIDER | $39,471 | not reported in the loaded dataset |
| Futureplan By Ascensus | THIRD PARTY ADMIN | $5,921 | not reported in the loaded dataset |
| Futureplan By Ascensus | THIRD PARTY ADMIN | $4,680 | not reported in the loaded dataset |