2023 Form 5500 filing — Werner Co. Employee Savings 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 20240925080844NAL0013996817001) for Werner Co. Employee Savings Plan, reported by Werner Co. under EIN 32-0204518 and plan number 001. It reports 997 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240925080844NAL0013996817001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Werner Co.
- EIN
- 32-0204518
- Plan number
- 001
- Location
- West Middlesex, PA
- Participants
- 997
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $88,790,603
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $88,790,603
- Employer contributions
- $2,212,090
- Participant contributions
- $4,701,092
- Total income / additions
- $24,372,715
- Benefits paid
- $12,975,630
- Administrative expenses
- -$27,896
- Total expenses
- $12,947,734
- Net increase / (decrease)
- $11,424,981
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Mma Securities LLC | CONSULTANT | $30,000 | not reported in the loaded dataset |
| Strategic Advisors, Inc. | ADVISOR | $14,557 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | -$49,953 | $0 |