2023 Form 5500 filing — Whelen Engineering Company, 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 20241002135947NAL0017369586001) for Whelen Engineering Company, Inc. 401(K) Plan, reported by Whelen Engineering Company, Inc under EIN 06-0725110 and plan number 002. It reports 1,638 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$158.2MReported net assets$158,203,235
Participants1.6K1,638
Provider compensation$60.9K2 Schedule C row(s)$60,873
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241002135947NAL0017369586001
- Plan sponsor
- Whelen Engineering Company, Inc
- EIN
- 06-0725110
- Plan number
- 002
- Location
- Chester, CT
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$158.2M total assets
Net assets$158.2MLiabilities$0
Full reported line items
- Total assets (EOY)
- $158,203,235
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $158,203,235
- Employer contributions
- $3,675,004
- Participant contributions
- $7,171,734
- Total income / additions
- $34,009,737
- Benefits paid
- $7,518,151
- Administrative expenses
- $15,873
- Total expenses
- $7,536,320
- Net increase / (decrease)
- $26,473,417
Schedule C
Reported service provider compensation
Compensation reported on the 2023 filing, ranked by reported total.
- 1
- 2