2023 Form 5500 filing — Wirthwein Us 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 20241004101732NAL0006594707001) for Wirthwein Us 401(K) Plan, reported by Wirthwein New Bern Corporation under EIN 41-2071687 and plan number 001. It reports 136 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241004101732NAL0006594707001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Wirthwein New Bern Corporation
- EIN
- 41-2071687
- Plan number
- 001
- Location
- New Bern, NC
- Participants
- 136
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $2,392,470
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,392,470
- Employer contributions
- $91,312
- Participant contributions
- $274,080
- Total income / additions
- $724,923
- Benefits paid
- $312,194
- Administrative expenses
- $12,582
- Total expenses
- $338,759
- Net increase / (decrease)
- $386,164
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $12,029 | $0 |