2023 Form 5500 filing — Walbridge Profit Sharing 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 20241004163252NAL0005824371001) for Walbridge Profit Sharing 401(K) Plan, reported by Walbridge Aldinger Company under EIN 38-1141440 and plan number 001. It reports 1,339 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 3 · 2023

Filing snapshot

Net assets (EOY)$143.4MReported net assets$143,384,157
Participants1.3K1,339
Provider compensation$11.4K1 Schedule C row(s)$11,381
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241004163252NAL0005824371001
Plan sponsor
Walbridge Aldinger Company
EIN
38-1141440
Plan number
001
Location
Detroit, MI
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)$143.4M total assets
Net assets$143.4MLiabilities$137
Money in vs. money out
Total income / additions$34.6M
Total expenses$9.1M
Benefits paid / distributions$9.1M
Contributions
Employer$3.4M
Participant$9M
Full reported line items
Total assets (EOY)
$143,384,294
Total liabilities (EOY)
$137
Net assets (EOY)
$143,384,157
Employer contributions
$3,413,745
Participant contributions
$9,000,411
Total income / additions
$34,557,802
Benefits paid
$9,091,651
Administrative expenses
$11,381
Total expenses
$9,112,327
Net increase / (decrease)
$25,445,475

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Fidelity Investments InstitutionalRECORDKEEPER$11,381$0

Related Form 5500 pages