2023 Form 5500 filing — Wilo Usa LLC Retirement 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 20241008113526NAL0016537537001) for Wilo Usa LLC Retirement Plan, reported by Wilo Usa LLC under EIN 20-1923480 and plan number 001. It reports 468 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241008113526NAL0016537537001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Wilo Usa LLC
- EIN
- 20-1923480
- Plan number
- 001
- Location
- Cedarburg, WI
- Participants
- 468
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $24,294,735
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $24,294,735
- Employer contributions
- $1,144,070
- Participant contributions
- $2,553,798
- Total income / additions
- $9,051,025
- Benefits paid
- $3,120,652
- Administrative expenses
- $113,942
- Total expenses
- $3,234,594
- Net increase / (decrease)
- $5,816,431
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Private Advisor Group LLC | INVESTMENT ADVISOR | $36,991 | not reported in the loaded dataset |
| John Hancock Trust Co. | RECORDKEEPER | $33,114 | $0 |
| Empower Annuity Insurance Company O | RECORDKEEPER | $6,217 | $0 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $405 | not reported in the loaded dataset |