2023 Form 5500 filing — Waupaca Foundry, Inc. Consolidated 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 20241009082336NAL0009037267001) for Waupaca Foundry, Inc. Consolidated Retirement Plan, reported by Waupaca Foundry, Inc. under EIN 39-0880924 and plan number 001. It reports 4,540 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009082336NAL0009037267001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Waupaca Foundry, Inc.
- EIN
- 39-0880924
- Plan number
- 001
- Location
- Waupaca, WI
- Participants
- 4,540
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $565,068,457
- Total liabilities (EOY)
- $677,546
- Net assets (EOY)
- $564,390,911
- Employer contributions
- $14,310,907
- Participant contributions
- $22,545,226
- Total income / additions
- $108,355,779
- Benefits paid
- $37,971,167
- Administrative expenses
- $488,471
- Total expenses
- $38,459,638
- Net increase / (decrease)
- $69,896,141
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $388,238 | $0 |
| Robert W Baird & Co Inc | CONTRACT ADMINISTRATOR | $118,206 | not reported in the loaded dataset |
| Alpha Investment Consult | CONTRACT ADMINISTRATOR | $73,856 | not reported in the loaded dataset |
| Michael Best & Friedrich | LEGAL | $14,301 | not reported in the loaded dataset |