2023 Form 5500 filing — Waibel Energy Systems 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 20241009141907NAL0019418273001) for Waibel Energy Systems Retirement Plan, reported by Waibel Energy Systems, Inc. under EIN 31-1258152 and plan number 001. It reports 153 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009141907NAL0019418273001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Waibel Energy Systems, Inc.
- EIN
- 31-1258152
- Plan number
- 001
- Location
- Vandalia, OH
- Participants
- 153
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $18,616,075
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $18,616,075
- Employer contributions
- $562,481
- Participant contributions
- $912,632
- Total income / additions
- $4,425,655
- Benefits paid
- $1,441,721
- Administrative expenses
- $73,438
- Total expenses
- $1,530,466
- Net increase / (decrease)
- $2,895,189
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Minster Bank | INVESTMENT ADVISOR | $40,840 | not reported in the loaded dataset |
| Futureplan | CONTRACT ADMIN | $18,237 | not reported in the loaded dataset |
| Capital Group Retirement Plan Servi | RECORDKEEPER | $14,361 | $0 |