2023 Form 5500 filing — Welser Profile Companies Retirement Savings 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 20241011121415NAL0038669568001) for Welser Profile Companies Retirement Savings Plan, reported by Welser Profile North America, LLC under EIN 86-2647963 and plan number 001. It reports 314 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$9MReported net assets$8,958,102
Participants314
Provider compensation$22.3K2 Schedule C row(s)$22,331
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241011121415NAL0038669568001
- Plan sponsor
- Welser Profile North America, LLC
- EIN
- 86-2647963
- Plan number
- 001
- Location
- Valley City, OH
- 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)$9M total assets
Net assets$9MLiabilities$0
Full reported line items
- Total assets (EOY)
- $8,958,102
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,958,102
- Employer contributions
- $188,325
- Participant contributions
- $730,499
- Total income / additions
- $2,223,159
- Benefits paid
- $560,191
- Administrative expenses
- $7,994
- Total expenses
- $568,185
- Net increase / (decrease)
- $1,654,974
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Ameriprise Financial Services Inc | ADVISOR | $0 | $14,337 |
| Fidelity Investments Institutional | RECORDKEEPER | $7,994 | $0 |