2023 Form 5500 filing — The Will-Burt Company 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 20241011142020NAL0011014979001) for The Will-Burt Company Profit Sharing & 401(K) Plan, reported by The Will-Burt Company under EIN 34-0620280 and plan number 004. It reports 377 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011142020NAL0011014979001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The Will-Burt Company
- EIN
- 34-0620280
- Plan number
- 004
- Location
- Orrville, OH
- Participants
- 377
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $17,978,450
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $17,978,450
- Employer contributions
- $150,190
- Participant contributions
- $1,244,207
- Total income / additions
- $4,130,817
- Benefits paid
- $3,404,036
- Administrative expenses
- $81,440
- Total expenses
- $3,485,476
- Net increase / (decrease)
- $645,341
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Stancorp Financial Group | NONE | $43,809 | not reported in the loaded dataset |
| Global Retirement Partners, LLC | NONE | $37,628 | not reported in the loaded dataset |