2023 Form 5500 filing — Willdan Group, Inc 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 20241011182814NAL0044817954002) for Willdan Group, Inc 401(K) Plan, reported by Willdan Group, Inc. under EIN 14-1951112 and plan number 001. It reports 2,127 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011182814NAL0044817954002
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Willdan Group, Inc.
- EIN
- 14-1951112
- Plan number
- 001
- Location
- Anaheim, CA
- Participants
- 2,127
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $131,591,629
- Net assets (EOY)
- $131,591,629
- Employer contributions
- $3,283,948
- Participant contributions
- $10,180,178
- Total income / additions
- $34,256,379
- Benefits paid
- $11,618,153
- Administrative expenses
- $310,941
- Total expenses
- $11,932,846
- Net increase / (decrease)
- $22,323,533
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Schwab Retirement Plan Services,Inc | NONE | $297,527 | not reported in the loaded dataset |
| Venture Forth Financial LLC | NONE | $13,365 | not reported in the loaded dataset |
| Charles Schwab & Co., Inc. | NONE | $339 | $0 |