2023 Form 5500 filing — Wasserstrom Holdings Associates 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 20241012123852NAL0023424337001) for Wasserstrom Holdings Associates 401(K) Plan, reported by Wasserstrom Holdings, Inc. under EIN 31-4335700 and plan number 002. It reports 1,513 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241012123852NAL0023424337001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Wasserstrom Holdings, Inc.
- EIN
- 31-4335700
- Plan number
- 002
- Location
- Columbus, OH
- Participants
- 1,513
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $84,897,534
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $84,897,534
- Employer contributions
- $530,000
- Participant contributions
- $4,579,426
- Total income / additions
- $19,954,417
- Benefits paid
- $6,992,554
- Administrative expenses
- $105,250
- Total expenses
- $7,097,804
- Net increase / (decrease)
- $12,856,613
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Vanguard Group, Inc. | NONE | $107,361 | not reported in the loaded dataset |