2023 Form 5500 filing — Weld County Garage 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 20241014083005NAL0026818481001) for Weld County Garage 401(K) Plan, reported by Weld County Garage under EIN 84-0348620 and plan number 001. It reports 273 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014083005NAL0026818481001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Weld County Garage
- EIN
- 84-0348620
- Plan number
- 001
- Location
- Greeley, CO
- Participants
- 273
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $5,735,152
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,735,152
- Participant contributions
- $730,602
- Total income / additions
- $1,662,134
- Benefits paid
- $1,739,038
- Administrative expenses
- $38,073
- Total expenses
- $1,778,343
- Net increase / (decrease)
- -$116,209
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $38,073 | $0 |
| Triad Advisors Inc | OTHER SERVICES | $0 | $9,149 |
| Morningstar Investment Management L | INV ADV, PARTICIPANTS | $0 | $0 |
| Wilshire Advisors LLC | INVESTMENT ADVISORY | $0 | $0 |