2023 Form 5500 filing — The Weather Shield Retirement 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 20241014084946NAL0014663331001) for The Weather Shield Retirement Plan, reported by Weather Shield Mfg., Inc. under EIN 39-0942408 and plan number 004. It reports 1,376 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014084946NAL0014663331001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Weather Shield Mfg., Inc.
- EIN
- 39-0942408
- Plan number
- 004
- Location
- Medford, WI
- Participants
- 1,376
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $88,349,314
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $88,349,314
- Employer contributions
- $668,659
- Participant contributions
- $4,152,833
- Total income / additions
- $16,989,150
- Benefits paid
- $7,646,324
- Administrative expenses
- $165,619
- Total expenses
- $7,811,943
- Net increase / (decrease)
- $9,177,207
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Francis Investment Counsel LLC | ADVISOR | $95,128 | not reported in the loaded dataset |
| Newport Group, Inc. | RECORDKEEPER | $63,091 | $0 |
| Hawkins Ash Cpas, Llp | AUDITOR | $7,400 | not reported in the loaded dataset |