2023 Form 5500 filing — Wcm Industries, Inc. Employee Savings And Investment 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 20241014120502NAL0014888611001) for Wcm Industries, Inc. Employee Savings And Investment Plan, reported by Wcm Industries, Inc. under EIN 84-1008970 and plan number 001. It reports 264 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014120502NAL0014888611001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Wcm Industries, Inc.
- EIN
- 84-1008970
- Plan number
- 001
- Location
- Colorado Springs, CO
- Participants
- 264
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $95,211,756
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $95,211,756
- Employer contributions
- $5,485,512
- Participant contributions
- $1,024,216
- Total income / additions
- $19,610,790
- Benefits paid
- $2,562,670
- Administrative expenses
- $97,788
- Total expenses
- $2,692,896
- Net increase / (decrease)
- $16,917,894
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Nfp Retirement Inc | ADVISORY | $56,710 | not reported in the loaded dataset |
| Lincoln National Corporation | SERVICE PROVIDER | $27,256 | $0 |
| Rothgerber Christie Llp | ADVISORY | $13,823 | not reported in the loaded dataset |