2023 Form 5500 filing — Retirement Plan For Hourly Production Employees Of Willman Industries, Inc.
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 20241015071109NAL0048364176001) for Retirement Plan For Hourly Production Employees Of Willman Industries, Inc., reported by Willman Industries, Inc. under EIN 39-1589780 and plan number 001. It reports 165 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015071109NAL0048364176001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Willman Industries, Inc.
- EIN
- 39-1589780
- Plan number
- 001
- Location
- Cedar Grove, WI
- Participants
- 165
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $3,873,549
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,873,549
- Total income / additions
- $534,795
- Benefits paid
- $113,421
- Administrative expenses
- $17,723
- Total expenses
- $131,144
- Net increase / (decrease)
- $403,651
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Associated Trust Company, Na | INVESTMENT ADVISOR | $17,723 | not reported in the loaded dataset |