2023 Form 5500 filing — Wurth 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 20241015081509NAL0015975363005) for Wurth 401(K) Plan, reported by Wurth Group Of North America Inc under EIN 22-2945308 and plan number 001. It reports 5,688 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015081509NAL0015975363005
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Wurth Group Of North America Inc
- EIN
- 22-2945308
- Plan number
- 001
- Location
- Ramsey, NJ
- Participants
- 5,688
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $312,704,564
- Net assets (EOY)
- $312,704,564
- Employer contributions
- $7,324,886
- Participant contributions
- $20,927,720
- Total income / additions
- $86,703,364
- Benefits paid
- $27,896,595
- Administrative expenses
- $339,669
- Total expenses
- $28,259,516
- Net increase / (decrease)
- $58,443,848
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $187,557 | $0 |
| Strategic Advisors Inc | ADVISOR | $152,112 | not reported in the loaded dataset |