2023 Form 5500 filing — Worthen Industries, Inc. Profit Sharing And Savings 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 20241015102931NAL0029255953001) for Worthen Industries, Inc. Profit Sharing And Savings Plan, reported by Worthen Industries, Inc. under EIN 02-0505077 and plan number 001. It reports 378 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015102931NAL0029255953001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Worthen Industries, Inc.
- EIN
- 02-0505077
- Plan number
- 001
- Location
- Nashua, NH
- Participants
- 378
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $31,941,066
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $31,941,066
- Employer contributions
- $906,458
- Participant contributions
- $1,777,055
- Total income / additions
- $8,289,589
- Benefits paid
- $4,425,211
- Administrative expenses
- $18,137
- Total expenses
- $4,447,573
- Net increase / (decrease)
- $3,842,016
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $10,296 | $0 |
| Strategic Advisors, Inc. | ADVISOR | $7,841 | not reported in the loaded dataset |