2023 Form 5500 filing — Weldmac Tax Favored Savings/
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 20241015202614NAL0015371187001) for Weldmac Tax Favored Savings/, reported by Weldmac Mfg. Co. under EIN 95-2545989 and plan number 001. It reports 146 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015202614NAL0015371187001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Weldmac Mfg. Co.
- EIN
- 95-2545989
- Plan number
- 001
- Location
- Pine Valley, CA
- Participants
- 146
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $0
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $0
- Employer contributions
- $47,819
- Participant contributions
- $296,109
- Total income / additions
- $1,279,155
- Benefits paid
- $15,994,354
- Administrative expenses
- $40,526
- Total expenses
- $16,035,002
- Net increase / (decrease)
- -$14,755,847
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Adp, Inc. | RECORD KEEPER | $19,264 | $0 |
| Cornerstone Wealth Advisors, Inc. | INVESTMENT/FINANCIAL ADVI | $15,561 | $0 |
| Covell, Jani & Pasch Llp | ACCOUNTANT | $5,700 | $0 |
| Adp Broker-Dealer | RECORD KEEPER | $0 | $0 |