2023 Form 5500 filing — Weleski Transfer, Inc. 401(K) Profit Sharing 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 20241021094238NAL0003150178001) for Weleski Transfer, Inc. 401(K) Profit Sharing Plan, reported by Weleski Transfer, Inc. under EIN 25-1215764 and plan number 001. It reports 108 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$6.3MReported net assets$6,270,336
Participants108
Provider compensation$15.6K3 Schedule C row(s)$15,631
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241021094238NAL0003150178001
Plan sponsor
Weleski Transfer, Inc.
EIN
25-1215764
Plan number
001
Location
Terentum, PA
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$6.3M total assets
Net assets$6.3MLiabilities$0
Money in vs. money out
Total income / additions$1.3M
Total expenses$729.6K
Benefits paid / distributions$701.1K
Contributions
Employer$35.3K
Participant$232.1K
Full reported line items
Total assets (EOY)
$6,270,336
Total liabilities (EOY)
$0
Net assets (EOY)
$6,270,336
Employer contributions
$35,275
Participant contributions
$232,139
Total income / additions
$1,308,637
Benefits paid
$701,148
Administrative expenses
$27,408
Total expenses
$729,603
Net increase / (decrease)
$579,034
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    RECORD KEEPER · Direct $15.4K · Indirect $0
  2. 2
    RECORD KEEPER · Direct $220 · Indirect $0
  3. 3
    RECORD KEEPER · Direct $0 · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241021094238NAL0003150178001 cover?
It is the 2023 Form 5500 filing for Weleski Transfer, Inc. 401(K) Profit Sharing Plan, reported by Weleski Transfer, Inc. (EIN 25-1215764).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages