2023 Form 5500 filing — Barry-Wehmiller Companies' 401(K) Plan For Bargaining Unit Employees
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 20241206104325NAL0012632402001) for Barry-Wehmiller Companies' 401(K) Plan For Bargaining Unit Employees, reported by Barry-Wehmiller Companies, Inc. under EIN 43-0172560 and plan number 003. It reports 389 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241206104325NAL0012632402001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Barry-Wehmiller Companies, Inc.
- EIN
- 43-0172560
- Plan number
- 003
- Location
- St. Louis, MO
- Participants
- 389
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $39,041,919
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $39,041,919
- Employer contributions
- $750,114
- Participant contributions
- $2,071,518
- Total income / additions
- $8,494,942
- Benefits paid
- $6,137,414
- Administrative expenses
- $30,007
- Total expenses
- $6,186,008
- Net increase / (decrease)
- $2,308,934
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Transamerica Retirement Solutions | RECORDKEEPER/BOOKKEEPER | $15,377 | not reported in the loaded dataset |
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $10,379 | $0 |
| Lockton Investment Advisors LLC | INVESTMENT ADVISORY | $6,000 | not reported in the loaded dataset |
| Creative Planning | INVESTMENT ADVISORY | $2,000 | not reported in the loaded dataset |
| National Financial Services | BROKER/DEALER | $0 | not reported in the loaded dataset |