2023 Form 5500 filing — Walterscheid 401(K) Retirement 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 20260305164700NAL0004497505001) for Walterscheid 401(K) Retirement Plan, reported by Powertrain Rockford, Inc. under EIN 36-3585049 and plan number 002. It reports 402 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20260305164700NAL0004497505001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Powertrain Rockford, Inc.
- EIN
- 36-3585049
- Plan number
- 002
- Location
- Loves Park, IL
- Participants
- 402
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $27,885,583
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $27,885,583
- Employer contributions
- $833,077
- Participant contributions
- $1,803,165
- Total income / additions
- $6,845,403
- Benefits paid
- $3,282,063
- Administrative expenses
- $58,443
- Total expenses
- $3,346,922
- Net increase / (decrease)
- $3,498,481
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Prudential Retirement Insurance And | NONE | $58,011 | $0 |