Wittmann Usa Inc. — Form 5500 plan (Wittmann Usa Inc..)
Plain-English plan 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, Wittmann Usa Inc. is a benefit plan reported by Wittmann Usa Inc.. under EIN 06-1284828 and plan number 001. The latest loaded filing year is 2023. The filing reports 186 participants and $16,506,559 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Wittmann Usa Inc..
- EIN
- 06-1284828
- Plan number
- 001
- Plan type
- 2
- Location
- Torrington, CT
- Latest filing year
- 2023
- Participants
- 186
- End-of-year plan assets
- $16,506,559
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 186 | H, C | 20241014101820NAL0051837970001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $16,506,559
- Net assets (EOY)
- $16,506,559
- Net assets (BOY)
- $14,644,405
Income & contributions
- Employer contributions
- $418,533
- Participant contributions
- $732,211
- Total contributions
- $1,167,209
- Total income / additions
- $3,731,083
Expenses & distributions
- Benefits paid
- $1,859,513
- Administrative expenses
- $4,318
- Total expenses
- $1,868,929
- Net increase / (decrease)
- $1,862,154
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Janney Montgomery Scott LLC | OTHER SERVICES | $0 | $27,578 | 2023 |
| Planned Retirement Consultants & Ad | CONTRACT ADMIN | $0 | $4,923 | 2023 |
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $4,318 | $0 | 2023 |
| Wilshire Associates Incorporated | NESTMENT ADVISORY | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Wittmann Usa Inc..
- 2023 Form 5500 filing
- Form 5500 filings in CT
- 401(k) and benefit plan filings in Torrington, CT
- Janney Montgomery Scott LLC — Schedule C compensation
- Planned Retirement Consultants & Ad — Schedule C compensation
- Principal Life Insurance Company — Schedule C compensation
- Wilshire Associates Incorporated — Schedule C compensation