Weg Transformers Usa, LLC 401(K) Plan — Form 5500 plan (Weg Transformers Usa, LLC)
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, Weg Transformers Usa, LLC 401(K) Plan is a benefit plan reported by Weg Transformers Usa, LLC under EIN 14-1799233 and plan number 003. The latest loaded filing year is 2023. The filing reports 220 participants and $14,686,310 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Weg Transformers Usa, LLC
- EIN
- 14-1799233
- Plan number
- 003
- Plan type
- 2
- Location
- Washington, MO
- Latest filing year
- 2023
- Participants
- 220
- End-of-year plan assets
- $14,686,310
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 220 | H, C | 20241014075825NAL0025683873001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $14,686,310
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $14,686,310
- Net assets (BOY)
- $11,896,285
Income & contributions
- Employer contributions
- $449,701
- Participant contributions
- $971,167
- Total contributions
- $1,444,148
- Total income / additions
- $3,284,536
Expenses & distributions
- Benefits paid
- $437,848
- Administrative expenses
- $56,663
- Total expenses
- $494,511
- Net increase / (decrease)
- $2,790,025
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $54,167 | $123 | 2023 |
| Lpl Financial LLC | OTHER SERVICES | $0 | $21,981 | 2023 |
| Teal Becker & Chiaramonte, Cpas Pc | OTHER SERVICES | $0 | $6,104 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Weg Transformers Usa, LLC
- 2023 Form 5500 filing
- Form 5500 filings in MO
- 401(k) and benefit plan filings in Washington, MO
- Principal Life Insurance Company — Schedule C compensation
- Lpl Financial LLC — Schedule C compensation
- Teal Becker & Chiaramonte, Cpas Pc — Schedule C compensation