Plan5500

Willdan Group, Inc 401(K) Plan — Form 5500 plan (Willdan Group, 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, Willdan Group, Inc 401(K) Plan is a benefit plan reported by Willdan Group, Inc. under EIN 14-1951112 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,127 participants and $131,591,629 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Willdan Group, Inc.
EIN
14-1951112
Plan number
001
Plan type
2
Location
Anaheim, CA
Latest filing year
2023
Participants
2,127
End-of-year plan assets
$131,591,629

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20232,127H, C20241011182814NAL0044817954002

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$131,591,629
Net assets (EOY)
$131,591,629
Net assets (BOY)
$109,268,096

Income & contributions

Employer contributions
$3,283,948
Participant contributions
$10,180,178
Total contributions
$15,101,329
Total income / additions
$34,256,379

Expenses & distributions

Benefits paid
$11,618,153
Administrative expenses
$310,941
Total expenses
$11,932,846
Net increase / (decrease)
$22,323,533

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Schwab Retirement Plan Services,IncNONE$297,527not reported in the loaded dataset2023
Venture Forth Financial LLCNONE$13,365not reported in the loaded dataset2023
Charles Schwab & Co., Inc.NONE$339$02023

Related Form 5500 pages