Plan5500

Wilo Usa LLC Retirement Plan — Form 5500 plan (Wilo 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, Wilo Usa LLC Retirement Plan is a benefit plan reported by Wilo Usa LLC under EIN 20-1923480 and plan number 001. The latest loaded filing year is 2023. The filing reports 468 participants and $24,294,735 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Wilo Usa LLC
EIN
20-1923480
Plan number
001
Plan type
2
Location
Cedarburg, WI
Latest filing year
2023
Participants
468
End-of-year plan assets
$24,294,735

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023468H, C20241008113526NAL0016537537001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$24,294,735
Total liabilities (EOY)
$0
Net assets (EOY)
$24,294,735
Net assets (BOY)
$18,478,304

Income & contributions

Employer contributions
$1,144,070
Participant contributions
$2,553,798
Total contributions
$5,984,609
Total income / additions
$9,051,025

Expenses & distributions

Benefits paid
$3,120,652
Administrative expenses
$113,942
Total expenses
$3,234,594
Net increase / (decrease)
$5,816,431

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Private Advisor Group LLCINVESTMENT ADVISOR$36,991not reported in the loaded dataset2023
John Hancock Trust Co.RECORDKEEPER$33,114$02023
Empower Annuity Insurance Company ORECORDKEEPER$6,217$02023
Empower Advisory Group, LLCINVESTMENT MGMT$405not reported in the loaded dataset2023

Related Form 5500 pages