Wdi, LLC 401(K) Plan — Form 5500 plan (Wdi, 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, Wdi, LLC 401(K) Plan is a benefit plan reported by Wdi, LLC under EIN 20-4213074 and plan number 001. The latest loaded filing year is 2023. The filing reports 337 participants and $27,278,800 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Wdi, LLC
EIN
20-4213074
Plan number
001
Plan type
2
Location
Sun Prairie, WI
Latest filing year
2023
Participants
337
End-of-year plan assets
$27,278,800

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023337H, C20240820125610NAL0001472947001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$27,278,800
Net assets (EOY)
$27,278,800
Net assets (BOY)
$22,463,613

Income & contributions

Employer contributions
$439,117
Participant contributions
$939,783
Total contributions
$1,380,024
Total income / additions
$5,971,938

Expenses & distributions

Benefits paid
$1,041,464
Administrative expenses
$108,074
Total expenses
$1,156,751
Net increase / (decrease)
$4,815,187

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Associated Trust Company, N.A.NONE$97,073$02023
Sva Certified Public Accountants ScAUDITOR$11,000not reported in the loaded dataset2023

Related Form 5500 pages