Westfalia Technologies, Inc. Savings Plan — Form 5500 plan (Westfalia Technologies, 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, Westfalia Technologies, Inc. Savings Plan is a benefit plan reported by Westfalia Technologies, Inc. under EIN 23-2678132 and plan number 001. The latest loaded filing year is 2023. The filing reports 175 participants and $13,058,009 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Westfalia Technologies, Inc.
- EIN
- 23-2678132
- Plan number
- 001
- Plan type
- 2
- Location
- York, PA
- Latest filing year
- 2023
- Participants
- 175
- End-of-year plan assets
- $13,058,009
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 175 | H, C | 20240729092908NAL0010906499001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $13,058,009
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $13,058,009
- Net assets (BOY)
- $10,691,113
Income & contributions
- Employer contributions
- $516,614
- Participant contributions
- $1,120,795
- Total contributions
- $2,005,794
- Total income / additions
- $3,820,997
Expenses & distributions
- Benefits paid
- $1,414,163
- Administrative expenses
- $39,938
- Total expenses
- $1,454,101
- Net increase / (decrease)
- $2,366,896
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $39,838 | $0 | 2023 |
| Mml Investors Services LLC | OTHER SERVICES | $0 | $15,173 | 2023 |
| Smith Elliott Kearns & Co LLC | CONTRACT ADMINISTRATOR | $100 | $5,058 | 2023 |
| Morningstar Investment Management L | INV ADV, PARTICIPANTS | $0 | $0 | 2023 |
| Wilshire Advisors LLC | INVESTMENT ADVISORY | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Westfalia Technologies, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in York, PA
- Principal Life Insurance Company — Schedule C compensation
- Mml Investors Services LLC — Schedule C compensation
- Smith Elliott Kearns & Co LLC — Schedule C compensation
- Morningstar Investment Management L — Schedule C compensation
- Wilshire Advisors LLC — Schedule C compensation