The Will-Burt Company Employee Stock Ownership Trust And Plan — Form 5500 plan (The Will-Burt Company)
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, The Will-Burt Company Employee Stock Ownership Trust And Plan is a benefit plan reported by The Will-Burt Company under EIN 34-0620280 and plan number 002. The latest loaded filing year is 2023. The filing reports 334 participants and $37,428,941 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Will-Burt Company
- EIN
- 34-0620280
- Plan number
- 002
- Plan type
- 2
- Location
- Orrville, OH
- Latest filing year
- 2023
- Participants
- 334
- End-of-year plan assets
- $37,428,941
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 334 | H | 20241008145329NAL0017827985001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $37,428,941
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $37,428,941
- Net assets (BOY)
- $34,929,893
Income & contributions
- Employer contributions
- $976,950
- Total contributions
- $1,214,410
- Total income / additions
- $3,966,770
Expenses & distributions
- Benefits paid
- $1,467,722
- Administrative expenses
- $0
- Total expenses
- $1,467,722
- Net increase / (decrease)
- $2,499,048
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.