Webb-Stiles Company 401(K) Profit Sharing Plan — Form 5500 plan (Webb-Stiles 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, Webb-Stiles Company 401(K) Profit Sharing Plan is a benefit plan reported by Webb-Stiles Company under EIN 34-0742487 and plan number 001. The latest loaded filing year is 2023. The filing reports 146 participants and $17,844,247 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$17.8MPlan net assets, end of year$17,844,247
Participants146Covered participants reported
Assets / participant$122.2KComputed: assets ÷ participants$122,221 (computed)
Provider compensation$43.9K3 Schedule C provider row(s)$43,874
Plan sponsor
Webb-Stiles Company
EIN
34-0742487
Plan number
001
Plan type
2
Location
Valley City, OH
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023146H, C20241007141131NAL0016211713001
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$17.8M total assets
Net assets$17.8MLiabilities$0
Money in vs. money out
Total income / additions$3.2M
Total expenses$769.2K
Benefits paid / distributions$725.3K
Contributions
EmployerNot reported
Participant$468K
Full reported line items

Net assets

Total assets (EOY)
$17,844,247
Total liabilities (EOY)
$0
Net assets (EOY)
$17,844,247
Net assets (BOY)
$15,381,544

Income & contributions

Participant contributions
$467,991
Total contributions
$472,029
Total income / additions
$3,231,890

Expenses & distributions

Benefits paid
$725,313
Administrative expenses
$43,874
Total expenses
$769,187
Net increase / (decrease)
$2,462,703
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Total expenses ÷ net assets4%Computed ratio
Benefits paid ÷ total income22%Computed ratio
Provider comp. ÷ net assets0%Computed ratio

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Global Retirement Partners, LLCADVISOR$18,644not reported in the loaded dataset2023
Newport Group, Inc.RECORDKEEPER$17,882$02023
Newport Trust CompanyTRUSTEE$7,348$02023

Related Form 5500 pages