Alt & Witzig Engineering, Inc. 401(K) Plan — Form 5500 plan (Alt & Witzig Engineering, 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, Alt & Witzig Engineering, Inc. 401(K) Plan is a benefit plan reported by Alt & Witzig Engineering, Inc. under EIN 35-1404753 and plan number 001. The latest loaded filing year is 2023. The filing reports 225 participants and $10,378,251 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$10.4MPlan net assets, end of year$10,378,251
Participants225Covered participants reported
Assets / participant$46.1KComputed: assets ÷ participants$46,126 (computed)
Provider compensation$49.6K2 Schedule C provider row(s)$49,640
- Plan sponsor
- Alt & Witzig Engineering, Inc.
- EIN
- 35-1404753
- Plan number
- 001
- Plan type
- 2
- Location
- Carmel, IN
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 225 | H, C | 20241002091226NAL0003915443001 |
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)$10.4M total assets
Net assets$10.4MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $10,378,251
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,378,251
- Net assets (BOY)
- $9,187,766
Income & contributions
- Employer contributions
- $118,924
- Participant contributions
- $417,255
- Total contributions
- $536,179
- Total income / additions
- $1,966,282
Expenses & distributions
- Benefits paid
- $749,378
- Administrative expenses
- $26,419
- Total expenses
- $775,797
- Net increase / (decrease)
- $1,190,485
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.
22%78%
Employer 22%Participant 78%
Total expenses ÷ net assets7%Computed ratio
Benefits paid ÷ total income38%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Stancorp Financial Group | NONE | $25,776 | not reported in the loaded dataset | 2023 |
| Shepherd Financial Investment Advis | NONE | $23,864 | not reported in the loaded dataset | 2023 |