Wiley Metal Fabricating, Inc. 401(K) Plan — Form 5500 plan (Wiley Metal Fabricating, 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, Wiley Metal Fabricating, Inc. 401(K) Plan is a benefit plan reported by Wiley Metal Fabricating, Inc. under EIN 35-1536670 and plan number 001. The latest loaded filing year is 2023. The filing reports 146 participants and $3,269,371 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Wiley Metal Fabricating, Inc.
EIN
35-1536670
Plan number
001
Plan type
2
Location
Marion, IN
Latest filing year
2023
Participants
146
End-of-year plan assets
$3,269,371

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023146H, C20241015180550NAL0015219987001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$3,269,371
Total liabilities (EOY)
$0
Net assets (EOY)
$3,269,371
Net assets (BOY)
$2,940,454

Income & contributions

Employer contributions
$76,855
Participant contributions
$247,133
Total contributions
$323,988
Total income / additions
$662,534

Expenses & distributions

Benefits paid
$314,658
Administrative expenses
$18,006
Total expenses
$333,617
Net increase / (decrease)
$328,917

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Edward JonesINVESTMENT/FINANCIAL ADVI$14,827$02023
Adp, Inc.RECORD KEEPER$3,178$02023
Adp Broker-DealerRECORD KEEPER$0$02023

Related Form 5500 pages