Wahl Clipper Corporation 401(K) Profit Sharing Plan — Form 5500 plan (Wahl Clipper Corporation)

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, Wahl Clipper Corporation 401(K) Profit Sharing Plan is a benefit plan reported by Wahl Clipper Corporation under EIN 36-1922730 and plan number 003. The latest loaded filing year is 2023. The filing reports 1,438 participants and $127,711,645 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Wahl Clipper Corporation
EIN
36-1922730
Plan number
003
Plan type
2
Location
Sterling, IL
Latest filing year
2023
Participants
1,438
End-of-year plan assets
$127,711,645

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,438H, C20241009211041NAL0019109057001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$127,711,645
Total liabilities (EOY)
$0
Net assets (EOY)
$127,711,645
Net assets (BOY)
$116,777,103

Income & contributions

Employer contributions
$3,965,678
Participant contributions
$4,971,768
Total contributions
$9,579,022
Total income / additions
$21,531,168

Expenses & distributions

Benefits paid
$10,412,095
Administrative expenses
$184,531
Total expenses
$10,596,626
Net increase / (decrease)
$10,934,542

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Morgan StanleyINVESTMENT ADVISOR$81,223not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER$60,052not reported in the loaded dataset2023

Related Form 5500 pages