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, Walterscheid 401(K) Retirement Plan is a benefit plan reported by Powertrain Rockford, Inc. under EIN 36-3585049 and plan number 002. The latest loaded filing year is 2023. The filing reports 402 participants and $27,885,583 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $27,885,583
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $27,885,583
- Net assets (BOY)
- $24,387,102
Income & contributions
- Employer contributions
- $833,077
- Participant contributions
- $1,803,165
- Total contributions
- $3,103,519
- Total income / additions
- $6,845,403
Expenses & distributions
- Benefits paid
- $3,282,063
- Administrative expenses
- $58,443
- Total expenses
- $3,346,922
- Net increase / (decrease)
- $3,498,481