Windemuller Electric Inc. Retirement Plan — Form 5500 plan (Windemuller Electric 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, Windemuller Electric Inc. Retirement Plan is a benefit plan reported by Windemuller Electric Inc. under EIN 38-1710601 and plan number 002. The latest loaded filing year is 2023. The filing reports 267 participants and $21,382,389 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Windemuller Electric Inc.
- EIN
- 38-1710601
- Plan number
- 002
- Plan type
- 2
- Location
- Wayland, MI
- Latest filing year
- 2023
- Participants
- 267
- End-of-year plan assets
- $21,382,389
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 267 | H, C | 20240827104538NAL0005069635001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $21,382,389
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $21,382,389
- Net assets (BOY)
- $17,879,257
Income & contributions
- Employer contributions
- $332,572
- Participant contributions
- $1,424,106
- Total contributions
- $1,787,317
- Total income / additions
- $4,875,360
Expenses & distributions
- Benefits paid
- $1,313,543
- Administrative expenses
- $58,685
- Total expenses
- $1,372,228
- Net increase / (decrease)
- $3,503,132
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $61,780 | $0 | 2023 |
| Northwestern Mutual Wealth Mgmt | INVESTMENT ADVISORY | $0 | $19,001 | 2023 |
| Morningstar Investment Management L | INV ADV, PARTICIPANTS | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Windemuller Electric Inc.
- 2023 Form 5500 filing
- Form 5500 filings in MI
- 401(k) and benefit plan filings in Wayland, MI
- Principal Life Insurance Company — Schedule C compensation
- Northwestern Mutual Wealth Mgmt — Schedule C compensation
- Morningstar Investment Management L — Schedule C compensation