One Webasto 401(K) Retirement Savings Plan — Form 5500 plan (Webasto Roof Systems 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, One Webasto 401(K) Retirement Savings Plan is a benefit plan reported by Webasto Roof Systems Inc. under EIN 38-2035775 and plan number 002. The latest loaded filing year is 2023. The filing reports 2,807 participants and $157,892,685 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Webasto Roof Systems Inc.
- EIN
- 38-2035775
- Plan number
- 002
- Plan type
- 2
- Location
- Auburn Hills, MI
- Latest filing year
- 2023
- Participants
- 2,807
- End-of-year plan assets
- $157,892,685
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,807 | H, C | 20240926142445NAL0000493155001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $157,892,685
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $157,892,685
- Net assets (BOY)
- $129,556,555
Income & contributions
- Employer contributions
- $4,355,842
- Participant contributions
- $15,180,358
- Total contributions
- $20,914,879
- Total income / additions
- $43,876,371
Expenses & distributions
- Benefits paid
- $15,251,608
- Administrative expenses
- $288,633
- Total expenses
- $15,540,241
- Net increase / (decrease)
- $28,336,130
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $186,725 | $0 | 2023 |
| Resources Investment Advisors LLC | ADVISOR | $66,000 | not reported in the loaded dataset | 2023 |
| Strategic Advisors, Inc. | ADVISOR | $29,908 | not reported in the loaded dataset | 2023 |
| Rehmann LLC | ACCOUNTANT/AUDITOR | $6,000 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Webasto Roof Systems Inc.
- 2023 Form 5500 filing
- Form 5500 filings in MI
- 401(k) and benefit plan filings in Auburn Hills, MI
- Fidelity Investments Institutional — Schedule C compensation
- Resources Investment Advisors LLC — Schedule C compensation
- Strategic Advisors, Inc. — Schedule C compensation
- Rehmann LLC — Schedule C compensation