Walbro LLC Employees' Savings Plan — Form 5500 plan (Walbro LLC)
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, Walbro LLC Employees' Savings Plan is a benefit plan reported by Walbro LLC under EIN 38-2968944 and plan number 001. The latest loaded filing year is 2023. The filing reports 225 participants and $39,632,855 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$39.6MPlan net assets, end of year$39,632,855
Participants225Covered participants reported
Assets / participant$176.1KComputed: assets ÷ participants$176,146 (computed)
Provider compensation$13.7K1 Schedule C provider row(s)$13,693
- Plan sponsor
- Walbro LLC
- EIN
- 38-2968944
- Plan number
- 001
- Plan type
- 2
- Location
- Cass City, MI
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 225 | H, C | 20241015102037NAL0014391923001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$39.6M total assets
Net assets$39.6MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $39,632,855
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $39,632,855
- Net assets (BOY)
- $40,815,044
Income & contributions
- Employer contributions
- $1,096,861
- Participant contributions
- $1,809,330
- Total contributions
- $3,292,720
- Total income / additions
- $10,411,033
Expenses & distributions
- Benefits paid
- $11,579,529
- Administrative expenses
- $13,693
- Total expenses
- $11,593,222
- Net increase / (decrease)
- -$1,182,189
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
38%62%
Employer 38%Participant 62%
Total expenses ÷ net assets29%Computed ratio
Benefits paid ÷ total income111%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $13,693 | $0 | 2023 |