Wenthe-Davidson Engineering Co. Employees' Profit Sharing Plan And 401(K) Plan — Form 5500 plan (Wenthe-Davidson Engineering Co.)
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, Wenthe-Davidson Engineering Co. Employees' Profit Sharing Plan And 401(K) Plan is a benefit plan reported by Wenthe-Davidson Engineering Co. under EIN 39-0696715 and plan number 001. The latest loaded filing year is 2023. The filing reports 238 participants and $16,476,655 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Wenthe-Davidson Engineering Co.
- EIN
- 39-0696715
- Plan number
- 001
- Plan type
- 2
- Location
- New Berlin, WI
- Latest filing year
- 2023
- Participants
- 238
- End-of-year plan assets
- $16,476,655
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 238 | H, C | 20241010100800NAL0035424096002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $16,476,655
- Net assets (EOY)
- $16,476,655
- Net assets (BOY)
- $14,314,283
Income & contributions
- Employer contributions
- $993
- Participant contributions
- $609,674
- Total contributions
- $610,667
- Total income / additions
- $2,920,127
Expenses & distributions
- Benefits paid
- $748,346
- Administrative expenses
- $9,409
- Total expenses
- $757,755
- Net increase / (decrease)
- $2,162,372
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Associated Trust Company, N.A. | NONE | $9,409 | $0 | 2023 |