Wenthe-Davidson Engineering Co. Employee Stock Ownership 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. Employee Stock Ownership Plan is a benefit plan reported by Wenthe-Davidson Engineering Co. under EIN 39-0696715 and plan number 002. The latest loaded filing year is 2023. The filing reports 298 participants and $23,471,872 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
- 002
- Plan type
- 2
- Location
- New Berlin, WI
- Latest filing year
- 2023
- Participants
- 298
- End-of-year plan assets
- $23,471,872
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 298 | H | 20240920094000NAL0007586497001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $23,471,872
- Total liabilities (EOY)
- $11,161,859
- Net assets (EOY)
- $12,310,013
- Net assets (BOY)
- $8,491,797
Income & contributions
- Employer contributions
- $1,368,173
- Total contributions
- $1,368,173
- Total income / additions
- $4,514,450
Expenses & distributions
- Benefits paid
- $362,545
- Administrative expenses
- $233
- Total expenses
- $696,234
- Net increase / (decrease)
- $3,818,216
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.