Werner Electric Supply Co. 401(K) Profit Sharing Plan — Form 5500 plan (Werner Electric Supply 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, Werner Electric Supply Co. 401(K) Profit Sharing Plan is a benefit plan reported by Werner Electric Supply Co. under EIN 39-0807437 and plan number 001. The latest loaded filing year is 2023. The filing reports 567 participants and $62,065,522 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Werner Electric Supply Co.
- EIN
- 39-0807437
- Plan number
- 001
- Plan type
- 2
- Location
- Appleton, WI
- Latest filing year
- 2023
- Participants
- 567
- End-of-year plan assets
- $62,065,522
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 567 | H, C | 20240923143645NAL0011477713001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $62,065,522
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $62,065,522
- Net assets (BOY)
- $51,432,811
Income & contributions
- Employer contributions
- $1,024,756
- Participant contributions
- $3,681,553
- Total contributions
- $5,430,972
- Total income / additions
- $15,631,739
Expenses & distributions
- Benefits paid
- $4,901,233
- Administrative expenses
- $97,795
- Total expenses
- $4,999,028
- Net increase / (decrease)
- $10,632,711
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Oneamerica Retirement Services, LLC | NONE | $69,834 | not reported in the loaded dataset | 2023 |
| Baker Tilly Us, Llp | NONE | $16,486 | not reported in the loaded dataset | 2023 |
| Oneamerica Investment Advisory Serv | NONE | $8,475 | not reported in the loaded dataset | 2023 |
| Matrix Trust Company | NONE | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Werner Electric Supply Co.
- 2023 Form 5500 filing
- Form 5500 filings in WI
- 401(k) and benefit plan filings in Appleton, WI
- Oneamerica Retirement Services, LLC — Schedule C compensation
- Baker Tilly Us, Llp — Schedule C compensation
- Oneamerica Investment Advisory Serv — Schedule C compensation
- Matrix Trust Company — Schedule C compensation