Plan5500

The Weather Shield Retirement Plan — Form 5500 plan (Weather Shield Mfg., 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, The Weather Shield Retirement Plan is a benefit plan reported by Weather Shield Mfg., Inc. under EIN 39-0942408 and plan number 004. The latest loaded filing year is 2023. The filing reports 1,376 participants and $88,349,314 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Weather Shield Mfg., Inc.
EIN
39-0942408
Plan number
004
Plan type
2
Location
Medford, WI
Latest filing year
2023
Participants
1,376
End-of-year plan assets
$88,349,314

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,376H, C20241014084946NAL0014663331001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$88,349,314
Total liabilities (EOY)
$0
Net assets (EOY)
$88,349,314
Net assets (BOY)
$79,172,107

Income & contributions

Employer contributions
$668,659
Participant contributions
$4,152,833
Total contributions
$4,917,555
Total income / additions
$16,989,150

Expenses & distributions

Benefits paid
$7,646,324
Administrative expenses
$165,619
Total expenses
$7,811,943
Net increase / (decrease)
$9,177,207

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Francis Investment Counsel LLCADVISOR$95,128not reported in the loaded dataset2023
Newport Group, Inc.RECORDKEEPER$63,091$02023
Hawkins Ash Cpas, LlpAUDITOR$7,400not reported in the loaded dataset2023

Related Form 5500 pages