Weldall Mfg., Inc. Profit Sharing 401(K) Savings Plan — Form 5500 plan (Weldall 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, Weldall Mfg., Inc. Profit Sharing 401(K) Savings Plan is a benefit plan reported by Weldall Mfg., Inc. under EIN 39-1199680 and plan number 001. The latest loaded filing year is 2023. The filing reports 299 participants and $14,488,205 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Weldall Mfg., Inc.
EIN
39-1199680
Plan number
001
Plan type
3
Location
Waukesha, WI
Latest filing year
2023
Participants
299
End-of-year plan assets
$14,488,205

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023299H, C20241015101611NAL0047326784001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$14,488,205
Total liabilities (EOY)
$0
Net assets (EOY)
$14,488,205
Net assets (BOY)
$11,953,144

Income & contributions

Employer contributions
$186,174
Participant contributions
$1,252,170
Total contributions
$1,438,344
Total income / additions
$3,199,266

Expenses & distributions

Benefits paid
$574,986
Administrative expenses
$63,545
Total expenses
$664,205
Net increase / (decrease)
$2,535,061

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Johnson BankRECORD KEEPER$58,358$02023
Fidelity Investments InstitutionalRECORDKEEPER$175$02023

Related Form 5500 pages