Wirthwein Us 401(K) Plan — Form 5500 plan (Wirthwein New Bern Corporation)
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, Wirthwein Us 401(K) Plan is a benefit plan reported by Wirthwein New Bern Corporation under EIN 41-2071687 and plan number 001. The latest loaded filing year is 2023. The filing reports 136 participants and $2,392,470 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Wirthwein New Bern Corporation
- EIN
- 41-2071687
- Plan number
- 001
- Plan type
- 2
- Location
- New Bern, NC
- Latest filing year
- 2023
- Participants
- 136
- End-of-year plan assets
- $2,392,470
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 136 | H, C | 20241004101732NAL0006594707001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $2,392,470
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,392,470
- Net assets (BOY)
- $2,006,306
Income & contributions
- Employer contributions
- $91,312
- Participant contributions
- $274,080
- Total contributions
- $373,954
- Total income / additions
- $724,923
Expenses & distributions
- Benefits paid
- $312,194
- Administrative expenses
- $12,582
- Total expenses
- $338,759
- Net increase / (decrease)
- $386,164
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $12,029 | $0 | 2023 |