Watlow Group 401(K) Plan — Form 5500 plan (Watlow Electric Manufacturing Company)

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, Watlow Group 401(K) Plan is a benefit plan reported by Watlow Electric Manufacturing Company under EIN 43-0574450 and plan number 003. The latest loaded filing year is 2023. The filing reports 2,350 participants and $277,264,196 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Watlow Electric Manufacturing Company
EIN
43-0574450
Plan number
003
Plan type
2
Location
St. Louis, MO
Latest filing year
2023
Participants
2,350
End-of-year plan assets
$277,264,196

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20232,350H, C20240903110622NAL0018851873001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$277,264,196
Total liabilities (EOY)
$0
Net assets (EOY)
$277,264,196
Net assets (BOY)
$262,609,542

Income & contributions

Employer contributions
$10,001,646
Participant contributions
$9,201,588
Total contributions
$21,472,020
Total income / additions
$62,800,604

Expenses & distributions

Benefits paid
$47,795,944
Administrative expenses
$350,006
Total expenses
$48,145,950
Net increase / (decrease)
$14,654,654

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Empower Annuity Insurance Company ORECORDKEEPER$172,178$02023
Empower Advisory Group, LLCINVESTMENT MGMT$91,802not reported in the loaded dataset2023
Gallagher Benefit Services Inc DbaCONSULTING$66,000not reported in the loaded dataset2023
Mcgladrey LlpAUDITOR$20,026not reported in the loaded dataset2023

Related Form 5500 pages