Welter Forest Products 401(K) Plan — Form 5500 plan (Welter Forest Products, 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, Welter Forest Products 401(K) Plan is a benefit plan reported by Welter Forest Products, Inc under EIN 45-4938177 and plan number 001. The latest loaded filing year is 2023. The filing reports 217 participants and $5,767,835 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Welter Forest Products, Inc
EIN
45-4938177
Plan number
001
Plan type
2
Location
New London, WI
Latest filing year
2023
Participants
217
End-of-year plan assets
$5,767,835

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023217H, C20241011134224NAL0012551091001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$5,767,835
Total liabilities (EOY)
$0
Net assets (EOY)
$5,767,835
Net assets (BOY)
$4,839,406

Income & contributions

Employer contributions
$171,867
Participant contributions
$515,443
Total contributions
$687,310
Total income / additions
$1,598,386

Expenses & distributions

Benefits paid
$664,112
Administrative expenses
$5,782
Total expenses
$669,957
Net increase / (decrease)
$928,429

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Minnesota Life Insurance CompanyNONE$5,782$02023

Related Form 5500 pages