Indel Power Group 401(K) Plan — Form 5500 plan (Western Branch Diesel LLC)
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, Indel Power Group 401(K) Plan is a benefit plan reported by Western Branch Diesel LLC under EIN 54-0641602 and plan number 002. The latest loaded filing year is 2023. The filing reports 417 participants and $52,374,244 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Western Branch Diesel LLC
- EIN
- 54-0641602
- Plan number
- 002
- Plan type
- 2
- Location
- Portsmouth, VA
- Latest filing year
- 2023
- Participants
- 417
- End-of-year plan assets
- $52,374,244
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 417 | H, C | 20241014103325NAL0025931329001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $52,374,244
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $52,374,244
- Net assets (BOY)
- $24,401,529
Income & contributions
- Employer contributions
- $1,686,151
- Participant contributions
- $2,917,932
- Total contributions
- $5,050,487
- Total income / additions
- $11,958,500
Expenses & distributions
- Benefits paid
- $5,637,328
- Administrative expenses
- $24,229
- Total expenses
- $5,691,272
- Net increase / (decrease)
- $6,267,228
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Strategic Advisors, Inc. | ADVISOR | $20,923 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | $3,306 | $0 | 2023 |