Plan5500

Wepfer Marine, Inc. 401(K) Plan — Form 5500 plan (Wepfer Marine, 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, Wepfer Marine, Inc. 401(K) Plan is a benefit plan reported by Wepfer Marine, Inc. under EIN 62-0843746 and plan number 001. The latest loaded filing year is 2023. The filing reports 278 participants and $4,828,549 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Wepfer Marine, Inc.
EIN
62-0843746
Plan number
001
Plan type
2
Location
Memphis, TN
Latest filing year
2023
Participants
278
End-of-year plan assets
$4,828,549

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023278H, C20241004093216NAL0020136096001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$4,828,549
Total liabilities (EOY)
$720
Net assets (EOY)
$4,827,829
Net assets (BOY)
$4,143,832

Income & contributions

Employer contributions
$183,714
Participant contributions
$512,480
Total contributions
$696,194
Total income / additions
$1,239,975

Expenses & distributions

Benefits paid
$524,682
Administrative expenses
$31,296
Total expenses
$555,978
Net increase / (decrease)
$683,997

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Duncan Williams Asset ManagementRIA$12,263not reported in the loaded dataset2023

Related Form 5500 pages