Wirtgen Employee 401(K) Plan — Form 5500 plan (Wirtgen America, 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, Wirtgen Employee 401(K) Plan is a benefit plan reported by Wirtgen America, Inc. under EIN 62-1250621 and plan number 001. The latest loaded filing year is 2023. The filing reports 281 participants and $46,028,208 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Wirtgen America, Inc.
EIN
62-1250621
Plan number
001
Plan type
2
Location
Antioch, TN
Latest filing year
2023
Participants
281
End-of-year plan assets
$46,028,208

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023281H, C20241014174448NAL0047043888001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$46,028,208
Total liabilities (EOY)
$0
Net assets (EOY)
$46,028,208
Net assets (BOY)
$38,347,755

Income & contributions

Employer contributions
$1,198,784
Participant contributions
$2,054,491
Total contributions
$3,285,960
Total income / additions
$10,045,153

Expenses & distributions

Benefits paid
$2,285,897
Administrative expenses
$78,803
Total expenses
$2,364,700
Net increase / (decrease)
$7,680,453

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Prudent Street Fin Adv LLCNONE$76,133not reported in the loaded dataset2023
Ascensus LLCNONE$2,670$02023

Related Form 5500 pages