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, Aluma-Weld, Inc. 401(K) Profit Sharing Plan And Trust is a benefit plan reported by Aluma-Weld, Inc. Dba Xpress Boats under EIN 71-0523960 and plan number 001. The latest loaded filing year is 2023. The filing reports 434 participants and $13,219,752 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $13,219,752
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $13,219,752
- Net assets (BOY)
- $10,823,181
Income & contributions
- Employer contributions
- $459,833
- Participant contributions
- $725,991
- Total contributions
- $1,196,281
- Total income / additions
- $3,176,322
Expenses & distributions
- Benefits paid
- $744,287
- Administrative expenses
- $35,464
- Total expenses
- $779,751
- Net increase / (decrease)
- $2,396,571