Webco Industries, Inc. Employee Investment Plan — Form 5500 plan (Webco Industries, 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, Webco Industries, Inc. Employee Investment Plan is a benefit plan reported by Webco Industries, Inc. under EIN 73-1097133 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,547 participants and $89,015,968 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Webco Industries, Inc.
EIN
73-1097133
Plan number
001
Plan type
2
Location
Sand Springs, OK
Latest filing year
2023
Participants
1,547
End-of-year plan assets
$89,015,968

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,547H, C20240930101944NAL0002548691001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$89,015,968
Total liabilities (EOY)
$62,135
Net assets (EOY)
$88,953,833
Net assets (BOY)
$76,000,692

Income & contributions

Employer contributions
$1,746,330
Participant contributions
$5,327,711
Total contributions
$7,319,506
Total income / additions
$18,989,799

Expenses & distributions

Benefits paid
$5,919,103
Administrative expenses
$117,555
Total expenses
$6,036,658
Net increase / (decrease)
$12,953,141

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Bokf, NaTRUSTEE$143,205$02023

Related Form 5500 pages