Witron Integrated Logistics, Inc. 401(K) Plan — Form 5500 plan (Witron Integrated Logistics, 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, Witron Integrated Logistics, Inc. 401(K) Plan is a benefit plan reported by Witron Integrated Logistics, Inc. under EIN 77-0393714 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,198 participants and $19,202,704 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Witron Integrated Logistics, Inc.
EIN
77-0393714
Plan number
001
Plan type
2
Location
Arlington Heights, IL
Latest filing year
2023
Participants
1,198
End-of-year plan assets
$19,202,704

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,198H, C20241015200623NAL0017156451008

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$19,202,704
Net assets (EOY)
$19,202,704
Net assets (BOY)
$14,305,383

Income & contributions

Employer contributions
$1,261,653
Participant contributions
$2,305,592
Total contributions
$3,648,811
Total income / additions
$6,546,357

Expenses & distributions

Benefits paid
$1,541,236
Administrative expenses
$79,984
Total expenses
$1,649,036
Net increase / (decrease)
$4,897,321

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Transamerica Retirement Solutions,RECORDKEEPER$45,984$02023
Global Retirement Partners LLCINVESTMENT ADVISORY$34,000not reported in the loaded dataset2023

Related Form 5500 pages