Wdc 401(K) And Profit Sharing Plan — Form 5500 plan (Wdc Acquisition LLC)
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, Wdc 401(K) And Profit Sharing Plan is a benefit plan reported by Wdc Acquisition LLC under EIN 82-4907031 and plan number 001. The latest loaded filing year is 2023. The filing reports 327 participants and $7,407,817 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Wdc Acquisition LLC
- EIN
- 82-4907031
- Plan number
- 001
- Plan type
- 2
- Location
- Creston, IA
- Latest filing year
- 2023
- Participants
- 327
- End-of-year plan assets
- $7,407,817
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 327 | H, C | 20240920073914NAL0007154129001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $7,407,817
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,407,817
- Net assets (BOY)
- $6,215,329
Income & contributions
- Employer contributions
- $715,735
- Participant contributions
- $598,614
- Total contributions
- $1,373,101
- Total income / additions
- $2,410,946
Expenses & distributions
- Benefits paid
- $1,168,018
- Administrative expenses
- $50,440
- Total expenses
- $1,218,458
- Net increase / (decrease)
- $1,192,488
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $50,386 | $0 | 2023 |
| Strategies Wealth Advisors | INVESTMENT ADVISORY | $0 | $7,591 | 2023 |