Wd-40 Company Profit Sharing/401(K) Plan — Form 5500 plan (Wd-40 Company)
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, Wd-40 Company Profit Sharing/401(K) Plan is a benefit plan reported by Wd-40 Company under EIN 95-1797918 and plan number 002. The latest loaded filing year is 2023. The filing reports 292 participants and $111,019,951 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Wd-40 Company
- EIN
- 95-1797918
- Plan number
- 002
- Plan type
- 2
- Location
- San Diego, CA
- Latest filing year
- 2023
- Participants
- 292
- End-of-year plan assets
- $111,019,951
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 292 | H, C | 20241002170614NAL0004239827001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $111,019,951
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $111,019,951
- Net assets (BOY)
- $95,480,313
Income & contributions
- Employer contributions
- $5,493,345
- Participant contributions
- $2,634,653
- Total contributions
- $8,804,116
- Total income / additions
- $26,928,504
Expenses & distributions
- Benefits paid
- $11,169,694
- Administrative expenses
- $204,755
- Total expenses
- $11,388,866
- Net increase / (decrease)
- $15,539,638
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $90,955 | $0 | 2023 |
| Resources Investment Advisors, LLC | INVESTMENT MGMT | $75,998 | not reported in the loaded dataset | 2023 |
| Onedigital Investment Advisors LLC | INVESTMENT ADVISOR | $32,712 | not reported in the loaded dataset | 2023 |
| Sageview Advisory Group LLC | INVESTMENT ADVISOR | $16,538 | not reported in the loaded dataset | 2023 |
| Qdro Consultants Company, LLC | OTHER | $300 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Wd-40 Company
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in San Diego, CA
- Empower Annuity Insurance Company O — Schedule C compensation
- Resources Investment Advisors, LLC — Schedule C compensation
- Onedigital Investment Advisors LLC — Schedule C compensation
- Sageview Advisory Group LLC — Schedule C compensation
- Qdro Consultants Company, LLC — Schedule C compensation