Wei-Chuan, U.S.A., Inc. Discretionary Contribution Plan — Form 5500 plan (Wei-Chuan, U.S.A., 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, Wei-Chuan, U.S.A., Inc. Discretionary Contribution Plan is a benefit plan reported by Wei-Chuan, U.S.A., Inc. under EIN 95-2776179 and plan number 001. The latest loaded filing year is 2023. The filing reports 282 participants and $19,079,243 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$19.1MPlan net assets, end of year$19,059,877
Participants282Covered participants reported
Assets / participant$67.7KComputed: assets ÷ participants$67,657 (computed)
Provider compensationNone reported2 Schedule C provider row(s)
Plan sponsor
Wei-Chuan, U.S.A., Inc.
EIN
95-2776179
Plan number
001
Plan type
2
Location
City Of Industry, CA
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023282H, C20240724145810NAL0012860017001
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$19.1M total assets
Net assets$19.1MLiabilities$19.4K
Money in vs. money out
Total income / additions$4.7M
Total expenses$705.1K
Benefits paid / distributions$511.1K
Contributions
Employer$1.2M
Participant$0
Full reported line items

Net assets

Total assets (EOY)
$19,079,243
Total liabilities (EOY)
$19,366
Net assets (EOY)
$19,059,877
Net assets (BOY)
$15,029,453

Income & contributions

Employer contributions
$1,200,000
Participant contributions
$0
Total contributions
$1,200,000
Total income / additions
$4,735,499

Expenses & distributions

Benefits paid
$511,075
Administrative expenses
$164,679
Total expenses
$705,075
Net increase / (decrease)
$4,030,424
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 100%Participant 0%
Total expenses ÷ net assets4%Computed ratio
Benefits paid ÷ total income11%Computed ratio

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Wells Fargo First Clearing LLC.NONE$0not reported in the loaded dataset2023
Pershing LLCNONE$0not reported in the loaded dataset2023

Related Form 5500 pages