Wilwood Engineering 401(K) Plan — Form 5500 plan (Wilwood Engineering)
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, Wilwood Engineering 401(K) Plan is a benefit plan reported by Wilwood Engineering under EIN 95-3171527 and plan number 001. The latest loaded filing year is 2023. The filing reports 354 participants and $14,190,112 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Wilwood Engineering
- EIN
- 95-3171527
- Plan number
- 001
- Plan type
- 2
- Location
- Camarillo, CA
- Latest filing year
- 2023
- Participants
- 354
- End-of-year plan assets
- $14,190,112
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 354 | H, C | 20240808102609NAL0008404176001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $14,190,112
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $14,190,112
- Net assets (BOY)
- $11,162,881
Income & contributions
- Employer contributions
- $528,733
- Participant contributions
- $711,831
- Total contributions
- $1,392,604
- Total income / additions
- $3,333,950
Expenses & distributions
- Benefits paid
- $295,307
- Administrative expenses
- $4,731
- Total expenses
- $306,719
- Net increase / (decrease)
- $3,027,231
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | not reported in the loaded dataset | $0 | 2023 |