Wilbert, Inc. 401(k) Plan (terminated 2023): Login, Facts & Contact Information

Plan terminated

This plan was terminated. Its final Form 5500 covers plan year 2023, when $33.3 million was transferred out of the plan. Assets moved to the MARMON EMPLOYEES' RETIREMENT PLAN (sponsored by MARMON HOLDINGS, INC). If you had an account, your balance was transferred or paid out; Beagle can help you find where it went.

See the MARMON EMPLOYEES' RETIREMENT PLAN →

Wilbert, Inc. 401(k) Plan Facts (plan year 2023)

Plan name
WILBERT, INC. 401(K) RETIREMENT SAVINGS PLAN
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
WILBERT, INC.
Participants
758
Former employees with a balance
0
Employer contributions
$572,049 in plan year 2023 (32% of all contributions)
Recordkeeper
Fidelity Investments Institutional
Plan year
Jan 1, 2023 – Dec 31, 2023
Plan established
Jan 1, 1991
✓ Employer contributions— Automatic enrollment✓ Default investment for undecided participants✓ Participants choose their own investments— Self-directed brokerage window✓ Profit sharing— Company stock (ESOP)

Source: Form 5500 for plan year 2023 (Jan 1, 2023 – Dec 31, 2023), filed Oct 7, 2024. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2023

  • $1.78 million went into the plan in contributions, $572,049 of it from the employer (32%).
  • $4.58 million was paid out to participants.
  • Investment and other income added $6.87 million.

How the Wilbert, Inc. 401(k) changed, 2018–2023

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
20181,401$29.3 million$736,057$2.95 million
20191,421$31.5 million$635,951$6.15 million
2020756$37.5 million$596,525$3.14 million
2021821$40.6 million$631,301$4.67 million
2022810$29.3 million$598,066$4.94 million
2023 (final)758$0$572,049$4.58 million

Wilbert, Inc. 401(k) Contact Information

Phone
704-247-3879
Mailing address
100 N. MAIN STREET SUITE 200, BELMONT NC 28012
Plan sponsor
WILBERT, INC.
Employer identification number (EIN)
36-1178800
Plan number
005

Questions about the Wilbert, Inc. 401(k)

Is the Wilbert, Inc 401(k) plan still active?

No. The plan's final Form 5500 was filed for plan year 2023. Its assets were transferred to the MARMON EMPLOYEES' RETIREMENT PLAN.

Does Wilbert, Inc contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2023 the employer contributed $572,049, 32% of all contributions.

Does the Wilbert, Inc 401(k) have automatic enrollment?

No. The plan does not report automatic enrollment; employees enroll themselves.

How many people are in the Wilbert, Inc 401(k) plan?

758 participants at the start of plan year 2023.

Who manages the Wilbert, Inc 401(k) accounts?

Fidelity NetBenefits (listed on the filing as FIDELITY INVESTMENTS INSTITUTIONAL) is the plan's recordkeeper, which is where participants log in to see their balance.

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