2023 Form 5500 filing — Legal Action Of Wisconsin, Inc. 401(K) Profit Sharing Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240723122515NAL0007268675001) for Legal Action Of Wisconsin, Inc. 401(K) Profit Sharing Plan, reported by Legal Action Of Wisconsin, Inc. under EIN 39-1077192 and plan number 001. It reports 186 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240723122515NAL0007268675001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Legal Action Of Wisconsin, Inc.
- EIN
- 39-1077192
- Plan number
- 001
- Location
- Milwaukee, WI
- Participants
- 186
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $7,052,524
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,052,524
- Employer contributions
- $286,747
- Participant contributions
- $573,951
- Total income / additions
- $1,826,603
- Benefits paid
- $752,601
- Administrative expenses
- $7,191
- Total expenses
- $759,792
- Net increase / (decrease)
- $1,066,811
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Kestra Investment Services LLC | SERVICE PROVIDER | $0 | $15,724 |
| Vrakas Sc | SERVICE PROVIDER | $5,420 | not reported in the loaded dataset |
| Voya Retirement Ins & Annuity Co | SERVICE PROVIDER | $621 | $0 |