2023 Form 5500 filing — The Wilber Group 401(K) Retirement 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 20240730081644NAL0011650387001) for The Wilber Group 401(K) Retirement Plan, reported by Wilber & Associates Pc under EIN 42-1628021 and plan number 001. It reports 122 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240730081644NAL0011650387001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Wilber & Associates Pc
- EIN
- 42-1628021
- Plan number
- 001
- Location
- Normal, IL
- Participants
- 122
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $8,918,478
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,918,478
- Employer contributions
- $371,050
- Participant contributions
- $744,906
- Total income / additions
- $2,742,438
- Benefits paid
- $342,706
- Administrative expenses
- $45,088
- Total expenses
- $387,794
- Net increase / (decrease)
- $2,354,644
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Lpl Financial | ADVISOR | $25,574 | not reported in the loaded dataset |
| Clifton Larson Allen | AUDITOR | $12,468 | not reported in the loaded dataset |
| Ascensus, LLC | TPA | $10,994 | not reported in the loaded dataset |
| Benefit Planning Consultants | TPA | $3,925 | not reported in the loaded dataset |