2023 Form 5500 filing — Wieser Brothers General Contractor, 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 20240731073758NAL0012511267001) for Wieser Brothers General Contractor, Inc. 401(K)/Profit Sharing Plan, reported by Wieser Brothers General Contractor, Inc. under EIN 41-1776461 and plan number 001. It reports 174 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20240731073758NAL0012511267001
Filing year
2023
Form type
2
Plan sponsor
Wieser Brothers General Contractor, Inc.
EIN
41-1776461
Plan number
001
Location
La Crescent, MN
Participants
174
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$29,652,586
Total liabilities (EOY)
$0
Net assets (EOY)
$29,652,586
Employer contributions
$1,260,903
Participant contributions
$769,636
Total income / additions
$6,709,026
Benefits paid
$1,056,906
Administrative expenses
$89,421
Total expenses
$1,146,327
Net increase / (decrease)
$5,562,699
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Stancorp Financial GroupRECORDKEEPER$48,951$0
Securities America, Inc.ADVISOR$37,754$0
The Pension SpecialistsTPA$0$12,852

Related Form 5500 pages