2023 Form 5500 filing — Gardiner Koch Weisberg & Wrona 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 20240830124733NAL0008382451001) for Gardiner Koch Weisberg & Wrona 401(K) Retirement Plan, reported by Gardiner, Koch, Weisberg & Wrona under EIN 36-3833245 and plan number 002. It reports 28 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
- EFAST2 acknowledgement
- 20240830124733NAL0008382451001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Gardiner, Koch, Weisberg & Wrona
- EIN
- 36-3833245
- Plan number
- 002
- Location
- Lake Geneva, WI
- Participants
- 28
- Schedules available
- Schedule I
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $3,019,182
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,019,182
- Employer contributions
- $61,867
- Participant contributions
- $182,809
- Total income / additions
- $631,875
- Benefits paid
- $0
- Administrative expenses
- $375
- Total expenses
- $375
- Net increase / (decrease)
- $631,500
- Schedule source
- Schedule I