2023 Form 5500 filing — Wenger Corporation Retirement Savings 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 20240923171146NAL0024103394001) for Wenger Corporation Retirement Savings Plan, reported by Wenger Corporation under EIN 41-0759858 and plan number 001. It reports 702 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240923171146NAL0024103394001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Wenger Corporation
- EIN
- 41-0759858
- Plan number
- 001
- Location
- Owatonna, MN
- Participants
- 702
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $98,331,379
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $98,331,379
- Employer contributions
- $2,857,415
- Participant contributions
- $3,143,900
- Total income / additions
- $20,067,500
- Benefits paid
- $8,678,398
- Administrative expenses
- $86,512
- Total expenses
- $8,766,788
- Net increase / (decrease)
- $11,300,712
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $44,208 | not reported in the loaded dataset |
| Christensen Group Financial LLC | ADVISOR | $30,000 | not reported in the loaded dataset |
| Strategic Advisors, Inc. | ADVISOR | $12,304 | not reported in the loaded dataset |