2023 Form 5500 filing — Wisconsin Sheet Metal Workers 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 20241008210016NAL0010085811001) for Wisconsin Sheet Metal Workers 401(K) Profit Sharing Plan, reported by Board Of Trustees Of The Wisconsin Sheet under EIN 39-1965830 and plan number 001. It reports 1,089 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241008210016NAL0010085811001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Of The Wisconsin Sheet
- EIN
- 39-1965830
- Plan number
- 001
- Location
- Waukesha, WI
- Participants
- 1,089
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $54,855,035
- Total liabilities (EOY)
- $32,235
- Net assets (EOY)
- $54,822,800
- Participant contributions
- $3,596,576
- Total income / additions
- $11,941,045
- Benefits paid
- $2,424,790
- Administrative expenses
- $252,291
- Total expenses
- $2,677,081
- Net increase / (decrease)
- $9,263,964
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Milliman, Inc. | NONE | $97,367 | not reported in the loaded dataset |
| Reinhart Boerner Van Deuren Sc | NONE | $63,702 | not reported in the loaded dataset |
| Andco Consulting LLC | NONE | $23,500 | not reported in the loaded dataset |
| Benefit Plan Administration | NONE | $22,370 | not reported in the loaded dataset |
| Sikich Llp | NONE | $14,130 | not reported in the loaded dataset |
| Matrix Trust Company | CUSTODIAN | $7,773 | $0 |