2023 Form 5500 filing — Wlcfs Retirement Readiness 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 20241009113358NAL0009154147001) for Wlcfs Retirement Readiness Plan, reported by Wlcfs under EIN 39-1047224 and plan number 001. It reports 273 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$6MReported net assets$6,005,185
Participants273
Provider compensation$22.2K2 Schedule C row(s)$22,216
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241009113358NAL0009154147001
Plan sponsor
Wlcfs
EIN
39-1047224
Plan number
001
Location
Germantown, WI
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$6M total assets
Net assets$6MLiabilities$0
Money in vs. money out
Total income / additions$1.7M
Total expenses$421.5K
Benefits paid / distributions$395.5K
Contributions
Employer$226.2K
Participant$523.5K
Full reported line items
Total assets (EOY)
$6,005,185
Total liabilities (EOY)
$0
Net assets (EOY)
$6,005,185
Employer contributions
$226,174
Participant contributions
$523,473
Total income / additions
$1,655,455
Benefits paid
$395,511
Administrative expenses
$25,971
Total expenses
$421,482
Net increase / (decrease)
$1,233,973
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    RECORDKEEPER · Direct $19.6K · Indirect $0
  2. 2
    FIDUCIARY ADVISOR · Direct $2.6K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241009113358NAL0009154147001 cover?
It is the 2023 Form 5500 filing for Wlcfs Retirement Readiness Plan, reported by Wlcfs (EIN 39-1047224).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages