2023 Form 5500 filing — W. Z. Wisco, 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 20241009144817NAL0018572353001) for W. Z. Wisco, Inc. 401(K) Profit Sharing Plan, reported by W. Z. Wisco, Inc. under EIN 39-1606374 and plan number 001. It reports 306 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009144817NAL0018572353001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- W. Z. Wisco, Inc.
- EIN
- 39-1606374
- Plan number
- 001
- Location
- Fond Du Lac, WI
- Participants
- 306
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $3,471,313
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,471,313
- Participant contributions
- $141,962
- Total income / additions
- $648,729
- Benefits paid
- $217,063
- Administrative expenses
- $47,826
- Total expenses
- $264,889
- Net increase / (decrease)
- $383,840
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| American Trust Company | RECORDKEEPER | $12,362 | not reported in the loaded dataset |
| Cliftonlarsonallen Llp | ADVISOR | $12,260 | not reported in the loaded dataset |
| Boyum Barenscheer | ACCOUNTING | $12,005 | not reported in the loaded dataset |
| Map Retirement Usa LLC | CONTRACT ADMIN | $7,760 | not reported in the loaded dataset |