2023 Form 5500 filing — Wigwam Mills 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 20241009165621NAL0010860323001) for Wigwam Mills Retirement Savings Plan, reported by Wigwam Mills, Inc. under EIN 39-1703490 and plan number 001. It reports 114 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009165621NAL0010860323001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Wigwam Mills, Inc.
- EIN
- 39-1703490
- Plan number
- 001
- Location
- Sheboygan, WI
- Participants
- 114
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $10,988,338
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,988,338
- Employer contributions
- $39,362
- Participant contributions
- $180,379
- Total income / additions
- $1,605,141
- Benefits paid
- $1,531,891
- Administrative expenses
- $46,079
- Total expenses
- $1,580,207
- Net increase / (decrease)
- $24,934
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Spectrum Investment Advisors | NONE | $27,325 | not reported in the loaded dataset |
| Epic Retirement Plan Services | NONE | $18,754 | $0 |
| Charles Schwab Trust Bank | NONE | $0 | $3,454 |
| Charles Schwab & Co., Inc. | NONE | $0 | $0 |