2023 Form 5500 filing — Mid-Wisconsin Beverage, Inc. 401(K) 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 20241011113057NAL0043493634001) for Mid-Wisconsin Beverage, Inc. 401(K) Savings Plan, reported by Mid-Wisconsin Beverage, Inc. under EIN 39-0986035 and plan number 001. It reports 107 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)$8.7MReported net assets$8,694,077
Participants107
Provider compensation$32.6K3 Schedule C row(s)$32,565
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241011113057NAL0043493634001
Plan sponsor
Mid-Wisconsin Beverage, Inc.
EIN
39-0986035
Plan number
001
Location
Wausau, 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)$8.7M total assets
Net assets$8.7MLiabilities$0
Money in vs. money out
Total income / additions$2M
Total expenses$145.5K
Benefits paid / distributions$112.9K
Contributions
Employer$307.7K
Participant$306.8K
Full reported line items
Total assets (EOY)
$8,694,077
Total liabilities (EOY)
$0
Net assets (EOY)
$8,694,077
Employer contributions
$307,698
Participant contributions
$306,843
Total income / additions
$1,963,518
Benefits paid
$112,886
Administrative expenses
$32,565
Total expenses
$145,451
Net increase / (decrease)
$1,818,067
Schedule C

Reported service provider compensation

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

  1. 1
    INVESTMENT ADVISOR · Direct $22.7K
  2. 2
    RECORDKEEPER · Direct $9.5K · Indirect $0
  3. 3
    OTHER · Direct $400

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241011113057NAL0043493634001 cover?
It is the 2023 Form 5500 filing for Mid-Wisconsin Beverage, Inc. 401(K) Savings Plan, reported by Mid-Wisconsin Beverage, Inc. (EIN 39-0986035).
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