2023 Form 5500 filing — Wildman Business Group, LLC 401(K) Retirement 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 20241011144747NAL0011042499001) for Wildman Business Group, LLC 401(K) Retirement Plan, reported by Wildman Business Group, LLC under EIN 35-1349770 and plan number 001. It reports 369 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011144747NAL0011042499001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Wildman Business Group, LLC
- EIN
- 35-1349770
- Plan number
- 001
- Location
- Warsaw, IN
- Participants
- 369
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $12,885,093
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $12,885,093
- Employer contributions
- $662,784
- Participant contributions
- $1,171,256
- Total income / additions
- $3,834,305
- Benefits paid
- $783,414
- Administrative expenses
- $84,228
- Total expenses
- $867,642
- Net increase / (decrease)
- $2,966,663
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Sym Financial Corporation | ADVISOR | $42,329 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | $41,899 | not reported in the loaded dataset |