2023 Form 5500 filing — Uw Provision Company Inc. 401(K) 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 20241014082855NAL0051561970001) for Uw Provision Company Inc. 401(K) Plan, reported by Uw Provision Company Inc. under EIN 39-0985822 and plan number 007. It reports 156 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014082855NAL0051561970001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Uw Provision Company Inc.
- EIN
- 39-0985822
- Plan number
- 007
- Location
- Madison, WI
- Participants
- 156
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $12,386,802
- Net assets (EOY)
- $12,386,802
- Employer contributions
- $508,536
- Participant contributions
- $438,678
- Total income / additions
- $2,221,012
- Benefits paid
- $706,450
- Administrative expenses
- $55,806
- Total expenses
- $810,161
- Net increase / (decrease)
- $1,410,851
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Morgan Stanley | INVESTMENT ADVISOR | $24,628 | not reported in the loaded dataset |
| Empower Annuity Ins. Co. Of America | RECORDKEEPER RECORDKEEPER | $15,017 | not reported in the loaded dataset |
| Map Retirement Inc. | CONTRACT ADMI N | $8,669 | not reported in the loaded dataset |
| Hawkins Ash Cpas Llp | AUDITOR | $7,500 | not reported in the loaded dataset |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $2,492 | not reported in the loaded dataset |