2023 Form 5500 filing — The Wittern Group Non-Bargaining 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 20241014091747NAL0025804657001) for The Wittern Group Non-Bargaining 401(K) Plan, reported by The Wittern Group under EIN 42-1414494 and plan number 003. It reports 240 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)$18.5MReported net assets$18,515,514
Participants240
Provider compensation$68.6K2 Schedule C row(s)$68,608
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241014091747NAL0025804657001
- Plan sponsor
- The Wittern Group
- EIN
- 42-1414494
- Plan number
- 003
- Location
- Clive, IA
- Received date
- not reported in the loaded dataset
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)$18.5M total assets
Net assets$18.5MLiabilities$0
Full reported line items
- Total assets (EOY)
- $18,515,514
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $18,515,514
- Employer contributions
- $512,563
- Participant contributions
- $1,053,699
- Total income / additions
- $4,296,204
- Benefits paid
- $822,645
- Administrative expenses
- $47,310
- Total expenses
- $869,955
- Net increase / (decrease)
- $3,426,249
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $47,310 | $0 |
| Global Retirement Partners LLC | INVESTMENT ADVISORY | $0 | $21,298 |