2023 Form 5500 filing — C.I. Banker Wire And Iron Works, 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 20241015082947NAL0015987955001) for C.I. Banker Wire And Iron Works, Inc. 401(K) Plan, reported by C.I. Banker Wire And Iron Works, Inc under EIN 39-1222560 and plan number 001. It reports 185 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015082947NAL0015987955001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- C.I. Banker Wire And Iron Works, Inc
- EIN
- 39-1222560
- Plan number
- 001
- Location
- Mukwonago, WI
- Participants
- 185
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $11,630,024
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,630,024
- Employer contributions
- $386,797
- Participant contributions
- $697,603
- Total income / additions
- $3,089,655
- Benefits paid
- $521,749
- Administrative expenses
- $44,523
- Total expenses
- $588,267
- Net increase / (decrease)
- $2,501,388
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| John Hancock Usa | RECORDKEEPER | $24,555 | not reported in the loaded dataset |
| Goldstein Advisors, LLC | ADVISOR | $19,672 | not reported in the loaded dataset |