2023 Form 5500 filing — Wiser 401k 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 20241015160853NAL0015047411001) for Wiser 401k Plan, reported by Wiser Imagery Services, LLC under EIN 04-3670462 and plan number 001. It reports 173 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015160853NAL0015047411001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Wiser Imagery Services, LLC
- EIN
- 04-3670462
- Plan number
- 001
- Location
- Murfreesboro, TN
- Participants
- 173
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $4,109,475
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,109,475
- Employer contributions
- $79,390
- Participant contributions
- $354,201
- Total income / additions
- $896,069
- Benefits paid
- $425,179
- Administrative expenses
- $4,123
- Total expenses
- $429,302
- Net increase / (decrease)
- $466,767
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Trinity Pension Consultants Inc | CONTRACT ADMIN | $1,170 | $10,516 |
| Dempsey Vantrease & Follis, Pllc | AUDITOR | $7,800 | not reported in the loaded dataset |
| Empower Annuity Insurance Company | RECORDKEEPER | $3,767 | $0 |
| Rli Corp. | OTHER | $248 | not reported in the loaded dataset |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $121 | not reported in the loaded dataset |