2023 Form 5500 filing — Wisconsin Masons 401(K) Plan And Trust
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 20250314170756NAL0022790513001) for Wisconsin Masons 401(K) Plan And Trust, reported by The Board Of Trustees Of The Wisconsin Masons 401(K) Plan And Trust under EIN 39-2008571 and plan number 001. It reports 695 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250314170756NAL0022790513001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- The Board Of Trustees Of The Wisconsin Masons 401(K) Plan And Trust
- EIN
- 39-2008571
- Plan number
- 001
- Location
- Madison, WI
- Participants
- 695
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $25,348,347
- Total liabilities (EOY)
- $10,625
- Net assets (EOY)
- $25,337,722
- Participant contributions
- $1,210,428
- Total income / additions
- $5,747,224
- Benefits paid
- $3,277,709
- Administrative expenses
- $131,460
- Total expenses
- $3,409,169
- Net increase / (decrease)
- $2,338,055
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance | NONE | $37,856 | $0 |
| Reinhart Boerner Van Deuren S.C. | NONE | $21,642 | not reported in the loaded dataset |
| Benefit Plan Administration | NONE | $17,889 | not reported in the loaded dataset |
| Pension Group Financial Group LLC | NONE | $14,417 | not reported in the loaded dataset |
| Sikich Cpa LLC | NONE | $11,000 | not reported in the loaded dataset |
| The Previant Law Firm | NONE | $8,163 | not reported in the loaded dataset |