2023 Form 5500 filing — Wischermann Hospitality Employer LLC Retirement Savings 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 20250917104417NAL0000379537001) for Wischermann Hospitality Employer LLC Retirement Savings Plan, reported by Wischermann Hospitality Employer under EIN 26-3401973 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
- 20250917104417NAL0000379537001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Wischermann Hospitality Employer
- EIN
- 26-3401973
- Plan number
- 001
- Location
- Excelsior, MN
- Participants
- 185
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $3,300,090
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,300,090
- Employer contributions
- $152,534
- Participant contributions
- $372,748
- Total income / additions
- $1,092,021
- Benefits paid
- $929,982
- Administrative expenses
- $948
- Total expenses
- $930,930
- Net increase / (decrease)
- $161,091
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Securities Inc | INVESTMENT ADVISOR | $888 | not reported in the loaded dataset |
| Jpmorgan Invest Holdings LLC | RECORDKEEPER | $60 | $0 |