2023 Form 5500 filing — Wise Foods 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 20250926095153NAL0021353154001) for Wise Foods 401(K) Plan, reported by Wise Foods, Inc. under EIN 51-0370373 and plan number 001. It reports 1,356 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250926095153NAL0021353154001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Wise Foods, Inc.
- EIN
- 51-0370373
- Plan number
- 001
- Location
- Atlanta, GA
- Participants
- 1,356
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $39,465,066
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $39,465,066
- Employer contributions
- $1,081,500
- Participant contributions
- $2,731,285
- Total income / additions
- $9,315,614
- Benefits paid
- $4,200,090
- Administrative expenses
- $188,770
- Total expenses
- $4,388,860
- Net increase / (decrease)
- $4,926,754
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $161,118 | $0 |
| Sek Cpas And Advisors | ACCOUNTANT | $23,657 | $45,000 |
| Morningstar Investment Management L | INV ADV, PARTICIPANTS | $0 | $0 |