Wiers Farm, Inc./Dutch Maid Logistics, Inc. 401(K) Retirement Plan — Form 5500 plan (Wiers Farm, Inc.)
Plain-English plan 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, Wiers Farm, Inc./Dutch Maid Logistics, Inc. 401(K) Retirement Plan is a benefit plan reported by Wiers Farm, Inc. under EIN 34-1342768 and plan number 001. The latest loaded filing year is 2023. The filing reports 518 participants and $7,154,645 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Wiers Farm, Inc.
- EIN
- 34-1342768
- Plan number
- 001
- Plan type
- 2
- Location
- Willard, OH
- Latest filing year
- 2023
- Participants
- 518
- End-of-year plan assets
- $7,154,645
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 518 | H, C | 20250218154849NAL0005569152001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $7,154,645
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,154,645
- Net assets (BOY)
- $6,170,561
Income & contributions
- Employer contributions
- $78,384
- Participant contributions
- $451,235
- Total contributions
- $530,184
- Total income / additions
- $1,471,423
Expenses & distributions
- Benefits paid
- $445,065
- Administrative expenses
- $42,274
- Total expenses
- $487,339
- Net increase / (decrease)
- $984,084
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $20,333 | $0 | 2023 |
| Cliftonlarsonallen Wealth Advisors | INVESTMENT ADVISOR | $19,280 | not reported in the loaded dataset | 2023 |
| Map Retirement Usa LLC | CONTRACT ADMIN | $4,219 | not reported in the loaded dataset | 2023 |
| Leafhouse Financial Advisors, LLC | OTHER | $3,236 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Wiers Farm, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in OH
- 401(k) and benefit plan filings in Willard, OH
- Empower Annuity Insurance Company — Schedule C compensation
- Cliftonlarsonallen Wealth Advisors — Schedule C compensation
- Map Retirement Usa LLC — Schedule C compensation
- Leafhouse Financial Advisors, LLC — Schedule C compensation