Wildman Business Group, LLC 401(K) Retirement Plan — Form 5500 plan (Wildman Business Group, LLC)

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, Wildman Business Group, LLC 401(K) Retirement Plan is a benefit plan reported by Wildman Business Group, LLC under EIN 35-1349770 and plan number 001. The latest loaded filing year is 2023. The filing reports 369 participants and $12,885,093 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Wildman Business Group, LLC
EIN
35-1349770
Plan number
001
Plan type
2
Location
Warsaw, IN
Latest filing year
2023
Participants
369
End-of-year plan assets
$12,885,093

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023369H, C20241011144747NAL0011042499001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$12,885,093
Total liabilities (EOY)
$0
Net assets (EOY)
$12,885,093
Net assets (BOY)
$9,793,017

Income & contributions

Employer contributions
$662,784
Participant contributions
$1,171,256
Total contributions
$1,889,995
Total income / additions
$3,834,305

Expenses & distributions

Benefits paid
$783,414
Administrative expenses
$84,228
Total expenses
$867,642
Net increase / (decrease)
$2,966,663

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Sym Financial CorporationADVISOR$42,329not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER$41,899not reported in the loaded dataset2023

Related Form 5500 pages