Gardiner Koch Weisberg & Wrona 401(K) Retirement Plan — Form 5500 plan (Gardiner, Koch, Weisberg & Wrona)
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, Gardiner Koch Weisberg & Wrona 401(K) Retirement Plan is a benefit plan reported by Gardiner, Koch, Weisberg & Wrona under EIN 36-3833245 and plan number 002. The latest loaded filing year is 2023. The filing reports 28 participants and $3,019,182 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Gardiner, Koch, Weisberg & Wrona
- EIN
- 36-3833245
- Plan number
- 002
- Plan type
- 2
- Location
- Lake Geneva, WI
- Latest filing year
- 2023
- Participants
- 28
- End-of-year plan assets
- $3,019,182
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 28 | I | 20240830124733NAL0008382451001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $3,019,182
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,019,182
- Net assets (BOY)
- $2,387,682
Income & contributions
- Employer contributions
- $61,867
- Participant contributions
- $182,809
- Total income / additions
- $631,875
Expenses & distributions
- Benefits paid
- $0
- Administrative expenses
- $375
- Total expenses
- $375
- Net increase / (decrease)
- $631,500
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.