Plan5500

Wipfli Llp 401(K) Profit Sharing Plan — Form 5500 plan (Wipfli Llp)

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, Wipfli Llp 401(K) Profit Sharing Plan is a benefit plan reported by Wipfli Llp under EIN 39-0758449 and plan number 001. The latest loaded filing year is 2023. The filing reports 3,443 participants and $751,806,856 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Wipfli Llp
EIN
39-0758449
Plan number
001
Plan type
2
Location
Wausau, WI
Latest filing year
2023
Participants
3,443
End-of-year plan assets
$751,806,856

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20233,443H, C20250317094429NAL0001488801001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$751,806,856
Total liabilities (EOY)
$0
Net assets (EOY)
$751,806,856
Net assets (BOY)
$634,109,979

Income & contributions

Employer contributions
$23,665,853
Participant contributions
$24,486,804
Total contributions
$61,169,441
Total income / additions
$175,997,641

Expenses & distributions

Benefits paid
$58,062,704
Administrative expenses
$237,743
Total expenses
$58,300,764
Net increase / (decrease)
$117,696,877

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
The Vanguard Group, Inc.NONE$244,243$02023

Related Form 5500 pages