Wisco Industries Profit Sharing Plan — Form 5500 plan (Wisco Industries, 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, Wisco Industries Profit Sharing Plan is a benefit plan reported by Wisco Industries, Inc. under EIN 39-0789121 and plan number 001. The latest loaded filing year is 2023. The filing reports 123 participants and $15,838,750 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Wisco Industries, Inc.
- EIN
- 39-0789121
- Plan number
- 001
- Plan type
- 2
- Location
- Oregon, WI
- Latest filing year
- 2023
- Participants
- 123
- End-of-year plan assets
- $15,838,750
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 123 | H, C | 20240925145630NAL0005532739001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $15,838,750
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $15,838,750
- Net assets (BOY)
- $13,914,000
Income & contributions
- Employer contributions
- $352,516
- Participant contributions
- $274,704
- Total contributions
- $627,220
- Total income / additions
- $2,317,370
Expenses & distributions
- Benefits paid
- $330,806
- Administrative expenses
- $61,427
- Total expenses
- $392,620
- Net increase / (decrease)
- $1,924,750
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Ubs Financial Services Inc | INVESTMENT ADVISOR | $40,099 | $0 | 2023 |
| Empower Annuity Insurance Company | RECORDKEEPER | $13,582 | $0 | 2023 |
| Blue Chip Retirement Plans Inc. | TPA | $12,283 | $0 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $5,358 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Wisco Industries, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in WI
- 401(k) and benefit plan filings in Oregon, WI
- Ubs Financial Services Inc — Schedule C compensation
- Empower Annuity Insurance Company — Schedule C compensation
- Blue Chip Retirement Plans Inc. — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation