Wegner Cpas, Llp Salary Savings Plan — Form 5500 plan (Wegner Cpas, 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, Wegner Cpas, Llp Salary Savings Plan is a benefit plan reported by Wegner Cpas, Llp under EIN 39-0974031 and plan number 003. The latest loaded filing year is 2023. The filing reports 208 participants and $27,727,057 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Wegner Cpas, Llp
- EIN
- 39-0974031
- Plan number
- 003
- Plan type
- 2
- Location
- Madison, WI
- Latest filing year
- 2023
- Participants
- 208
- End-of-year plan assets
- $27,727,057
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 208 | H, C | 20241008062140NAL0009436195001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $27,727,057
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $27,727,057
- Net assets (BOY)
- $25,142,836
Income & contributions
- Employer contributions
- $614,523
- Participant contributions
- $1,542,135
- Total contributions
- $2,334,876
- Total income / additions
- $6,133,035
Expenses & distributions
- Benefits paid
- $3,440,605
- Administrative expenses
- $108,209
- Total expenses
- $3,548,814
- Net increase / (decrease)
- $2,584,221
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company | NONE | $36,968 | $0 | 2023 |
| Securian Financial Services Inc. | NONE | $33,333 | not reported in the loaded dataset | 2023 |
| Mueller&Co Llp Dba Pkf Mueller LLC | NONE | $11,950 | not reported in the loaded dataset | 2023 |
| Premier Retirement Partners | NONE | $9,286 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Wegner Cpas, Llp
- 2023 Form 5500 filing
- Form 5500 filings in WI
- 401(k) and benefit plan filings in Madison, WI
- Empower Annuity Insurance Company — Schedule C compensation
- Securian Financial Services Inc. — Schedule C compensation
- Mueller&Co Llp Dba Pkf Mueller LLC — Schedule C compensation
- Premier Retirement Partners — Schedule C compensation