Uw Provision Company Inc. 401(K) Plan — Form 5500 plan (Uw Provision Company 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, Uw Provision Company Inc. 401(K) Plan is a benefit plan reported by Uw Provision Company Inc. under EIN 39-0985822 and plan number 007. The latest loaded filing year is 2023. The filing reports 156 participants and $12,386,802 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Uw Provision Company Inc.
- EIN
- 39-0985822
- Plan number
- 007
- Plan type
- 2
- Location
- Madison, WI
- Latest filing year
- 2023
- Participants
- 156
- End-of-year plan assets
- $12,386,802
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 156 | H, C | 20241014082855NAL0051561970001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $12,386,802
- Net assets (EOY)
- $12,386,802
- Net assets (BOY)
- $10,975,951
Income & contributions
- Employer contributions
- $508,536
- Participant contributions
- $438,678
- Total contributions
- $947,214
- Total income / additions
- $2,221,012
Expenses & distributions
- Benefits paid
- $706,450
- Administrative expenses
- $55,806
- Total expenses
- $810,161
- Net increase / (decrease)
- $1,410,851
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Morgan Stanley | INVESTMENT ADVISOR | $24,628 | not reported in the loaded dataset | 2023 |
| Empower Annuity Ins. Co. Of America | RECORDKEEPER RECORDKEEPER | $15,017 | not reported in the loaded dataset | 2023 |
| Map Retirement Inc. | CONTRACT ADMI N | $8,669 | not reported in the loaded dataset | 2023 |
| Hawkins Ash Cpas Llp | AUDITOR | $7,500 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $2,492 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Uw Provision Company Inc.
- 2023 Form 5500 filing
- Form 5500 filings in WI
- 401(k) and benefit plan filings in Madison, WI
- Morgan Stanley — Schedule C compensation
- Empower Annuity Ins. Co. Of America — Schedule C compensation
- Map Retirement Inc. — Schedule C compensation
- Hawkins Ash Cpas Llp — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation