Iewc Corp. 401(K) Plan — Form 5500 plan (Iewc Corp.)
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, Iewc Corp. 401(K) Plan is a benefit plan reported by Iewc Corp. under EIN 39-0987362 and plan number 002. The latest loaded filing year is 2023. The filing reports 560 participants and $31,714,983 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Iewc Corp.
- EIN
- 39-0987362
- Plan number
- 002
- Plan type
- 2
- Location
- New Berlin, WI
- Latest filing year
- 2023
- Participants
- 560
- End-of-year plan assets
- $31,714,983
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 560 | H, C | 20241003080348NAL0009576401001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $31,714,983
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $31,714,983
- Net assets (BOY)
- $27,246,992
Income & contributions
- Participant contributions
- $1,944,364
- Total contributions
- $3,090,663
- Total income / additions
- $7,821,140
Expenses & distributions
- Benefits paid
- $3,321,290
- Administrative expenses
- $90,894
- Total expenses
- $3,621,854
- Net increase / (decrease)
- $4,199,286
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $74,283 | $0 | 2023 |
| Morgan Stanley Smith Bar | INV ADV, PARTICIPANTS | $16,611 | $5,791 | 2023 |