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, Wimmer Brothers Savings & Retirement Plan is a benefit plan reported by Wimmer Brothers Realty, Inc. under EIN 39-1033618 and plan number 001. The latest loaded filing year is 2023. The filing reports 244 participants and $5,057,777 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $5,057,777
- Net assets (EOY)
- $5,057,777
- Net assets (BOY)
- $3,977,812
Income & contributions
- Employer contributions
- $182,845
- Participant contributions
- $617,623
- Total contributions
- $821,027
- Total income / additions
- $1,561,287
Expenses & distributions
- Benefits paid
- $440,601
- Administrative expenses
- $40,721
- Total expenses
- $481,322
- Net increase / (decrease)
- $1,079,965