Wolter Inc. Salary Savings Plan — Form 5500 plan (Wolter, 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, Wolter Inc. Salary Savings Plan is a benefit plan reported by Wolter, Inc. under EIN 39-1052980 and plan number 005. The latest loaded filing year is 2023. The filing reports 735 participants and $42,994,325 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Wolter, Inc.
EIN
39-1052980
Plan number
005
Plan type
2
Location
Brookfield, WI
Latest filing year
2023
Participants
735
End-of-year plan assets
$42,994,325

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023735H, C20241003120611NAL0005700883001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$42,994,325
Total liabilities (EOY)
$8,723
Net assets (EOY)
$42,985,602
Net assets (BOY)
$35,513,063

Income & contributions

Employer contributions
$1,492,885
Participant contributions
$3,768,947
Total contributions
$5,517,222
Total income / additions
$11,660,052

Expenses & distributions

Benefits paid
$4,033,342
Administrative expenses
$141,793
Total expenses
$4,187,513
Net increase / (decrease)
$7,472,539

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Moneta Group LLCINVESTMENT ADVISOR$75,000$02023
Correll Co.RECORDKEEPER$53,893$02023
Selden Fox, Ltd.AUDITORS$12,900not reported in the loaded dataset2023

Related Form 5500 pages