Legal Action Of Wisconsin, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Legal Action Of Wisconsin, 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, Legal Action Of Wisconsin, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Legal Action Of Wisconsin, Inc. under EIN 39-1077192 and plan number 001. The latest loaded filing year is 2023. The filing reports 186 participants and $7,052,524 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Legal Action Of Wisconsin, Inc.
EIN
39-1077192
Plan number
001
Plan type
2
Location
Milwaukee, WI
Latest filing year
2023
Participants
186
End-of-year plan assets
$7,052,524

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023186H, C20240723122515NAL0007268675001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$7,052,524
Total liabilities (EOY)
$0
Net assets (EOY)
$7,052,524
Net assets (BOY)
$5,985,713

Income & contributions

Employer contributions
$286,747
Participant contributions
$573,951
Total contributions
$867,323
Total income / additions
$1,826,603

Expenses & distributions

Benefits paid
$752,601
Administrative expenses
$7,191
Total expenses
$759,792
Net increase / (decrease)
$1,066,811

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Kestra Investment Services LLCSERVICE PROVIDER$0$15,7242023
Vrakas ScSERVICE PROVIDER$5,420not reported in the loaded dataset2023
Voya Retirement Ins & Annuity CoSERVICE PROVIDER$621$02023

Related Form 5500 pages