Plan5500

C.I. Banker Wire And Iron Works, Inc. 401(K) Plan — Form 5500 plan (C.I. Banker Wire And Iron Works, 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, C.I. Banker Wire And Iron Works, Inc. 401(K) Plan is a benefit plan reported by C.I. Banker Wire And Iron Works, Inc under EIN 39-1222560 and plan number 001. The latest loaded filing year is 2023. The filing reports 185 participants and $11,630,024 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
C.I. Banker Wire And Iron Works, Inc
EIN
39-1222560
Plan number
001
Plan type
2
Location
Mukwonago, WI
Latest filing year
2023
Participants
185
End-of-year plan assets
$11,630,024

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023185H, C20241015082947NAL0015987955001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$11,630,024
Total liabilities (EOY)
$0
Net assets (EOY)
$11,630,024
Net assets (BOY)
$9,128,636

Income & contributions

Employer contributions
$386,797
Participant contributions
$697,603
Total contributions
$1,748,281
Total income / additions
$3,089,655

Expenses & distributions

Benefits paid
$521,749
Administrative expenses
$44,523
Total expenses
$588,267
Net increase / (decrease)
$2,501,388

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
John Hancock UsaRECORDKEEPER$24,555not reported in the loaded dataset2023
Goldstein Advisors, LLCADVISOR$19,672not reported in the loaded dataset2023

Related Form 5500 pages