Wigwam Mills Retirement Savings Plan — Form 5500 plan (Wigwam Mills, 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, Wigwam Mills Retirement Savings Plan is a benefit plan reported by Wigwam Mills, Inc. under EIN 39-1703490 and plan number 001. The latest loaded filing year is 2023. The filing reports 114 participants and $10,988,338 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Wigwam Mills, Inc.
- EIN
- 39-1703490
- Plan number
- 001
- Plan type
- 2
- Location
- Sheboygan, WI
- Latest filing year
- 2023
- Participants
- 114
- End-of-year plan assets
- $10,988,338
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 114 | H, C | 20241009165621NAL0010860323001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $10,988,338
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,988,338
- Net assets (BOY)
- $10,963,404
Income & contributions
- Employer contributions
- $39,362
- Participant contributions
- $180,379
- Total contributions
- $219,741
- Total income / additions
- $1,605,141
Expenses & distributions
- Benefits paid
- $1,531,891
- Administrative expenses
- $46,079
- Total expenses
- $1,580,207
- Net increase / (decrease)
- $24,934
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Spectrum Investment Advisors | NONE | $27,325 | not reported in the loaded dataset | 2023 |
| Epic Retirement Plan Services | NONE | $18,754 | $0 | 2023 |
| Charles Schwab Trust Bank | NONE | $0 | $3,454 | 2023 |
| Charles Schwab & Co., Inc. | NONE | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Wigwam Mills, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in WI
- 401(k) and benefit plan filings in Sheboygan, WI
- Spectrum Investment Advisors — Schedule C compensation
- Epic Retirement Plan Services — Schedule C compensation
- Charles Schwab Trust Bank — Schedule C compensation
- Charles Schwab & Co., Inc. — Schedule C compensation