Wisconsin Sheet Metal Workers 401(K) Profit Sharing Plan — Form 5500 plan (Board Of Trustees Of The Wisconsin Sheet)
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, Wisconsin Sheet Metal Workers 401(K) Profit Sharing Plan is a benefit plan reported by Board Of Trustees Of The Wisconsin Sheet under EIN 39-1965830 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,089 participants and $54,855,035 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Of The Wisconsin Sheet
- EIN
- 39-1965830
- Plan number
- 001
- Plan type
- 1
- Location
- Waukesha, WI
- Latest filing year
- 2023
- Participants
- 1,089
- End-of-year plan assets
- $54,855,035
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,089 | H, C | 20241008210016NAL0010085811001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $54,855,035
- Total liabilities (EOY)
- $32,235
- Net assets (EOY)
- $54,822,800
- Net assets (BOY)
- $45,558,836
Income & contributions
- Participant contributions
- $3,596,576
- Total contributions
- $3,596,576
- Total income / additions
- $11,941,045
Expenses & distributions
- Benefits paid
- $2,424,790
- Administrative expenses
- $252,291
- Total expenses
- $2,677,081
- Net increase / (decrease)
- $9,263,964
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Milliman, Inc. | NONE | $97,367 | not reported in the loaded dataset | 2023 |
| Reinhart Boerner Van Deuren Sc | NONE | $63,702 | not reported in the loaded dataset | 2023 |
| Andco Consulting LLC | NONE | $23,500 | not reported in the loaded dataset | 2023 |
| Benefit Plan Administration | NONE | $22,370 | not reported in the loaded dataset | 2023 |
| Sikich Llp | NONE | $14,130 | not reported in the loaded dataset | 2023 |
| Matrix Trust Company | CUSTODIAN | $7,773 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Of The Wisconsin Sheet
- 2023 Form 5500 filing
- Form 5500 filings in WI
- 401(k) and benefit plan filings in Waukesha, WI
- Milliman, Inc. — Schedule C compensation
- Reinhart Boerner Van Deuren Sc — Schedule C compensation
- Andco Consulting LLC — Schedule C compensation
- Benefit Plan Administration — Schedule C compensation
- Sikich Llp — Schedule C compensation
- Matrix Trust Company — Schedule C compensation