Wenger Corporation Retirement Savings Plan — Form 5500 plan (Wenger Corporation)
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, Wenger Corporation Retirement Savings Plan is a benefit plan reported by Wenger Corporation under EIN 41-0759858 and plan number 001. The latest loaded filing year is 2023. The filing reports 702 participants and $98,331,379 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Wenger Corporation
- EIN
- 41-0759858
- Plan number
- 001
- Plan type
- 2
- Location
- Owatonna, MN
- Latest filing year
- 2023
- Participants
- 702
- End-of-year plan assets
- $98,331,379
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 702 | H, C | 20240923171146NAL0024103394001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $98,331,379
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $98,331,379
- Net assets (BOY)
- $87,030,667
Income & contributions
- Employer contributions
- $2,857,415
- Participant contributions
- $3,143,900
- Total contributions
- $6,398,945
- Total income / additions
- $20,067,500
Expenses & distributions
- Benefits paid
- $8,678,398
- Administrative expenses
- $86,512
- Total expenses
- $8,766,788
- Net increase / (decrease)
- $11,300,712
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $44,208 | not reported in the loaded dataset | 2023 |
| Christensen Group Financial LLC | ADVISOR | $30,000 | not reported in the loaded dataset | 2023 |
| Strategic Advisors, Inc. | ADVISOR | $12,304 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Wenger Corporation
- 2023 Form 5500 filing
- Form 5500 filings in MN
- 401(k) and benefit plan filings in Owatonna, MN
- Fidelity Investments Institutional — Schedule C compensation
- Christensen Group Financial LLC — Schedule C compensation
- Strategic Advisors, Inc. — Schedule C compensation