Wacosa 401(K) Profit Sharing Plan — Form 5500 plan (Wacosa)
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, Wacosa 401(K) Profit Sharing Plan is a benefit plan reported by Wacosa under EIN 41-0871466 and plan number 001. The latest loaded filing year is 2023. The filing reports 154 participants and $3,311,054 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Wacosa
- EIN
- 41-0871466
- Plan number
- 001
- Plan type
- 2
- Location
- Waite Park, MN
- Latest filing year
- 2023
- Participants
- 154
- End-of-year plan assets
- $3,311,054
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 154 | H, C | 20240731120844NAL0014286883001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $3,311,054
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,311,054
- Net assets (BOY)
- $2,472,085
Income & contributions
- Employer contributions
- $90,917
- Participant contributions
- $182,423
- Total contributions
- $532,843
- Total income / additions
- $1,020,341
Expenses & distributions
- Benefits paid
- $158,638
- Administrative expenses
- $22,734
- Total expenses
- $181,372
- Net increase / (decrease)
- $838,969
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Bremer Bank National Association | TRUSTEE | $12,184 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company O | RECORDKEEPER | $10,547 | $0 | 2023 |