The Wittern Group Non-Bargaining 401(K) Plan — Form 5500 plan (The Wittern Group)
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, The Wittern Group Non-Bargaining 401(K) Plan is a benefit plan reported by The Wittern Group under EIN 42-1414494 and plan number 003. The latest loaded filing year is 2023. The filing reports 240 participants and $18,515,514 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Wittern Group
- EIN
- 42-1414494
- Plan number
- 003
- Plan type
- 2
- Location
- Clive, IA
- Latest filing year
- 2023
- Participants
- 240
- End-of-year plan assets
- $18,515,514
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 240 | H, C | 20241014091747NAL0025804657001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $18,515,514
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $18,515,514
- Net assets (BOY)
- $15,091,851
Income & contributions
- Employer contributions
- $512,563
- Participant contributions
- $1,053,699
- Total contributions
- $1,798,211
- Total income / additions
- $4,296,204
Expenses & distributions
- Benefits paid
- $822,645
- Administrative expenses
- $47,310
- Total expenses
- $869,955
- Net increase / (decrease)
- $3,426,249
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $47,310 | $0 | 2023 |
| Global Retirement Partners LLC | INVESTMENT ADVISORY | $0 | $21,298 | 2023 |