The Wilber Group 401(K) Retirement Plan — Form 5500 plan (Wilber & Associates Pc)
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 Wilber Group 401(K) Retirement Plan is a benefit plan reported by Wilber & Associates Pc under EIN 42-1628021 and plan number 001. The latest loaded filing year is 2023. The filing reports 122 participants and $8,918,478 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Wilber & Associates Pc
- EIN
- 42-1628021
- Plan number
- 001
- Plan type
- 3
- Location
- Normal, IL
- Latest filing year
- 2023
- Participants
- 122
- End-of-year plan assets
- $8,918,478
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 122 | H, C | 20240730081644NAL0011650387001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $8,918,478
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,918,478
- Net assets (BOY)
- $6,563,834
Income & contributions
- Employer contributions
- $371,050
- Participant contributions
- $744,906
- Total contributions
- $1,313,008
- Total income / additions
- $2,742,438
Expenses & distributions
- Benefits paid
- $342,706
- Administrative expenses
- $45,088
- Total expenses
- $387,794
- Net increase / (decrease)
- $2,354,644
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Lpl Financial | ADVISOR | $25,574 | not reported in the loaded dataset | 2023 |
| Clifton Larson Allen | AUDITOR | $12,468 | not reported in the loaded dataset | 2023 |
| Ascensus, LLC | TPA | $10,994 | not reported in the loaded dataset | 2023 |
| Benefit Planning Consultants | TPA | $3,925 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Wilber & Associates Pc
- 2023 Form 5500 filing
- Form 5500 filings in IL
- 401(k) and benefit plan filings in Normal, IL
- Lpl Financial — Schedule C compensation
- Clifton Larson Allen — Schedule C compensation
- Ascensus, LLC — Schedule C compensation
- Benefit Planning Consultants — Schedule C compensation