Wiese Profit Sharing And 401(K) Plan — Form 5500 plan (Wiese Usa, Inc.)

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, Wiese Profit Sharing And 401(K) Plan is a benefit plan reported by Wiese Usa, Inc. under EIN 43-0633084 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,581 participants and $134,662,967 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Wiese Usa, Inc.
EIN
43-0633084
Plan number
001
Plan type
2
Location
Saint Louis, MO
Latest filing year
2023
Participants
1,581
End-of-year plan assets
$134,662,967

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,581H, C20241004164550NAL0005832403001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$134,662,967
Total liabilities (EOY)
$0
Net assets (EOY)
$134,662,967
Net assets (BOY)
$113,526,532

Income & contributions

Employer contributions
$6,326,795
Participant contributions
$6,792,213
Total contributions
$14,036,061
Total income / additions
$29,224,775

Expenses & distributions

Benefits paid
$8,066,185
Administrative expenses
$10,114
Total expenses
$8,088,340
Net increase / (decrease)
$21,136,435

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Empower Annuity Insurance CompanyNONE$7,948$02023
Empower Advisory Group, LLCNONE$2,166not reported in the loaded dataset2023

Related Form 5500 pages