Plan5500

Wise Foods 401(K) Plan — Form 5500 plan (Wise Foods, 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, Wise Foods 401(K) Plan is a benefit plan reported by Wise Foods, Inc. under EIN 51-0370373 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,356 participants and $39,465,066 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Wise Foods, Inc.
EIN
51-0370373
Plan number
001
Plan type
2
Location
Atlanta, GA
Latest filing year
2023
Participants
1,356
End-of-year plan assets
$39,465,066

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,356H, C20250926095153NAL0021353154001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$39,465,066
Total liabilities (EOY)
$0
Net assets (EOY)
$39,465,066
Net assets (BOY)
$34,538,312

Income & contributions

Employer contributions
$1,081,500
Participant contributions
$2,731,285
Total contributions
$4,058,964
Total income / additions
$9,315,614

Expenses & distributions

Benefits paid
$4,200,090
Administrative expenses
$188,770
Total expenses
$4,388,860
Net increase / (decrease)
$4,926,754

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$161,118$02023
Sek Cpas And AdvisorsACCOUNTANT$23,657$45,0002023
Morningstar Investment Management LINV ADV, PARTICIPANTS$0$02023

Related Form 5500 pages