Wittenbach Business Systems, LLC 401(K) Retirement Plan — Form 5500 plan (Wittenbach Business Systems, LLC)

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, Wittenbach Business Systems, LLC 401(K) Retirement Plan is a benefit plan reported by Wittenbach Business Systems, LLC under EIN 52-1137041 and plan number 001. The latest loaded filing year is 2023. The filing reports 378 participants and $25,998,330 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Wittenbach Business Systems, LLC
EIN
52-1137041
Plan number
001
Plan type
2
Location
Sparks, MD
Latest filing year
2023
Participants
378
End-of-year plan assets
$25,998,330

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023378H, C20240920105052NAL0007342881001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$25,998,330
Total liabilities (EOY)
$0
Net assets (EOY)
$25,998,330
Net assets (BOY)
$22,062,555

Income & contributions

Employer contributions
$244,758
Participant contributions
$2,149,068
Total contributions
$2,708,776
Total income / additions
$6,327,240

Expenses & distributions

Benefits paid
$2,291,396
Administrative expenses
$91,550
Total expenses
$2,391,465
Net increase / (decrease)
$3,935,775

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$91,549$02023
Newsquare Capital, LLCINVESTMENT ADVISORY$0$34,1402023

Related Form 5500 pages