Plan5500

Wiesner Automotive Group 401(K) Plan — Form 5500 plan (John Wiesner, 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, Wiesner Automotive Group 401(K) Plan is a benefit plan reported by John Wiesner, Inc. under EIN 74-1849677 and plan number 001. The latest loaded filing year is 2023. The filing reports 228 participants and $11,300,311 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
John Wiesner, Inc.
EIN
74-1849677
Plan number
001
Plan type
2
Location
Conroe, TX
Latest filing year
2023
Participants
228
End-of-year plan assets
$11,300,311

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023228H, C20241002071833NAL0007986289001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$11,300,311
Total liabilities (EOY)
$0
Net assets (EOY)
$11,300,311
Net assets (BOY)
$10,405,258

Income & contributions

Employer contributions
$212,968
Participant contributions
$844,373
Total contributions
$1,057,341
Total income / additions
$2,420,533

Expenses & distributions

Benefits paid
$1,511,245
Administrative expenses
$5,845
Total expenses
$1,525,480
Net increase / (decrease)
$895,053

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Sentry Life Insurance CompanyRECORDKEEPER$4,839$02023

Related Form 5500 pages