Wisconsin Coil Spring LLC 401(K) Profit Sharing Plan — Form 5500 plan (Wisconsin Coil Spring 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, Wisconsin Coil Spring LLC 401(K) Profit Sharing Plan is a benefit plan reported by Wisconsin Coil Spring LLC. under EIN 80-0870130 and plan number 003. The latest loaded filing year is 2023. The filing reports 116 participants and $6,484,602 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Wisconsin Coil Spring LLC.
- EIN
- 80-0870130
- Plan number
- 003
- Plan type
- 2
- Location
- Muskego, WI
- Latest filing year
- 2023
- Participants
- 116
- End-of-year plan assets
- $6,484,602
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 116 | H, C | 20240807090121NAL0003495681001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $6,484,602
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,484,602
- Net assets (BOY)
- $6,218,641
Income & contributions
- Employer contributions
- $183,972
- Participant contributions
- $413,309
- Total contributions
- $618,400
- Total income / additions
- $1,644,591
Expenses & distributions
- Benefits paid
- $1,328,629
- Administrative expenses
- $50,001
- Total expenses
- $1,378,630
- Net increase / (decrease)
- $265,961
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Independent Advisor Alliance | ADVISOR | $30,722 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | $17,044 | $0 | 2023 |