Plan5500

Wyo-Ben, Inc. 401(K) Retirement Plan — Form 5500 plan (Wyo-Ben, 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, Wyo-Ben, Inc. 401(K) Retirement Plan is a benefit plan reported by Wyo-Ben, Inc. under EIN 81-0291876 and plan number 002. The latest loaded filing year is 2023. The filing reports 165 participants and $19,103,720 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Wyo-Ben, Inc.
EIN
81-0291876
Plan number
002
Plan type
2
Location
Billings, MT
Latest filing year
2023
Participants
165
End-of-year plan assets
$19,103,720

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023165H, C20241002142201NAL0015243344001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$19,103,720
Total liabilities (EOY)
$0
Net assets (EOY)
$19,103,720
Net assets (BOY)
$14,773,543

Income & contributions

Employer contributions
$544,486
Participant contributions
$838,831
Total contributions
$1,425,034
Total income / additions
$4,771,689

Expenses & distributions

Benefits paid
$385,024
Administrative expenses
$56,488
Total expenses
$441,512
Net increase / (decrease)
$4,330,177

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
First Interstate Bank Of CommerceADVISOR$32,640not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER$23,848$02023

Related Form 5500 pages