Wittwer, Inc. Profit Sharing / 401(K) Plan And Trust — Form 5500 plan (Wittwer, 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, Wittwer, Inc. Profit Sharing / 401(K) Plan And Trust is a benefit plan reported by Wittwer, Inc. under EIN 87-0365729 and plan number 001. The latest loaded filing year is 2023. The filing reports 531 participants and $11,160,007 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Wittwer, Inc.
EIN
87-0365729
Plan number
001
Plan type
3
Location
St George, UT
Latest filing year
2023
Participants
531
End-of-year plan assets
$11,160,007

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023531H, C20241209125234NAL0014066480001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$11,160,007
Total liabilities (EOY)
$0
Net assets (EOY)
$11,160,007
Net assets (BOY)
$9,006,840

Income & contributions

Employer contributions
$337,477
Participant contributions
$818,635
Total contributions
$1,246,587
Total income / additions
$2,637,242

Expenses & distributions

Benefits paid
$394,120
Administrative expenses
$69,968
Total expenses
$484,075
Net increase / (decrease)
$2,153,167

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Voya Retirement Insurance And AnnuiSERVICE PROVIDER$37,472$02023
Global Retirement Partners LLCSERVICE PROVIDER$0$17,4022023
Dwc Erisa Consultants LLCTHIRD PARTY ADMINISTRATO$0$8,0942023

Related Form 5500 pages