Mbe Wealth Management LLC — Form 5500 Schedule C service provider compensation
Reported service provider summary
According to public Form 5500 Schedule C data published through public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Mbe Wealth Management LLC is reported as a service provider on 3 loaded Form 5500 filing(s) across 3 plan sponsor(s) and 3 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $78,482 and reported indirect compensation totals not reported in the loaded dataset.
Reported compensation summary
- Reported direct compensation
- $78,482
- Reported indirect compensation
- not reported in the loaded dataset
- Total reported compensation
- $78,482
- Filings
- 3
- Plan sponsors
- 3
- Plans
- 3
- Latest filing year
- 2023
Figures are reported Schedule C service provider compensation as disclosed by plan sponsors. They are presented objectively and are not a statement about whether any compensation is high, low, or reasonable.
Top plan sponsors by reported compensation
| Sponsor | State | Plans | Reported compensation |
|---|---|---|---|
| Workforce Solutions, LLC | WI | 1 | $30,702 |
| Allan Gerke & Sons, Inc. | WI | 1 | $25,928 |
| Reedsburg Area Medical Center, Inc. | WI | 1 | $21,852 |
State footprint
Plans reporting Mbe Wealth Management LLC are sponsored in WI (3).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| Workforce Solutions, LLC | Workforce Solutions, LLC 401(K) Plan | 2023 | $30,702 | not reported in the loaded dataset |
| Allan Gerke & Sons, Inc. | Allan Gerke & Sons, Inc. 401(K) Plan | 2023 | $25,928 | not reported in the loaded dataset |
| Reedsburg Area Medical Center, Inc. | Reedsburg Area Medical Center, Inc. 401(K) Plan | 2023 | $21,852 | not reported in the loaded dataset |
Related Form 5500 pages
- Workforce Solutions, LLC 401(K) Plan (plan 001)
- Workforce Solutions, LLC — all reported plans
- Allan Gerke & Sons, Inc. 401(K) Plan (plan 001)
- Allan Gerke & Sons, Inc. — all reported plans
- Reedsburg Area Medical Center, Inc. 401(K) Plan (plan 001)
- Reedsburg Area Medical Center, Inc. — all reported plans
- Form 5500 Schedule C explained
- Methodology
- Data sources