2023 Form 5500 filing — Waunakee Remodeling 401(K) Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240716065817NAL0002203089001) for Waunakee Remodeling 401(K) Plan, reported by Waunakee Remodeling, Inc. under EIN 39-1807594 and plan number 001. It reports 192 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240716065817NAL0002203089001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Waunakee Remodeling, Inc.
- EIN
- 39-1807594
- Plan number
- 001
- Location
- Waunakee, WI
- Participants
- 192
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $6,321,012
- Total liabilities (EOY)
- $12,714
- Net assets (EOY)
- $6,308,298
- Employer contributions
- $93,823
- Participant contributions
- $542,647
- Total income / additions
- $1,697,451
- Benefits paid
- $244,792
- Administrative expenses
- $33,480
- Total expenses
- $290,986
- Net increase / (decrease)
- $1,406,465
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| First Business Trust & Investments | NONE | $28,660 | $0 |
| Charles Schwab & Co., Inc. | NONE | $0 | $0 |