2023 Form 5500 filing — Wisconsin Coil Spring LLC 401(K) Profit Sharing 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 20240807090121NAL0003495681001) for Wisconsin Coil Spring LLC 401(K) Profit Sharing Plan, reported by Wisconsin Coil Spring LLC. under EIN 80-0870130 and plan number 003. It reports 116 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$6.5MReported net assets$6,484,602
Participants116
Provider compensation$47.8K2 Schedule C row(s)$47,766
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240807090121NAL0003495681001
Plan sponsor
Wisconsin Coil Spring LLC.
EIN
80-0870130
Plan number
003
Location
Muskego, WI
Received date
not reported in the loaded dataset
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$6.5M total assets
Net assets$6.5MLiabilities$0
Money in vs. money out
Total income / additions$1.6M
Total expenses$1.4M
Benefits paid / distributions$1.3M
Contributions
Employer$184K
Participant$413.3K
Full reported line items
Total assets (EOY)
$6,484,602
Total liabilities (EOY)
$0
Net assets (EOY)
$6,484,602
Employer contributions
$183,972
Participant contributions
$413,309
Total income / additions
$1,644,591
Benefits paid
$1,328,629
Administrative expenses
$50,001
Total expenses
$1,378,630
Net increase / (decrease)
$265,961

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Independent Advisor AllianceADVISOR$30,722not reported in the loaded dataset
Fidelity Investments InstitutionalRECORDKEEPER$17,044$0

Related Form 5500 pages