2023 Form 5500 filing — Wittenbach Business Systems, LLC 401(K) Retirement 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 20240920105052NAL0007342881001) for Wittenbach Business Systems, LLC 401(K) Retirement Plan, reported by Wittenbach Business Systems, LLC under EIN 52-1137041 and plan number 001. It reports 378 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240920105052NAL0007342881001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Wittenbach Business Systems, LLC
- EIN
- 52-1137041
- Plan number
- 001
- Location
- Sparks, MD
- Participants
- 378
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $25,998,330
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $25,998,330
- Employer contributions
- $244,758
- Participant contributions
- $2,149,068
- Total income / additions
- $6,327,240
- Benefits paid
- $2,291,396
- Administrative expenses
- $91,550
- Total expenses
- $2,391,465
- Net increase / (decrease)
- $3,935,775
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $91,549 | $0 |
| Newsquare Capital, LLC | INVESTMENT ADVISORY | $0 | $34,140 |