2023 Form 5500 filing — State Bar Of Wisconsin Savings 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 20241004125951NAL0019654256001) for State Bar Of Wisconsin Savings Plan, reported by State Bar Of Wisconsin under EIN 39-0807061 and plan number 002. It reports 129 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)$19.9MReported net assets$19,943,754
Participants129
Provider compensation$19.1K2 Schedule C row(s)$19,119
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241004125951NAL0019654256001
Plan sponsor
State Bar Of Wisconsin
EIN
39-0807061
Plan number
002
Location
Madison, WI
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
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)$19.9M total assets
Net assets$19.9MLiabilities$0
Money in vs. money out
Total income / additions$4.2M
Total expenses$1.6M
Benefits paid / distributions$1.6M
Contributions
Employer$411K
Participant$527.9K
Full reported line items
Total assets (EOY)
$19,943,754
Total liabilities (EOY)
$0
Net assets (EOY)
$19,943,754
Employer contributions
$411,037
Participant contributions
$527,868
Total income / additions
$4,231,748
Benefits paid
$1,555,021
Administrative expenses
$21,931
Total expenses
$1,578,881
Net increase / (decrease)
$2,652,867
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    NONE · Direct $19.1K · Indirect $0
  2. 2
    NONE · Direct $0 · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241004125951NAL0019654256001 cover?
It is the 2023 Form 5500 filing for State Bar Of Wisconsin Savings Plan, reported by State Bar Of Wisconsin (EIN 39-0807061).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages