2023 Form 5500 filing — The Wise Company, LLC Profit Sharing Plan And Trust
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 20241007095438NAL0025891104001) for The Wise Company, LLC Profit Sharing Plan And Trust, reported by The Wise Company, LLC under EIN 20-3222618 and plan number 001. It reports 224 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials).
- EFAST2 acknowledgement
- 20241007095438NAL0025891104001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The Wise Company, LLC
- EIN
- 20-3222618
- Plan number
- 001
- Location
- Savannah, TN
- Participants
- 224
- Schedules available
- Schedule H
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $4,268,142
- Total liabilities (EOY)
- $2
- Net assets (EOY)
- $4,268,140
- Employer contributions
- $217,318
- Participant contributions
- $334,380
- Total income / additions
- $1,030,942
- Benefits paid
- $1,064,365
- Administrative expenses
- $40,269
- Total expenses
- $1,104,634
- Net increase / (decrease)
- -$73,692
- Schedule source
- Schedule H