2023 Form 5500 filing — Wegner Cpas, Llp Salary 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 20241008062140NAL0009436195001) for Wegner Cpas, Llp Salary Savings Plan, reported by Wegner Cpas, Llp under EIN 39-0974031 and plan number 003. It reports 208 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241008062140NAL0009436195001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Wegner Cpas, Llp
- EIN
- 39-0974031
- Plan number
- 003
- Location
- Madison, WI
- Participants
- 208
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $27,727,057
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $27,727,057
- Employer contributions
- $614,523
- Participant contributions
- $1,542,135
- Total income / additions
- $6,133,035
- Benefits paid
- $3,440,605
- Administrative expenses
- $108,209
- Total expenses
- $3,548,814
- Net increase / (decrease)
- $2,584,221
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company | NONE | $36,968 | $0 |
| Securian Financial Services Inc. | NONE | $33,333 | not reported in the loaded dataset |
| Mueller&Co Llp Dba Pkf Mueller LLC | NONE | $11,950 | not reported in the loaded dataset |
| Premier Retirement Partners | NONE | $9,286 | not reported in the loaded dataset |