2023 Form 5500 filing — Wise Foods Pension 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 20241008123104NAL0016617617001) for Wise Foods Pension Plan, reported by Wise Foods, Inc. under EIN 51-0370373 and plan number 002. It reports 1,024 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241008123104NAL0016617617001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Wise Foods, Inc.
- EIN
- 51-0370373
- Plan number
- 002
- Location
- Berwick, PA
- Participants
- 1,024
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $23,720,898
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $23,720,898
- Total income / additions
- $1,464,633
- Benefits paid
- $2,021,800
- Administrative expenses
- $356,133
- Total expenses
- $2,377,933
- Net increase / (decrease)
- -$913,300
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $75,521 | $0 |
| Sek Cpas And Advisors | ACCOUNTANT | $20,008 | not reported in the loaded dataset |
| New England Retirement Consultants | INVESTMENT ADVISORY | $20,000 | not reported in the loaded dataset |
| Fiducient Advisors LLC | INVESTMENT ADVISORY | $15,655 | not reported in the loaded dataset |
| Chartwell Consulting | INVESTMENT ADVISORY | $15,396 | not reported in the loaded dataset |
| Pensionmark Financial | INVESTMENT ADVISORY | $15,000 | not reported in the loaded dataset |