2023 Form 5500 filing — Wausau Supply Company 401(K) 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 20241011125515NAL0022783041001) for Wausau Supply Company 401(K) Plan, reported by Wausau Supply Co. under EIN 39-0772342 and plan number 001. It reports 1,146 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011125515NAL0022783041001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Wausau Supply Co.
- EIN
- 39-0772342
- Plan number
- 001
- Location
- Schofield, WI
- Participants
- 1,146
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $31,394,684
- Total liabilities (EOY)
- $134,698
- Net assets (EOY)
- $31,259,986
- Participant contributions
- $4,182,492
- Total income / additions
- $10,598,359
- Benefits paid
- $4,956,892
- Administrative expenses
- $130,976
- Total expenses
- $5,142,185
- Net increase / (decrease)
- $5,456,174
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $130,976 | $0 |
| Creative Planning, Inc. | INVESTMENT ADVISORY | $0 | $38,114 |
| Creative Planning, LLC | INV ADV, PARTICIPANTS | $0 | $0 |