2023 Form 5500 filing — The Wittern Group Non-Bargaining 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 20241014091747NAL0025804657001) for The Wittern Group Non-Bargaining 401(K) Plan, reported by The Wittern Group under EIN 42-1414494 and plan number 003. It reports 240 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)$18.5MReported net assets$18,515,514
Participants240
Provider compensation$68.6K2 Schedule C row(s)$68,608
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241014091747NAL0025804657001
Plan sponsor
The Wittern Group
EIN
42-1414494
Plan number
003
Location
Clive, IA
Received date
not reported in the loaded dataset
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)$18.5M total assets
Net assets$18.5MLiabilities$0
Money in vs. money out
Total income / additions$4.3M
Total expenses$870K
Benefits paid / distributions$822.6K
Contributions
Employer$512.6K
Participant$1.1M
Full reported line items
Total assets (EOY)
$18,515,514
Total liabilities (EOY)
$0
Net assets (EOY)
$18,515,514
Employer contributions
$512,563
Participant contributions
$1,053,699
Total income / additions
$4,296,204
Benefits paid
$822,645
Administrative expenses
$47,310
Total expenses
$869,955
Net increase / (decrease)
$3,426,249

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$47,310$0
Global Retirement Partners LLCINVESTMENT ADVISORY$0$21,298

Related Form 5500 pages