2023 Form 5500 filing — Wimmer Brothers Savings & Retirement 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 20241015133013NAL0028581281001) for Wimmer Brothers Savings & Retirement Plan, reported by Wimmer Brothers Realty, Inc. under EIN 39-1033618 and plan number 001. It reports 244 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015133013NAL0028581281001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Wimmer Brothers Realty, Inc.
- EIN
- 39-1033618
- Plan number
- 001
- Location
- Hales Corners, WI
- Participants
- 244
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $5,057,777
- Net assets (EOY)
- $5,057,777
- Employer contributions
- $182,845
- Participant contributions
- $617,623
- Total income / additions
- $1,561,287
- Benefits paid
- $440,601
- Administrative expenses
- $40,721
- Total expenses
- $481,322
- Net increase / (decrease)
- $1,079,965
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Northwestern Mutual Wealth | SERVICE PROVIDER | $0 | $17,712 |
| Blue Chip Retirement Plans Inc. | TPA | $1,400 | $0 |