2023 Form 5500 filing — The Wenger Group Profit Sharing 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 20241016135848NAL0030736945001) for The Wenger Group Profit Sharing Plan, reported by The Wenger Group, Inc. under EIN 32-0477343 and plan number 001. It reports 778 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)$60.2MReported net assets$60,168,905

Participants778

Provider compensation$20.8K3 Schedule C row(s)$20,774

Schedules filedSchedule H, Schedule CLoaded schedules

EFAST2 acknowledgement: 20241016135848NAL0030736945001
Plan sponsor: The Wenger Group, Inc.
EIN: 32-0477343
Plan number: 001
Location: Rheems, PA
Received date: not reported in the loaded dataset

How to read this filing

This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
Schedule chips (Sch H / I / C) show which schedules this filing includes.
Net assets = total assets minus total liabilities (Schedule H/I).
Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
For the plan's full history, open the plan profile.

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)$60.2M total assets

Net assets$60.2MLiabilities$0

Money in vs. money out

Total income / additions$13.4M

Total expenses$7.8M

Benefits paid / distributions$7.8M

Contributions

Employer$1.4M

Participant$3.4M

Full reported line items

Total assets (EOY): $60,168,905
Total liabilities (EOY): $0
Net assets (EOY): $60,168,905
Employer contributions: $1,370,429
Participant contributions: $3,355,543
Total income / additions: $13,391,559
Benefits paid: $7,775,406
Administrative expenses: $21,299
Total expenses: $7,796,705
Net increase / (decrease): $5,594,854

Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

1
Janney Montgomery Scott LLC$20.8K
INVESTMENT ADVISOR · Direct $20.8K
2
Empower Advisory Group, LLC$0
INVESTMENT MGMT · Direct $0
3
Empower Annuity Insurance Company O$0
RECORDKEEPER · Direct $0 · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241016135848NAL0030736945001 cover?: It is the 2023 Form 5500 filing for The Wenger Group Profit Sharing Plan, reported by The Wenger Group, Inc. (EIN 32-0477343).
Which Form 5500 schedules are attached to this 2023 filing?: Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).