2023 Form 5500 filing — Weinbrenner Shoe Company Savings Plan For Collectively Bargained Employees
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 20250818134719NAL0000678371001) for Weinbrenner Shoe Company Savings Plan For Collectively Bargained Employees, reported by Weinbrenner Shoe Company Inc under EIN 39-1597573 and plan number 002. It reports 269 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250818134719NAL0000678371001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Weinbrenner Shoe Company Inc
- EIN
- 39-1597573
- Plan number
- 002
- Location
- Merrill, WI
- Participants
- 269
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $6,702,716
- Net assets (EOY)
- $6,702,716
- Employer contributions
- $362,408
- Participant contributions
- $360,775
- Total income / additions
- $1,605,316
- Benefits paid
- $962,852
- Administrative expenses
- $43,880
- Total expenses
- $1,025,240
- Net increase / (decrease)
- $580,076
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Advisory Group LLC | INVESTMENT MGR | $24,266 | not reported in the loaded dataset |
| Whalen Capital, Inc | INVESTMENT ADVISOR | $17,768 | not reported in the loaded dataset |
| Corporate Retirement Solutions LLC | TPA | $1,490 | $10,000 |
| Empower Annuity Insurance Company | RECORDKEEPER | $8,805 | $0 |