Wiser 401k Plan — Form 5500 plan (Wiser Imagery Services, LLC)
Plain-English plan 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, Wiser 401k Plan is a benefit plan reported by Wiser Imagery Services, LLC under EIN 04-3670462 and plan number 001. The latest loaded filing year is 2023. The filing reports 173 participants and $4,109,475 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Wiser Imagery Services, LLC
- EIN
- 04-3670462
- Plan number
- 001
- Plan type
- 2
- Location
- Murfreesboro, TN
- Latest filing year
- 2023
- Participants
- 173
- End-of-year plan assets
- $4,109,475
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 173 | H, C | 20241015160853NAL0015047411001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $4,109,475
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,109,475
- Net assets (BOY)
- $3,642,708
Income & contributions
- Employer contributions
- $79,390
- Participant contributions
- $354,201
- Total contributions
- $483,503
- Total income / additions
- $896,069
Expenses & distributions
- Benefits paid
- $425,179
- Administrative expenses
- $4,123
- Total expenses
- $429,302
- Net increase / (decrease)
- $466,767
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Trinity Pension Consultants Inc | CONTRACT ADMIN | $1,170 | $10,516 | 2023 |
| Dempsey Vantrease & Follis, Pllc | AUDITOR | $7,800 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company | RECORDKEEPER | $3,767 | $0 | 2023 |
| Rli Corp. | OTHER | $248 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $121 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Wiser Imagery Services, LLC
- 2023 Form 5500 filing
- Form 5500 filings in TN
- 401(k) and benefit plan filings in Murfreesboro, TN
- Trinity Pension Consultants Inc — Schedule C compensation
- Dempsey Vantrease & Follis, Pllc — Schedule C compensation
- Empower Annuity Insurance Company — Schedule C compensation
- Rli Corp. — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation