The Wise Company, LLC Profit Sharing Plan And Trust — Form 5500 plan (The Wise Company, 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, The Wise Company, LLC Profit Sharing Plan And Trust is a benefit plan reported by The Wise Company, LLC under EIN 20-3222618 and plan number 001. The latest loaded filing year is 2023. The filing reports 224 participants and $4,268,142 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Wise Company, LLC
- EIN
- 20-3222618
- Plan number
- 001
- Plan type
- 2
- Location
- Savannah, TN
- Latest filing year
- 2023
- Participants
- 224
- End-of-year plan assets
- $4,268,142
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 224 | H | 20241007095438NAL0025891104001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $4,268,142
- Total liabilities (EOY)
- $2
- Net assets (EOY)
- $4,268,140
- Net assets (BOY)
- $4,341,832
Income & contributions
- Employer contributions
- $217,318
- Participant contributions
- $334,380
- Total contributions
- $551,698
- Total income / additions
- $1,030,942
Expenses & distributions
- Benefits paid
- $1,064,365
- Administrative expenses
- $40,269
- Total expenses
- $1,104,634
- Net increase / (decrease)
- -$73,692
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.