Wischermann Hospitality Employer LLC Retirement Savings Plan — Form 5500 plan (Wischermann Hospitality Employer)
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, Wischermann Hospitality Employer LLC Retirement Savings Plan is a benefit plan reported by Wischermann Hospitality Employer under EIN 26-3401973 and plan number 001. The latest loaded filing year is 2023. The filing reports 185 participants and $3,300,090 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Wischermann Hospitality Employer
- EIN
- 26-3401973
- Plan number
- 001
- Plan type
- 2
- Location
- Excelsior, MN
- Latest filing year
- 2023
- Participants
- 185
- End-of-year plan assets
- $3,300,090
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 185 | H, C | 20250917104417NAL0000379537001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $3,300,090
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,300,090
- Net assets (BOY)
- $3,138,999
Income & contributions
- Employer contributions
- $152,534
- Participant contributions
- $372,748
- Total contributions
- $525,282
- Total income / additions
- $1,092,021
Expenses & distributions
- Benefits paid
- $929,982
- Administrative expenses
- $948
- Total expenses
- $930,930
- Net increase / (decrease)
- $161,091
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Securities Inc | INVESTMENT ADVISOR | $888 | not reported in the loaded dataset | 2023 |
| Jpmorgan Invest Holdings LLC | RECORDKEEPER | $60 | $0 | 2023 |