Wausau Supply Company 401(K) Plan — Form 5500 plan (Wausau Supply Co.)

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, Wausau Supply Company 401(K) Plan is a benefit plan reported by Wausau Supply Co. under EIN 39-0772342 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,146 participants and $31,394,684 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Wausau Supply Co.
EIN
39-0772342
Plan number
001
Plan type
2
Location
Schofield, WI
Latest filing year
2023
Participants
1,146
End-of-year plan assets
$31,394,684

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,146H, C20241011125515NAL0022783041001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$31,394,684
Total liabilities (EOY)
$134,698
Net assets (EOY)
$31,259,986
Net assets (BOY)
$25,803,812

Income & contributions

Participant contributions
$4,182,492
Total contributions
$6,167,025
Total income / additions
$10,598,359

Expenses & distributions

Benefits paid
$4,956,892
Administrative expenses
$130,976
Total expenses
$5,142,185
Net increase / (decrease)
$5,456,174

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$130,976$02023
Creative Planning, Inc.INVESTMENT ADVISORY$0$38,1142023
Creative Planning, LLCINV ADV, PARTICIPANTS$0$02023

Related Form 5500 pages