Pitlik & Wick, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Pitlik & Wick, Inc.)

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, Pitlik & Wick, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Pitlik & Wick, Inc. under EIN 39-1086441 and plan number 001. The latest loaded filing year is 2023. The filing reports 231 participants and $19,052,133 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Pitlik & Wick, Inc.
EIN
39-1086441
Plan number
001
Plan type
2
Location
Eagle River, WI
Latest filing year
2023
Participants
231
End-of-year plan assets
$19,052,133

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023231H, C20241115120510NAL0000988801001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$19,052,133
Total liabilities (EOY)
$0
Net assets (EOY)
$19,052,133
Net assets (BOY)
$17,005,899

Income & contributions

Employer contributions
$867,006
Participant contributions
$643,080
Total contributions
$1,510,086
Total income / additions
$3,128,894

Expenses & distributions

Benefits paid
$1,003,251
Administrative expenses
$79,409
Total expenses
$1,082,660
Net increase / (decrease)
$2,046,234

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Heck Capital AdvisorsADVISOR$49,974not reported in the loaded dataset2023
Voya Retirement Insurance & AnnuitySERVICE PROVIDER$29,283$02023

Related Form 5500 pages