Plan5500

Cost Of Wisconsin, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Cost Of Wisconsin, 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, Cost Of Wisconsin, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Cost Of Wisconsin, Inc. under EIN 39-1089478 and plan number 001. The latest loaded filing year is 2023. The filing reports 188 participants and $13,283,950 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$13.3MPlan net assets, end of year$13,283,950
Participants188Covered participants reported
Assets / participant$70.7KComputed: assets ÷ participants$70,659 (computed)
Provider compensation$34.2K2 Schedule C provider row(s)$34,161
Plan sponsor
Cost Of Wisconsin, Inc.
EIN
39-1089478
Plan number
001
Plan type
2
Location
Jackson, WI
Latest filing year
2023
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    188 participants · 2Sch HSch C
    View filing →
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$13.3M total assets
Net assets$13.3MLiabilities$0
Money in vs. money out
Total income / additions$3.8M
Total expenses$710.7K
Benefits paid / distributions$669.5K
Contributions
Employer$102.7K
Participant$927.9K
Full reported line items

Net assets

Total assets (EOY)
$13,283,950
Total liabilities (EOY)
$0
Net assets (EOY)
$13,283,950
Net assets (BOY)
$10,180,636

Income & contributions

Employer contributions
$102,732
Participant contributions
$927,879
Total contributions
$1,030,611
Total income / additions
$3,814,012

Expenses & distributions

Benefits paid
$669,501
Administrative expenses
$37,444
Total expenses
$710,698
Net increase / (decrease)
$3,103,314
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 10%Participant 90%
Total expenses ÷ net assets5%Computed ratio
Benefits paid ÷ total income18%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    Oneamerica Retirement Services, LLC$34.2K
    NONE · Direct $34.2K
  2. 2
    Matrix Trust Company$0
    NONE · Direct $0 · Indirect $0

Related Form 5500 pages