Wisconsin Glaziers & Glassworkers Money Purchase Fund — Form 5500 plan (Wisconsin Glaziers & Glassworkers Money Purchase Fund)
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, Wisconsin Glaziers & Glassworkers Money Purchase Fund is a benefit plan reported by Wisconsin Glaziers & Glassworkers Money Purchase Fund under EIN 39-1341148 and plan number 004. The latest loaded filing year is 2023. The filing reports 487 participants and $81,012,136 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Wisconsin Glaziers & Glassworkers Money Purchase Fund
- EIN
- 39-1341148
- Plan number
- 004
- Plan type
- 1
- Location
- Milwaukee, WI
- Latest filing year
- 2023
- Participants
- 487
- End-of-year plan assets
- $81,012,136
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 487 | H, C | 20250317132349NAL0002466592001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $81,012,136
- Total liabilities (EOY)
- $50,132
- Net assets (EOY)
- $80,962,004
- Net assets (BOY)
- $67,195,870
Income & contributions
- Employer contributions
- $5,986,526
- Total contributions
- $5,986,526
- Total income / additions
- $19,567,016
Expenses & distributions
- Benefits paid
- $5,599,647
- Administrative expenses
- $201,235
- Total expenses
- $5,800,882
- Net increase / (decrease)
- $13,766,134
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Transamerica Retirement Solutions | NONE | $55,920 | $0 | 2023 |
| Benefit Plan Administration Of Wi | NONE | $34,850 | not reported in the loaded dataset | 2023 |
| The Previant Law Firm S.C. | NONE | $31,600 | not reported in the loaded dataset | 2023 |
| Mmc Securities Corp | NONE | $18,750 | not reported in the loaded dataset | 2023 |
| Sikich Llp | NONE | $11,040 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Wisconsin Glaziers & Glassworkers Money Purchase Fund
- 2023 Form 5500 filing
- Form 5500 filings in WI
- 401(k) and benefit plan filings in Milwaukee, WI
- Transamerica Retirement Solutions — Schedule C compensation
- Benefit Plan Administration Of Wi — Schedule C compensation
- The Previant Law Firm S.C. — Schedule C compensation
- Mmc Securities Corp — Schedule C compensation
- Sikich Llp — Schedule C compensation