Weinbrenner Shoe Company Savings Plan For Collectively Bargained Employees — Form 5500 plan (Weinbrenner Shoe Company 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, Weinbrenner Shoe Company Savings Plan For Collectively Bargained Employees is a benefit plan reported by Weinbrenner Shoe Company Inc under EIN 39-1597573 and plan number 002. The latest loaded filing year is 2023. The filing reports 269 participants and $6,702,716 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Weinbrenner Shoe Company Inc
- EIN
- 39-1597573
- Plan number
- 002
- Plan type
- 2
- Location
- Merrill, WI
- Latest filing year
- 2023
- Participants
- 269
- End-of-year plan assets
- $6,702,716
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 269 | H, C | 20250818134719NAL0000678371001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $6,702,716
- Net assets (EOY)
- $6,702,716
- Net assets (BOY)
- $6,028,397
Income & contributions
- Employer contributions
- $362,408
- Participant contributions
- $360,775
- Total contributions
- $866,908
- Total income / additions
- $1,605,316
Expenses & distributions
- Benefits paid
- $962,852
- Administrative expenses
- $43,880
- Total expenses
- $1,025,240
- Net increase / (decrease)
- $580,076
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Advisory Group LLC | INVESTMENT MGR | $24,266 | not reported in the loaded dataset | 2023 |
| Whalen Capital, Inc | INVESTMENT ADVISOR | $17,768 | not reported in the loaded dataset | 2023 |
| Corporate Retirement Solutions LLC | TPA | $1,490 | $10,000 | 2023 |
| Empower Annuity Insurance Company | RECORDKEEPER | $8,805 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Weinbrenner Shoe Company Inc
- 2023 Form 5500 filing
- Form 5500 filings in WI
- 401(k) and benefit plan filings in Merrill, WI
- Empower Advisory Group LLC — Schedule C compensation
- Whalen Capital, Inc — Schedule C compensation
- Corporate Retirement Solutions LLC — Schedule C compensation
- Empower Annuity Insurance Company — Schedule C compensation