W. Z. Wisco, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (W. Z. Wisco, 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, W. Z. Wisco, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by W. Z. Wisco, Inc. under EIN 39-1606374 and plan number 001. The latest loaded filing year is 2023. The filing reports 306 participants and $3,471,313 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- W. Z. Wisco, Inc.
- EIN
- 39-1606374
- Plan number
- 001
- Plan type
- 2
- Location
- Fond Du Lac, WI
- Latest filing year
- 2023
- Participants
- 306
- End-of-year plan assets
- $3,471,313
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 306 | H, C | 20241009144817NAL0018572353001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $3,471,313
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,471,313
- Net assets (BOY)
- $3,087,473
Income & contributions
- Participant contributions
- $141,962
- Total contributions
- $141,962
- Total income / additions
- $648,729
Expenses & distributions
- Benefits paid
- $217,063
- Administrative expenses
- $47,826
- Total expenses
- $264,889
- Net increase / (decrease)
- $383,840
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| American Trust Company | RECORDKEEPER | $12,362 | not reported in the loaded dataset | 2023 |
| Cliftonlarsonallen Llp | ADVISOR | $12,260 | not reported in the loaded dataset | 2023 |
| Boyum Barenscheer | ACCOUNTING | $12,005 | not reported in the loaded dataset | 2023 |
| Map Retirement Usa LLC | CONTRACT ADMIN | $7,760 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for W. Z. Wisco, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in WI
- 401(k) and benefit plan filings in Fond Du Lac, WI
- American Trust Company — Schedule C compensation
- Cliftonlarsonallen Llp — Schedule C compensation
- Boyum Barenscheer — Schedule C compensation
- Map Retirement Usa LLC — Schedule C compensation