Wb Holdings, Inc. 401(K) Plan — Form 5500 plan (Wb Holdings, 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, Wb Holdings, Inc. 401(K) Plan is a benefit plan reported by Wb Holdings, Inc. under EIN 39-1676059 and plan number 003. The latest loaded filing year is 2023. The filing reports 560 participants and $31,907,607 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Wb Holdings, Inc.
- EIN
- 39-1676059
- Plan number
- 003
- Plan type
- 2
- Location
- Allenton, WI
- Latest filing year
- 2023
- Participants
- 560
- End-of-year plan assets
- $31,907,607
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 560 | H, C | 20240729105344NAL0019240177001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $31,907,607
- Net assets (EOY)
- $31,907,607
- Net assets (BOY)
- $28,700,038
Income & contributions
- Employer contributions
- $393,166
- Participant contributions
- $1,231,610
- Total contributions
- $1,656,121
- Total income / additions
- $6,000,298
Expenses & distributions
- Benefits paid
- $2,769,495
- Administrative expenses
- $23,234
- Total expenses
- $2,792,729
- Net increase / (decrease)
- $3,207,569
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Cambridge Investment Research Inc. | BROKER/ADVISO R | $0 | $65,267 | 2023 |
| Blue Chip Retirment Plans, Inc. | TPA-CONTRACT ADMIN | $12,931 | $10,000 | 2023 |
| Empower Advisory Group,LLC | INVESTMENT MGMT | $9,087 | $0 | 2023 |
| Empower Annuity Ins. Co Of America | RECORDKEEPER | $7,992 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Wb Holdings, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in WI
- 401(k) and benefit plan filings in Allenton, WI
- Cambridge Investment Research Inc. — Schedule C compensation
- Blue Chip Retirment Plans, Inc. — Schedule C compensation
- Empower Advisory Group,LLC — Schedule C compensation
- Empower Annuity Ins. Co Of America — Schedule C compensation