Wisconsin Built 401(K) Savings Plan — Form 5500 plan (Wisconsin Built, 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, Wisconsin Built 401(K) Savings Plan is a benefit plan reported by Wisconsin Built, Inc. under EIN 39-1676293 and plan number 001. The latest loaded filing year is 2023. The filing reports 209 participants and $14,204,287 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Wisconsin Built, Inc.
EIN
39-1676293
Plan number
001
Plan type
2
Location
Deerfield, WI
Latest filing year
2023
Participants
209
End-of-year plan assets
$14,204,287

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023209H, C20240731134451NAL0046943538001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$14,204,287
Total liabilities (EOY)
$0
Net assets (EOY)
$14,204,287
Net assets (BOY)
$12,414,973

Income & contributions

Employer contributions
$198,099
Participant contributions
$619,715
Total contributions
$917,742
Total income / additions
$2,768,028

Expenses & distributions

Benefits paid
$921,257
Administrative expenses
$57,457
Total expenses
$978,714
Net increase / (decrease)
$1,789,314

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$57,457$02023
Robert W Baird & Co IncINVESTMENT ADVISORY$0$32,4412023

Related Form 5500 pages