Wisconsin Pipe Trades 401(K) Plan — Form 5500 plan (Wisconsin Pipe Trades 401(K) Plan)
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 Pipe Trades 401(K) Plan is a benefit plan reported by Wisconsin Pipe Trades 401(K) Plan under EIN 39-1712807 and plan number 001. The latest loaded filing year is 2023. The filing reports 3,030 participants and $173,778,660 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Wisconsin Pipe Trades 401(K) Plan
- EIN
- 39-1712807
- Plan number
- 001
- Plan type
- 1
- Location
- Milwaukee, WI
- Latest filing year
- 2023
- Participants
- 3,030
- End-of-year plan assets
- $173,778,660
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 3,030 | H, C | 20241015200852NAL0029574657001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $173,778,660
- Total liabilities (EOY)
- $3,238,635
- Net assets (EOY)
- $170,540,025
- Net assets (BOY)
- $137,854,833
Income & contributions
- Employer contributions
- $8,549,909
- Participant contributions
- $6,585,692
- Total contributions
- $15,598,263
- Total income / additions
- $44,254,729
Expenses & distributions
- Benefits paid
- $11,366,375
- Administrative expenses
- $203,162
- Total expenses
- $11,569,537
- Net increase / (decrease)
- $32,685,192
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Matrix Trust Company | NONE | $109,875 | not reported in the loaded dataset | 2023 |
| Benesys, Inc. | NONE | $22,667 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company | NONE | $14,619 | $0 | 2023 |
| Sikich Cpa LLC | NONE | $13,900 | not reported in the loaded dataset | 2023 |
| Reinhart Boerner Van Deuren S.C. | NONE | $13,624 | not reported in the loaded dataset | 2023 |
| The Previant Law Firm | NONE | $5,992 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Wisconsin Pipe Trades 401(K) Plan
- 2023 Form 5500 filing
- Form 5500 filings in WI
- 401(k) and benefit plan filings in Milwaukee, WI
- Matrix Trust Company — Schedule C compensation
- Benesys, Inc. — Schedule C compensation
- Empower Annuity Insurance Company — Schedule C compensation
- Sikich Cpa LLC — Schedule C compensation
- Reinhart Boerner Van Deuren S.C. — Schedule C compensation
- The Previant Law Firm — Schedule C compensation