Waunakee Remodeling 401(K) Plan — Form 5500 plan (Waunakee Remodeling, 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, Waunakee Remodeling 401(K) Plan is a benefit plan reported by Waunakee Remodeling, Inc. under EIN 39-1807594 and plan number 001. The latest loaded filing year is 2023. The filing reports 192 participants and $6,321,012 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Waunakee Remodeling, Inc.
EIN
39-1807594
Plan number
001
Plan type
2
Location
Waunakee, WI
Latest filing year
2023
Participants
192
End-of-year plan assets
$6,321,012

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023192H, C20240716065817NAL0002203089001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$6,321,012
Total liabilities (EOY)
$12,714
Net assets (EOY)
$6,308,298
Net assets (BOY)
$4,901,833

Income & contributions

Employer contributions
$93,823
Participant contributions
$542,647
Total contributions
$712,655
Total income / additions
$1,697,451

Expenses & distributions

Benefits paid
$244,792
Administrative expenses
$33,480
Total expenses
$290,986
Net increase / (decrease)
$1,406,465

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
First Business Trust & InvestmentsNONE$28,660$02023
Charles Schwab & Co., Inc.NONE$0$02023

Related Form 5500 pages