Wieser Brothers General Contractor, Inc. 401(K)/Profit Sharing Plan — Form 5500 plan (Wieser Brothers General Contractor, 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, Wieser Brothers General Contractor, Inc. 401(K)/Profit Sharing Plan is a benefit plan reported by Wieser Brothers General Contractor, Inc. under EIN 41-1776461 and plan number 001. The latest loaded filing year is 2023. The filing reports 174 participants and $29,652,586 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Wieser Brothers General Contractor, Inc.
- EIN
- 41-1776461
- Plan number
- 001
- Plan type
- 2
- Location
- La Crescent, MN
- Latest filing year
- 2023
- Participants
- 174
- End-of-year plan assets
- $29,652,586
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 174 | H, C | 20240731073758NAL0012511267001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $29,652,586
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $29,652,586
- Net assets (BOY)
- $24,089,887
Income & contributions
- Employer contributions
- $1,260,903
- Participant contributions
- $769,636
- Total contributions
- $2,055,767
- Total income / additions
- $6,709,026
Expenses & distributions
- Benefits paid
- $1,056,906
- Administrative expenses
- $89,421
- Total expenses
- $1,146,327
- Net increase / (decrease)
- $5,562,699
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Stancorp Financial Group | RECORDKEEPER | $48,951 | $0 | 2023 |
| Securities America, Inc. | ADVISOR | $37,754 | $0 | 2023 |
| The Pension Specialists | TPA | $0 | $12,852 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Wieser Brothers General Contractor, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in MN
- 401(k) and benefit plan filings in La Crescent, MN
- Stancorp Financial Group — Schedule C compensation
- Securities America, Inc. — Schedule C compensation
- The Pension Specialists — Schedule C compensation