The Wittern Group Non-Bargaining 401(K) Plan — Form 5500 plan (The Wittern Group)
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, The Wittern Group Non-Bargaining 401(K) Plan is a benefit plan reported by The Wittern Group under EIN 42-1414494 and plan number 003. The latest loaded filing year is 2023. The filing reports 240 participants and $18,515,514 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$18.5MPlan net assets, end of year$18,515,514
Participants240Covered participants reported
Assets / participant$77.1KComputed: assets ÷ participants$77,148 (computed)
Provider compensation$68.6K2 Schedule C provider row(s)$68,608
- Plan sponsor
- The Wittern Group
- EIN
- 42-1414494
- Plan number
- 003
- Plan type
- 2
- Location
- Clive, IA
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 240 | H, C | 20241014091747NAL0025804657001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$18.5M total assets
Net assets$18.5MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $18,515,514
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $18,515,514
- Net assets (BOY)
- $15,091,851
Income & contributions
- Employer contributions
- $512,563
- Participant contributions
- $1,053,699
- Total contributions
- $1,798,211
- Total income / additions
- $4,296,204
Expenses & distributions
- Benefits paid
- $822,645
- Administrative expenses
- $47,310
- Total expenses
- $869,955
- Net increase / (decrease)
- $3,426,249
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
33%67%
Employer 33%Participant 67%
Total expenses ÷ net assets5%Computed ratio
Benefits paid ÷ total income19%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $47,310 | $0 | 2023 |
| Global Retirement Partners LLC | INVESTMENT ADVISORY | $0 | $21,298 | 2023 |