Plan5500

Wise Foods Pension Plan — Form 5500 plan (Wise Foods, 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, Wise Foods Pension Plan is a benefit plan reported by Wise Foods, Inc. under EIN 51-0370373 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,024 participants and $23,720,898 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Wise Foods, Inc.
EIN
51-0370373
Plan number
002
Plan type
2
Location
Berwick, PA
Latest filing year
2023
Participants
1,024
End-of-year plan assets
$23,720,898

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,024H, C20241008123104NAL0016617617001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$23,720,898
Total liabilities (EOY)
$0
Net assets (EOY)
$23,720,898
Net assets (BOY)
$24,634,198

Income & contributions

Total contributions
$0
Total income / additions
$1,464,633

Expenses & distributions

Benefits paid
$2,021,800
Administrative expenses
$356,133
Total expenses
$2,377,933
Net increase / (decrease)
-$913,300

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$75,521$02023
Sek Cpas And AdvisorsACCOUNTANT$20,008not reported in the loaded dataset2023
New England Retirement ConsultantsINVESTMENT ADVISORY$20,000not reported in the loaded dataset2023
Fiducient Advisors LLCINVESTMENT ADVISORY$15,655not reported in the loaded dataset2023
Chartwell ConsultingINVESTMENT ADVISORY$15,396not reported in the loaded dataset2023
Pensionmark FinancialINVESTMENT ADVISORY$15,000not reported in the loaded dataset2023

Related Form 5500 pages