Wiseway LLC 401k Profit Sharing Plan — Form 5500 plan (Wiseway LLC)
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, Wiseway LLC 401k Profit Sharing Plan is a benefit plan reported by Wiseway LLC under EIN 61-0729595 and plan number 001. The latest loaded filing year is 2023. The filing reports 119 participants and $4,385,236 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Wiseway LLC
- EIN
- 61-0729595
- Plan number
- 001
- Plan type
- 2
- Location
- Florence, KY
- Latest filing year
- 2023
- Participants
- 119
- End-of-year plan assets
- $4,385,236
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 119 | H, C | 20241126125937NAL0002413219001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $4,385,236
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,385,236
- Net assets (BOY)
- $3,609,974
Income & contributions
- Employer contributions
- $237,110
- Participant contributions
- $397,766
- Total contributions
- $634,876
- Total income / additions
- $1,146,479
Expenses & distributions
- Benefits paid
- $370,455
- Administrative expenses
- $762
- Total expenses
- $371,217
- Net increase / (decrease)
- $775,262
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| American United Life Insurance Co | NONE | $912 | $3,528 | 2023 |