Wemmer Management Investment Retirement Plan — Form 5500 plan (Wemmer Management Investments, 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, Wemmer Management Investment Retirement Plan is a benefit plan reported by Wemmer Management Investments, Inc. under EIN 82-3241750 and plan number 001. The latest loaded filing year is 2023. The filing reports 1 participants and $1,166,184 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Wemmer Management Investments, Inc.
- EIN
- 82-3241750
- Plan number
- 001
- Plan type
- 2
- Location
- Wisconsin Dells, WI
- Latest filing year
- 2023
- Participants
- 1
- End-of-year plan assets
- $1,166,184
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1 | I | 20240723095048NAL0011524657001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $1,166,184
- Net assets (EOY)
- $1,166,184
- Net assets (BOY)
- $1,166,184
Income & contributions
- Total income / additions
- $0
Expenses & distributions
- Total expenses
- $0
- Net increase / (decrease)
- $0
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.