Wick Buildings, Inc. Savings Plan — Form 5500 plan (Wick Buildings, 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, Wick Buildings, Inc. Savings Plan is a benefit plan reported by Wick Buildings, Inc. under EIN 90-0142264 and plan number 001. The latest loaded filing year is 2023. The filing reports 262 participants and $13,162,385 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$13.2MPlan net assets, end of year$13,162,385
Participants262Covered participants reported
Assets / participant$50.2KComputed: assets ÷ participants$50,238 (computed)
Provider compensation$98K3 Schedule C provider row(s)$98,009
Plan sponsor
Wick Buildings, Inc.
EIN
90-0142264
Plan number
001
Plan type
2
Location
Mazomanie, WI
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023262H, C20241011084737NAL0022435537001
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)$13.2M total assets
Net assets$13.2MLiabilities$0
Money in vs. money out
Total income / additions$3.3M
Total expenses$1.9M
Benefits paid / distributions$1.8M
Contributions
Employer$42.9K
Participant$679.7K
Full reported line items

Net assets

Total assets (EOY)
$13,162,385
Total liabilities (EOY)
$0
Net assets (EOY)
$13,162,385
Net assets (BOY)
$11,750,818

Income & contributions

Employer contributions
$42,908
Participant contributions
$679,729
Total contributions
$794,406
Total income / additions
$3,299,072

Expenses & distributions

Benefits paid
$1,790,096
Administrative expenses
$97,409
Total expenses
$1,887,505
Net increase / (decrease)
$1,411,567
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.

Contribution share (employer vs. participant)
Employer 6%Participant 94%
Total expenses ÷ net assets14%Computed ratio
Benefits paid ÷ total income54%Computed ratio
Provider comp. ÷ net assets1%Computed ratio

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$49,657$02023
Francis Investment CouncilINVESTMENT ADVISORY$34,355not reported in the loaded dataset2023
Wipfli LlpACCOUNTANT$13,997not reported in the loaded dataset2023

Related Form 5500 pages