Annex Wealth Management LLC — Form 5500 Schedule C service provider compensation
Reported service provider summary
According to public Form 5500 Schedule C data published through public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Annex Wealth Management LLC is reported as a service provider on 6 loaded Form 5500 filing(s) across 6 plan sponsor(s) and 6 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $172,682 and reported indirect compensation totals $7,045.
Reported compensation summary
- Reported direct compensation
- $172,682
- Reported indirect compensation
- $7,045
- Total reported compensation
- $179,727
- Filings
- 6
- Plan sponsors
- 6
- Plans
- 6
- Latest filing year
- 2023
Figures are reported Schedule C service provider compensation as disclosed by plan sponsors. They are presented objectively and are not a statement about whether any compensation is high, low, or reasonable.
Top plan sponsors by reported compensation
| Sponsor | State | Plans | Reported compensation |
|---|---|---|---|
| Kapur & Associates, Inc. | WI | 1 | $69,974 |
| Bader Rutter & Associates, Inc. | WI | 1 | $40,087 |
| Good Karma Broadcasting, LLC | WI | 1 | $31,453 |
| Elkay Interior Systems International, Inc. | WI | 1 | $23,372 |
| Nabco Entrances, Inc. | WI | 1 | $7,796 |
| Weyauwega Cheese, LLC | WI | 1 | $7,045 |
State footprint
Plans reporting Annex Wealth Management LLC are sponsored in WI (6).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| Kapur & Associates, Inc. | Kapur & Associates, Inc. 401k Savings Plan | 2023 | $69,974 | not reported in the loaded dataset |
| Bader Rutter & Associates, Inc. | Bader Rutter Retirement Plan | 2023 | $40,087 | not reported in the loaded dataset |
| Good Karma Broadcasting, LLC | Good Karma Broadcasting, LLC Employees Savings Trust | 2023 | $31,453 | $0 |
| Elkay Interior Systems International, Inc. | Elkay Interior Systems International, Inc. 401(K) Plan | 2023 | $23,372 | not reported in the loaded dataset |
| Nabco Entrances, Inc. | Nabco Entrances, Inc. 401(K) Plan | 2023 | $7,796 | $0 |
| Weyauwega Cheese, LLC | Weyauwega Cheese, LLC 401(K) Plan | 2023 | $0 | $7,045 |
Related Form 5500 pages
- Kapur & Associates, Inc. 401k Savings Plan (plan 001)
- Kapur & Associates, Inc. — all reported plans
- Bader Rutter Retirement Plan (plan 001)
- Bader Rutter & Associates, Inc. — all reported plans
- Good Karma Broadcasting, LLC Employees Savings Trust (plan 001)
- Good Karma Broadcasting, LLC — all reported plans
- Elkay Interior Systems International, Inc. 401(K) Plan (plan 001)
- Elkay Interior Systems International, Inc. — all reported plans
- Nabco Entrances, Inc. 401(K) Plan (plan 001)
- Nabco Entrances, Inc. — all reported plans
- Weyauwega Cheese, LLC 401(K) Plan (plan 001)
- Weyauwega Cheese, LLC — all reported plans
- Form 5500 Schedule C explained
- Methodology
- Data sources