How big is Wisconsin Benefit Planning, Inc.'s plan?

Wisconsin Benefit Planning, Inc.'s plan reported $1.3M in assets and 2 participants for 2024.

Original filing (PDF)20250625142314NAL0004754211001

Wisconsin Benefit Planning, Inc.

Name: Wisconsin Benefit Planning, Inc. — Wisconsin Benefit, Form 5500 (2024)
Creator: Wisconsin Benefit Planning, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Wisconsin Benefit Planning, Inc. Retirement Plan

401(k) retirement plan · Wisconsin Benefit Planning, Inc.'s Wisconsin Benefit Planning, Inc. Retirement Plan held $1.3M in plan assets for 2 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.3M

Net assets (EOY)

$1.3M

Plan identifiers

Wisconsin Benefit Planning, Inc.'s EIN is 39-1981248.

EIN 39-1981248

Plan number 001

Plan year 2024

ACK ID 20250625142314NAL0004754211001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Wisconsin Benefit Planning, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Wisconsin Benefit Planning, Inc.'s plan includes profit-sharing, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for WISCONSIN BENEFIT PLANNING, INC..

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (97th percentile).

Plan sponsor

Name

WISCONSIN BENEFIT PLANNING, INC.

EIN

all filings

Address

P.O. BOX 1089 · MINOCQUA, WI · 54548

Phone

(715) 356-2300

Industry

Finance & Insurance

Plan administrator