Plan5500

T. Wilson & Associates, LLC Dba Tw&A Construction Management — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, T. Wilson & Associates, LLC Dba Tw&A Construction Management (EIN 02-0653770) is a plan sponsor located in Schenectady, NY with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
02-0653770
Location
Schenectady, NY
Loaded plans
1
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for T. Wilson & Associates, LLC Dba Tw&A Construction Management

  • 1 loaded plans hold $2.2M in reported assets.
  • The largest, T. Wilson & Associates, LLC Dba Tw&A Construction Management 401(K) Plan, holds 100% of this company's reported plan assets.
  • Plans cover 9 reported participants.
  • 1 of 1 plans report full financial statements.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$2.2MSummed across loaded plans$2,183,945
Total reported assets$2.2M$2,183,945
Total reported participants9
Total reported liabilitiesNot reported

Reported net position

Reported assets = net assets + liabilities (summed)$2.2M total assets
Net assets$2.2MLiabilities—
Contributions & income
Employer contributions$104.8K
Participant contributions$76K
Total income / additions$445.5K
Expenses & distributions
Benefits paid / distributions$83
Total expenses$153
Net increase / (decrease)$445.3K

Data coverage

Plans with financial statements1 / 1 (100%)
Plans with provider compensation0 / 1 ()

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%T. Wilson & Associates, LLC Dba Tw&A Construction Management 401(K) Plan
Participants per plan9Average across loaded plans
Loaded plans1
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    T. Wilson & Associates, LLC Dba Tw&A Construction Management 401(K) Plan$2.2M
    Plan #001 · 9 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for T. Wilson & Associates, LLC Dba Tw&A Construction Management. Open one for its full reported snapshot.

  1. 2023
    T. Wilson & Associates, LLC Dba Tw&A Construction Management 401(K) Plan9 participants · 2Sch I
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does T. Wilson & Associates, LLC Dba Tw&A Construction Management report on Form 5500?
T. Wilson & Associates, LLC Dba Tw&A Construction Management (EIN 02-0653770) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for T. Wilson & Associates, LLC Dba Tw&A Construction Management?
The Employer Identification Number (EIN) reported for T. Wilson & Associates, LLC Dba Tw&A Construction Management is 02-0653770.
What is the latest Form 5500 filing year for T. Wilson & Associates, LLC Dba Tw&A Construction Management?
The latest loaded Form 5500 filing year for T. Wilson & Associates, LLC Dba Tw&A Construction Management is 2023.

Related Form 5500 pages