Wilkins Investment Counsel, Inc. — 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, Wilkins Investment Counsel, Inc. (EIN 04-3056293) is a plan sponsor located in Boston, MA 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
04-3056293
Location
Boston, MA
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 Wilkins Investment Counsel, Inc.

  • 1 loaded plans hold $5.7M in reported assets.
  • The largest, Wilkins Investment Counsel, Inc. Profit Sharing Pl, holds 100% of this company's reported plan assets.
  • Plans cover 10 reported participants.
  • 1 of 1 plans report full financial statements.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$5.7MSummed across loaded plans$5,656,174
Total reported assets$5.7M$5,656,174
Total reported participants10
Total reported liabilitiesNot reported

Reported net position

Reported assets = net assets + liabilities (summed)$5.7M total assets
Net assets$5.7MLiabilities
Contributions & income
Employer contributions$240K
Participant contributionsNot reported
Total income / additions$910K
Expenses & distributions
Benefits paid / distributions$86.3K
Total expenses$86.4K
Net increase / (decrease)$823.7K

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%Wilkins Investment Counsel, Inc. Profit Sharing Pl
Participants per plan10Average 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
    Plan #001 · 10 participants · 2023
EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Wilkins Investment Counsel, Inc.. Open one for its full reported snapshot.

  1. 2023
    Wilkins Investment Counsel, Inc. Profit Sharing Pl10 participants · 2Sch I
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Wilkins Investment Counsel, Inc. report on Form 5500?
Wilkins Investment Counsel, Inc. (EIN 04-3056293) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Wilkins Investment Counsel, Inc.?
The Employer Identification Number (EIN) reported for Wilkins Investment Counsel, Inc. is 04-3056293.
What is the latest Form 5500 filing year for Wilkins Investment Counsel, Inc.?
The latest loaded Form 5500 filing year for Wilkins Investment Counsel, Inc. is 2023.

Related Form 5500 pages