How many benefit plans does Wilton Investments, Inc. report on Form 5500?

Wilton Investments, Inc. (EIN 47-5310271) reports 1 benefit plan(s) in the loaded Form 5500 dataset.

What is the EIN for Wilton Investments, Inc.?

The Employer Identification Number (EIN) reported for Wilton Investments, Inc. is 47-5310271.

What is the latest Form 5500 filing year for Wilton Investments, Inc.?

The latest loaded Form 5500 filing year for Wilton Investments, Inc. is 2023.

Wilton Investments, 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, Wilton Investments, Inc. (EIN 47-5310271) is a plan sponsor located in Kirkwood, MO 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: 47-5310271
Location: Kirkwood, MO
Loaded plans: 1
Latest filing year: 2023

Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$3.5MSummed across loaded plans$3,523,612

Total reported assets$3.5M$3,523,612

Total reported participants8

Total reported liabilitiesNot reported

Reported net position

Reported assets = net assets + liabilities (summed)$3.5M total assets

Net assets$3.5MLiabilities—

Expenses & distributions

Benefits paid / distributionsNot reported

Total expenses$0

Net increase / (decrease)-$1.1M

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%Wilton Investments, Inc. Retirement Plan

Participants per plan8Average 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
Wilton Investments, Inc. Retirement Plan$3.5M
Plan #001 · 8 participants · 2023

Search all 1 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Wilton Investments, Inc.
Year	Plan	Participants	Schedules	Filing
2023	Wilton Investments, Inc. Retirement Plan	8	I	20240724101218NAL0008040131001