2023 Form 5500 filing — Wilson Fire Equipment & Service Co., Inc. 401(K) Employee Savings Plan

Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240612145733NAL0029349345001) for Wilson Fire Equipment & Service Co., Inc. 401(K) Employee Savings Plan, reported by Wilson Fire Equipment And Service Company, Inc. under EIN 74-1586815 and plan number 001. It reports 135 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$8MReported net assets$8,019,051

Participants135

Provider compensation$30.5K2 Schedule C row(s)$30,483

Schedules filedSchedule H, Schedule CLoaded schedules

EFAST2 acknowledgement: 20240612145733NAL0029349345001
Plan sponsor: Wilson Fire Equipment And Service Company, Inc.
EIN: 74-1586815
Plan number: 001
Location: Houston, TX
Received date: not reported in the loaded dataset

How to read this filing

This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
Schedule chips (Sch H / I / C) show which schedules this filing includes.
Net assets = total assets minus total liabilities (Schedule H/I).
Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
For the plan's full history, open the plan profile.

Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$8M total assets

Net assets$8MLiabilities—

Money in vs. money out

Total income / additions$1.6M

Total expenses$1.2M

Benefits paid / distributions$1.1M

Contributions

Employer$164.1K

Participant$509.4K

Full reported line items

Total assets (EOY): $8,019,051
Net assets (EOY): $8,019,051
Employer contributions: $164,146
Participant contributions: $509,412
Total income / additions: $1,634,742
Benefits paid: $1,121,760
Administrative expenses: $46,374
Total expenses: $1,170,108
Net increase / (decrease): $464,634

Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

1
Merrill Lynch Pierce Fenner Smith$22.5K
INVESTMENT ADVISOR · Direct $22.5K · Indirect $0
2
Nova 401(K) Associates$8K
CONTRACT ADMIN · Direct $4.3K · Indirect $3.7K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240612145733NAL0029349345001 cover?: It is the 2023 Form 5500 filing for Wilson Fire Equipment & Service Co., Inc. 401(K) Employee Savings Plan, reported by Wilson Fire Equipment And Service Company, Inc. (EIN 74-1586815).
Which Form 5500 schedules are attached to this 2023 filing?: Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).