2023 Form 5500 filing — Wilson Electric 401(K) 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 20240828145324NAL0011947985001) for Wilson Electric 401(K) Plan, reported by Wilson Electric Services Corporation under EIN 75-3091289 and plan number 001. It reports 813 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240828145324NAL0011947985001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Wilson Electric Services Corporation
- EIN
- 75-3091289
- Plan number
- 001
- Location
- Tempe, AZ
- Participants
- 813
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $19,046,123
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $19,046,123
- Employer contributions
- $172,791
- Participant contributions
- $1,247,040
- Total income / additions
- $4,589,521
- Benefits paid
- $3,198,397
- Administrative expenses
- $72,793
- Total expenses
- $3,308,326
- Net increase / (decrease)
- $1,281,195
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| John Hancock Life Insurance Co. | RECORDKEEPER | $55,462 | $0 |
| Pnc Institutional Asset Mgt | RETAINED BY EMPLOYER | $17,331 | not reported in the loaded dataset |