2023 Form 5500 filing — Wilson Farm Profit Sharing And 401(K) 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 20240916104430NAL0001415169001) for Wilson Farm Profit Sharing And 401(K) Savings Plan, reported by Wilson Farm, Inc. under EIN 04-2168717 and plan number 001. It reports 200 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240916104430NAL0001415169001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Wilson Farm, Inc.
- EIN
- 04-2168717
- Plan number
- 001
- Location
- Lexington, MA
- Participants
- 200
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $23,034,262
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $23,034,262
- Employer contributions
- $401,601
- Participant contributions
- $556,024
- Total income / additions
- $5,043,585
- Benefits paid
- $3,747,145
- Administrative expenses
- $41,214
- Total expenses
- $3,788,359
- Net increase / (decrease)
- $1,255,226
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Northwestern Mutual Wealth Mgmt Co | INVESTMENT ADVISOR | $38,910 | not reported in the loaded dataset |
| Capital Group Retirement Plan Svcs. | RECORDKEEPER | $2,304 | $0 |