2023 Form 5500 filing — Wilson Trailer Company Retirement Plan For Production Employees
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 20241011082259NAL0012287875003) for Wilson Trailer Company Retirement Plan For Production Employees, reported by Wilson Trailer Company under EIN 42-0603090 and plan number 002. It reports 683 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011082259NAL0012287875003
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Wilson Trailer Company
- EIN
- 42-0603090
- Plan number
- 002
- Location
- Sioux City, IA
- Participants
- 683
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $41,583,985
- Net assets (EOY)
- $41,583,985
- Employer contributions
- $1,554,817
- Participant contributions
- $1,128,008
- Total income / additions
- $8,365,776
- Benefits paid
- $2,123,122
- Administrative expenses
- $109,108
- Total expenses
- $2,233,043
- Net increase / (decrease)
- $6,132,733
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Schwab Retirement Plan Services,Inc | NONE | $41,377 | not reported in the loaded dataset |
| Intellicents Investment Servic | NONE | $36,178 | not reported in the loaded dataset |
| Henjes Conner & Williams Pc | NONE | $23,700 | not reported in the loaded dataset |
| Principal Financial Group | NONE | $7,853 | not reported in the loaded dataset |
| Charles Schwab & Co., Inc. | NONE | $0 | $0 |