2023 Form 5500 filing — S.M. Wilson & Co. Employee Stock Ownership 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 20241014084220NAL0043891872001) for S.M. Wilson & Co. Employee Stock Ownership Plan, reported by S.M. Wilson & Co. under EIN 37-0699952 and plan number 003. It reports 226 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$18.4MReported net assets$18,375,252
Participants226
Provider compensationNone reported
Schedules filedSchedule HLoaded schedules
- EFAST2 acknowledgement
- 20241014084220NAL0043891872001
- Plan sponsor
- S.M. Wilson & Co.
- EIN
- 37-0699952
- Plan number
- 003
- Location
- Saint Louis, MO
- Received date
- not reported in the loaded dataset
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)$20M total assets
Net assets$18.4MLiabilities$1.6M
Full reported line items
- Total assets (EOY)
- $19,953,087
- Total liabilities (EOY)
- $1,577,835
- Net assets (EOY)
- $18,375,252
- Employer contributions
- $1,200,417
- Total income / additions
- $8,036,448
- Benefits paid
- $460,270
- Administrative expenses
- $60
- Total expenses
- $522,203
- Net increase / (decrease)
- $7,514,245