2023 Form 5500 filing — S.M. Wilson & Co. 401k 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 20241014092043NAL0014693315001) for S.M. Wilson & Co. 401k Savings Plan, reported by S.M. Wilson & Co. under EIN 37-0699952 and plan number 002. It reports 129 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014092043NAL0014693315001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- S.M. Wilson & Co.
- EIN
- 37-0699952
- Plan number
- 002
- Location
- St. Louis, MO
- Participants
- 129
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $11,776,587
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,776,587
- Employer contributions
- $365,621
- Participant contributions
- $757,657
- Total income / additions
- $3,087,258
- Benefits paid
- $1,828,066
- Administrative expenses
- $15,513
- Total expenses
- $1,843,579
- Net increase / (decrease)
- $1,243,679
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| American United Life Insurance Co | NONE | $1,168 | $43,778 |
| Mmc Securities | NONE | $0 | $21,553 |
| Rt Jones Capital Equities Mgmt Inc | NONE | $14,795 | not reported in the loaded dataset |