2023 Form 5500 filing — The Wilson Law Group 401(K) Profit Sharing 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 20241015072447NAL0014191411001) for The Wilson Law Group 401(K) Profit Sharing Plan, reported by Wilson & Associates, Pllc under EIN 71-0803581 and plan number 002. It reports 32 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$4.6MReported net assets$4,569,979
Participants32
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20241015072447NAL0014191411001
Plan sponsor
Wilson & Associates, Pllc
EIN
71-0803581
Plan number
002
Location
Little Rock, AR
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule I · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$4.6M total assets
Net assets$4.6MLiabilities$0
Money in vs. money out
Total income / additions$954.6K
Total expenses$285.7K
Benefits paid / distributions$263.7K
Contributions
Employer$128.2K
Participant$253.2K
Full reported line items
Total assets (EOY)
$4,569,979
Total liabilities (EOY)
$0
Net assets (EOY)
$4,569,979
Employer contributions
$128,199
Participant contributions
$253,212
Total income / additions
$954,637
Benefits paid
$263,746
Administrative expenses
$21,942
Total expenses
$285,688
Net increase / (decrease)
$668,949

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241015072447NAL0014191411001 cover?
It is the 2023 Form 5500 filing for The Wilson Law Group 401(K) Profit Sharing Plan, reported by Wilson & Associates, Pllc (EIN 71-0803581).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule I (small plan financials).

Related Form 5500 pages