2023 Form 5500 filing — J.M. Wilson Corporation 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 20241015115536NAL0055906562001) for J.M. Wilson Corporation Savings Plan, reported by J.M. Wilson Corporation under EIN 38-1178100 and plan number 001. It reports 162 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015115536NAL0055906562001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- J.M. Wilson Corporation
- EIN
- 38-1178100
- Plan number
- 001
- Location
- Portage, MI
- Participants
- 162
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $13,342,045
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $13,342,045
- Employer contributions
- $369,170
- Participant contributions
- $769,133
- Total income / additions
- $3,366,514
- Benefits paid
- $368,910
- Administrative expenses
- $64,217
- Total expenses
- $433,127
- Net increase / (decrease)
- $2,933,387
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Mercer Global Advisors Inc. | INVESTMENT ADVISORY | $0 | $29,204 |
| John Hancock Usa | RECORDKEEPER | $1,836 | $0 |