2023 Form 5500 filing — Wilson Engineers 401(K) 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 20241113140811NAL0010641011001) for Wilson Engineers 401(K) Plan, reported by Wilson Engineers, LLC under EIN 03-0602570 and plan number 001. It reports 155 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$16.6MReported net assets$16,616,551
Participants155
Provider compensation$64.8K4 Schedule C row(s)$64,791
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241113140811NAL0010641011001
Plan sponsor
Wilson Engineers, LLC
EIN
03-0602570
Plan number
001
Location
Tempe, AZ
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 H · 2023

Reported financial snapshot

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

Reported balance (end of year)$16.6M total assets
Net assets$16.6MLiabilities$0
Money in vs. money out
Total income / additions$4.7M
Total expenses$2.7M
Benefits paid / distributions$2.7M
Contributions
Employer$252.8K
Participant$1M
Full reported line items
Total assets (EOY)
$16,616,551
Total liabilities (EOY)
$0
Net assets (EOY)
$16,616,551
Employer contributions
$252,755
Participant contributions
$1,029,497
Total income / additions
$4,700,896
Benefits paid
$2,684,945
Administrative expenses
$63,372
Total expenses
$2,748,317
Net increase / (decrease)
$1,952,579
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    NONE · Direct $50.7K
  2. 2
    NONE · Direct $10.6K · Indirect $1K
  3. 3
    NONE · Direct $2K
  4. 4
    NONE · Direct $165 · Indirect $243

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241113140811NAL0010641011001 cover?
It is the 2023 Form 5500 filing for Wilson Engineers 401(K) Plan, reported by Wilson Engineers, LLC (EIN 03-0602570).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages