2023 Form 5500 filing — Bill Wilson Center Retirement Plan Iii
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 20250415141608NAL0003340625001) for Bill Wilson Center Retirement Plan Iii, reported by Bill Wilson Center under EIN 94-2221849 and plan number 003. It reports 477 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250415141608NAL0003340625001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Bill Wilson Center
- EIN
- 94-2221849
- Plan number
- 003
- Location
- Santa Clara, CA
- Participants
- 477
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $10,106,807
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,106,807
- Employer contributions
- $314,402
- Participant contributions
- $461,290
- Total income / additions
- $1,828,401
- Benefits paid
- $457,783
- Administrative expenses
- $66,880
- Total expenses
- $524,663
- Net increase / (decrease)
- $1,303,738
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Lincoln National Corporation | SERVICE PROVIDER | $27,252 | $0 |
| Long And Associates | SERVICE PROVIDER | $8,725 | $0 |
| The Rose Financial Group LLC | TPA | $7,600 | $0 |