Wilson Farm Profit Sharing And 401(K) Savings Plan — Form 5500 plan (Wilson Farm, Inc.)

Plain-English plan 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, Wilson Farm Profit Sharing And 401(K) Savings Plan is a benefit plan reported by Wilson Farm, Inc. under EIN 04-2168717 and plan number 001. The latest loaded filing year is 2023. The filing reports 200 participants and $23,034,262 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Wilson Farm, Inc.
EIN
04-2168717
Plan number
001
Plan type
2
Location
Lexington, MA
Latest filing year
2023
Participants
200
End-of-year plan assets
$23,034,262

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023200H, C20240916104430NAL0001415169001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$23,034,262
Total liabilities (EOY)
$0
Net assets (EOY)
$23,034,262
Net assets (BOY)
$21,779,036

Income & contributions

Employer contributions
$401,601
Participant contributions
$556,024
Total contributions
$966,419
Total income / additions
$5,043,585

Expenses & distributions

Benefits paid
$3,747,145
Administrative expenses
$41,214
Total expenses
$3,788,359
Net increase / (decrease)
$1,255,226

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Northwestern Mutual Wealth Mgmt CoINVESTMENT ADVISOR$38,910not reported in the loaded dataset2023
Capital Group Retirement Plan Svcs.RECORDKEEPER$2,304$02023

Related Form 5500 pages