S.M. Wilson & Co. 401k Savings Plan — Form 5500 plan (S.M. Wilson & Co.)
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, S.M. Wilson & Co. 401k Savings Plan is a benefit plan reported by S.M. Wilson & Co. under EIN 37-0699952 and plan number 002. The latest loaded filing year is 2023. The filing reports 129 participants and $11,776,587 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- S.M. Wilson & Co.
- EIN
- 37-0699952
- Plan number
- 002
- Plan type
- 2
- Location
- St. Louis, MO
- Latest filing year
- 2023
- Participants
- 129
- End-of-year plan assets
- $11,776,587
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 129 | H, C | 20241014092043NAL0014693315001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $11,776,587
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,776,587
- Net assets (BOY)
- $10,532,908
Income & contributions
- Employer contributions
- $365,621
- Participant contributions
- $757,657
- Total contributions
- $1,211,819
- Total income / additions
- $3,087,258
Expenses & distributions
- Benefits paid
- $1,828,066
- Administrative expenses
- $15,513
- Total expenses
- $1,843,579
- Net increase / (decrease)
- $1,243,679
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| American United Life Insurance Co | NONE | $1,168 | $43,778 | 2023 |
| Mmc Securities | NONE | $0 | $21,553 | 2023 |
| Rt Jones Capital Equities Mgmt Inc | NONE | $14,795 | not reported in the loaded dataset | 2023 |