Wilson Tool International, Inc. Profit Sharing Plan — Form 5500 plan (Wilson Tool International, 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 Tool International, Inc. Profit Sharing Plan is a benefit plan reported by Wilson Tool International, Inc. under EIN 41-0952774 and plan number 001. The latest loaded filing year is 2023. The filing reports 730 participants and $138,124,904 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Wilson Tool International, Inc.
EIN
41-0952774
Plan number
001
Plan type
2
Location
White Bear Lake, MN
Latest filing year
2023
Participants
730
End-of-year plan assets
$138,124,904

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023730H, C20241004174058NAL0012572417001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$138,124,904
Total liabilities (EOY)
$0
Net assets (EOY)
$138,124,904
Net assets (BOY)
$120,491,397

Income & contributions

Employer contributions
$4,476,398
Participant contributions
$2,701,867
Total contributions
$7,219,063
Total income / additions
$27,924,148

Expenses & distributions

Benefits paid
$10,205,377
Administrative expenses
$85,264
Total expenses
$10,290,641
Net increase / (decrease)
$17,633,507

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER-$149,124$02023

Related Form 5500 pages