Wilson Trailer Company Retirement Plan For S Employees — Form 5500 plan (Wilson Trailer Company)
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 Trailer Company Retirement Plan For S Employees is a benefit plan reported by Wilson Trailer Company under EIN 42-0603090 and plan number 003. The latest loaded filing year is 2023. The filing reports 398 participants and $10,729,500 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Wilson Trailer Company
- EIN
- 42-0603090
- Plan number
- 003
- Plan type
- 2
- Location
- Sioux City, IA
- Latest filing year
- 2023
- Participants
- 398
- End-of-year plan assets
- $10,729,500
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 398 | H, C | 20241011082001NAL0036381040001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $10,729,500
- Net assets (EOY)
- $10,729,500
- Net assets (BOY)
- $9,099,441
Income & contributions
- Employer contributions
- $737,673
- Participant contributions
- $433,020
- Total contributions
- $1,170,693
- Total income / additions
- $2,472,599
Expenses & distributions
- Benefits paid
- $538,027
- Administrative expenses
- $60,424
- Total expenses
- $598,451
- Net increase / (decrease)
- $1,874,148
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Schwab Retirement Plan Services,Inc | NONE | $24,525 | not reported in the loaded dataset | 2023 |
| Henjes Conner & Williams Pc | NONE | $23,700 | not reported in the loaded dataset | 2023 |
| Intellicents Investment Servic | NONE | $9,032 | not reported in the loaded dataset | 2023 |
| Charles Schwab & Co., Inc. | NONE | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Wilson Trailer Company
- 2023 Form 5500 filing
- Form 5500 filings in IA
- 401(k) and benefit plan filings in Sioux City, IA
- Schwab Retirement Plan Services,Inc — Schedule C compensation
- Henjes Conner & Williams Pc — Schedule C compensation
- Intellicents Investment Servic — Schedule C compensation
- Charles Schwab & Co., Inc. — Schedule C compensation