Plan5500

Wilson & Company 401(K) Plan — Form 5500 plan (Wilson & Company, Inc., Engineers & Architects)

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 & Company 401(K) Plan is a benefit plan reported by Wilson & Company, Inc., Engineers & Architects under EIN 48-1176300 and plan number 001. The latest loaded filing year is 2023. The filing reports 846 participants and $96,103,925 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$96.1MPlan net assets, end of year$96,103,925
Participants846Covered participants reported
Assets / participant$113.6KComputed: assets ÷ participants$113,598 (computed)
Provider compensation$186.5K4 Schedule C provider row(s)$186,506
Plan sponsor
Wilson & Company, Inc., Engineers & Architects
EIN
48-1176300
Plan number
001
Plan type
2
Location
Albuquerque, NM
Latest filing year
2023
How to read this plan profile
  • Net assets = total assets minus total liabilities, end of year (Schedule H/I).
  • Assets / participant is computed (assets ÷ reported participants) — a ratio, not a filed figure.
  • Schedule chips (Sch H / I / C) show which schedules each filing includes.
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • Figures are reported as filed, in whole dollars; verify against the official DOL/EBSA record before relying on them.
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    846 participants · 2Sch HSch C
    View filing →
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$96.1M total assets
Net assets$96.1MLiabilities$0
Money in vs. money out
Total income / additions$23.8M
Total expenses$6.5M
Benefits paid / distributions$6.4M
Contributions
Employer$1.6M
Participant$5.1M
Full reported line items

Net assets

Total assets (EOY)
$96,103,925
Total liabilities (EOY)
$0
Net assets (EOY)
$96,103,925
Net assets (BOY)
$78,803,447

Income & contributions

Employer contributions
$1,643,918
Participant contributions
$5,070,699
Total contributions
$7,571,768
Total income / additions
$23,788,759

Expenses & distributions

Benefits paid
$6,363,549
Administrative expenses
$94,393
Total expenses
$6,488,281
Net increase / (decrease)
$17,300,478
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 24%Participant 76%
Total expenses ÷ net assets7%Computed ratio
Benefits paid ÷ total income27%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    Empower Annuity Insurance Company O$114.6K
    RECORDKEEPER · Direct $114.6K · Indirect $0
  2. 2
    Pensionmark Financial Group LLC$38.4K
    INVESTMENT ADVISOR · Direct $38.4K
  3. 3
    Prime Capital Investment Advisors L$25K
    INVESTMENT ADVISOR · Direct $25K
  4. 4
    Empower Advisory Group, LLC$8.5K
    INVESTMENT MGMT · Direct $8.5K

What to inspect next

Frequently asked questions

Who sponsors the Wilson & Company 401(K) Plan?
Wilson & Company 401(K) Plan is reported as sponsored by Wilson & Company, Inc., Engineers & Architects (EIN 48-1176300, plan number 001) in public Form 5500 filings.
What is the most recent Form 5500 filing year for Wilson & Company 401(K) Plan?
The latest Form 5500 filing year loaded for Wilson & Company 401(K) Plan is 2023.
How many participants does Wilson & Company 401(K) Plan report?
Wilson & Company 401(K) Plan reports 846 participants in its latest loaded Form 5500 filing.
What are the reported plan assets for Wilson & Company 401(K) Plan?
Wilson & Company 401(K) Plan reports $96,103,925 in end-of-year plan assets in its latest loaded Form 5500 filing.
Form 5500 terms, in plain English
Form 5500
The annual report most U.S. employee benefit plans file with the Department of Labor through the EFAST2 system. It documents the plan sponsor, participants, finances, and service-provider compensation.
Schedule H
The financial statement for larger plans (generally 100+ participants): assets, liabilities, net assets, income, expenses, and the net change.
Schedule I
The condensed financial statement for smaller plans, covering the same kinds of figures in less detail.
Schedule C
Reports compensation paid to the plan’s service providers — both direct and indirect.
Net assets
Total assets minus total liabilities at the end of the year — what the plan holds for participants.
Employer / participant contributions
Money contributed to the plan by the employer and by participants during the year.

Figures are reported as filed and may contain errors or omissions. Verify against the official DOL/EBSA record before relying on any value.

Related Form 5500 pages