Plan5500

Wilson Baker, Inc. Employee Benefit Plan — Form 5500 plan (Wilson Baker, 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 Baker, Inc. Employee Benefit Plan is a benefit plan reported by Wilson Baker, Inc. under EIN 51-0103572 and plan number 501. The latest loaded filing year is 2023. The filing reports 40 participants and $88,085 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Wilson Baker, Inc.
EIN
51-0103572
Plan number
501
Plan type
2
Location
Milton, DE
Latest filing year
2023
Participants
40
End-of-year plan assets
$88,085

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202340I, C20240716124440NAL0002578497001

Reported financial statement (2023 · Schedule I)

Net assets

Total assets (EOY)
$88,085
Total liabilities (EOY)
$22,895
Net assets (EOY)
$65,190
Net assets (BOY)
-$14,816

Income & contributions

Employer contributions
$391,601
Participant contributions
$16,450
Total income / additions
$409,388

Expenses & distributions

Benefits paid
$163,039
Administrative expenses
$11,512
Total expenses
$329,382
Net increase / (decrease)
$80,006

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Ifs Benefits, LLCBROKER$15,072not reported in the loaded dataset2023
The Benecon Group, LLCBROKER$11,788not reported in the loaded dataset2023
Highmark Of DelawareADMIN$11,512not reported in the loaded dataset2023
Connectcare3PATIENT ADVOCATE$2,525not reported in the loaded dataset2023

Related Form 5500 pages