S.G. Wilkerson & Sons, Inc. 401(K)/Profit Sharing Plan — Form 5500 plan (S.G. Wilkerson & Sons, 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, S.G. Wilkerson & Sons, Inc. 401(K)/Profit Sharing Plan is a benefit plan reported by S.G. Wilkerson & Sons, Inc. under EIN 56-0746145 and plan number 003. The latest loaded filing year is 2023. The filing reports 30 participants and $7,531,223 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- S.G. Wilkerson & Sons, Inc.
- EIN
- 56-0746145
- Plan number
- 003
- Plan type
- 2
- Location
- Greenville, NC
- Latest filing year
- 2023
- Participants
- 30
- End-of-year plan assets
- $7,531,223
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 30 | I | 20250415150634NAL0006742290001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $7,531,223
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,531,223
- Net assets (BOY)
- $8,196,273
Income & contributions
- Employer contributions
- $79,491
- Participant contributions
- $116,631
- Total income / additions
- $1,297,213
Expenses & distributions
- Benefits paid
- $1,913,664
- Administrative expenses
- $43,443
- Total expenses
- $1,962,263
- Net increase / (decrease)
- -$665,050
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.