Wilson Partners Ii, LLC Profit Sharing & 401(K) Plan — Form 5500 plan (Wilson Partners Ii, LLC)
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 Partners Ii, LLC Profit Sharing & 401(K) Plan is a benefit plan reported by Wilson Partners Ii, LLC under EIN 74-3127886 and plan number 001. The latest loaded filing year is 2023. The filing reports 144 participants and $8,293,490 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$8.3MPlan net assets, end of year$8,293,490
Participants144Covered participants reported
Assets / participant$57.6KComputed: assets ÷ participants$57,594 (computed)
Provider compensation$7.8K1 Schedule C provider row(s)$7,776
- Plan sponsor
- Wilson Partners Ii, LLC
- EIN
- 74-3127886
- Plan number
- 001
- Plan type
- 3
- Location
- Troy, MI
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 144 | H, C | 20241015124115NAL0014646403001 |
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)$8.3M total assets
Net assets$8.3MLiabilities—
Full reported line items
Net assets
- Total assets (EOY)
- $8,293,490
- Net assets (EOY)
- $8,293,490
- Net assets (BOY)
- $6,080,763
Income & contributions
- Employer contributions
- $307,779
- Participant contributions
- $771,241
- Total contributions
- $1,142,694
- Total income / additions
- $2,302,578
Expenses & distributions
- Benefits paid
- $83,756
- Administrative expenses
- $6,095
- Total expenses
- $89,851
- Net increase / (decrease)
- $2,212,727
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.
29%71%
Employer 29%Participant 71%
Total expenses ÷ net assets1%Computed ratio
Benefits paid ÷ total income4%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Great Lakes Pension Associates, Inc | THIRD PARTY ADMINISTRATO | $4,595 | $3,181 | 2023 |