Wilson Electric 401(K) Plan — Form 5500 plan (Wilson Electric Services Corporation)
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 Electric 401(K) Plan is a benefit plan reported by Wilson Electric Services Corporation under EIN 75-3091289 and plan number 001. The latest loaded filing year is 2023. The filing reports 813 participants and $19,046,123 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Wilson Electric Services Corporation
- EIN
- 75-3091289
- Plan number
- 001
- Plan type
- 2
- Location
- Tempe, AZ
- Latest filing year
- 2023
- Participants
- 813
- End-of-year plan assets
- $19,046,123
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 813 | H, C | 20240828145324NAL0011947985001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $19,046,123
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $19,046,123
- Net assets (BOY)
- $17,764,928
Income & contributions
- Employer contributions
- $172,791
- Participant contributions
- $1,247,040
- Total contributions
- $1,419,831
- Total income / additions
- $4,589,521
Expenses & distributions
- Benefits paid
- $3,198,397
- Administrative expenses
- $72,793
- Total expenses
- $3,308,326
- Net increase / (decrease)
- $1,281,195
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| John Hancock Life Insurance Co. | RECORDKEEPER | $55,462 | $0 | 2023 |
| Pnc Institutional Asset Mgt | RETAINED BY EMPLOYER | $17,331 | not reported in the loaded dataset | 2023 |