Bill Wilson Center Retirement Plan Iii — Form 5500 plan (Bill Wilson Center)
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, Bill Wilson Center Retirement Plan Iii is a benefit plan reported by Bill Wilson Center under EIN 94-2221849 and plan number 003. The latest loaded filing year is 2023. The filing reports 477 participants and $10,106,807 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Bill Wilson Center
- EIN
- 94-2221849
- Plan number
- 003
- Plan type
- 2
- Location
- Santa Clara, CA
- Latest filing year
- 2023
- Participants
- 477
- End-of-year plan assets
- $10,106,807
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 477 | H, C | 20250415141608NAL0003340625001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $10,106,807
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,106,807
- Net assets (BOY)
- $8,803,069
Income & contributions
- Employer contributions
- $314,402
- Participant contributions
- $461,290
- Total contributions
- $780,786
- Total income / additions
- $1,828,401
Expenses & distributions
- Benefits paid
- $457,783
- Administrative expenses
- $66,880
- Total expenses
- $524,663
- Net increase / (decrease)
- $1,303,738
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Lincoln National Corporation | SERVICE PROVIDER | $27,252 | $0 | 2023 |
| Long And Associates | SERVICE PROVIDER | $8,725 | $0 | 2023 |
| The Rose Financial Group LLC | TPA | $7,600 | $0 | 2023 |