Plan5500

Wjl Distributors Inc — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Wjl Distributors Inc (EIN 77-0414964) is a plan sponsor located in Thousand Oaks, CA with 2 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
77-0414964
Location
Thousand Oaks, CA
Loaded plans
2
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Wjl Distributors Inc

  • 2 loaded plans hold $9.6M in reported assets.
  • The largest, Wjl Distributors Inc Defined Benefit Pension Plan, holds 57% of this company's reported plan assets.
  • Plans cover 24 reported participants.
  • 2 of 2 plans report full financial statements.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$9.6MSummed across loaded plans$9,589,883
Total reported assets$9.6M$9,589,883
Total reported participants24
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$9.6M total assets
Net assets$9.6MLiabilities$0
Contributions & income
Employer contributions$552.6K
Participant contributions$0
Total income / additions$3.3M
Expenses & distributions
Benefits paid / distributions$2.4M
Total expenses$2.4M
Net increase / (decrease)$848.6K

Data coverage

Plans with financial statements2 / 2 (100%)
Plans with provider compensation0 / 2 ()

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets57%Wjl Distributors Inc Defined Benefit Pension Plan
Participants per plan12Average across loaded plans
Loaded plans2
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Wjl Distributors Inc Defined Benefit Pension Plan$5.5M
    Plan #002 · 12 participants · 2023
  2. 2
    Wjl Distributors Inc Profit Sharing Plan$4.1M
    Plan #001 · 12 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Wjl Distributors Inc. Open one for its full reported snapshot.

  1. 2023
    Wjl Distributors Inc Profit Sharing Plan12 participants · 2Sch I
    View filing →
  2. 2023
    Wjl Distributors Inc Defined Benefit Pension Plan12 participants · 2Sch I
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Wjl Distributors Inc report on Form 5500?
Wjl Distributors Inc (EIN 77-0414964) reports 2 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Wjl Distributors Inc?
The Employer Identification Number (EIN) reported for Wjl Distributors Inc is 77-0414964.
What is the latest Form 5500 filing year for Wjl Distributors Inc?
The latest loaded Form 5500 filing year for Wjl Distributors Inc is 2023.

Related Form 5500 pages