2023 Form 5500 filing — Wilton Brands LLC Retirement Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240801114826NAL0038750832001) for Wilton Brands LLC Retirement Plan, reported by Wilton Brands LLC under EIN 20-4255723 and plan number 001. It reports 817 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240801114826NAL0038750832001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Wilton Brands LLC
- EIN
- 20-4255723
- Plan number
- 001
- Location
- Naperville, IL
- Participants
- 817
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $59,294,826
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $59,294,826
- Employer contributions
- $559,820
- Participant contributions
- $2,460,453
- Total income / additions
- $12,948,926
- Benefits paid
- $8,136,983
- Administrative expenses
- $110,684
- Total expenses
- $8,273,913
- Net increase / (decrease)
- $4,675,013
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $66,165 | $0 |
| Raymond James Financial Services | ADVISOR | $44,519 | not reported in the loaded dataset |