2023 Form 5500 filing — Wilson Electric Services Corp. Employee Stock Ownership 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 20240904140545NAL0020290817001) for Wilson Electric Services Corp. Employee Stock Ownership Plan, reported by Wilson Electric Services Corp Esop under EIN 75-3091289 and plan number 002. It reports 1,038 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240904140545NAL0020290817001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Wilson Electric Services Corp Esop
- EIN
- 75-3091289
- Plan number
- 002
- Location
- Tempe, AZ
- Participants
- 1,038
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $167,298,665
- Total liabilities (EOY)
- $5,992,833
- Net assets (EOY)
- $161,305,832
- Employer contributions
- $11,052,911
- Total income / additions
- $79,407,382
- Benefits paid
- $2,401,153
- Administrative expenses
- $126,194
- Total expenses
- $2,691,254
- Net increase / (decrease)
- $76,716,128
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Ventura | TRUSTEE | $48,169 | not reported in the loaded dataset |
| Principal Financial Group | PLAN ADMINISTRATOR | $46,875 | not reported in the loaded dataset |
| Sc&H Group Inc. | VALUATION SERVICES | $17,500 | not reported in the loaded dataset |
| Mansperger Patterson & Mcmullin Plc | ACCOUNTANT | $8,825 | not reported in the loaded dataset |