2023 Form 5500 filing — Wilson-Mcshane Corporation Retirement Income 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 20241008100514NAL0016430785001) for Wilson-Mcshane Corporation Retirement Income Plan, reported by Wilson-Mcshane Corporation under EIN 41-0956552 and plan number 001. It reports 555 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$60MReported net assets$60,028,149
Participants555
Provider compensation$23.2K1 Schedule C row(s)$23,162
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241008100514NAL0016430785001
Plan sponsor
Wilson-Mcshane Corporation
EIN
41-0956552
Plan number
001
Location
Bloomington, MN
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$60M total assets
Net assets$60MLiabilities$0
Money in vs. money out
Total income / additions$14.1M
Total expenses$2.4M
Benefits paid / distributions$2.4M
Contributions
Employer$2.1M
Participant$2.2M
Full reported line items
Total assets (EOY)
$60,028,149
Total liabilities (EOY)
$0
Net assets (EOY)
$60,028,149
Employer contributions
$2,126,890
Participant contributions
$2,208,030
Total income / additions
$14,061,057
Benefits paid
$2,368,875
Administrative expenses
$23,162
Total expenses
$2,392,037
Net increase / (decrease)
$11,669,020
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    NONE · Direct $23.2K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241008100514NAL0016430785001 cover?
It is the 2023 Form 5500 filing for Wilson-Mcshane Corporation Retirement Income Plan, reported by Wilson-Mcshane Corporation (EIN 41-0956552).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages