2023 Form 5500 filing — Wilson Construction Company 401(K) Profit Sharing 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 20241008113002NAL0009591939001) for Wilson Construction Company 401(K) Profit Sharing Plan, reported by Wilson Construction Company under EIN 93-0455270 and plan number 001. It reports 280 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20241008113002NAL0009591939001
Filing year
2023
Form type
2
Plan sponsor
Wilson Construction Company
EIN
93-0455270
Plan number
001
Location
Canby, OR
Participants
280
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$41,401,259
Total liabilities (EOY)
$0
Net assets (EOY)
$41,401,259
Employer contributions
$1,184,283
Participant contributions
$1,975,325
Total income / additions
$10,153,321
Benefits paid
$2,896,011
Administrative expenses
$38,490
Total expenses
$2,934,501
Net increase / (decrease)
$7,218,820
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Robert W. Baird & Co., Inc.NONE$35,000not reported in the loaded dataset
Stancorp Financial GroupNONE$31,848not reported in the loaded dataset

Related Form 5500 pages