2023 Form 5500 filing — Wilson Brown Motors Inc 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 20241010060425NAL0033326976001) for Wilson Brown Motors Inc Retirement Plan, reported by Wilson Brown Motors Inc under EIN 23-2587790 and plan number 001. It reports 167 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010060425NAL0033326976001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Wilson Brown Motors Inc
- EIN
- 23-2587790
- Plan number
- 001
- Location
- Hanover, PA
- Participants
- 167
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $2,621,234
- Total liabilities (EOY)
- $954
- Net assets (EOY)
- $2,620,280
- Employer contributions
- $25,000
- Participant contributions
- $367,522
- Total income / additions
- $779,149
- Benefits paid
- $246,959
- Administrative expenses
- $40,349
- Total expenses
- $287,308
- Net increase / (decrease)
- $491,841
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Professional Capital Services LLC | CONTRACT ADMINISTRATOR | $12,445 | not reported in the loaded dataset |
| Smith Elliott Kearns & Company LLC | N/A | $12,069 | not reported in the loaded dataset |
| Creative Financial Group | N/A | $9,326 | not reported in the loaded dataset |
| Newsquare Capital, LLC | N/A | $5,829 | not reported in the loaded dataset |