2023 Form 5500 filing — Wilson Oil, Inc. 401(K) Profit Sharing Plan And Trust
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 20241010135104NAL0020196241001) for Wilson Oil, Inc. 401(K) Profit Sharing Plan And Trust, reported by Wilson Oil, Inc. under EIN 91-0873302 and plan number 002. It reports 437 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010135104NAL0020196241001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Wilson Oil, Inc.
- EIN
- 91-0873302
- Plan number
- 002
- Location
- Longview, WA
- Participants
- 437
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $27,352,772
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $27,352,772
- Employer contributions
- $1,368,214
- Participant contributions
- $1,387,352
- Total income / additions
- $7,293,108
- Benefits paid
- $1,008,492
- Administrative expenses
- $121,723
- Total expenses
- $1,130,840
- Net increase / (decrease)
- $6,162,268
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Anderson & Anderson Advisory LLC | INVESTMENT ADVISOR | $50,999 | not reported in the loaded dataset |
| Empower Annuity Insurance Company O | RECORDKEEPER | $41,953 | $0 |
| Vwc Ps | AUDITOR | $19,500 | not reported in the loaded dataset |
| Leafhouse Financial Advisors, LLC | INVESTMENT ADVISOR | $9,271 | not reported in the loaded dataset |