2023 Form 5500 filing — Wilson Partners Ii, LLC Profit Sharing & 401(K) 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 20241015124115NAL0014646403001) for Wilson Partners Ii, LLC Profit Sharing & 401(K) Plan, reported by Wilson Partners Ii, LLC under EIN 74-3127886 and plan number 001. It reports 144 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 3 · 2023
Filing snapshot
Net assets (EOY)$8.3MReported net assets$8,293,490
Participants144
Provider compensation$7.8K1 Schedule C row(s)$7,776
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241015124115NAL0014646403001
- Plan sponsor
- Wilson Partners Ii, LLC
- EIN
- 74-3127886
- Plan number
- 001
- Location
- Troy, MI
- Received date
- not reported in the loaded dataset
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)$8.3M total assets
Net assets$8.3MLiabilities—
Full reported line items
- Total assets (EOY)
- $8,293,490
- Net assets (EOY)
- $8,293,490
- Employer contributions
- $307,779
- Participant contributions
- $771,241
- Total income / additions
- $2,302,578
- Benefits paid
- $83,756
- Administrative expenses
- $6,095
- Total expenses
- $89,851
- Net increase / (decrease)
- $2,212,727
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Great Lakes Pension Associates, Inc | THIRD PARTY ADMINISTRATO | $4,595 | $3,181 |