2023 Form 5500 filing — Frederick Wildman & Sons Limited 401(K) 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 20241015131015NAL0014690547001) for Frederick Wildman & Sons Limited 401(K) Retirement Plan, reported by Frederick Wildman & Sons Limited under EIN 13-2587600 and plan number 001. It reports 193 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015131015NAL0014690547001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Frederick Wildman & Sons Limited
- EIN
- 13-2587600
- Plan number
- 001
- Location
- New York, NY
- Participants
- 193
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $22,784,840
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $22,784,840
- Employer contributions
- $475,502
- Participant contributions
- $1,694,662
- Total income / additions
- $7,272,529
- Benefits paid
- $1,883,957
- Administrative expenses
- $88,376
- Total expenses
- $1,971,505
- Net increase / (decrease)
- $5,301,024
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| First Republic Investment Mgmt | INVESTMENT ADVISORY | $49,315 | $9 |
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $39,034 | $0 |