2023 Form 5500 filing — Wilco Automotive 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 20250211111230NAL0032470912001) for Wilco Automotive Retirement Plan, reported by Trustees Of Wilco Automotive Retirement Trust under EIN 36-6491924 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
- 20250211111230NAL0032470912001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Trustees Of Wilco Automotive Retirement Trust
- EIN
- 36-6491924
- Plan number
- 001
- Location
- Joliet, IL
- Participants
- 193
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $2,235,223
- Total liabilities (EOY)
- $36,738
- Net assets (EOY)
- $2,198,485
- Employer contributions
- $23,055
- Total income / additions
- $281,686
- Benefits paid
- $338,053
- Administrative expenses
- $137,598
- Total expenses
- $475,651
- Net increase / (decrease)
- -$193,965
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Mwm Consulting Group | ACTUARY | $40,045 | not reported in the loaded dataset |
| Cherry Bekaert | ACCOUNTING/AUDITOR | $27,890 | not reported in the loaded dataset |
| Old National Wealth Management | INVESTMENT MANAGER | $23,400 | not reported in the loaded dataset |