2023 Form 5500 filing — Wilsonhcg, Inc. 401k 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 20250221163016NAL0006131633001) for Wilsonhcg, Inc. 401k Plan, reported by Wilsonhcg, Inc. under EIN 05-0537889 and plan number 001. It reports 714 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250221163016NAL0006131633001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Wilsonhcg, Inc.
- EIN
- 05-0537889
- Plan number
- 001
- Location
- Tampa, FL
- Participants
- 714
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $12,511,697
- Total liabilities (EOY)
- $13,053
- Net assets (EOY)
- $12,498,644
- Employer contributions
- $644,962
- Participant contributions
- $1,970,701
- Total income / additions
- $4,519,957
- Benefits paid
- $1,044,535
- Administrative expenses
- $58,286
- Total expenses
- $1,102,821
- Net increase / (decrease)
- $3,417,136
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Ubs Financial Services Inc | INVESTMENT ADVISOR | $47,458 | not reported in the loaded dataset |
| Retirement Solutions Specialists | CONTRACT ADMIN | $27,989 | $5,039 |
| Empower Annuity Insurance Company O | RECORDKEEPER | $26,422 | $0 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $439 | not reported in the loaded dataset |