Wilsonhcg, Inc. 401k Plan — Form 5500 plan (Wilsonhcg, Inc.)
Plain-English plan 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, Wilsonhcg, Inc. 401k Plan is a benefit plan reported by Wilsonhcg, Inc. under EIN 05-0537889 and plan number 001. The latest loaded filing year is 2023. The filing reports 714 participants and $12,511,697 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Wilsonhcg, Inc.
- EIN
- 05-0537889
- Plan number
- 001
- Plan type
- 2
- Location
- Tampa, FL
- Latest filing year
- 2023
- Participants
- 714
- End-of-year plan assets
- $12,511,697
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 714 | H, C | 20250221163016NAL0006131633001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $12,511,697
- Total liabilities (EOY)
- $13,053
- Net assets (EOY)
- $12,498,644
- Net assets (BOY)
- $9,081,508
Income & contributions
- Employer contributions
- $644,962
- Participant contributions
- $1,970,701
- Total contributions
- $2,716,018
- Total income / additions
- $4,519,957
Expenses & distributions
- Benefits paid
- $1,044,535
- Administrative expenses
- $58,286
- Total expenses
- $1,102,821
- Net increase / (decrease)
- $3,417,136
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Ubs Financial Services Inc | INVESTMENT ADVISOR | $47,458 | not reported in the loaded dataset | 2023 |
| Retirement Solutions Specialists | CONTRACT ADMIN | $27,989 | $5,039 | 2023 |
| Empower Annuity Insurance Company O | RECORDKEEPER | $26,422 | $0 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $439 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Wilsonhcg, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in FL
- 401(k) and benefit plan filings in Tampa, FL
- Ubs Financial Services Inc — Schedule C compensation
- Retirement Solutions Specialists — Schedule C compensation
- Empower Annuity Insurance Company O — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation