Frederick Wildman & Sons Limited 401(K) Retirement Plan — Form 5500 plan (Frederick Wildman & Sons Limited)
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, Frederick Wildman & Sons Limited 401(K) Retirement Plan is a benefit plan reported by Frederick Wildman & Sons Limited under EIN 13-2587600 and plan number 001. The latest loaded filing year is 2023. The filing reports 193 participants and $22,784,840 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Frederick Wildman & Sons Limited
- EIN
- 13-2587600
- Plan number
- 001
- Plan type
- 2
- Location
- New York, NY
- Latest filing year
- 2023
- Participants
- 193
- End-of-year plan assets
- $22,784,840
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 193 | H, C | 20241015131015NAL0014690547001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $22,784,840
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $22,784,840
- Net assets (BOY)
- $17,483,816
Income & contributions
- Employer contributions
- $475,502
- Participant contributions
- $1,694,662
- Total contributions
- $3,702,063
- Total income / additions
- $7,272,529
Expenses & distributions
- Benefits paid
- $1,883,957
- Administrative expenses
- $88,376
- Total expenses
- $1,971,505
- Net increase / (decrease)
- $5,301,024
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| First Republic Investment Mgmt | INVESTMENT ADVISORY | $49,315 | $9 | 2023 |
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $39,034 | $0 | 2023 |