Wilson Brown Motors Inc Retirement Plan — Form 5500 plan (Wilson Brown Motors 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, Wilson Brown Motors Inc Retirement Plan is a benefit plan reported by Wilson Brown Motors Inc under EIN 23-2587790 and plan number 001. The latest loaded filing year is 2023. The filing reports 167 participants and $2,621,234 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Wilson Brown Motors Inc
- EIN
- 23-2587790
- Plan number
- 001
- Plan type
- 2
- Location
- Hanover, PA
- Latest filing year
- 2023
- Participants
- 167
- End-of-year plan assets
- $2,621,234
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 167 | H, C | 20241010060425NAL0033326976001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $2,621,234
- Total liabilities (EOY)
- $954
- Net assets (EOY)
- $2,620,280
- Net assets (BOY)
- $2,128,439
Income & contributions
- Employer contributions
- $25,000
- Participant contributions
- $367,522
- Total contributions
- $392,522
- Total income / additions
- $779,149
Expenses & distributions
- Benefits paid
- $246,959
- Administrative expenses
- $40,349
- Total expenses
- $287,308
- Net increase / (decrease)
- $491,841
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Professional Capital Services LLC | CONTRACT ADMINISTRATOR | $12,445 | not reported in the loaded dataset | 2023 |
| Smith Elliott Kearns & Company LLC | N/A | $12,069 | not reported in the loaded dataset | 2023 |
| Creative Financial Group | N/A | $9,326 | not reported in the loaded dataset | 2023 |
| Newsquare Capital, LLC | N/A | $5,829 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Wilson Brown Motors Inc
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Hanover, PA
- Professional Capital Services LLC — Schedule C compensation
- Smith Elliott Kearns & Company LLC — Schedule C compensation
- Creative Financial Group — Schedule C compensation
- Newsquare Capital, LLC — Schedule C compensation