Wilco Automotive Retirement Plan — Form 5500 plan (Trustees Of Wilco Automotive Retirement Trust)
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, Wilco Automotive Retirement Plan is a benefit plan reported by Trustees Of Wilco Automotive Retirement Trust under EIN 36-6491924 and plan number 001. The latest loaded filing year is 2023. The filing reports 193 participants and $2,235,223 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Trustees Of Wilco Automotive Retirement Trust
- EIN
- 36-6491924
- Plan number
- 001
- Plan type
- 1
- Location
- Joliet, IL
- Latest filing year
- 2023
- Participants
- 193
- End-of-year plan assets
- $2,235,223
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 193 | H, C | 20250211111230NAL0032470912001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $2,235,223
- Total liabilities (EOY)
- $36,738
- Net assets (EOY)
- $2,198,485
- Net assets (BOY)
- $2,392,450
Income & contributions
- Employer contributions
- $23,055
- Total contributions
- $23,055
- Total income / additions
- $281,686
Expenses & distributions
- Benefits paid
- $338,053
- Administrative expenses
- $137,598
- Total expenses
- $475,651
- Net increase / (decrease)
- -$193,965
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Mwm Consulting Group | ACTUARY | $40,045 | not reported in the loaded dataset | 2023 |
| Cherry Bekaert | ACCOUNTING/AUDITOR | $27,890 | not reported in the loaded dataset | 2023 |
| Old National Wealth Management | INVESTMENT MANAGER | $23,400 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Trustees Of Wilco Automotive Retirement Trust
- 2023 Form 5500 filing
- Form 5500 filings in IL
- 401(k) and benefit plan filings in Joliet, IL
- Mwm Consulting Group — Schedule C compensation
- Cherry Bekaert — Schedule C compensation
- Old National Wealth Management — Schedule C compensation