S.M. Wilson & Co. Employee Stock Ownership Plan — Form 5500 plan (S.M. Wilson & Co.)
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, S.M. Wilson & Co. Employee Stock Ownership Plan is a benefit plan reported by S.M. Wilson & Co. under EIN 37-0699952 and plan number 003. The latest loaded filing year is 2023. The filing reports 226 participants and $19,953,087 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- S.M. Wilson & Co.
- EIN
- 37-0699952
- Plan number
- 003
- Plan type
- 2
- Location
- Saint Louis, MO
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 226 | H | 20241014084220NAL0043891872001 |
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Full reported line items
Net assets
- Total assets (EOY)
- $19,953,087
- Total liabilities (EOY)
- $1,577,835
- Net assets (EOY)
- $18,375,252
- Net assets (BOY)
- $10,861,007
Income & contributions
- Employer contributions
- $1,200,417
- Total contributions
- $1,200,417
- Total income / additions
- $8,036,448
Expenses & distributions
- Benefits paid
- $460,270
- Administrative expenses
- $60
- Total expenses
- $522,203
- Net increase / (decrease)
- $7,514,245
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.