J.M. Wilson Corporation Savings Plan — Form 5500 plan (J.M. Wilson Corporation)
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, J.M. Wilson Corporation Savings Plan is a benefit plan reported by J.M. Wilson Corporation under EIN 38-1178100 and plan number 001. The latest loaded filing year is 2023. The filing reports 162 participants and $13,342,045 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- J.M. Wilson Corporation
- EIN
- 38-1178100
- Plan number
- 001
- Plan type
- 2
- Location
- Portage, MI
- Latest filing year
- 2023
- Participants
- 162
- End-of-year plan assets
- $13,342,045
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 162 | H, C | 20241015115536NAL0055906562001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $13,342,045
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $13,342,045
- Net assets (BOY)
- $10,408,658
Income & contributions
- Employer contributions
- $369,170
- Participant contributions
- $769,133
- Total contributions
- $1,340,806
- Total income / additions
- $3,366,514
Expenses & distributions
- Benefits paid
- $368,910
- Administrative expenses
- $64,217
- Total expenses
- $433,127
- Net increase / (decrease)
- $2,933,387
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Mercer Global Advisors Inc. | INVESTMENT ADVISORY | $0 | $29,204 | 2023 |
| John Hancock Usa | RECORDKEEPER | $1,836 | $0 | 2023 |