Wilson-Mcshane Corporation Retirement Income Plan — Form 5500 plan (Wilson-Mcshane 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, Wilson-Mcshane Corporation Retirement Income Plan is a benefit plan reported by Wilson-Mcshane Corporation under EIN 41-0956552 and plan number 001. The latest loaded filing year is 2023. The filing reports 555 participants and $60,028,149 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$60MPlan net assets, end of year$60,028,149
Participants555Covered participants reported
Assets / participant$108.2KComputed: assets ÷ participants$108,159 (computed)
Provider compensation$23.2K1 Schedule C provider row(s)$23,162
Plan sponsor
Wilson-Mcshane Corporation
EIN
41-0956552
Plan number
001
Plan type
2
Location
Bloomington, MN
Latest filing year
2023
How to read this plan profile
  • Net assets = total assets minus total liabilities, end of year (Schedule H/I).
  • Assets / participant is computed (assets ÷ reported participants) — a ratio, not a filed figure.
  • Schedule chips (Sch H / I / C) show which schedules each filing includes.
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • Figures are reported as filed, in whole dollars; verify against the official DOL/EBSA record before relying on them.
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    555 participants · 2Sch HSch C
    View filing →
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$60M total assets
Net assets$60MLiabilities$0
Money in vs. money out
Total income / additions$14.1M
Total expenses$2.4M
Benefits paid / distributions$2.4M
Contributions
Employer$2.1M
Participant$2.2M
Full reported line items

Net assets

Total assets (EOY)
$60,028,149
Total liabilities (EOY)
$0
Net assets (EOY)
$60,028,149
Net assets (BOY)
$48,359,129

Income & contributions

Employer contributions
$2,126,890
Participant contributions
$2,208,030
Total contributions
$4,466,429
Total income / additions
$14,061,057

Expenses & distributions

Benefits paid
$2,368,875
Administrative expenses
$23,162
Total expenses
$2,392,037
Net increase / (decrease)
$11,669,020
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 49%Participant 51%
Total expenses ÷ net assets4%Computed ratio
Benefits paid ÷ total income17%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    NONE · Direct $23.2K · Indirect $0

What to inspect next

Frequently asked questions

Who sponsors the Wilson-Mcshane Corporation Retirement Income Plan?
Wilson-Mcshane Corporation Retirement Income Plan is reported as sponsored by Wilson-Mcshane Corporation (EIN 41-0956552, plan number 001) in public Form 5500 filings.
What is the most recent Form 5500 filing year for Wilson-Mcshane Corporation Retirement Income Plan?
The latest Form 5500 filing year loaded for Wilson-Mcshane Corporation Retirement Income Plan is 2023.
How many participants does Wilson-Mcshane Corporation Retirement Income Plan report?
Wilson-Mcshane Corporation Retirement Income Plan reports 555 participants in its latest loaded Form 5500 filing.
What are the reported plan assets for Wilson-Mcshane Corporation Retirement Income Plan?
Wilson-Mcshane Corporation Retirement Income Plan reports $60,028,149 in end-of-year plan assets in its latest loaded Form 5500 filing.
Form 5500 terms, in plain English
Form 5500
The annual report most U.S. employee benefit plans file with the Department of Labor through the EFAST2 system. It documents the plan sponsor, participants, finances, and service-provider compensation.
Schedule H
The financial statement for larger plans (generally 100+ participants): assets, liabilities, net assets, income, expenses, and the net change.
Schedule I
The condensed financial statement for smaller plans, covering the same kinds of figures in less detail.
Schedule C
Reports compensation paid to the plan’s service providers — both direct and indirect.
Net assets
Total assets minus total liabilities at the end of the year — what the plan holds for participants.
Employer / participant contributions
Money contributed to the plan by the employer and by participants during the year.

Figures are reported as filed and may contain errors or omissions. Verify against the official DOL/EBSA record before relying on any value.

Related Form 5500 pages