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, Wilbur-Ellis 401(K) Plan is a benefit plan reported by Wilbur-Ellis Holdings, Inc. under EIN 46-2652182 and plan number 002. The latest loaded filing year is 2023. The filing reports 4,710 participants and $362,843,386 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $362,843,386
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $362,843,386
- Net assets (BOY)
- $324,702,234
Income & contributions
- Employer contributions
- $7,809,320
- Participant contributions
- $22,432,743
- Total contributions
- $32,081,574
- Total income / additions
- $88,694,783
Expenses & distributions
- Benefits paid
- $50,322,555
- Administrative expenses
- $218,197
- Total expenses
- $50,553,631
- Net increase / (decrease)
- $38,141,152