Wilton Investments, Inc. Retirement Plan — Form 5500 plan (Wilton Investments, Inc.)
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, Wilton Investments, Inc. Retirement Plan is a benefit plan reported by Wilton Investments, Inc. under EIN 47-5310271 and plan number 001. The latest loaded filing year is 2023. The filing reports 8 participants and $3,523,612 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Wilton Investments, Inc.
- EIN
- 47-5310271
- Plan number
- 001
- Plan type
- 2
- Location
- Kirkwood, MO
- Latest filing year
- 2023
- Participants
- 8
- End-of-year plan assets
- $3,523,612
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 8 | I | 20240724101218NAL0008040131001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $3,523,612
- Net assets (EOY)
- $3,523,612
- Net assets (BOY)
- $4,670,279
Income & contributions
- Total income / additions
- -$1,146,667
Expenses & distributions
- Total expenses
- $0
- Net increase / (decrease)
- -$1,146,667
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.