Wylie Manufacturing Ps & 401(K) Plan — Form 5500 plan (Wylie & Son, 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, Wylie Manufacturing Ps & 401(K) Plan is a benefit plan reported by Wylie & Son, Inc. under EIN 75-1036051 and plan number 002. The latest loaded filing year is 2023. The filing reports 225 participants and $8,343,255 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Wylie & Son, Inc.
EIN
75-1036051
Plan number
002
Plan type
2
Location
Lubbock, TX
Latest filing year
2023
Participants
225
End-of-year plan assets
$8,343,255

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023225H, C20240926143038NAL0001562594001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$8,343,255
Total liabilities (EOY)
$0
Net assets (EOY)
$8,343,255
Net assets (BOY)
$6,878,603

Income & contributions

Employer contributions
$162,752
Participant contributions
$498,985
Total contributions
$661,737
Total income / additions
$1,816,278

Expenses & distributions

Benefits paid
$312,199
Administrative expenses
$39,427
Total expenses
$351,626
Net increase / (decrease)
$1,464,652

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Prosperity BankNONE$35,655not reported in the loaded dataset2023
Epic Retirement Plan ServicesNONE$3,772$02023

Related Form 5500 pages