Wilson Electric Services Corp. Employee Stock Ownership Plan — Form 5500 plan (Wilson Electric Services Corp Esop)
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 Electric Services Corp. Employee Stock Ownership Plan is a benefit plan reported by Wilson Electric Services Corp Esop under EIN 75-3091289 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,038 participants and $167,298,665 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Wilson Electric Services Corp Esop
- EIN
- 75-3091289
- Plan number
- 002
- Plan type
- 2
- Location
- Tempe, AZ
- Latest filing year
- 2023
- Participants
- 1,038
- End-of-year plan assets
- $167,298,665
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,038 | H, C | 20240904140545NAL0020290817001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $167,298,665
- Total liabilities (EOY)
- $5,992,833
- Net assets (EOY)
- $161,305,832
- Net assets (BOY)
- $84,589,704
Income & contributions
- Employer contributions
- $11,052,911
- Total contributions
- $11,052,911
- Total income / additions
- $79,407,382
Expenses & distributions
- Benefits paid
- $2,401,153
- Administrative expenses
- $126,194
- Total expenses
- $2,691,254
- Net increase / (decrease)
- $76,716,128
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Ventura | TRUSTEE | $48,169 | not reported in the loaded dataset | 2023 |
| Principal Financial Group | PLAN ADMINISTRATOR | $46,875 | not reported in the loaded dataset | 2023 |
| Sc&H Group Inc. | VALUATION SERVICES | $17,500 | not reported in the loaded dataset | 2023 |
| Mansperger Patterson & Mcmullin Plc | ACCOUNTANT | $8,825 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Wilson Electric Services Corp Esop
- 2023 Form 5500 filing
- Form 5500 filings in AZ
- 401(k) and benefit plan filings in Tempe, AZ
- Ventura — Schedule C compensation
- Principal Financial Group — Schedule C compensation
- Sc&H Group Inc. — Schedule C compensation
- Mansperger Patterson & Mcmullin Plc — Schedule C compensation