Wilson Oil, Inc. 401(K) Profit Sharing Plan And Trust — Form 5500 plan (Wilson Oil, 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, Wilson Oil, Inc. 401(K) Profit Sharing Plan And Trust is a benefit plan reported by Wilson Oil, Inc. under EIN 91-0873302 and plan number 002. The latest loaded filing year is 2023. The filing reports 437 participants and $27,352,772 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Wilson Oil, Inc.
- EIN
- 91-0873302
- Plan number
- 002
- Plan type
- 2
- Location
- Longview, WA
- Latest filing year
- 2023
- Participants
- 437
- End-of-year plan assets
- $27,352,772
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 437 | H, C | 20241010135104NAL0020196241001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $27,352,772
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $27,352,772
- Net assets (BOY)
- $21,190,504
Income & contributions
- Employer contributions
- $1,368,214
- Participant contributions
- $1,387,352
- Total contributions
- $3,349,063
- Total income / additions
- $7,293,108
Expenses & distributions
- Benefits paid
- $1,008,492
- Administrative expenses
- $121,723
- Total expenses
- $1,130,840
- Net increase / (decrease)
- $6,162,268
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Anderson & Anderson Advisory LLC | INVESTMENT ADVISOR | $50,999 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company O | RECORDKEEPER | $41,953 | $0 | 2023 |
| Vwc Ps | AUDITOR | $19,500 | not reported in the loaded dataset | 2023 |
| Leafhouse Financial Advisors, LLC | INVESTMENT ADVISOR | $9,271 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Wilson Oil, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in WA
- 401(k) and benefit plan filings in Longview, WA
- Anderson & Anderson Advisory LLC — Schedule C compensation
- Empower Annuity Insurance Company O — Schedule C compensation
- Vwc Ps — Schedule C compensation
- Leafhouse Financial Advisors, LLC — Schedule C compensation