Wilson Construction Company 401(K) Profit Sharing Plan — Form 5500 plan (Wilson Construction Company)

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 Construction Company 401(K) Profit Sharing Plan is a benefit plan reported by Wilson Construction Company under EIN 93-0455270 and plan number 001. The latest loaded filing year is 2023. The filing reports 280 participants and $41,401,259 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Wilson Construction Company
EIN
93-0455270
Plan number
001
Plan type
2
Location
Canby, OR
Latest filing year
2023
Participants
280
End-of-year plan assets
$41,401,259

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023280H, C20241008113002NAL0009591939001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$41,401,259
Total liabilities (EOY)
$0
Net assets (EOY)
$41,401,259
Net assets (BOY)
$34,182,439

Income & contributions

Employer contributions
$1,184,283
Participant contributions
$1,975,325
Total contributions
$3,362,010
Total income / additions
$10,153,321

Expenses & distributions

Benefits paid
$2,896,011
Administrative expenses
$38,490
Total expenses
$2,934,501
Net increase / (decrease)
$7,218,820

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Robert W. Baird & Co., Inc.NONE$35,000not reported in the loaded dataset2023
Stancorp Financial GroupNONE$31,848not reported in the loaded dataset2023

Related Form 5500 pages