Retirement plan

WILSON OIL, INC. 401(K) PROFIT SHARING PLAN AND TRUST

Name: WILSON OIL, INC. - WILSON OIL, INC. 401(K) PROFIT SHARING PLAN AND TRUST (2024) Form 5500
Creator: WILSON OIL, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, WILSON OIL, INC. 401(K) PROFIT SHARING PLAN AND TRUST, WILSON OIL, INC.

WILSON OIL, INC.EIN 91-0873302Plan #002PY 2024

95 PANEL WAY - LONGVIEW, WA 98632360-508-3066

Prospect flagsCorrective distributions

How to read this page

Total assets (EOY)

$30.4M

+11.0% from 2023

Total participants

454

-8.3% from 2023

Average account balance

$67,601

+8.5% from 2023

Annual return

15.22%

-5.62 pp from 2023

Benchmarks

See 265 peers

Peer group

Industry45 - Retail Trade

Plan typeDefined contribution

Participants250-999

Cohort265 peers

Snapshot2024

See peer percentile detail. $4.99 for your first month.

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Analytics

Total assets (EOY)

Plan-year ending balance

$33.48M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$76K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

443

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

98.5%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$2.84M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$8K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+15.69%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$291

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

1 years with F_SCH_H allocation on file

See the 10-year trajectory. $4.99 for your first month.

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Service providers

Top 3 by compensation

Provider	Service type	Compensation
ANDERSON & ANDERSON ADVISORY LLC7 years Service code 27 959 11TH AVE STE B · LONGVIEW, WA 98632	Advisory (Plan)	$62,325
GREAT-WEST LIFE & ANNUITY INSURANCE2 years Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111	Recordkeeping Fees	$50,124
LEAFHOUSE FINANCIAL ADVISORS, LLC7 years Service code 27 6300 BRIDGE POINT PKWY BLDG 1 STE 3 · AUSTIN, TX 787305097	Advisory (Plan)	$11,330

Plan features & details

Pension benefit codes2E2F2G2J2K2S2T3B3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2K
Code section 401(m) arrangement
Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
2S
Automatic enrollment
Plan provides for automatic enrollment in plan that has elective contributions deducted from payroll.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
3B
Plan covering self-employed individuals
Plan covering self-employed individuals.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

1 tripped

ComplianceCorrective distributions
Plan reported corrective distributions (failed ADP/ACP testing).

Expense breakdown

Schedule H Part II

Admin total

$124K

$349 / participant

Recordkeeping$50K40.5%
Investment mgmt$74K59.5%

% of EOY assets

0.408%

all-in expense ratio

Categories reported

2 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

The auditor signed off without reservation. This is the cleanest opinion.

Auditor firm: VWC,P.S.
Auditor EIN: 911007261
Audit fees: $0
Opinion code: Unqualified

Look up a plan sponsor by EIN. Free Form 5500 search. No signup.

Metric

This plan

Peer set

Industry

Size

Avg account balance

$67,601

$59,054+14.5%

$97,226-30.5%

$77,643-12.9%

Participation rate

98.6%

67.9%+30.7pp

72.7%+25.9pp

70.6%+28.0pp

Annual return

15.22%

16.96%-1.7pp

75.13%-59.9pp

31.24%-16.0pp

Employer contribution / active EE

$4,026

$1,742+131.1%

$2,729+47.5%

$2,726+47.7%

Participant deferral / active EE

$4,266

$3,930+8.6%

$4,264+0.1%

$4,647-8.2%

Admin fee / account holder

$276

$346-20.4%

$5,654-95.1%

$430-36.0%

Provider

Service type

Compensation

ANDERSON & ANDERSON ADVISORY LLC7 years

Service code 27

959 11TH AVE STE B · LONGVIEW, WA 98632

Advisory (Plan)

$62,325

GREAT-WEST LIFE & ANNUITY INSURANCE2 years

Filed as: EMPOWER ANNUITY INSURANCE COMPANY O

Service code 64

8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111

Recordkeeping Fees

$50,124

LEAFHOUSE FINANCIAL ADVISORS, LLC7 years

Service code 27

6300 BRIDGE POINT PKWY BLDG 1 STE 3 · AUSTIN, TX 787305097

Advisory (Plan)

$11,330

WILSON OIL, INC. 401(K) PROFIT SHARING PLAN AND TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

WILSON OIL, INC. 401(K) PROFIT SHARING PLAN AND TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion