Original filing (PDF)20241218081448NAL0002214211001

STEWART P. WILSON, INC.

Name: STEWART P. WILSON, INC. — STEWART P. WILSON, INC. 401(K) PLAN, Form 5500 (2023)
Creator: STEWART P. WILSON, INC.

Form 5500-SF

FILING_RECEIVED

STEWART P. WILSON, INC. 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.0M

Net assets (EOY)

$1.0M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for STEWART P. WILSON, INC..

Plan sponsor

Name

STEWART P. WILSON, INC.

EIN

16-1011891

Address

2050 STATE ROUTE 14 · MONTOUR FALLS, NY · 14865

Phone

(607) 535-6532

Industry

Retail Tradesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-06-01

Tax period

2024-05-31

Filed

2024-12-18

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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