Original filing (PDF)20240717161313NAL0004729665001

WILSON TRUCKING & EXCAVATING LLC

Name: WILSON TRUCKING & EXCAVATING LLC — WILSON TRUCKING & EXCAVATING LLC 401(K) PLAN, Form 5500 (2023)
Creator: WILSON TRUCKING & EXCAVATING LLC

Form 5500-SF

FILING_RECEIVED

WILSON TRUCKING & EXCAVATING LLC 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$281K

Net assets (EOY)

$281K

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 WILSON TRUCKING & EXCAVATING LLC.

Plan sponsor

Name

WILSON TRUCKING & EXCAVATING LLC

EIN

20-0075310

Address

3692 TOWERLINE · PO BOX 78 · HALE, MI · 48739

Phone

(989) 728-0042

Industry

Transportation & Warehousingsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-07-17

Pension benefit codes

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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