Original filing (PDF)20241015212629NAL0030952273006

WILSON GLASS COMPANY INC.

Name: WILSON GLASS COMPANY INC. — WILSON GLASS COMPANY INC. 401(K) PROFIT SHARING PLAN, Form 5500 (2023)
Creator: WILSON GLASS COMPANY INC.

Form 5500

FILING_RECEIVED

WILSON GLASS COMPANY INC. 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

—

Net assets (EOY)

—

How this plan invests

This plan

3 collective trusts

Schedule D

Individual securities

on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for WILSON GLASS COMPANY INC..

Plan sponsor

Name

WILSON GLASS COMPANY INC.

EIN

20-3541803all filings

Address

1035 MURRAY STREET · BERKELEY, CA · 94710

Phone

(510) 843-3334

Industry

Retail Tradesee 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

2024-10-15

Pension benefit codes

2E · Profit-sharing

2K · 401(m) arrangement

2J · 401(k) feature

2T · Default investment account (QDIA)

2F · ERISA section 404(c)

2G · Total participant-directed accounts

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

2A · Age/service weighted or new comparability

Service providers (Schedule C)

No Schedule C providers reported

Investments

3 pooled funds· $114K

Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.

			% of plan
T. ROWE PRICE RETIREMENT 2045 TRUST T. ROWE PRICE RETIREMENT COMPANY · EIN 32-6199848 / PN 001	Common Collective Trust	$47K	41.7%
T. ROWE PRICE RETIREMENT 2055 TRUST T. ROWE PRICE RETIREMENT COMPANY · EIN 35-6941728 / PN 001	Common Collective Trust	$42K	36.4%
T. ROWE PRICE RETIREMENT 2040 TRUST T. ROWE PRICE RETIREMENT COMPANY · EIN 35-6941729 / PN 001	Common Collective Trust	$25K	21.9%

1–3 of 3

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