L R Willson And Sons Inc — Form 5500 filings & benefit plans
Form 5500 plan sponsor 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, L R Willson And Sons Inc (EIN 52-0955711) is a plan sponsor located in Gambrills, MD with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.
Company overview (based on loaded 2023 public filings)
- EIN
- 52-0955711
- Location
- Gambrills, MD
- Loaded plans
- 2
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $14,567,933
- Total reported liabilities (EOY)
- $0
- Total reported net assets (EOY)
- $14,567,933
Contributions & income
- Employer contributions
- $1,870,786
- Participant contributions
- $308,928
- Total income / additions
- $4,035,889
Expenses & distributions
- Benefits paid / distributions
- $1,985,646
- Total expenses
- $2,092,560
- Net increase / (decrease)
- $1,943,329
Coverage
- Total reported participants
- 344
- Plans with financial statements
- 1
- Plans with provider compensation
- 1
Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.
Largest loaded plans by reported assets
| Plan | Plan # | Participants | Reported assets (EOY) | Year |
|---|---|---|---|---|
| L.R. Willson & Sons, Inc. Employee Retirement Plan | 001 | 219 | $14,567,933 | 2023 |
| L R Willson And Sons Benefit Plan | 501 | 125 | not reported in the loaded dataset | 2023 |
Latest loaded filings
| Year | Plan | Participants | Schedules | Filing |
|---|---|---|---|---|
| 2023 | L R Willson And Sons Benefit Plan | 125 | — | 20240911061903NAL0015286498001 |
| 2023 | L.R. Willson & Sons, Inc. Employee Retirement Plan | 219 | H, C | 20240920080652NAL0004269091001 |