2023 Form 5500 filing — Williams Lumber Inc. 401(K) Profit Sharing Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240708142754NAL0014241585001) for Williams Lumber Inc. 401(K) Profit Sharing Plan, reported by Williams Lumber Inc. under EIN 14-1279525 and plan number 002. It reports 366 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$12.7MReported net assets$12,744,046
Participants366
Provider compensation$44.6K2 Schedule C row(s)$44,650
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20240708142754NAL0014241585001
- Plan sponsor
- Williams Lumber Inc.
- EIN
- 14-1279525
- Plan number
- 002
- Location
- Rhinebeck, NY
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$12.7M total assets
Net assets$12.7MLiabilities$0
Full reported line items
- Total assets (EOY)
- $12,744,046
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $12,744,046
- Employer contributions
- $192,082
- Participant contributions
- $632,378
- Total income / additions
- $2,403,775
- Benefits paid
- $1,038,002
- Administrative expenses
- $44,650
- Total expenses
- $1,086,402
- Net increase / (decrease)
- $1,317,373
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Pasqua Thomas | ADVISOR | $40,523 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | $4,127 | $0 |