2023 Form 5500 filing — Williams-Keepers LLC 401(K) 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 20240725161412NAL0008412771001) for Williams-Keepers LLC 401(K) Plan, reported by Williams-Keepers LLC under EIN 43-1126847 and plan number 002. It reports 133 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240725161412NAL0008412771001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Williams-Keepers LLC
- EIN
- 43-1126847
- Plan number
- 002
- Location
- Columbia, MO
- Participants
- 133
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $25,335,556
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $25,335,556
- Employer contributions
- $584,462
- Participant contributions
- $1,058,145
- Total income / additions
- $6,121,092
- Benefits paid
- $1,147,098
- Administrative expenses
- $94,981
- Total expenses
- $1,242,079
- Net increase / (decrease)
- $4,879,013
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Edward D Jones & Co Lp | NONE | $40,265 | not reported in the loaded dataset |
| Wilshire Associates Inc (Usa) | NONE | $4,474 | not reported in the loaded dataset |
| John Hancock Usa | NONE | $154 | $0 |