2023 Form 5500 filing — Williams & Fudge, Inc. Retirement Savings 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 20240801054525NAL0023416033001) for Williams & Fudge, Inc. Retirement Savings Plan, reported by Williams & Fudge, Inc. under EIN 57-0826165 and plan number 001. It reports 294 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240801054525NAL0023416033001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Williams & Fudge, Inc.
- EIN
- 57-0826165
- Plan number
- 001
- Location
- Rock Hill, SC
- Participants
- 294
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $23,848,967
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $23,848,967
- Employer contributions
- $568,416
- Participant contributions
- $1,201,708
- Total income / additions
- $5,146,842
- Benefits paid
- $2,699,355
- Administrative expenses
- $45,180
- Total expenses
- $2,752,636
- Net increase / (decrease)
- $2,394,206
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Wells Fargo | N/A | $32,142 | $0 |
| Lpl Financial | INVESTMENT/FINANCIAL ADVI | $7,619 | $0 |
| Adp, Inc. | RECORD KEEPER | $5,418 | $0 |