2023 Form 5500 filing — Williams Brothers Trucking, Inc. 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 20240814150457NAL0025722226001) for Williams Brothers Trucking, Inc. 401(K) Plan, reported by Williams Brothers Trucking, Inc. under EIN 58-1278267 and plan number 001. It reports 414 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240814150457NAL0025722226001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Williams Brothers Trucking, Inc.
- EIN
- 58-1278267
- Plan number
- 001
- Location
- Hazelhurst, GA
- Participants
- 414
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $11,233,757
- Net assets (EOY)
- $11,233,757
- Employer contributions
- $811,988
- Participant contributions
- $1,101,226
- Total income / additions
- $3,057,822
- Benefits paid
- $1,367,792
- Administrative expenses
- $20,795
- Total expenses
- $1,388,587
- Net increase / (decrease)
- $1,669,235
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Nwrpc LLC | TPA | $23,655 | $3,116 |
| Future Plan By Ascensus | TPA | $6,739 | $1,306 |
| Hancock Askew & Co. Llp | AUDITOR | $7,500 | $0 |
| Empower Annuity Insurance Co. | RECORDKEEPER | $6,221 | $0 |