2023 Form 5500 filing — 401(K) Profit Sharing Plan And Trust For Employees Of Williams Company - Management Group
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 20240916100100NAL0001378833001) for 401(K) Profit Sharing Plan And Trust For Employees Of Williams Company - Management Group, reported by Williams Company Management Group under EIN 05-0534693 and plan number 001. It reports 146 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240916100100NAL0001378833001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Williams Company Management Group
- EIN
- 05-0534693
- Plan number
- 001
- Location
- Maitland, FL
- Participants
- 146
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $11,841,144
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,841,144
- Employer contributions
- $453,294
- Participant contributions
- $885,686
- Total income / additions
- $3,289,150
- Benefits paid
- $2,378,521
- Administrative expenses
- $29,356
- Total expenses
- $2,411,911
- Net increase / (decrease)
- $877,239
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Northwestern Mutual Wealth Mgmt | INVESTMENT ADVISOR | $27,946 | not reported in the loaded dataset |
| Capital Group Retirement Plan Svcs | RECORDKEEPER | $1,200 | $0 |