2023 Form 5500 filing — The W.W. Williams Co. LLC Employees Savings Plan & Trust 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 20241014130946NAL0013324899001) for The W.W. Williams Co. LLC Employees Savings Plan & Trust Plan, reported by The W.W. Williams Co. LLC under EIN 81-3158413 and plan number 002. It reports 1,314 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)$79.5MReported net assets$79,487,133
Participants1.3K1,314
Provider compensation$179.3K2 Schedule C row(s)$179,299
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241014130946NAL0013324899001
Plan sponsor
The W.W. Williams Co. LLC
EIN
81-3158413
Plan number
002
Location
Dublin, OH
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
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)$79.5M total assets
Net assets$79.5MLiabilities$0
Money in vs. money out
Total income / additions$21.7M
Total expenses$9.6M
Benefits paid / distributions$9.5M
Contributions
Employer$1.4M
Participant$4.9M
Full reported line items
Total assets (EOY)
$79,487,133
Total liabilities (EOY)
$0
Net assets (EOY)
$79,487,133
Employer contributions
$1,426,817
Participant contributions
$4,879,682
Total income / additions
$21,702,115
Benefits paid
$9,454,169
Administrative expenses
$179,299
Total expenses
$9,634,593
Net increase / (decrease)
$12,067,522
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    RECORDKEEPER · Direct $149.3K · Indirect $0
  2. 2
    BROKER · Direct $30K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241014130946NAL0013324899001 cover?
It is the 2023 Form 5500 filing for The W.W. Williams Co. LLC Employees Savings Plan & Trust Plan, reported by The W.W. Williams Co. LLC (EIN 81-3158413).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages