2023 Form 5500 filing — Williams Tank Lines 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 20241014141948NAL0015087667001) for Williams Tank Lines 401(K) Plan, reported by Williams Tank Lines, LLC under EIN 94-2514319 and plan number 001. It reports 487 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)$35.8MReported net assets$35,783,363
Participants487
Provider compensation$138K3 Schedule C row(s)$137,953
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241014141948NAL0015087667001
Plan sponsor
Williams Tank Lines, LLC
EIN
94-2514319
Plan number
001
Location
Stockton, CA
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)$35.8M total assets
Net assets$35.8MLiabilities$0
Money in vs. money out
Total income / additions$7.6M
Total expenses$3.3M
Benefits paid / distributions$3.1M
Contributions
Employer$1M
Participant$1.9M
Full reported line items
Total assets (EOY)
$35,783,363
Total liabilities (EOY)
$0
Net assets (EOY)
$35,783,363
Employer contributions
$1,000,076
Participant contributions
$1,927,437
Total income / additions
$7,630,703
Benefits paid
$3,137,153
Administrative expenses
$137,953
Total expenses
$3,277,891
Net increase / (decrease)
$4,352,812
Schedule C

Reported service provider compensation

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

  1. 1
    RECORDKEEPER · Direct $70.7K · Indirect $0
  2. 2
    INVESTMENT ADVISOR · Direct $65.2K
  3. 3
    INVESTMENT MGMT · Direct $2.1K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241014141948NAL0015087667001 cover?
It is the 2023 Form 5500 filing for Williams Tank Lines 401(K) Plan, reported by Williams Tank Lines, LLC (EIN 94-2514319).
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