2023 Form 5500 filing — Williams Distributing Company 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 20241014172702NAL0013686675001) for Williams Distributing Company Retirement Savings Plan, reported by Williams Distributing Company under EIN 38-1860494 and plan number 004. It reports 623 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014172702NAL0013686675001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Williams Distributing Company
- EIN
- 38-1860494
- Plan number
- 004
- Location
- Grand Rapids, MI
- Participants
- 623
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $0
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $0
- Employer contributions
- $4,816
- Total income / additions
- $5,703
- Benefits paid
- $1,411,017
- Administrative expenses
- $14,885
- Total expenses
- $1,482,579
- Net increase / (decrease)
- -$1,476,876
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Global Retirement Partners LLC | INVESTMENT ADVISOR | $40,984 | not reported in the loaded dataset |
| Transamerica Retirement Solutions | RECORDKEEPER | $37,204 | $0 |
| Global Retirement Partners LLC | ADVISORY | $11,654 | not reported in the loaded dataset |
| Rehmann | AUDIT | $9,000 | not reported in the loaded dataset |
| Transamerica Retirement Solutions | RECORDKEEPER | $3,231 | $0 |