2023 Form 5500 filing — Louis A. Williams & Associates, Inc. Employee Benefit Plan & Trust
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 20250115140017NAL0034357344005) for Louis A. Williams & Associates, Inc. Employee Benefit Plan & Trust, reported by Louis A. Williams & Associates, Inc. under EIN 75-1469549 and plan number 501. It reports 51 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
- EFAST2 acknowledgement
- 20250115140017NAL0034357344005
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Louis A. Williams & Associates, Inc.
- EIN
- 75-1469549
- Plan number
- 501
- Location
- Marshall, TX
- Participants
- 51
- Schedules available
- Schedule I
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $129,172
- Net assets (EOY)
- $129,172
- Employer contributions
- $1,304,758
- Total income / additions
- $1,432,315
- Benefits paid
- $1,387,942
- Total expenses
- $1,424,735
- Net increase / (decrease)
- $7,580
- Schedule source
- Schedule I