401(K) Profit Sharing Plan And Trust For Employees Of Williams Company - Management Group — Form 5500 plan (Williams Company Management Group)
Plain-English plan 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, 401(K) Profit Sharing Plan And Trust For Employees Of Williams Company - Management Group is a benefit plan reported by Williams Company Management Group under EIN 05-0534693 and plan number 001. The latest loaded filing year is 2023. The filing reports 146 participants and $11,841,144 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Williams Company Management Group
- EIN
- 05-0534693
- Plan number
- 001
- Plan type
- 2
- Location
- Maitland, FL
- Latest filing year
- 2023
- Participants
- 146
- End-of-year plan assets
- $11,841,144
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 146 | H, C | 20240916100100NAL0001378833001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $11,841,144
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,841,144
- Net assets (BOY)
- $10,963,905
Income & contributions
- Employer contributions
- $453,294
- Participant contributions
- $885,686
- Total contributions
- $1,478,348
- Total income / additions
- $3,289,150
Expenses & distributions
- Benefits paid
- $2,378,521
- Administrative expenses
- $29,356
- Total expenses
- $2,411,911
- Net increase / (decrease)
- $877,239
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Northwestern Mutual Wealth Mgmt | INVESTMENT ADVISOR | $27,946 | not reported in the loaded dataset | 2023 |
| Capital Group Retirement Plan Svcs | RECORDKEEPER | $1,200 | $0 | 2023 |