William B. Meyer Incorporated Retirement And 401(K) Plan — Form 5500 plan (William B. Meyer, Inc.)

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, William B. Meyer Incorporated Retirement And 401(K) Plan is a benefit plan reported by William B. Meyer, Inc. under EIN 06-0619172 and plan number 001. The latest loaded filing year is 2023. The filing reports 251 participants and $20,962,179 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
William B. Meyer, Inc.
EIN
06-0619172
Plan number
001
Plan type
2
Location
Stratford, CT
Latest filing year
2023
Participants
251
End-of-year plan assets
$20,962,179

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023251H, C20241004150025NAL0023994514001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$20,962,179
Total liabilities (EOY)
$0
Net assets (EOY)
$20,962,179
Net assets (BOY)
$19,456,721

Income & contributions

Employer contributions
$296,543
Participant contributions
$962,690
Total contributions
$1,276,415
Total income / additions
$4,030,992

Expenses & distributions

Benefits paid
$2,523,909
Administrative expenses
$1,625
Total expenses
$2,525,534
Net increase / (decrease)
$1,505,458

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Lpl Financial LLCADVISOR$0$49,0952023
Fidelity Investments InstitutionalRECORDKEEPER$1,625$02023

Related Form 5500 pages