Williams Lea LLC 401(K) Savings Plan — Form 5500 plan (Williams Lea LLC)

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, Williams Lea LLC 401(K) Savings Plan is a benefit plan reported by Williams Lea LLC under EIN 13-3160717 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,027 participants and $151,607,540 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Williams Lea LLC
EIN
13-3160717
Plan number
001
Plan type
2
Location
Wheeling, WV
Latest filing year
2023
Participants
2,027
End-of-year plan assets
$151,607,540

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20232,027H, C20241015123938NAL0057633538001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$151,607,540
Total liabilities (EOY)
$0
Net assets (EOY)
$151,607,540
Net assets (BOY)
$132,117,768

Income & contributions

Employer contributions
$2,209,927
Participant contributions
$5,806,322
Total contributions
$8,862,274
Total income / additions
$32,074,389

Expenses & distributions

Benefits paid
$12,305,746
Administrative expenses
$278,871
Total expenses
$12,584,617
Net increase / (decrease)
$19,489,772

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
The Vanguard Group, Inc.NONE$129,244$02023
Vanguard Advisers Inc.NONE$71,047not reported in the loaded dataset2023

Related Form 5500 pages