Williams Lumber Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Williams Lumber 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, Williams Lumber Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Williams Lumber Inc. under EIN 14-1279525 and plan number 002. The latest loaded filing year is 2023. The filing reports 366 participants and $12,744,046 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Williams Lumber Inc.
- EIN
- 14-1279525
- Plan number
- 002
- Plan type
- 2
- Location
- Rhinebeck, NY
- Latest filing year
- 2023
- Participants
- 366
- End-of-year plan assets
- $12,744,046
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 366 | H, C | 20240708142754NAL0014241585001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $12,744,046
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $12,744,046
- Net assets (BOY)
- $11,426,673
Income & contributions
- Employer contributions
- $192,082
- Participant contributions
- $632,378
- Total contributions
- $824,460
- Total income / additions
- $2,403,775
Expenses & distributions
- Benefits paid
- $1,038,002
- Administrative expenses
- $44,650
- Total expenses
- $1,086,402
- Net increase / (decrease)
- $1,317,373
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Pasqua Thomas | ADVISOR | $40,523 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | $4,127 | $0 | 2023 |