Williams Companies Retirement Savings Plan — Form 5500 plan (Williams Oil Company, 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 Companies Retirement Savings Plan is a benefit plan reported by Williams Oil Company, Inc. under EIN 23-1863615 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,034 participants and $18,848,596 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Williams Oil Company, Inc.
EIN
23-1863615
Plan number
001
Plan type
2
Location
Sayre, PA
Latest filing year
2023
Participants
1,034
End-of-year plan assets
$18,848,596

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,034H, C20240903081802NAL0033953136001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$18,848,596
Total liabilities (EOY)
$49
Net assets (EOY)
$18,848,547
Net assets (BOY)
$16,312,506

Income & contributions

Employer contributions
$700,588
Participant contributions
$1,321,881
Total contributions
$2,159,098
Total income / additions
$4,321,451

Expenses & distributions

Benefits paid
$1,705,871
Administrative expenses
$74,787
Total expenses
$1,785,410
Net increase / (decrease)
$2,536,041

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$37,982$02023
Rbc Wealth ManagementADVISOR$33,122not reported in the loaded dataset2023

Related Form 5500 pages