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, Williston Financial Group LLC 401(K) Plan is a benefit plan reported by Williston Financial Group, LLC under EIN 27-1434397 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,561 participants and $79,107,140 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $79,107,140
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $79,107,140
- Net assets (BOY)
- $61,229,981
Income & contributions
- Employer contributions
- $1,078,480
- Participant contributions
- $9,972,549
- Total contributions
- $15,421,855
- Total income / additions
- $26,489,866
Expenses & distributions
- Benefits paid
- $8,405,893
- Administrative expenses
- $196,720
- Total expenses
- $8,612,707
- Net increase / (decrease)
- $17,877,159