Williston Financial Group Health And Welfare Plan — Form 5500 plan (Williston Financial Group, 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, Williston Financial Group Health And Welfare Plan is a benefit plan reported by Williston Financial Group, LLC under EIN 27-1434397 and plan number 501. The latest loaded filing year is 2023. The filing reports 1,146 participants and not reported in the loaded dataset in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Williston Financial Group, LLC
- EIN
- 27-1434397
- Plan number
- 501
- Plan type
- 2
- Location
- Portland, OR
- Latest filing year
- 2023
- Participants
- 1,146
- End-of-year plan assets
- not reported in the loaded dataset
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,146 | — | 20240913125824NAL0005986003001 |
Reported financial statement
This plan is loaded, but Schedule H / I financial-statement detail is not present for it in the current loaded dataset.
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.