Williams Heritage Investments, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Williams Heritage Investments, 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 Heritage Investments, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Williams Heritage Investments, Inc. under EIN 27-2886682 and plan number 001. The latest loaded filing year is 2023. The filing reports 4 participants and $481,507 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Williams Heritage Investments, Inc.
- EIN
- 27-2886682
- Plan number
- 001
- Plan type
- 2
- Location
- Keller, TX
- Latest filing year
- 2023
- Participants
- 4
- End-of-year plan assets
- $481,507
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 4 | I | 20241014170412NAL0054556770001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $481,507
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $481,507
- Net assets (BOY)
- $393,109
Income & contributions
- Employer contributions
- $0
- Participant contributions
- $0
- Total income / additions
- $88,398
Expenses & distributions
- Benefits paid
- $0
- Administrative expenses
- $0
- Total expenses
- $0
- Net increase / (decrease)
- $88,398
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.