Williams Form Engineering Corporation 401(K) Plan — Form 5500 plan (Williams Form Engineering Corporation)
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 Form Engineering Corporation 401(K) Plan is a benefit plan reported by Williams Form Engineering Corporation under EIN 38-1175280 and plan number 002. The latest loaded filing year is 2023. The filing reports 312 participants and $21,162,136 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Williams Form Engineering Corporation
- EIN
- 38-1175280
- Plan number
- 002
- Plan type
- 2
- Location
- Belmont, MI
- Latest filing year
- 2023
- Participants
- 312
- End-of-year plan assets
- $21,162,136
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 312 | H, C | 20240927073247NAL0001059875001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $21,162,136
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $21,162,136
- Net assets (BOY)
- $16,961,924
Income & contributions
- Employer contributions
- $569,250
- Participant contributions
- $1,307,262
- Total contributions
- $1,917,331
- Total income / additions
- $4,935,993
Expenses & distributions
- Benefits paid
- $641,078
- Administrative expenses
- $79,353
- Total expenses
- $735,781
- Net increase / (decrease)
- $4,200,212
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $56,120 | $0 | 2023 |
| Rpa Financial, LLC | INVESTMENT ADVISORY | $23,227 | $9 | 2023 |
| S B H U Life Agency Inc | OTHER SERVICES | $0 | $9,273 | 2023 |
| Morningstar Investment Management L | INV ADV, PARTICIPANTS | $0 | $0 | 2023 |
| Wilshire Advisors LLC | INVESTMENT ADVISORY | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Williams Form Engineering Corporation
- 2023 Form 5500 filing
- Form 5500 filings in MI
- 401(k) and benefit plan filings in Belmont, MI
- Principal Life Insurance Company — Schedule C compensation
- Rpa Financial, LLC — Schedule C compensation
- S B H U Life Agency Inc — Schedule C compensation
- Morningstar Investment Management L — Schedule C compensation
- Wilshire Advisors LLC — Schedule C compensation