Plan5500

Retirement Plan For Hourly Production Employees Of Willman Industries, Inc. — Form 5500 plan (Willman Industries, 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, Retirement Plan For Hourly Production Employees Of Willman Industries, Inc. is a benefit plan reported by Willman Industries, Inc. under EIN 39-1589780 and plan number 001. The latest loaded filing year is 2023. The filing reports 165 participants and $3,873,549 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Willman Industries, Inc.
EIN
39-1589780
Plan number
001
Plan type
2
Location
Cedar Grove, WI
Latest filing year
2023
Participants
165
End-of-year plan assets
$3,873,549

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023165H, C20241015071109NAL0048364176001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$3,873,549
Total liabilities (EOY)
$0
Net assets (EOY)
$3,873,549
Net assets (BOY)
$3,469,898

Income & contributions

Total contributions
$0
Total income / additions
$534,795

Expenses & distributions

Benefits paid
$113,421
Administrative expenses
$17,723
Total expenses
$131,144
Net increase / (decrease)
$403,651

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Associated Trust Company, NaINVESTMENT ADVISOR$17,723not reported in the loaded dataset2023

Related Form 5500 pages