Plan5500

H.E. Williams, Inc. 401(K) Profit Sharing Plan And Trust — Form 5500 plan (H.E. Williams, 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, H.E. Williams, Inc. 401(K) Profit Sharing Plan And Trust is a benefit plan reported by H.E. Williams, Inc. under EIN 44-0491260 and plan number 002. The latest loaded filing year is 2023. The filing reports 380 participants and $30,194,690 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
H.E. Williams, Inc.
EIN
44-0491260
Plan number
002
Plan type
2
Location
Carthage, MO
Latest filing year
2023
Participants
380
End-of-year plan assets
$30,194,690

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023380H, C20240919143141NAL0012919938001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$30,194,690
Total liabilities (EOY)
$0
Net assets (EOY)
$30,194,690
Net assets (BOY)
$25,755,254

Income & contributions

Employer contributions
$585,927
Participant contributions
$911,761
Total contributions
$1,497,688
Total income / additions
$6,074,265

Expenses & distributions

Benefits paid
$1,543,895
Administrative expenses
$90,934
Total expenses
$1,634,829
Net increase / (decrease)
$4,439,436

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Oneamerica Retirement Services LLCNONE$45,934not reported in the loaded dataset2023
Pension Consultants IncNONE$45,000not reported in the loaded dataset2023
Matrix Trust CompanyNONE$0$02023

Related Form 5500 pages