S.L. Williamson Co., Inc 401(K) Retirement Plan — Form 5500 plan (S.L. Williamson Co., 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, S.L. Williamson Co., Inc 401(K) Retirement Plan is a benefit plan reported by S.L. Williamson Co., Inc under EIN 54-0491737 and plan number 001. The latest loaded filing year is 2023. The filing reports 131 participants and $5,609,771 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
S.L. Williamson Co., Inc
EIN
54-0491737
Plan number
001
Plan type
2
Location
Charlottesville, VA
Latest filing year
2023
Participants
131
End-of-year plan assets
$5,609,771

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023131H, C20241010085058NAL0019827313001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$5,609,771
Total liabilities (EOY)
$0
Net assets (EOY)
$5,609,771
Net assets (BOY)
$4,515,538

Income & contributions

Employer contributions
$86,193
Participant contributions
$591,410
Total contributions
$706,016
Total income / additions
$1,536,559

Expenses & distributions

Benefits paid
$409,886
Administrative expenses
$32,440
Total expenses
$442,326
Net increase / (decrease)
$1,094,233

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
The Vanguard Group, Inc.NONE$15,538$02023
Securian Financial ServicesNONE$12,613not reported in the loaded dataset2023

Related Form 5500 pages