Br Williams Trucking Inc 401(K) Profit Sharing Plan — Form 5500 plan (Br Williams Trucking 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, Br Williams Trucking Inc 401(K) Profit Sharing Plan is a benefit plan reported by Br Williams Trucking Inc under EIN 63-0514666 and plan number 001. The latest loaded filing year is 2023. The filing reports 243 participants and $5,911,387 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Br Williams Trucking Inc
- EIN
- 63-0514666
- Plan number
- 001
- Plan type
- 2
- Location
- Oxford, AL
- Latest filing year
- 2023
- Participants
- 243
- End-of-year plan assets
- $5,911,387
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 243 | H, C | 20241001111809NAL0006655441001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $5,911,387
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,911,387
- Net assets (BOY)
- $5,064,776
Income & contributions
- Employer contributions
- $46,937
- Participant contributions
- $311,930
- Total contributions
- $358,867
- Total income / additions
- $1,216,124
Expenses & distributions
- Benefits paid
- $317,898
- Administrative expenses
- $44,047
- Total expenses
- $369,513
- Net increase / (decrease)
- $846,611
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Waverly Advisors, LLC | RIA | $44,047 | $0 | 2023 |