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, T.D. Williamson, Inc. Thrift Plan And Trust is a benefit plan reported by Td Williamson, Inc under EIN 73-0399110 and plan number 003. The latest loaded filing year is 2023. The filing reports 1,224 participants and $114,826,330 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $114,826,330
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $114,826,330
- Net assets (BOY)
- $101,090,350
Income & contributions
- Employer contributions
- $4,222,033
- Participant contributions
- $6,615,602
- Total contributions
- $17,132,111
- Total income / additions
- $34,065,841
Expenses & distributions
- Benefits paid
- $20,208,412
- Administrative expenses
- $97,640
- Total expenses
- $20,329,861
- Net increase / (decrease)
- $13,735,980