Plan5500

The W.W. Williams Co. LLC Employees Savings Plan & Trust Plan — Form 5500 plan (The W.W. Williams Co. LLC)

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, The W.W. Williams Co. LLC Employees Savings Plan & Trust Plan is a benefit plan reported by The W.W. Williams Co. LLC under EIN 81-3158413 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,314 participants and $79,487,133 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$79.5MPlan net assets, end of year$79,487,133
Participants1.3KCovered participants reported1,314
Assets / participant$60.5KComputed: assets ÷ participants$60,492 (computed)
Provider compensation$179.3K2 Schedule C provider row(s)$179,299
Plan sponsor
The W.W. Williams Co. LLC
EIN
81-3158413
Plan number
002
Plan type
2
Location
Dublin, OH
Latest filing year
2023
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    1,314 participants · 2Sch HSch C
    View filing →
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$79.5M total assets
Net assets$79.5MLiabilities$0
Money in vs. money out
Total income / additions$21.7M
Total expenses$9.6M
Benefits paid / distributions$9.5M
Contributions
Employer$1.4M
Participant$4.9M
Full reported line items

Net assets

Total assets (EOY)
$79,487,133
Total liabilities (EOY)
$0
Net assets (EOY)
$79,487,133
Net assets (BOY)
$67,419,611

Income & contributions

Employer contributions
$1,426,817
Participant contributions
$4,879,682
Total contributions
$9,790,015
Total income / additions
$21,702,115

Expenses & distributions

Benefits paid
$9,454,169
Administrative expenses
$179,299
Total expenses
$9,634,593
Net increase / (decrease)
$12,067,522
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 23%Participant 77%
Total expenses ÷ net assets12%Computed ratio
Benefits paid ÷ total income44%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    Fidelity Investments Institutional$149.3K
    RECORDKEEPER · Direct $149.3K · Indirect $0
  2. 2
    Creative Planning$30K
    BROKER · Direct $30K

Related Form 5500 pages