Williams-Sonoma, Inc. 401(K) Plan — Form 5500 plan (Williams-Sonoma, 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, Williams-Sonoma, Inc. 401(K) Plan is a benefit plan reported by Williams-Sonoma, Inc. under EIN 94-2203880 and plan number 001. The latest loaded filing year is 2023. The filing reports 23,382 participants and $628,968,727 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Williams-Sonoma, Inc.
- EIN
- 94-2203880
- Plan number
- 001
- Plan type
- 2
- Location
- San Francisco, CA
- Latest filing year
- 2023
- Participants
- 23,382
- End-of-year plan assets
- $628,968,727
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 23,382 | H, C | 20240717084959NAL0004151921002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $628,968,727
- Net assets (EOY)
- $628,968,727
- Net assets (BOY)
- $484,692,903
Income & contributions
- Employer contributions
- $12,096,384
- Participant contributions
- $35,318,181
- Total contributions
- $50,767,558
- Total income / additions
- $191,646,455
Expenses & distributions
- Benefits paid
- $46,798,183
- Administrative expenses
- $520,206
- Total expenses
- $47,370,631
- Net increase / (decrease)
- $144,275,824
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Schwab Retirement Plan Services,Inc | NONE | $474,908 | not reported in the loaded dataset | 2023 |
| Mercer Investment Consulting | NONE | $21,935 | not reported in the loaded dataset | 2023 |
| Mercer Us Inc | NONE | $21,935 | not reported in the loaded dataset | 2023 |
| Charles Schwab & Co., Inc. | NONE | $1,021 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Williams-Sonoma, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in San Francisco, CA
- Schwab Retirement Plan Services,Inc — Schedule C compensation
- Mercer Investment Consulting — Schedule C compensation
- Mercer Us Inc — Schedule C compensation
- Charles Schwab & Co., Inc. — Schedule C compensation