Williams Tank Lines 401(K) Plan — Form 5500 plan (Williams Tank Lines, 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, Williams Tank Lines 401(K) Plan is a benefit plan reported by Williams Tank Lines, LLC under EIN 94-2514319 and plan number 001. The latest loaded filing year is 2023. The filing reports 487 participants and $35,783,363 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Williams Tank Lines, LLC
- EIN
- 94-2514319
- Plan number
- 001
- Plan type
- 2
- Location
- Stockton, CA
- Latest filing year
- 2023
- Participants
- 487
- End-of-year plan assets
- $35,783,363
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 487 | H, C | 20241014141948NAL0015087667001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $35,783,363
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $35,783,363
- Net assets (BOY)
- $31,430,551
Income & contributions
- Employer contributions
- $1,000,076
- Participant contributions
- $1,927,437
- Total contributions
- $2,956,740
- Total income / additions
- $7,630,703
Expenses & distributions
- Benefits paid
- $3,137,153
- Administrative expenses
- $137,953
- Total expenses
- $3,277,891
- Net increase / (decrease)
- $4,352,812
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $70,670 | $0 | 2023 |
| Merrill Lynch Pierce Fenner & Smith | INVESTMENT ADVISOR | $65,232 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $2,051 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Williams Tank Lines, LLC
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Stockton, CA
- Empower Annuity Insurance Company O — Schedule C compensation
- Merrill Lynch Pierce Fenner & Smith — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation