Plan5500

Williamsville, IL Form 5500 retirement and benefit plan filings

City Form 5500 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, Williamsville, IL has 1 loaded benefit plan(s) reported by 1 plan sponsor(s), with $1,591,786 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
1
Plan sponsors
1
Latest filing year
2023

What stands out in Williamsville

  • 1 loaded plans hold $1.6M in reported assets across 1 sponsors.
  • The largest, Donley Trucking Inc Retirement Plan, holds 100% of reported Williamsville plan assets.
  • Plans cover 20 participants — about 20 per plan.
  • 100% of loaded plans report full Schedule H/I financial statements.
  • report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$1.6MSummed across loaded plans$1,591,786
Total reported assets$1.6M$1,591,786
Total reported participants20
Total reported liabilitiesNot reported

Reported net position

Reported assets = net assets + liabilities (summed)$1.6M total assets
Net assets$1.6MLiabilities—
Contributions & income
Employer contributions$8.5K
Participant contributions$75.4K
Total income / additions$310.5K
Expenses & distributions
Benefits paid / distributions$272.2K
Total expenses$272.7K
Net increase / (decrease)$37.8K

Data coverage

Plans with financial statements1 / 1 (100%)
Plans with provider compensation0 / 1 ()

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Williamsville, IL plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Williamsville market comparison

Largest plan share of assets100%Donley Trucking Inc Retirement Plan
Participants per plan20Average across loaded plans
Plan sponsors1
Ranked by reported assets

Largest loaded plans in Williamsville

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Donley Trucking Inc Retirement Plan$1.6M
    Donley Trucking Inc · 2023

Largest plans in Williamsville → · Williamsville plans by participants → · Williamsville plans with financial data → · Williamsville plans with provider compensation → · $1B+ plans in Williamsville →

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Williamsville, IL?
1 plan(s) reported by 1 sponsor(s) are loaded for Williamsville, IL.

Related Form 5500 pages