How many benefit plans does The Williamson Group, Inc. report on Form 5500?

The Williamson Group, Inc. (EIN 11-1477870) reports 1 benefit plan(s) in the loaded Form 5500 dataset.

What is the EIN for The Williamson Group, Inc.?

The Employer Identification Number (EIN) reported for The Williamson Group, Inc. is 11-1477870.

What is the latest Form 5500 filing year for The Williamson Group, Inc.?

The latest loaded Form 5500 filing year for The Williamson Group, Inc. is 2023.

The Williamson Group, Inc. — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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 Williamson Group, Inc. (EIN 11-1477870) is a plan sponsor located in Louisville, KY with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN: 11-1477870
Location: Louisville, KY
Loaded plans: 1
Latest filing year: 2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for The Williamson Group, Inc.

1 loaded plans hold $22M in reported assets.
The largest, The Williamson Group, Inc. 401(K) Savings Plan, holds 100% of this company's reported plan assets.
Plans cover 129 reported participants.
1 of 1 plans report full financial statements.
1 report Schedule C provider compensation.

Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$22MSummed across loaded plans$21,997,131

Total reported assets$22M$21,997,131

Total reported participants129

Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$22M total assets

Net assets$22MLiabilities$0

Contributions & income

Employer contributions$513.3K

Participant contributions$805.2K

Total income / additions$5.7M

Expenses & distributions

Benefits paid / distributions$4.3M

Total expenses$4.4M

Net increase / (decrease)$1.4M

Data coverage

Plans with financial statements1 / 1 (100%)

Plans with provider compensation1 / 1 (100%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's 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

Portfolio comparison

Largest plan share of assets100%The Williamson Group, Inc. 401(K) Savings Plan

Participants per plan129Average across loaded plans

Loaded plans1

Ranked by reported assets

Largest loaded plans

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

1
The Williamson Group, Inc. 401(K) Savings Plan$22M
Plan #002 · 129 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for The Williamson Group, Inc.. Open one for its full reported snapshot.

2023
The Williamson Group, Inc. 401(K) Savings Plan129 participants · 2Sch HSch C
View filing →

What to inspect next

Frequently asked questions

How many benefit plans does The Williamson Group, Inc. report on Form 5500?: The Williamson Group, Inc. (EIN 11-1477870) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for The Williamson Group, Inc.?: The Employer Identification Number (EIN) reported for The Williamson Group, Inc. is 11-1477870.
What is the latest Form 5500 filing year for The Williamson Group, Inc.?: The latest loaded Form 5500 filing year for The Williamson Group, Inc. is 2023.