Andrew & Williamson Sales Co., 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, Andrew & Williamson Sales Co., Inc. (EIN 33-0358167) is a plan sponsor located in San Diego, CA 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
33-0358167
Location
San Diego, CA
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 Andrew & Williamson Sales Co., Inc.

  • 1 loaded plans hold $23.5M in reported assets.
  • The largest, Andrew & Williamson Sales Company, Inc. Retirement Savings Plan, holds 100% of this company's reported plan assets.
  • Plans cover 239 reported participants.
  • 1 of 1 plans report full financial statements.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$23.5MSummed across loaded plans$23,471,538
Total reported assets$23.5M$23,471,538
Total reported participants239
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$23.5M total assets
Net assets$23.5MLiabilities$0
Contributions & income
Employer contributions$691.9K
Participant contributions$886.3K
Total income / additions$4.6M
Expenses & distributions
Benefits paid / distributions$250.2K
Total expenses$255.5K
Net increase / (decrease)$4.4M

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 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%Andrew & Williamson Sales Company, Inc. Retirement Savings Plan
Participants per plan239Average 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. 1
    Plan #001 · 239 participants · 2023
EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Andrew & Williamson Sales Co., Inc.. Open one for its full reported snapshot.

  1. 2023
    Andrew & Williamson Sales Company, Inc. Retirement Savings Plan239 participants · 2Sch H
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Andrew & Williamson Sales Co., Inc. report on Form 5500?
Andrew & Williamson Sales Co., Inc. (EIN 33-0358167) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Andrew & Williamson Sales Co., Inc.?
The Employer Identification Number (EIN) reported for Andrew & Williamson Sales Co., Inc. is 33-0358167.
What is the latest Form 5500 filing year for Andrew & Williamson Sales Co., Inc.?
The latest loaded Form 5500 filing year for Andrew & Williamson Sales Co., Inc. is 2023.

Related Form 5500 pages