2023 Form 5500 filing — Williams Stone Co., Inc. Employee Stock Ownership Plan

Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240829131710NAL0029373810001) for Williams Stone Co., Inc. Employee Stock Ownership Plan, reported by Williams Stone Co., Inc. under EIN 04-2044378 and plan number 002. It reports 45 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$20.1MReported net assets$20,061,083
Participants45
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240829131710NAL0029373810001
Plan sponsor
Williams Stone Co., Inc.
EIN
04-2044378
Plan number
002
Location
East Otis, MA
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule I · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$20.1M total assets
Net assets$20.1MLiabilities$29.6K
Money in vs. money out
Total income / additions$3.7M
Total expenses$321.5K
Benefits paid / distributions$279.5K
Contributions
Employer$180.7K
ParticipantNot reported
Full reported line items
Total assets (EOY)
$20,090,667
Total liabilities (EOY)
$29,584
Net assets (EOY)
$20,061,083
Employer contributions
$180,719
Total income / additions
$3,677,985
Benefits paid
$279,454
Total expenses
$321,540
Net increase / (decrease)
$3,356,445

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240829131710NAL0029373810001 cover?
It is the 2023 Form 5500 filing for Williams Stone Co., Inc. Employee Stock Ownership Plan, reported by Williams Stone Co., Inc. (EIN 04-2044378).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule I (small plan financials).

Related Form 5500 pages