2023 Form 5500 filing — Webb Employee Stock Ownership 401(K) 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 20240917181932NAL0001990531001) for Webb Employee Stock Ownership 401(K) Plan, reported by George Webb Sales Company under EIN 87-0275944 and plan number 003. It reports 116 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$4.8MReported net assets$4,802,454
Participants116
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240917181932NAL0001990531001
Plan sponsor
George Webb Sales Company
EIN
87-0275944
Plan number
003
Location
Salt Lake City, UT
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)$4.8M total assets
Net assets$4.8MLiabilities$4.1K
Money in vs. money out
Total income / additions$2.2M
Total expenses$400.8K
Benefits paid / distributions$386.4K
Contributions
Employer$57.5K
Participant$260.9K
Full reported line items
Total assets (EOY)
$4,806,572
Total liabilities (EOY)
$4,118
Net assets (EOY)
$4,802,454
Employer contributions
$57,474
Participant contributions
$260,850
Total income / additions
$2,165,516
Benefits paid
$386,441
Administrative expenses
$14,185
Total expenses
$400,752
Net increase / (decrease)
$1,764,764

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240917181932NAL0001990531001 cover?
It is the 2023 Form 5500 filing for Webb Employee Stock Ownership 401(K) Plan, reported by George Webb Sales Company (EIN 87-0275944).
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