2023 Form 5500 filing — Andrew & Williamson Sales Company, Inc. Retirement Savings 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 20241002160221NAL0014821904001) for Andrew & Williamson Sales Company, Inc. Retirement Savings Plan, reported by Andrew & Williamson Sales Co., Inc. under EIN 33-0358167 and plan number 001. It reports 239 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$23.5MReported net assets$23,471,538
Participants239
Provider compensationNone reported
Schedules filedSchedule HLoaded schedules
EFAST2 acknowledgement
20241002160221NAL0014821904001
Plan sponsor
Andrew & Williamson Sales Co., Inc.
EIN
33-0358167
Plan number
001
Location
San Diego, CA
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 H · 2023

Reported financial snapshot

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

Reported balance (end of year)$23.5M total assets
Net assets$23.5MLiabilities$0
Money in vs. money out
Total income / additions$4.6M
Total expenses$255.5K
Benefits paid / distributions$250.2K
Contributions
Employer$691.9K
Participant$886.3K
Full reported line items
Total assets (EOY)
$23,471,538
Total liabilities (EOY)
$0
Net assets (EOY)
$23,471,538
Employer contributions
$691,874
Participant contributions
$886,328
Total income / additions
$4,617,327
Benefits paid
$250,230
Administrative expenses
$1,531
Total expenses
$255,510
Net increase / (decrease)
$4,361,817

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241002160221NAL0014821904001 cover?
It is the 2023 Form 5500 filing for Andrew & Williamson Sales Company, Inc. Retirement Savings Plan, reported by Andrew & Williamson Sales Co., Inc. (EIN 33-0358167).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials).

Related Form 5500 pages