2023 Form 5500 filing — Williams Island Poa 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 20241013094710NAL0024682129001) for Williams Island Poa 401(K) Plan, reported by Williams Island Poa under EIN 59-2726985 and plan number 001. It reports 226 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241013094710NAL0024682129001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Williams Island Poa
- EIN
- 59-2726985
- Plan number
- 001
- Location
- Aventura, FL
- Participants
- 226
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $5,493,301
- Net assets (EOY)
- $5,493,301
- Employer contributions
- $222,860
- Participant contributions
- $477,178
- Total income / additions
- $1,555,212
- Benefits paid
- $243,176
- Administrative expenses
- $37,337
- Total expenses
- $280,513
- Net increase / (decrease)
- $1,274,699
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Definiti LLC | THIRD PARTY ADMINISTRATOR | $6,006 | $0 |
| John Hancock Life Insurance Company | RECORDKEEPER | $3,035 | $0 |