2023 Form 5500 filing — Williamson Cadillac Employees' Retirement Plan And Trust
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 20241014103140NAL0027032993005) for Williamson Cadillac Employees' Retirement Plan And Trust, reported by Williamson Cadillac Company under EIN 59-1195335 and plan number 003. It reports 365 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014103140NAL0027032993005
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Williamson Cadillac Company
- EIN
- 59-1195335
- Plan number
- 003
- Location
- Miami, FL
- Participants
- 365
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $29,865,845
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $29,865,845
- Employer contributions
- $859,178
- Participant contributions
- $1,620,379
- Total income / additions
- $6,238,721
- Benefits paid
- $2,371,825
- Administrative expenses
- $225,887
- Total expenses
- $2,603,228
- Net increase / (decrease)
- $3,635,493
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $127,297 | $0 |
| Wells Fargo Advisors, LLC | INVESTMENT ADVISOR | $46,074 | $0 |
| Definiti LLC | CONTRACT ADMIN | $10,175 | $26,451 |
| Bdo Usa Llp | AUDITOR | $27,502 | $0 |
| Williamson Cadillac Company | OTHER | $14,839 | $0 |