2023 Form 5500 filing — Williams Lea LLC 401(K) 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 20241015123938NAL0057633538001) for Williams Lea LLC 401(K) Savings Plan, reported by Williams Lea LLC under EIN 13-3160717 and plan number 001. It reports 2,027 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$151.6MReported net assets$151,607,540
Participants2K2,027
Provider compensation$200.3K2 Schedule C row(s)$200,291
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241015123938NAL0057633538001
- Plan sponsor
- Williams Lea LLC
- EIN
- 13-3160717
- Plan number
- 001
- Location
- Wheeling, WV
- Received date
- not reported in the loaded dataset
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)$151.6M total assets
Net assets$151.6MLiabilities$0
Full reported line items
- Total assets (EOY)
- $151,607,540
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $151,607,540
- Employer contributions
- $2,209,927
- Participant contributions
- $5,806,322
- Total income / additions
- $32,074,389
- Benefits paid
- $12,305,746
- Administrative expenses
- $278,871
- Total expenses
- $12,584,617
- Net increase / (decrease)
- $19,489,772
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| The Vanguard Group, Inc. | NONE | $129,244 | $0 |
| Vanguard Advisers Inc. | NONE | $71,047 | not reported in the loaded dataset |