2023 Form 5500 filing — Louis A. Williams & Associates, Inc. Employee Benefit Plan & 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 20250115140017NAL0034357344005) for Louis A. Williams & Associates, Inc. Employee Benefit Plan & Trust, reported by Louis A. Williams & Associates, Inc. under EIN 75-1469549 and plan number 501. It reports 51 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$129.2KReported net assets$129,172
Participants51
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
- EFAST2 acknowledgement
- 20250115140017NAL0034357344005
- Plan sponsor
- Louis A. Williams & Associates, Inc.
- EIN
- 75-1469549
- Plan number
- 501
- Location
- Marshall, TX
- Received date
- not reported in the loaded dataset
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)$129.2K total assets
Net assets$129.2KLiabilities—
Full reported line items
- Total assets (EOY)
- $129,172
- Net assets (EOY)
- $129,172
- Employer contributions
- $1,304,758
- Total income / additions
- $1,432,315
- Benefits paid
- $1,387,942
- Total expenses
- $1,424,735
- Net increase / (decrease)
- $7,580