2023 Form 5500 filing — The William Everett Group, Inc. 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 20251125145531NAL0007079122001) for The William Everett Group, Inc. 401(K) Plan, reported by The William Everett Group, Inc. under EIN 26-1317039 and plan number 001. It reports 194 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$1.2MReported net assets$1,172,772
Participants194
Provider compensationNone reported
Schedules filedSchedule HLoaded schedules
EFAST2 acknowledgement
20251125145531NAL0007079122001
Plan sponsor
The William Everett Group, Inc.
EIN
26-1317039
Plan number
001
Location
Chicago, IL
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)$1.2M total assets
Net assets$1.2MLiabilities$0
Money in vs. money out
Total income / additions$550.3K
Total expenses$102.2K
Benefits paid / distributions$87.6K
Contributions
Employer$0
Participant$390.8K
Full reported line items
Total assets (EOY)
$1,172,772
Total liabilities (EOY)
$0
Net assets (EOY)
$1,172,772
Employer contributions
$0
Participant contributions
$390,764
Total income / additions
$550,309
Benefits paid
$87,607
Administrative expenses
$4,306
Total expenses
$102,229
Net increase / (decrease)
$448,080

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20251125145531NAL0007079122001 cover?
It is the 2023 Form 5500 filing for The William Everett Group, Inc. 401(K) Plan, reported by The William Everett Group, Inc. (EIN 26-1317039).
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