Plan5500

A.P. Williams, Inc. Employee Benefit Plan — Form 5500 plan (A.P. Williams, Inc.)

Plain-English plan 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, A.P. Williams, Inc. Employee Benefit Plan is a benefit plan reported by A.P. Williams, Inc. under EIN 25-1728673 and plan number 501. The latest loaded filing year is 2023. The filing reports 51 participants and $16,134 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
A.P. Williams, Inc.
EIN
25-1728673
Plan number
501
Plan type
2
Location
Harrisburg, PA
Latest filing year
2023
Participants
51
End-of-year plan assets
$16,134

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202351I, C20240531135815NAL0007264659001

Reported financial statement (2023 · Schedule I)

Net assets

Total assets (EOY)
$16,134
Total liabilities (EOY)
$56,078
Net assets (EOY)
-$39,944
Net assets (BOY)
-$179,750

Income & contributions

Employer contributions
$562,014
Participant contributions
$187,833
Total income / additions
$756,343

Expenses & distributions

Benefits paid
$330,222
Administrative expenses
$3,618
Total expenses
$616,537
Net increase / (decrease)
$139,806

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Commonwealth Financial GroupBROKER$21,708not reported in the loaded dataset2023
The Benecon GroupBROKER$14,478not reported in the loaded dataset2023
Capital BluecrossCARRIER$3,618not reported in the loaded dataset2023
Connectcare3PATIENT ADVOCATE$3,166not reported in the loaded dataset2023

Related Form 5500 pages