Wm. F. Meyer Company Profit Sharing Plan — Form 5500 plan (Wm. F. Meyer Co.)
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, Wm. F. Meyer Company Profit Sharing Plan is a benefit plan reported by Wm. F. Meyer Co. under EIN 36-2248737 and plan number 001. The latest loaded filing year is 2023. The filing reports 140 participants and $15,932,372 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Wm. F. Meyer Co.
- EIN
- 36-2248737
- Plan number
- 001
- Plan type
- 2
- Location
- Aurora, IL
- Latest filing year
- 2023
- Participants
- 140
- End-of-year plan assets
- $15,932,372
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 140 | H, C | 20240730052334NAL0031119072001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $15,932,372
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $15,932,372
- Net assets (BOY)
- $14,732,379
Income & contributions
- Employer contributions
- $1,149,280
- Participant contributions
- $277,900
- Total contributions
- $1,433,148
- Total income / additions
- $3,671,827
Expenses & distributions
- Benefits paid
- $2,400,782
- Administrative expenses
- $69,304
- Total expenses
- $2,471,834
- Net increase / (decrease)
- $1,199,993
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Hightower Advisors, LLC | INVESTMENT/FINANCIAL ADVI | $83,717 | $0 | 2023 |
| Adp, Inc. | RECORD KEEPER | $16,045 | $0 | 2023 |
| Sikich Llp | AUDITOR | $11,400 | $0 | 2023 |
| Adp Broker-Dealer | RECORD KEEPER | $0 | $0 | 2023 |