Plan5500

Williams Distributing Company Retirement Savings Plan — Form 5500 plan (Williams Distributing Company)

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, Williams Distributing Company Retirement Savings Plan is a benefit plan reported by Williams Distributing Company under EIN 38-1860494 and plan number 004. The latest loaded filing year is 2023. The filing reports 568 participants and $0 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Williams Distributing Company
EIN
38-1860494
Plan number
004
Plan type
2
Location
Grand Rapids, MI
Latest filing year
2023
Participants
568
End-of-year plan assets
$0

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023568H, C20241205134347NAL0003146979001
2023623H, C20241014172702NAL0013686675001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$0
Total liabilities (EOY)
$0
Net assets (EOY)
$0
Net assets (BOY)
$23,554,281

Income & contributions

Employer contributions
$4,816
Total contributions
$4,816
Total income / additions
$5,703

Expenses & distributions

Benefits paid
$1,411,017
Administrative expenses
$14,885
Total expenses
$1,482,579
Net increase / (decrease)
-$1,476,876

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Global Retirement Partners LLCINVESTMENT ADVISOR$40,984not reported in the loaded dataset2023
Transamerica Retirement SolutionsRECORDKEEPER$37,204$02023
Global Retirement Partners LLCADVISORY$11,654not reported in the loaded dataset2023
RehmannAUDIT$9,000not reported in the loaded dataset2023
Transamerica Retirement SolutionsRECORDKEEPER$3,231$02023

Related Form 5500 pages