Williams-Keepers LLC 401(K) Plan — Form 5500 plan (Williams-Keepers LLC)
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-Keepers LLC 401(K) Plan is a benefit plan reported by Williams-Keepers LLC under EIN 43-1126847 and plan number 002. The latest loaded filing year is 2023. The filing reports 133 participants and $25,335,556 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Williams-Keepers LLC
- EIN
- 43-1126847
- Plan number
- 002
- Plan type
- 2
- Location
- Columbia, MO
- Latest filing year
- 2023
- Participants
- 133
- End-of-year plan assets
- $25,335,556
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 133 | H, C | 20240725161412NAL0008412771001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $25,335,556
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $25,335,556
- Net assets (BOY)
- $20,456,543
Income & contributions
- Employer contributions
- $584,462
- Participant contributions
- $1,058,145
- Total contributions
- $1,682,189
- Total income / additions
- $6,121,092
Expenses & distributions
- Benefits paid
- $1,147,098
- Administrative expenses
- $94,981
- Total expenses
- $1,242,079
- Net increase / (decrease)
- $4,879,013
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Edward D Jones & Co Lp | NONE | $40,265 | not reported in the loaded dataset | 2023 |
| Wilshire Associates Inc (Usa) | NONE | $4,474 | not reported in the loaded dataset | 2023 |
| John Hancock Usa | NONE | $154 | $0 | 2023 |