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, L.R. Willson & Sons, Inc. Employee Retirement Plan is a benefit plan reported by L.R. Willson & Sons, Inc. under EIN 52-0955711 and plan number 001. The latest loaded filing year is 2023. The filing reports 219 participants and $14,567,933 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $14,567,933
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $14,567,933
- Net assets (BOY)
- $12,624,604
Income & contributions
- Employer contributions
- $1,870,786
- Participant contributions
- $308,928
- Total contributions
- $2,179,714
- Total income / additions
- $4,035,889
Expenses & distributions
- Benefits paid
- $1,985,646
- Administrative expenses
- $66,739
- Total expenses
- $2,092,560
- Net increase / (decrease)
- $1,943,329