Williamsburg Landing, Inc. 403(B) Retirement Plan — Form 5500 plan (Williamsburg Landing, 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, Williamsburg Landing, Inc. 403(B) Retirement Plan is a benefit plan reported by Williamsburg Landing, Inc. under EIN 52-1305909 and plan number 001. The latest loaded filing year is 2023. The filing reports 417 participants and $8,115,330 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Williamsburg Landing, Inc.
EIN
52-1305909
Plan number
001
Plan type
2
Location
Williamsburg, VA
Latest filing year
2023
Participants
417
End-of-year plan assets
$8,115,330

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023417H, C20241010094519NAL0011345795001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$8,115,330
Total liabilities (EOY)
$0
Net assets (EOY)
$8,115,330
Net assets (BOY)
$7,551,571

Income & contributions

Employer contributions
$256,967
Participant contributions
$630,682
Total contributions
$925,053
Total income / additions
$1,994,680

Expenses & distributions

Benefits paid
$1,339,815
Administrative expenses
$91,106
Total expenses
$1,430,921
Net increase / (decrease)
$563,759

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$62,204$02023
Global Retirement Partners LLCINVESTMENT ADVISORY$28,259$172023

Related Form 5500 pages