Plan5500

M. R. Williams, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (M. R. Williams, 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, M. R. Williams, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by M. R. Williams, Inc. under EIN 56-1130993 and plan number 001. The latest loaded filing year is 2023. The filing reports 326 participants and $10,329,752 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
M. R. Williams, Inc.
EIN
56-1130993
Plan number
001
Plan type
2
Location
Henderson, NC
Latest filing year
2023
Participants
326
End-of-year plan assets
$10,329,752

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023326H, C20250121093101NAL0002036211001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$10,329,752
Total liabilities (EOY)
$0
Net assets (EOY)
$10,329,752
Net assets (BOY)
$9,241,875

Income & contributions

Employer contributions
$210,426
Participant contributions
$658,642
Total contributions
$869,083
Total income / additions
$2,170,714

Expenses & distributions

Benefits paid
$1,035,011
Administrative expenses
$47,826
Total expenses
$1,082,837
Net increase / (decrease)
$1,087,877

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Nationwide Financial ServicesCUSTODIAN$27,956$2,6072023
Carolina Wealth Management IncADVISOR$21,507not reported in the loaded dataset2023
Trinity Pension GroupCONTRACT ADMINISTRATOR$17,448$2,3472023

Related Form 5500 pages