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 & Fudge, Inc. Retirement Savings Plan is a benefit plan reported by Williams & Fudge, Inc. under EIN 57-0826165 and plan number 001. The latest loaded filing year is 2023. The filing reports 294 participants and $23,848,967 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $23,848,967
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $23,848,967
- Net assets (BOY)
- $21,454,761
Income & contributions
- Employer contributions
- $568,416
- Participant contributions
- $1,201,708
- Total contributions
- $1,782,335
- Total income / additions
- $5,146,842
Expenses & distributions
- Benefits paid
- $2,699,355
- Administrative expenses
- $45,180
- Total expenses
- $2,752,636
- Net increase / (decrease)
- $2,394,206