Williams Brothers Trucking, Inc. 401(K) Plan — Form 5500 plan (Williams Brothers Trucking, 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, Williams Brothers Trucking, Inc. 401(K) Plan is a benefit plan reported by Williams Brothers Trucking, Inc. under EIN 58-1278267 and plan number 001. The latest loaded filing year is 2023. The filing reports 414 participants and $11,233,757 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Williams Brothers Trucking, Inc.
EIN
58-1278267
Plan number
001
Plan type
2
Location
Hazelhurst, GA
Latest filing year
2023
Participants
414
End-of-year plan assets
$11,233,757

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023414H, C20240814150457NAL0025722226001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$11,233,757
Net assets (EOY)
$11,233,757
Net assets (BOY)
$9,564,522

Income & contributions

Employer contributions
$811,988
Participant contributions
$1,101,226
Total contributions
$1,914,822
Total income / additions
$3,057,822

Expenses & distributions

Benefits paid
$1,367,792
Administrative expenses
$20,795
Total expenses
$1,388,587
Net increase / (decrease)
$1,669,235

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Nwrpc LLCTPA$23,655$3,1162023
Future Plan By AscensusTPA$6,739$1,3062023
Hancock Askew & Co. LlpAUDITOR$7,500$02023
Empower Annuity Insurance Co.RECORDKEEPER$6,221$02023

Related Form 5500 pages