Williamson Cadillac Employees' Retirement Plan And Trust — Form 5500 plan (Williamson Cadillac Company)
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, Williamson Cadillac Employees' Retirement Plan And Trust is a benefit plan reported by Williamson Cadillac Company under EIN 59-1195335 and plan number 003. The latest loaded filing year is 2023. The filing reports 365 participants and $29,865,845 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Williamson Cadillac Company
- EIN
- 59-1195335
- Plan number
- 003
- Plan type
- 3
- Location
- Miami, FL
- Latest filing year
- 2023
- Participants
- 365
- End-of-year plan assets
- $29,865,845
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 365 | H, C | 20241014103140NAL0027032993005 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $29,865,845
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $29,865,845
- Net assets (BOY)
- $26,230,352
Income & contributions
- Employer contributions
- $859,178
- Participant contributions
- $1,620,379
- Total contributions
- $2,479,557
- Total income / additions
- $6,238,721
Expenses & distributions
- Benefits paid
- $2,371,825
- Administrative expenses
- $225,887
- Total expenses
- $2,603,228
- Net increase / (decrease)
- $3,635,493
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $127,297 | $0 | 2023 |
| Wells Fargo Advisors, LLC | INVESTMENT ADVISOR | $46,074 | $0 | 2023 |
| Definiti LLC | CONTRACT ADMIN | $10,175 | $26,451 | 2023 |
| Bdo Usa Llp | AUDITOR | $27,502 | $0 | 2023 |
| Williamson Cadillac Company | OTHER | $14,839 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Williamson Cadillac Company
- 2023 Form 5500 filing
- Form 5500 filings in FL
- 401(k) and benefit plan filings in Miami, FL
- Empower Annuity Insurance Company — Schedule C compensation
- Wells Fargo Advisors, LLC — Schedule C compensation
- Definiti LLC — Schedule C compensation
- Bdo Usa Llp — Schedule C compensation
- Williamson Cadillac Company — Schedule C compensation