Williams Island Poa 401(K) Plan — Form 5500 plan (Williams Island Poa)
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 Island Poa 401(K) Plan is a benefit plan reported by Williams Island Poa under EIN 59-2726985 and plan number 001. The latest loaded filing year is 2023. The filing reports 226 participants and $5,493,301 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Williams Island Poa
- EIN
- 59-2726985
- Plan number
- 001
- Plan type
- 2
- Location
- Aventura, FL
- Latest filing year
- 2023
- Participants
- 226
- End-of-year plan assets
- $5,493,301
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 226 | H, C | 20241013094710NAL0024682129001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $5,493,301
- Net assets (EOY)
- $5,493,301
- Net assets (BOY)
- $4,218,602
Income & contributions
- Employer contributions
- $222,860
- Participant contributions
- $477,178
- Total contributions
- $761,236
- Total income / additions
- $1,555,212
Expenses & distributions
- Benefits paid
- $243,176
- Administrative expenses
- $37,337
- Total expenses
- $280,513
- Net increase / (decrease)
- $1,274,699
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Definiti LLC | THIRD PARTY ADMINISTRATOR | $6,006 | $0 | 2023 |
| John Hancock Life Insurance Company | RECORDKEEPER | $3,035 | $0 | 2023 |