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, Weldon, Williams & Lick, Inc. 401(K) Plan is a benefit plan reported by Weldon, Williams & Lick, Inc. under EIN 71-0188290 and plan number 002. The latest loaded filing year is 2023. The filing reports 180 participants and $29,393,315 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $29,393,315
- Total liabilities (EOY)
- $332
- Net assets (EOY)
- $29,392,983
- Net assets (BOY)
- $26,763,855
Income & contributions
- Employer contributions
- $353,899
- Participant contributions
- $627,266
- Total contributions
- $1,145,500
- Total income / additions
- $5,363,174
Expenses & distributions
- Benefits paid
- $2,646,206
- Administrative expenses
- $87,508
- Total expenses
- $2,734,046
- Net increase / (decrease)
- $2,629,128