Louis A. Williams & Associates, Inc. Employee Benefit Plan & Trust — Form 5500 plan (Louis A. Williams & Associates, 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, Louis A. Williams & Associates, Inc. Employee Benefit Plan & Trust is a benefit plan reported by Louis A. Williams & Associates, Inc. under EIN 75-1469549 and plan number 501. The latest loaded filing year is 2023. The filing reports 51 participants and $129,172 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Louis A. Williams & Associates, Inc.
- EIN
- 75-1469549
- Plan number
- 501
- Plan type
- 2
- Location
- Marshall, TX
- Latest filing year
- 2023
- Participants
- 51
- End-of-year plan assets
- $129,172
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 51 | I | 20250115140017NAL0034357344005 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $129,172
- Net assets (EOY)
- $129,172
- Net assets (BOY)
- $121,592
Income & contributions
- Employer contributions
- $1,304,758
- Total income / additions
- $1,432,315
Expenses & distributions
- Benefits paid
- $1,387,942
- Total expenses
- $1,424,735
- Net increase / (decrease)
- $7,580
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.