Plan5500

The W.W. Williams Co. LLC Employees Savings Plan & Trust Plan — Form 5500 plan (The W.W. Williams Co. LLC)

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, The W.W. Williams Co. LLC Employees Savings Plan & Trust Plan is a benefit plan reported by The W.W. Williams Co. LLC under EIN 81-3158413 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,314 participants and $79,487,133 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$79.5MPlan net assets, end of year$79,487,133
Participants1.3KCovered participants reported1,314
Assets / participant$60.5KComputed: assets ÷ participants$60,492 (computed)
Provider compensation$179.3K2 Schedule C provider row(s)$179,299
Plan sponsor
The W.W. Williams Co. LLC
EIN
81-3158413
Plan number
002
Plan type
2
Location
Dublin, OH
Latest filing year
2023
How to read this plan profile
  • Net assets = total assets minus total liabilities, end of year (Schedule H/I).
  • Assets / participant is computed (assets ÷ reported participants) — a ratio, not a filed figure.
  • Schedule chips (Sch H / I / C) show which schedules each filing includes.
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • Figures are reported as filed, in whole dollars; verify against the official DOL/EBSA record before relying on them.
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    1,314 participants · 2Sch HSch C
    View filing →
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$79.5M total assets
Net assets$79.5MLiabilities$0
Money in vs. money out
Total income / additions$21.7M
Total expenses$9.6M
Benefits paid / distributions$9.5M
Contributions
Employer$1.4M
Participant$4.9M
Full reported line items

Net assets

Total assets (EOY)
$79,487,133
Total liabilities (EOY)
$0
Net assets (EOY)
$79,487,133
Net assets (BOY)
$67,419,611

Income & contributions

Employer contributions
$1,426,817
Participant contributions
$4,879,682
Total contributions
$9,790,015
Total income / additions
$21,702,115

Expenses & distributions

Benefits paid
$9,454,169
Administrative expenses
$179,299
Total expenses
$9,634,593
Net increase / (decrease)
$12,067,522
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 23%Participant 77%
Total expenses ÷ net assets12%Computed ratio
Benefits paid ÷ total income44%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    Fidelity Investments Institutional$149.3K
    RECORDKEEPER · Direct $149.3K · Indirect $0
  2. 2
    Creative Planning$30K
    BROKER · Direct $30K

What to inspect next

Frequently asked questions

Who sponsors the The W.W. Williams Co. LLC Employees Savings Plan & Trust Plan?
The W.W. Williams Co. LLC Employees Savings Plan & Trust Plan is reported as sponsored by The W.W. Williams Co. LLC (EIN 81-3158413, plan number 002) in public Form 5500 filings.
What is the most recent Form 5500 filing year for The W.W. Williams Co. LLC Employees Savings Plan & Trust Plan?
The latest Form 5500 filing year loaded for The W.W. Williams Co. LLC Employees Savings Plan & Trust Plan is 2023.
How many participants does The W.W. Williams Co. LLC Employees Savings Plan & Trust Plan report?
The W.W. Williams Co. LLC Employees Savings Plan & Trust Plan reports 1,314 participants in its latest loaded Form 5500 filing.
What are the reported plan assets for The W.W. Williams Co. LLC Employees Savings Plan & Trust Plan?
The W.W. Williams Co. LLC Employees Savings Plan & Trust Plan reports $79,487,133 in end-of-year plan assets in its latest loaded Form 5500 filing.
Form 5500 terms, in plain English
Form 5500
The annual report most U.S. employee benefit plans file with the Department of Labor through the EFAST2 system. It documents the plan sponsor, participants, finances, and service-provider compensation.
Schedule H
The financial statement for larger plans (generally 100+ participants): assets, liabilities, net assets, income, expenses, and the net change.
Schedule I
The condensed financial statement for smaller plans, covering the same kinds of figures in less detail.
Schedule C
Reports compensation paid to the plan’s service providers — both direct and indirect.
Net assets
Total assets minus total liabilities at the end of the year — what the plan holds for participants.
Employer / participant contributions
Money contributed to the plan by the employer and by participants during the year.

Figures are reported as filed and may contain errors or omissions. Verify against the official DOL/EBSA record before relying on any value.

Related Form 5500 pages