Williams Homes, Inc. 401(K) Plan — Form 5500 plan (Williams Homes, 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, Williams Homes, Inc. 401(K) Plan is a benefit plan reported by Williams Homes, Inc. under EIN 95-4615050 and plan number 001. The latest loaded filing year is 2023. The filing reports 178 participants and $8,326,000 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Williams Homes, Inc.
EIN
95-4615050
Plan number
001
Plan type
2
Location
Santa Clarita, CA
Latest filing year
2023
Participants
178
End-of-year plan assets
$8,326,000

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023178H, C20241007060822NAL0014843505001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$8,326,000
Total liabilities (EOY)
$0
Net assets (EOY)
$8,326,000
Net assets (BOY)
$6,332,907

Income & contributions

Employer contributions
$556,134
Participant contributions
$1,040,887
Total contributions
$1,730,949
Total income / additions
$2,915,922

Expenses & distributions

Benefits paid
$858,621
Administrative expenses
$64,208
Total expenses
$922,829
Net increase / (decrease)
$1,993,093

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Pentegra Retirement ServicesRECORD-KEEPER$64,159not reported in the loaded dataset2023

Related Form 5500 pages