How big is Louis Williams & Company's plan?

Louis Williams & Company's plan reported $3.4M in assets and 1 participants for 2022.

Original filing (PDF)20230711105104NAL0011709507001

Louis Williams & Company

Name: Louis Williams & Company — Louis Williams & Company, Form 5500 (2022)
Creator: Louis Williams & Company
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Louis Williams & Company Basic Profit Sharing Plan

Defined-contribution retirement plan · Louis Williams & Company's Louis Williams & Company Basic Profit Sharing Plan held $3.4M in plan assets for 1 participants in 2022.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.4M

Net assets (EOY)

$3.4M

People on this filing

David Pool signed Louis Williams & Company's 2022 Form 5500 as plan administrator.

David Pool — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Louis Williams & Company's EIN is 62-1008801.

EIN 62-1008801

Plan number 002

Plan year 2022

ACK ID 20230711105104NAL0011709507001

Official Form 5500 document

Download the official 2022 Form 5500 (PDF) for Louis Williams & Company from the U.S. Department of Labor's EFAST2 system.

Download the official 2022 Form 5500 (PDF)

Plan features

Louis Williams & Company's plan includes profit-sharing.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for LOUIS WILLIAMS & COMPANY.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score