Original filing (PDF)20241014084038NAL0026838465001

WB WILLIAMSON BROS., INC.

Name: WB WILLIAMSON BROS., INC. — WB WILLIAMSON 401(K) SAVINGS PLAN, Form 5500 (2023)
Creator: WB WILLIAMSON BROS., INC.

Form 5500-SF

FILING_RECEIVED

WB WILLIAMSON 401(K) SAVINGS PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$80K

Net assets (EOY)

$80K

Plan health score

Above-average plan

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

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for WB WILLIAMSON BROS., INC..

Plan sponsor

Name

WB WILLIAMSON BROS., INC.

EIN

65-0933785

Address

1106 SE 12TH CT. · CAPE CORAL, FL · 33990

Phone

(239) 283-2013

Industry

Constructionsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-10-14

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

3H · Sponsor in controlled / affiliated group

Service providers (Schedule C)

Small plans don't disclose service providers

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