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Form 5500 · Retirement plan · MIAMI, FL

WILLIAMSON CADILLAC COMPANY

The filing calls this plan WILLIAMSON CADILLAC EMPLOYEES' RETIREMENT PLAN AND TRUST.

WILLIAMSON CADILLAC COMPANY of MIAMI, FL files a Form 5500 for its retirement plan. Schedule A discloses 3 annuity or guaranteed-interest contracts held by the plan, written by MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY and 1 other insurer. These are investment and funding contracts, not group health or welfare coverage. No medical, dental or life benefit is reported on this filing.

Agent of record (Schedule A)
Contract year ends
Juneas filed for plan year 2024

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 59-1195335 · plan 003 · plan year 2024, filed Oct 15, 2025

Participants at the start of the year
379
Contracts on file
3
Contract value
$4,380,571
Plan year end
June

Plan brief

Schedule A lists 3 insurance contracts held by the plan — annuities, guaranteed-interest accounts or similar funding vehicles. The largest number are with MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY.

The contracts held $4,380,571 at the end of the plan year, as reported on Schedule A.

The filing discloses no agent commission on these contracts.

A Schedule A is filed for a retirement plan when plan assets sit in an insurance company contract. It reports the contract's balances and any agent commission. It does not report a health, dental or life premium, and it does not give a group renewal date.

The contract year ended in June.

Schedule A insurance contracts

CarrierContract typeCoveredYear endsContract valueCommission
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANYAnnuity / GIC0June—$0
PRINCIPAL LIFE INSURANCE COMPANYAnnuity / GIC187December$118,949$0
PRINCIPAL LIFE INSURANCE COMPANYAnnuity / GIC187December$4,261,622$0

Covered = persons covered at policy year end, as filed on Schedule A for that policy — often certificates or one class, not the whole plan. Premium = the filing’s own premium/charges figure; “—” means not credibly reported.

See the filing at the Department of Labor

Administrator and service providers

Plan administrator on the filing
WILLIAMSON CADILLAC COMPANY
EIN 59-1195335
PRINCIPAL LIFE INSURANCE COMPANY
Contract administrator · EIN 42-0127290
$31,005
paid directly by the plan
WELLS FARGO ADVISORS, LLC
INVESTMENT ADVISOR · EIN 34-1542819
$19,529
paid directly by the plan
BDO USA LLP
Accounting and audit · EIN 13-5381590
$13,259
paid directly by the plan
MORNINGSTAR INVESTMENT MANAGEMENT
INVESTMENT ADVISOR · EIN 36-4317381
$0
paid directly by the plan

The plan administrator is from line 3a of the main form. The service providers are named on Schedule C of this filing. We publish company names only.

Reported to OSHA

Reported to OSHA for 2025: 166 employees, 9 recordable cases, 88 days away from work.

EmployeesThe company's own average for the year
166
Hours worked
343,394
Recordable cases
9
Days away from work
88

Source: OSHA Injury Tracking Application establishment data, 2025.

What the plan holds

Plan assets at year end
$22,688,408
Paid out in benefits
$1,236,357
Participants at the start of the year
379
Participants with account balances
205

Sourced from U.S. DOL EFAST2 Form 5500 · Schedule H

Who runs the plan

Independent accountantEIN 13-5381590
BDO USA, P.C.
Accountant's opinion (Schedule H, line 3a)
Unmodified

From Schedule H of this filing.

We can name the recordkeeper and the auditor for large plans, the ones that file a Schedule C or a Schedule H. Smaller plans do not have to report either, so for most 401(k) plans in the country that information is not public anywhere.

The filing reports that employee contributions were not forwarded to the plan on time (line 4a).

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