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401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF WILLIAMS COMPANY MANAGEMENT GROUP 401k Plan overview

Plan Name401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF WILLIAMS COMPANY MANAGEMENT GROUP
Plan identification number 001

401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF WILLIAMS COMPANY MANAGEMENT GROUP Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Plan covering Self-Employed individuals.
  • Plan sponsor(s) received services of leased employees, as defined in Code section 414(n), during the plan year.

401k Sponsoring company profile

WILLIAMS COMPANY MANAGEMENT GROUP has sponsored the creation of one or more 401k plans.

Company Name:WILLIAMS COMPANY MANAGEMENT GROUP
Employer identification number (EIN):050534693
NAIC Classification:236200

Form 5500 Filing Information

Submission information for form 5500 for 401k plan 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF WILLIAMS COMPANY MANAGEMENT GROUP

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01COLLEEN SMALL2023-11-30
0012021-01-01COLLEEN SMALL2022-10-04
0012020-01-01SHARON KARKLINS2021-06-30
0012019-01-01SHARON KARKLINS2020-08-25
0012018-01-01
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01SHARON KARKLINS2015-07-10
0012013-01-01SHARON KARKLINS2014-07-29
0012012-01-01SHARON KARKLINS
0012011-01-01JANICE LOWERY JANICE LOWERY2012-08-29
0012010-01-01JANICE LOWERY JANICE LOWERY2011-10-11
0012009-01-01JANICE LOWERY

Plan Statistics for 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF WILLIAMS COMPANY MANAGEMENT GROUP

401k plan membership statisitcs for 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF WILLIAMS COMPANY MANAGEMENT GROUP

Measure Date Value
2022: 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF WILLIAMS COMPANY MANAGEMENT GROUP 2022 401k membership
Total participants, beginning-of-year2022-01-01142
Total number of active participants reported on line 7a of the Form 55002022-01-01114
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0131
Total of all active and inactive participants2022-01-01145
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01145
Number of participants with account balances2022-01-01139
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF WILLIAMS COMPANY MANAGEMENT GROUP 2021 401k membership
Total participants, beginning-of-year2021-01-01132
Total number of active participants reported on line 7a of the Form 55002021-01-01102
Number of retired or separated participants receiving benefits2021-01-012
Number of other retired or separated participants entitled to future benefits2021-01-0137
Total of all active and inactive participants2021-01-01141
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-011
Total participants2021-01-01142
Number of participants with account balances2021-01-01138
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF WILLIAMS COMPANY MANAGEMENT GROUP 2020 401k membership
Total participants, beginning-of-year2020-01-01142
Total number of active participants reported on line 7a of the Form 55002020-01-01103
Number of retired or separated participants receiving benefits2020-01-012
Number of other retired or separated participants entitled to future benefits2020-01-0127
Total of all active and inactive participants2020-01-01132
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01132
Number of participants with account balances2020-01-01126
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF WILLIAMS COMPANY MANAGEMENT GROUP 2019 401k membership
Total participants, beginning-of-year2019-01-01129
Total number of active participants reported on line 7a of the Form 55002019-01-01113
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0112
Total of all active and inactive participants2019-01-01125
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01125
Number of participants with account balances2019-01-01118
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2012: 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF WILLIAMS COMPANY MANAGEMENT GROUP 2012 401k membership
Total participants, beginning-of-year2012-01-01100
Total number of active participants reported on line 7a of the Form 55002012-01-0167
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0121
Total of all active and inactive participants2012-01-0188
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-0188
Number of participants with account balances2012-01-0177
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF WILLIAMS COMPANY MANAGEMENT GROUP 2011 401k membership
Total participants, beginning-of-year2011-01-01100
Total number of active participants reported on line 7a of the Form 55002011-01-0172
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0128
Total of all active and inactive participants2011-01-01100
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01100
Number of participants with account balances2011-01-0185
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF WILLIAMS COMPANY MANAGEMENT GROUP 2010 401k membership
Total participants, beginning-of-year2010-01-01114
Total number of active participants reported on line 7a of the Form 55002010-01-0172
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0126
Total of all active and inactive participants2010-01-0198
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-011
Total participants2010-01-0199
Number of participants with account balances2010-01-0186
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF WILLIAMS COMPANY MANAGEMENT GROUP 2009 401k membership
Total participants, beginning-of-year2009-01-01169
Total number of active participants reported on line 7a of the Form 55002009-01-0157
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0157
Total of all active and inactive participants2009-01-01114
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01114
Number of participants with account balances2009-01-01111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF WILLIAMS COMPANY MANAGEMENT GROUP

Measure Date Value
2022 : 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF WILLIAMS COMPANY MANAGEMENT GROUP 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-810,646
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$2,169,053
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$2,136,844
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,308,899
Value of total assets at end of year2022-12-31$10,963,905
Value of total assets at beginning of year2022-12-31$13,943,604
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$32,209
Total interest from all sources2022-12-31$6,057
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$5,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$800,106
Participant contributions at end of year2022-12-31$130,545
Participant contributions at beginning of year2022-12-31$181,613
Participant contributions at end of year2022-12-31$0
Participant contributions at beginning of year2022-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$117,357
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$0
Liabilities. Value of operating payables at end of year2022-12-31$0
Liabilities. Value of operating payables at beginning of year2022-12-31$0
Total non interest bearing cash at end of year2022-12-31$0
Total non interest bearing cash at beginning of year2022-12-31$1
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-2,979,699
Value of net assets at end of year (total assets less liabilities)2022-12-31$10,963,905
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$13,943,604
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$8,833,999
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$12,445,667
Income. Interest from loans (other than to participants)2022-12-31$6,057
Value of interest in common/collective trusts at end of year2022-12-31$1,988,954
Value of interest in common/collective trusts at beginning of year2022-12-31$1,316,323
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-2,540,767
Net investment gain or loss from common/collective trusts2022-12-31$415,165
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$391,436
Employer contributions (assets) at end of year2022-12-31$10,407
Employer contributions (assets) at beginning of year2022-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$2,136,844
Contract administrator fees2022-12-31$32,209
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31REHMANN ROBSON LLC
Accountancy firm EIN2022-12-31383635706
2021 : 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF WILLIAMS COMPANY MANAGEMENT GROUP 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$1
Total income from all sources (including contributions)2021-12-31$2,880,427
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$1,393,964
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,359,830
Expenses. Certain deemed distributions of participant loans2021-12-31$493
Value of total corrective distributions2021-12-31$574
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,101,457
Value of total assets at end of year2021-12-31$13,943,604
Value of total assets at beginning of year2021-12-31$12,457,142
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$33,067
Total interest from all sources2021-12-31$9,698
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$5,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$759,339
Participant contributions at end of year2021-12-31$181,613
Participant contributions at beginning of year2021-12-31$158,531
Participant contributions at end of year2021-12-31$0
Participant contributions at beginning of year2021-12-31$11,042
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$0
Liabilities. Value of operating payables at end of year2021-12-31$0
Liabilities. Value of operating payables at beginning of year2021-12-31$1
Total non interest bearing cash at end of year2021-12-31$1
Total non interest bearing cash at beginning of year2021-12-31$1
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$1,486,463
Value of net assets at end of year (total assets less liabilities)2021-12-31$13,943,604
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$12,457,141
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$12,445,667
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$10,856,382
Interest on participant loans2021-12-31$9,698
Value of interest in common/collective trusts at end of year2021-12-31$1,316,323
Value of interest in common/collective trusts at beginning of year2021-12-31$1,425,706
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$1,117,882
Net investment gain or loss from common/collective trusts2021-12-31$651,390
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$342,118
Employer contributions (assets) at end of year2021-12-31$0
Employer contributions (assets) at beginning of year2021-12-31$5,480
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,359,830
Contract administrator fees2021-12-31$33,067
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31VESTAL & WILER
Accountancy firm EIN2021-12-31593198021
2020 : 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF WILLIAMS COMPANY MANAGEMENT GROUP 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$1
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$1
Total income from all sources (including contributions)2020-12-31$3,161,612
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$412,477
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$375,051
Expenses. Certain deemed distributions of participant loans2020-12-31$10,283
Value of total corrective distributions2020-12-31$2,119
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,307,876
Value of total assets at end of year2020-12-31$12,457,142
Value of total assets at beginning of year2020-12-31$9,708,007
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$25,024
Total interest from all sources2020-12-31$6,686
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$5,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$758,268
Participant contributions at end of year2020-12-31$158,531
Participant contributions at beginning of year2020-12-31$117,063
Participant contributions at end of year2020-12-31$11,042
Participant contributions at beginning of year2020-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$186,092
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$0
Liabilities. Value of operating payables at end of year2020-12-31$1
Liabilities. Value of operating payables at beginning of year2020-12-31$1
Total non interest bearing cash at end of year2020-12-31$1
Total non interest bearing cash at beginning of year2020-12-31$1
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$2,749,135
Value of net assets at end of year (total assets less liabilities)2020-12-31$12,457,141
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$9,708,006
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$10,856,382
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$8,890,555
Interest on participant loans2020-12-31$6,686
Value of interest in common/collective trusts at end of year2020-12-31$1,425,706
Value of interest in common/collective trusts at beginning of year2020-12-31$700,388
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$1,479,459
Net investment gain or loss from common/collective trusts2020-12-31$367,591
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$363,516
Employer contributions (assets) at end of year2020-12-31$5,480
Employer contributions (assets) at beginning of year2020-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$375,051
Contract administrator fees2020-12-31$25,024
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31VESTAL & WILER
Accountancy firm EIN2020-12-31593198021
2019 : 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF WILLIAMS COMPANY MANAGEMENT GROUP 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$1
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$133
Total income from all sources (including contributions)2019-12-31$2,983,376
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$826,817
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$805,395
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,323,857
Value of total assets at end of year2019-12-31$9,708,007
Value of total assets at beginning of year2019-12-31$7,551,580
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$21,422
Total interest from all sources2019-12-31$4,919
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$5,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$738,252
Participant contributions at end of year2019-12-31$117,063
Participant contributions at beginning of year2019-12-31$70,130
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$242,909
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$8,202
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$0
Liabilities. Value of operating payables at end of year2019-12-31$1
Liabilities. Value of operating payables at beginning of year2019-12-31$133
Total non interest bearing cash at end of year2019-12-31$1
Total non interest bearing cash at beginning of year2019-12-31$133
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$2,156,559
Value of net assets at end of year (total assets less liabilities)2019-12-31$9,708,006
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$7,551,447
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$8,890,555
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$6,825,864
Interest on participant loans2019-12-31$4,919
Value of interest in common/collective trusts at end of year2019-12-31$700,388
Value of interest in common/collective trusts at beginning of year2019-12-31$647,251
Net investment gain/loss from pooled separate accounts2019-12-31$1,242,300
Net investment gain or loss from common/collective trusts2019-12-31$412,300
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$342,696
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$805,395
Contract administrator fees2019-12-31$21,422
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31VESTAL & WILER
Accountancy firm EIN2019-12-31593198021
2012 : 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF WILLIAMS COMPANY MANAGEMENT GROUP 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$3,811
Total income from all sources (including contributions)2012-12-31$970,573
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$756,237
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$755,885
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$254,153
Value of total assets at end of year2012-12-31$5,767,735
Value of total assets at beginning of year2012-12-31$5,557,210
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$352
Total interest from all sources2012-12-31$3,301
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$115,876
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$115,876
Administrative expenses professional fees incurred2012-12-31$352
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$5,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$253,358
Participant contributions at end of year2012-12-31$67,646
Participant contributions at beginning of year2012-12-31$86,048
Participant contributions at end of year2012-12-31$0
Participant contributions at beginning of year2012-12-31$3,239
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$795
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$3,811
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$214,336
Value of net assets at end of year (total assets less liabilities)2012-12-31$5,767,735
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$5,553,399
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$5,559,790
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$5,307,591
Interest on participant loans2012-12-31$3,301
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$140,299
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$160,332
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$160,332
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$597,243
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$755,885
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31VESTAL & WILER
Accountancy firm EIN2012-12-31593198021
2011 : 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF WILLIAMS COMPANY MANAGEMENT GROUP 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$3,811
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$313,970
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$302,548
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$302,288
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$353,380
Value of total assets at end of year2011-12-31$5,557,210
Value of total assets at beginning of year2011-12-31$5,541,977
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$260
Total interest from all sources2011-12-31$4,355
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$114,622
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$114,622
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$5,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$297,139
Participant contributions at end of year2011-12-31$86,048
Participant contributions at beginning of year2011-12-31$115,305
Participant contributions at end of year2011-12-31$3,239
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$56,241
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$3,811
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$11,422
Value of net assets at end of year (total assets less liabilities)2011-12-31$5,553,399
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$5,541,977
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$5,307,591
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$5,228,624
Interest on participant loans2011-12-31$4,355
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$160,332
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$198,048
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$198,048
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-158,387
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$302,288
Contract administrator fees2011-12-31$260
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31VESTAL & WILER
Accountancy firm EIN2011-12-31593198021
2010 : 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF WILLIAMS COMPANY MANAGEMENT GROUP 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$813,226
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$1,066,700
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$1,065,559
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$266,218
Value of total assets at end of year2010-12-31$5,541,977
Value of total assets at beginning of year2010-12-31$5,795,451
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$1,141
Total interest from all sources2010-12-31$2,629
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$118,327
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$118,327
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$5,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$266,218
Participant contributions at end of year2010-12-31$115,305
Participant contributions at beginning of year2010-12-31$38,642
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$-253,474
Value of net assets at end of year (total assets less liabilities)2010-12-31$5,541,977
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$5,795,451
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$5,228,624
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$5,448,704
Interest on participant loans2010-12-31$2,629
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$198,048
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$308,105
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$308,105
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$426,052
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$1,065,559
Contract administrator fees2010-12-31$1,141
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31VESTAL & WILER
Accountancy firm EIN2010-12-31593198021
2009 : 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF WILLIAMS COMPANY MANAGEMENT GROUP 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF WILLIAMS COMPANY MANAGEMENT GROUP

2022: 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF WILLIAMS COMPANY MANAGEMENT GROUP 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF WILLIAMS COMPANY MANAGEMENT GROUP 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF WILLIAMS COMPANY MANAGEMENT GROUP 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF WILLIAMS COMPANY MANAGEMENT GROUP 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2012: 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF WILLIAMS COMPANY MANAGEMENT GROUP 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF WILLIAMS COMPANY MANAGEMENT GROUP 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF WILLIAMS COMPANY MANAGEMENT GROUP 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF WILLIAMS COMPANY MANAGEMENT GROUP 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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