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DAVID WILLIAMS FUNERAL SERVICE 401 K PROFIT SHARING PLAN TRUST 401k Plan overview

Plan NameDAVID WILLIAMS FUNERAL SERVICE 401 K PROFIT SHARING PLAN TRUST
Plan identification number 001

DAVID WILLIAMS FUNERAL SERVICE 401 K PROFIT SHARING PLAN TRUST Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • 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.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

DAVID WILLIAMS FUNERAL HOME has sponsored the creation of one or more 401k plans.

Company Name:DAVID WILLIAMS FUNERAL HOME
Employer identification number (EIN):113113697
NAIC Classification:812210
NAIC Description:Funeral Homes and Funeral Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DAVID WILLIAMS FUNERAL SERVICE 401 K PROFIT SHARING PLAN TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01DAVID WILLIAMS2024-07-17
0012022-01-01DAVID WILLIAMS2023-10-23
0012021-01-01DAVID WILLIAMS2022-12-31
0012020-01-01DAVID WILLIAMS2021-10-07
0012018-01-01DAVID WILLIAMS FUNERAL SERVICE2020-01-21
0012017-01-01DAVID WILLIAMS2018-06-22
0012014-01-01DAVID WILLIAMS2015-07-24
0012013-01-01DAVID WILLIAMS2014-10-10
0012012-01-01DAVID WILLIAMS FUNERAL HOME2013-12-05
0012011-01-01DAVID WILLIAMS FUNERAL HOME2012-10-24
0012010-01-01DAVID WILLIAMS FUNERAL SERVIC2011-10-14
0012009-01-01DAVID WILLIAMS FUNERAL HOME
0012009-01-01DAVID WILLIAMS FUNERAL HOME

Financial Data on DAVID WILLIAMS FUNERAL SERVICE 401 K PROFIT SHARING PLAN TRUST

Measure Date Value
2025 : DAVID WILLIAMS FUNERAL SERVICE 401 K PROFIT SHARING PLAN TRUST 2025 401k financial data
Total transfers to/from plan in this plan year2025-10-110
Total liabilities as of the end of the plan year2025-10-110
Total liabilities as of the beginning of the plan year2025-10-110
Total expenses incurred by plan in this plan year2025-10-1178583
Net assets as of the end of the plan year2025-10-11436866
Total assets as of the beginning of the plan year2025-10-11458622
Participant contributions to plan in this plan year2025-10-1127270
Value of participant loans at end of plan year2025-10-1112053
Other expenses paid from plan in this plan year2025-10-110
Other contributions to plan in this plan year2025-10-110
Other income to plan in this plan year2025-10-1119871
Plan net income in this plan year2025-10-11-21756
Net assets as of the end of the plan year2025-10-11436866
Net assets as of the beginning of the plan year2025-10-11458622
Employer contributions to plan in this plan year2025-10-119686
Expensese paid to adminstrative service provicers from plan in this plan year2025-10-113583
2024 : DAVID WILLIAMS FUNERAL SERVICE 401 K PROFIT SHARING PLAN TRUST 2024 401k financial data
Total transfers to/from plan in this plan year2024-07-170
Total liabilities as of the end of the plan year2024-07-170
Total liabilities as of the beginning of the plan year2024-07-170
Total expenses incurred by plan in this plan year2024-07-173029
Net assets as of the end of the plan year2024-07-17458622
Total assets as of the beginning of the plan year2024-07-17382092
Value of plan covered by a fidelity bond2024-07-1710000
Participant contributions to plan in this plan year2024-07-1745423
Value of participant loans at end of plan year2024-07-171463
Other expenses paid from plan in this plan year2024-07-170
Other contributions to plan in this plan year2024-07-170
Other income to plan in this plan year2024-07-1723139
Plan net income in this plan year2024-07-1776530
Net assets as of the end of the plan year2024-07-17458622
Net assets as of the beginning of the plan year2024-07-17382092
Employer contributions to plan in this plan year2024-07-1710997
Expensese paid to adminstrative service provicers from plan in this plan year2024-07-173029

Form 5500 Responses for DAVID WILLIAMS FUNERAL SERVICE 401 K PROFIT SHARING PLAN TRUST

2009: DAVID WILLIAMS FUNERAL SERVICE 401 K PROFIT SHARING PLAN TRUST 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

Potentially related plans

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