WILLIAMS & WILLIAMS has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan WILLIAMS & WILLIAMS RETIREMENT PLAN
Measure | Date | Value |
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2022: WILLIAMS & WILLIAMS RETIREMENT PLAN 2022 401k membership |
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Total participants, beginning-of-year | 2022-01-01 | 14 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 9 |
Number of retired or separated participants receiving benefits | 2022-01-01 | 3 |
Total of all active and inactive participants | 2022-01-01 | 12 |
Total participants | 2022-01-01 | 12 |
Number of participants with account balances | 2022-01-01 | 12 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 1 |
2021: WILLIAMS & WILLIAMS RETIREMENT PLAN 2021 401k membership |
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Total participants, beginning-of-year | 2021-01-01 | 12 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 9 |
Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 5 |
Total of all active and inactive participants | 2021-01-01 | 14 |
Total participants | 2021-01-01 | 14 |
Number of participants with account balances | 2021-01-01 | 14 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 1 |
2020: WILLIAMS & WILLIAMS RETIREMENT PLAN 2020 401k membership |
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Total participants, beginning-of-year | 2020-01-01 | 12 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 12 |
Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 4 |
Total of all active and inactive participants | 2020-01-01 | 16 |
Total participants | 2020-01-01 | 16 |
Number of participants with account balances | 2020-01-01 | 16 |
2019: WILLIAMS & WILLIAMS RETIREMENT PLAN 2019 401k membership |
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Total participants, beginning-of-year | 2019-01-01 | 12 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 12 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 4 |
Total of all active and inactive participants | 2019-01-01 | 16 |
Total participants | 2019-01-01 | 16 |
Number of participants with account balances | 2019-01-01 | 16 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 1 |
2018: WILLIAMS & WILLIAMS RETIREMENT PLAN 2018 401k membership |
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Total participants, beginning-of-year | 2018-01-01 | 11 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 12 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 3 |
Total of all active and inactive participants | 2018-01-01 | 15 |
Total participants | 2018-01-01 | 15 |
Number of participants with account balances | 2018-01-01 | 15 |
2017: WILLIAMS & WILLIAMS RETIREMENT PLAN 2017 401k membership |
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Total participants, beginning-of-year | 2017-01-01 | 16 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 11 |
Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 3 |
Total of all active and inactive participants | 2017-01-01 | 14 |
Total participants | 2017-01-01 | 14 |
Number of participants with account balances | 2017-01-01 | 14 |
2016: WILLIAMS & WILLIAMS RETIREMENT PLAN 2016 401k membership |
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Total participants, beginning-of-year | 2016-01-01 | 22 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 12 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 4 |
Total of all active and inactive participants | 2016-01-01 | 16 |
Total participants | 2016-01-01 | 16 |
Number of participants with account balances | 2016-01-01 | 16 |
2015: WILLIAMS & WILLIAMS RETIREMENT PLAN 2015 401k membership |
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Total participants, beginning-of-year | 2015-01-01 | 24 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 11 |
Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 11 |
Total of all active and inactive participants | 2015-01-01 | 22 |
Total participants | 2015-01-01 | 22 |
Number of participants with account balances | 2015-01-01 | 22 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 1 |
2014: WILLIAMS & WILLIAMS RETIREMENT PLAN 2014 401k membership |
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Total participants, beginning-of-year | 2014-01-01 | 22 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 13 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 11 |
Total of all active and inactive participants | 2014-01-01 | 24 |
Total participants | 2014-01-01 | 24 |
Number of participants with account balances | 2014-01-01 | 24 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 1 |
2013: WILLIAMS & WILLIAMS RETIREMENT PLAN 2013 401k membership |
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Total participants, beginning-of-year | 2013-01-01 | 25 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 15 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 7 |
Total of all active and inactive participants | 2013-01-01 | 22 |
Total participants | 2013-01-01 | 22 |
Number of participants with account balances | 2013-01-01 | 22 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 2 |
2012: WILLIAMS & WILLIAMS RETIREMENT PLAN 2012 401k membership |
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Total participants, beginning-of-year | 2012-01-01 | 26 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 16 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 9 |
Total of all active and inactive participants | 2012-01-01 | 25 |
Total participants | 2012-01-01 | 25 |
Number of participants with account balances | 2012-01-01 | 25 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 1 |
2011: WILLIAMS & WILLIAMS RETIREMENT PLAN 2011 401k membership |
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Total participants, beginning-of-year | 2011-01-01 | 25 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 18 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 8 |
Total of all active and inactive participants | 2011-01-01 | 26 |
Total participants | 2011-01-01 | 26 |
Number of participants with account balances | 2011-01-01 | 26 |
2009: WILLIAMS & WILLIAMS RETIREMENT PLAN 2009 401k membership |
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Total participants, beginning-of-year | 2009-01-01 | 21 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 15 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 8 |
Total of all active and inactive participants | 2009-01-01 | 23 |
Total participants | 2009-01-01 | 23 |
Number of participants with account balances | 2009-01-01 | 23 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 1 |
Measure | Date | Value |
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2022 : WILLIAMS & WILLIAMS RETIREMENT PLAN 2022 401k financial data |
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Total plan liabilities at end of year | 2022-12-31 | $2,459 |
Total plan liabilities at beginning of year | 2022-12-31 | $7,787 |
Total income from all sources | 2022-12-31 | $-1,295,274 |
Expenses. Total of all expenses incurred | 2022-12-31 | $305,276 |
Benefits paid (including direct rollovers) | 2022-12-31 | $221,019 |
Total plan assets at end of year | 2022-12-31 | $5,444,172 |
Total plan assets at beginning of year | 2022-12-31 | $7,050,050 |
Other income received | 2022-12-31 | $-1,367,547 |
Net income (gross income less expenses) | 2022-12-31 | $-1,600,550 |
Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $5,441,713 |
Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $7,042,263 |
Total contributions received or receivable from employer(s) | 2022-12-31 | $72,273 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2022-12-31 | $84,257 |
2021 : WILLIAMS & WILLIAMS RETIREMENT PLAN 2021 401k financial data |
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Total plan liabilities at end of year | 2021-12-31 | $7,787 |
Total plan liabilities at beginning of year | 2021-12-31 | $4,175 |
Total income from all sources | 2021-12-31 | $1,290,497 |
Expenses. Total of all expenses incurred | 2021-12-31 | $979,730 |
Benefits paid (including direct rollovers) | 2021-12-31 | $942,817 |
Total plan assets at end of year | 2021-12-31 | $7,050,050 |
Total plan assets at beginning of year | 2021-12-31 | $6,735,671 |
Other income received | 2021-12-31 | $1,206,257 |
Net income (gross income less expenses) | 2021-12-31 | $310,767 |
Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $7,042,263 |
Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $6,731,496 |
Total contributions received or receivable from employer(s) | 2021-12-31 | $84,240 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2021-12-31 | $36,913 |
2020 : WILLIAMS & WILLIAMS RETIREMENT PLAN 2020 401k financial data |
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Total plan liabilities at end of year | 2020-12-31 | $4,175 |
Total plan liabilities at beginning of year | 2020-12-31 | $3,426 |
Total income from all sources | 2020-12-31 | $1,340,779 |
Expenses. Total of all expenses incurred | 2020-12-31 | $165,262 |
Benefits paid (including direct rollovers) | 2020-12-31 | $112,217 |
Total plan assets at end of year | 2020-12-31 | $6,735,671 |
Total plan assets at beginning of year | 2020-12-31 | $5,559,405 |
Other income received | 2020-12-31 | $1,251,886 |
Net income (gross income less expenses) | 2020-12-31 | $1,175,517 |
Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $6,731,496 |
Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $5,555,979 |
Total contributions received or receivable from employer(s) | 2020-12-31 | $88,893 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2020-12-31 | $53,045 |
2019 : WILLIAMS & WILLIAMS RETIREMENT PLAN 2019 401k financial data |
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Total plan liabilities at end of year | 2019-12-31 | $3,426 |
Total plan liabilities at beginning of year | 2019-12-31 | $776 |
Total income from all sources | 2019-12-31 | $1,310,800 |
Expenses. Total of all expenses incurred | 2019-12-31 | $168,521 |
Benefits paid (including direct rollovers) | 2019-12-31 | $117,648 |
Total plan assets at end of year | 2019-12-31 | $5,559,405 |
Total plan assets at beginning of year | 2019-12-31 | $4,414,476 |
Other income received | 2019-12-31 | $1,235,059 |
Net income (gross income less expenses) | 2019-12-31 | $1,142,279 |
Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $5,555,979 |
Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $4,413,700 |
Total contributions received or receivable from employer(s) | 2019-12-31 | $75,741 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2019-12-31 | $50,873 |
2018 : WILLIAMS & WILLIAMS RETIREMENT PLAN 2018 401k financial data |
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Total plan liabilities at end of year | 2018-12-31 | $776 |
Total income from all sources | 2018-12-31 | $-102,082 |
Expenses. Total of all expenses incurred | 2018-12-31 | $233,361 |
Benefits paid (including direct rollovers) | 2018-12-31 | $187,115 |
Total plan assets at end of year | 2018-12-31 | $4,414,476 |
Total plan assets at beginning of year | 2018-12-31 | $4,749,143 |
Other income received | 2018-12-31 | $-187,917 |
Net income (gross income less expenses) | 2018-12-31 | $-335,443 |
Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $4,413,700 |
Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $4,749,143 |
Total contributions received or receivable from employer(s) | 2018-12-31 | $85,835 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2018-12-31 | $46,246 |
2017 : WILLIAMS & WILLIAMS RETIREMENT PLAN 2017 401k financial data |
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Total income from all sources | 2017-12-31 | $1,030,149 |
Expenses. Total of all expenses incurred | 2017-12-31 | $182,984 |
Benefits paid (including direct rollovers) | 2017-12-31 | $137,600 |
Total plan assets at end of year | 2017-12-31 | $4,749,143 |
Total plan assets at beginning of year | 2017-12-31 | $3,901,978 |
Other income received | 2017-12-31 | $938,135 |
Net income (gross income less expenses) | 2017-12-31 | $847,165 |
Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $4,749,143 |
Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $3,901,978 |
Total contributions received or receivable from employer(s) | 2017-12-31 | $92,014 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2017-12-31 | $45,384 |
2016 : WILLIAMS & WILLIAMS RETIREMENT PLAN 2016 401k financial data |
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Total plan liabilities at beginning of year | 2016-12-31 | $2,202 |
Total income from all sources | 2016-12-31 | $294,129 |
Expenses. Total of all expenses incurred | 2016-12-31 | $649,672 |
Benefits paid (including direct rollovers) | 2016-12-31 | $583,354 |
Total plan assets at end of year | 2016-12-31 | $3,901,978 |
Total plan assets at beginning of year | 2016-12-31 | $4,259,723 |
Other income received | 2016-12-31 | $205,701 |
Net income (gross income less expenses) | 2016-12-31 | $-355,543 |
Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $3,901,978 |
Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $4,257,521 |
Total contributions received or receivable from employer(s) | 2016-12-31 | $88,428 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2016-12-31 | $66,318 |
2015 : WILLIAMS & WILLIAMS RETIREMENT PLAN 2015 401k financial data |
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Total plan liabilities at end of year | 2015-12-31 | $2,202 |
Total plan liabilities at beginning of year | 2015-12-31 | $2,812 |
Total income from all sources | 2015-12-31 | $-384,893 |
Expenses. Total of all expenses incurred | 2015-12-31 | $6,133,378 |
Benefits paid (including direct rollovers) | 2015-12-31 | $6,094,857 |
Total plan assets at end of year | 2015-12-31 | $4,259,723 |
Total plan assets at beginning of year | 2015-12-31 | $10,778,604 |
Other income received | 2015-12-31 | $-464,896 |
Net income (gross income less expenses) | 2015-12-31 | $-6,518,271 |
Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $4,257,521 |
Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $10,775,792 |
Total contributions received or receivable from employer(s) | 2015-12-31 | $80,003 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $38,521 |
2014 : WILLIAMS & WILLIAMS RETIREMENT PLAN 2014 401k financial data |
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Total plan liabilities at end of year | 2014-12-31 | $2,812 |
Total plan liabilities at beginning of year | 2014-12-31 | $4,699 |
Total income from all sources | 2014-12-31 | $769,852 |
Expenses. Total of all expenses incurred | 2014-12-31 | $87,685 |
Benefits paid (including direct rollovers) | 2014-12-31 | $2,429 |
Total plan assets at end of year | 2014-12-31 | $10,778,604 |
Total plan assets at beginning of year | 2014-12-31 | $10,098,324 |
Other income received | 2014-12-31 | $708,089 |
Net income (gross income less expenses) | 2014-12-31 | $682,167 |
Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $10,775,792 |
Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $10,093,625 |
Total contributions received or receivable from employer(s) | 2014-12-31 | $61,763 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $85,256 |
2013 : WILLIAMS & WILLIAMS RETIREMENT PLAN 2013 401k financial data |
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Total plan liabilities at end of year | 2013-12-31 | $4,699 |
Total plan liabilities at beginning of year | 2013-12-31 | $579 |
Total income from all sources | 2013-12-31 | $2,188,934 |
Expenses. Total of all expenses incurred | 2013-12-31 | $100,252 |
Benefits paid (including direct rollovers) | 2013-12-31 | $27,167 |
Total plan assets at end of year | 2013-12-31 | $10,098,324 |
Total plan assets at beginning of year | 2013-12-31 | $8,005,522 |
Other income received | 2013-12-31 | $2,074,323 |
Net income (gross income less expenses) | 2013-12-31 | $2,088,682 |
Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $10,093,625 |
Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $8,004,943 |
Total contributions received or receivable from employer(s) | 2013-12-31 | $114,611 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2013-12-31 | $73,085 |
2012 : WILLIAMS & WILLIAMS RETIREMENT PLAN 2012 401k financial data |
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Total plan liabilities at end of year | 2012-12-31 | $579 |
Total plan liabilities at beginning of year | 2012-12-31 | $1,200 |
Total income from all sources | 2012-12-31 | $1,289,226 |
Expenses. Total of all expenses incurred | 2012-12-31 | $316,065 |
Benefits paid (including direct rollovers) | 2012-12-31 | $254,116 |
Total plan assets at end of year | 2012-12-31 | $8,005,522 |
Total plan assets at beginning of year | 2012-12-31 | $7,032,982 |
Other income received | 2012-12-31 | $1,170,871 |
Net income (gross income less expenses) | 2012-12-31 | $973,161 |
Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $8,004,943 |
Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $7,031,782 |
Total contributions received or receivable from employer(s) | 2012-12-31 | $118,355 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2012-12-31 | $61,949 |
2011 : WILLIAMS & WILLIAMS RETIREMENT PLAN 2011 401k financial data |
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Total plan liabilities at end of year | 2011-12-31 | $1,200 |
Total plan liabilities at beginning of year | 2011-12-31 | $2,311 |
Total income from all sources | 2011-12-31 | $-332,943 |
Expenses. Total of all expenses incurred | 2011-12-31 | $58,166 |
Total plan assets at end of year | 2011-12-31 | $7,032,982 |
Total plan assets at beginning of year | 2011-12-31 | $7,425,202 |
Other income received | 2011-12-31 | $-460,785 |
Net income (gross income less expenses) | 2011-12-31 | $-391,109 |
Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $7,031,782 |
Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $7,422,891 |
Total contributions received or receivable from employer(s) | 2011-12-31 | $127,842 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2011-12-31 | $58,166 |
2010 : WILLIAMS & WILLIAMS RETIREMENT PLAN 2010 401k financial data |
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Total plan liabilities at end of year | 2010-12-31 | $2,311 |
Total plan liabilities at beginning of year | 2010-12-31 | $1,364 |
Total income from all sources | 2010-12-31 | $1,130,053 |
Expenses. Total of all expenses incurred | 2010-12-31 | $94,484 |
Benefits paid (including direct rollovers) | 2010-12-31 | $63,342 |
Total plan assets at end of year | 2010-12-31 | $7,425,202 |
Total plan assets at beginning of year | 2010-12-31 | $6,388,686 |
Other income received | 2010-12-31 | $973,632 |
Net income (gross income less expenses) | 2010-12-31 | $1,035,569 |
Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $7,422,891 |
Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $6,387,322 |
Total contributions received or receivable from employer(s) | 2010-12-31 | $156,421 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2010-12-31 | $31,142 |