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 |
|---|
| 2023 : WILLIAMS & WILLIAMS RETIREMENT PLAN 2023 401k financial data |
|---|
| Total plan liabilities at end of year | 2023-12-31 | $1,394 |
| Total plan liabilities at beginning of year | 2023-12-31 | $2,459 |
| Total income from all sources | 2023-12-31 | $1,169,839 |
| Expenses. Total of all expenses incurred | 2023-12-31 | $185,775 |
| Benefits paid (including direct rollovers) | 2023-12-31 | $130,837 |
| Total plan assets at end of year | 2023-12-31 | $6,427,171 |
| Total plan assets at beginning of year | 2023-12-31 | $5,444,172 |
| Other income received | 2023-12-31 | $1,091,918 |
| Net income (gross income less expenses) | 2023-12-31 | $984,064 |
| Net plan assets at end of year (total assets less liabilities) | 2023-12-31 | $6,425,777 |
| Net plan assets at beginning of year (total assets less liabilities) | 2023-12-31 | $5,441,713 |
| Total contributions received or receivable from employer(s) | 2023-12-31 | $77,921 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2023-12-31 | $54,938 |
| 2022 : WILLIAMS & WILLIAMS RETIREMENT PLAN 2022 401k financial data |
|---|
| 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 |
|---|
| 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 |
|---|
| 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 |
|---|
| 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 |
|---|
| 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 |
|---|
| 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 |
|---|
| 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 |
|---|
| 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 |
|---|
| 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 |
|---|
| 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 |
|---|
| 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 |
|---|
| 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 |
|---|
| 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 |
| 2023: WILLIAMS & WILLIAMS RETIREMENT PLAN 2023 form 5500 responses |
|---|
| 2023-01-01 | Type of plan entity | Single employer plan |
| 2023-01-01 | Submission has been amended | No |
| 2023-01-01 | This submission is the final filing | No |
| 2023-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2023-01-01 | Plan is a collectively bargained plan | No |
| 2023-01-01 | Plan funding arrangement – Trust | Yes |
| 2023-01-01 | Plan benefit arrangement - Trust | Yes |
| 2022: WILLIAMS & WILLIAMS RETIREMENT PLAN 2022 form 5500 responses |
|---|
| 2022-01-01 | Type of plan entity | Single employer plan |
| 2022-01-01 | Submission has been amended | No |
| 2022-01-01 | This submission is the final filing | No |
| 2022-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2022-01-01 | Plan is a collectively bargained plan | No |
| 2022-01-01 | Plan funding arrangement – Trust | Yes |
| 2022-01-01 | Plan benefit arrangement - Trust | Yes |
| 2021: WILLIAMS & WILLIAMS RETIREMENT PLAN 2021 form 5500 responses |
|---|
| 2021-01-01 | Type of plan entity | Single employer plan |
| 2021-01-01 | Plan funding arrangement – Trust | Yes |
| 2021-01-01 | Plan benefit arrangement - Trust | Yes |
| 2020: WILLIAMS & WILLIAMS RETIREMENT PLAN 2020 form 5500 responses |
|---|
| 2020-01-01 | Type of plan entity | Single employer plan |
| 2020-01-01 | Plan funding arrangement – Trust | Yes |
| 2020-01-01 | Plan benefit arrangement - Trust | Yes |
| 2019: WILLIAMS & WILLIAMS RETIREMENT PLAN 2019 form 5500 responses |
|---|
| 2019-01-01 | Type of plan entity | Single employer plan |
| 2019-01-01 | Plan funding arrangement – Trust | Yes |
| 2019-01-01 | Plan benefit arrangement - Trust | Yes |
| 2018: WILLIAMS & WILLIAMS RETIREMENT PLAN 2018 form 5500 responses |
|---|
| 2018-01-01 | Type of plan entity | Single employer plan |
| 2018-01-01 | Plan funding arrangement – Trust | Yes |
| 2018-01-01 | Plan benefit arrangement - Trust | Yes |
| 2017: WILLIAMS & WILLIAMS RETIREMENT PLAN 2017 form 5500 responses |
|---|
| 2017-01-01 | Type of plan entity | Single employer plan |
| 2017-01-01 | Plan funding arrangement – Trust | Yes |
| 2017-01-01 | Plan benefit arrangement - Trust | Yes |
| 2016: WILLIAMS & WILLIAMS RETIREMENT PLAN 2016 form 5500 responses |
|---|
| 2016-01-01 | Type of plan entity | Single employer plan |
| 2016-01-01 | Plan funding arrangement – Trust | Yes |
| 2016-01-01 | Plan benefit arrangement - Trust | Yes |
| 2015: WILLIAMS & WILLIAMS RETIREMENT PLAN 2015 form 5500 responses |
|---|
| 2015-01-01 | Type of plan entity | Single employer plan |
| 2015-01-01 | Plan funding arrangement – Trust | Yes |
| 2015-01-01 | Plan benefit arrangement - Trust | Yes |
| 2014: WILLIAMS & WILLIAMS RETIREMENT PLAN 2014 form 5500 responses |
|---|
| 2014-01-01 | Type of plan entity | Single employer plan |
| 2014-01-01 | Plan funding arrangement – Trust | Yes |
| 2014-01-01 | Plan benefit arrangement - Trust | Yes |
| 2013: WILLIAMS & WILLIAMS RETIREMENT PLAN 2013 form 5500 responses |
|---|
| 2013-01-01 | Type of plan entity | Single employer plan |
| 2013-01-01 | Plan funding arrangement – Trust | Yes |
| 2013-01-01 | Plan benefit arrangement - Trust | Yes |
| 2012: WILLIAMS & WILLIAMS RETIREMENT PLAN 2012 form 5500 responses |
|---|
| 2012-01-01 | Type of plan entity | Single employer plan |
| 2012-01-01 | Plan funding arrangement – Trust | Yes |
| 2012-01-01 | Plan benefit arrangement - Trust | Yes |
| 2011: WILLIAMS & WILLIAMS RETIREMENT PLAN 2011 form 5500 responses |
|---|
| 2011-01-01 | Type of plan entity | Single employer plan |
| 2011-01-01 | Plan funding arrangement – Trust | Yes |
| 2011-01-01 | Plan benefit arrangement - Trust | Yes |
| 2009: WILLIAMS & WILLIAMS RETIREMENT PLAN 2009 form 5500 responses |
|---|
| 2009-01-01 | Type of plan entity | Single employer plan |
| 2009-01-01 | This submission is the final filing | No |
| 2009-01-01 | Plan funding arrangement – Trust | Yes |
| 2009-01-01 | Plan benefit arrangement - Trust | Yes |