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ROBERT WILLIAM COMPANY LLC 401 K PROFIT SHARING PLAN TRUST 401k Plan overview

Plan NameROBERT WILLIAM COMPANY LLC 401 K PROFIT SHARING PLAN TRUST
Plan identification number 001

ROBERT WILLIAM COMPANY LLC 401 K PROFIT SHARING PLAN TRUST 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.
  • 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

ROBERT WILLIAM COMPANY LLC has sponsored the creation of one or more 401k plans.

Company Name:ROBERT WILLIAM COMPANY LLC
Employer identification number (EIN):203829035
NAIC Classification:236200

Additional information about ROBERT WILLIAM COMPANY LLC

Jurisdiction of Incorporation: California Department of State
Incorporation Date:
Company Identification Number: 200532310037

More information about ROBERT WILLIAM COMPANY LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ROBERT WILLIAM COMPANY LLC 401 K PROFIT SHARING PLAN TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01MARSHA SPENCER2024-08-09
0012022-01-01MARSHA SPENCER2023-08-23
0012021-01-01WILLIAM LINDSAY2022-05-17
0012020-01-01MARSHA SPENCERPARRES2021-05-05
0012019-01-01MARSHA SPENCER-PARRES2020-04-24
0012018-01-01MARSHA SPENCER-PARRES2019-04-09
0012017-01-01MARSHA SPENCER-PARRES2018-04-06
0012016-01-01MARSHA SPENCER-PARRES2017-05-12
0012015-01-01MARSHA SPENCER-PARRES2016-06-09
0012014-01-01MARSHA SPENCER-PARRES2015-05-21

Financial Data on ROBERT WILLIAM COMPANY LLC 401 K PROFIT SHARING PLAN TRUST

Measure Date Value
2025 : ROBERT WILLIAM COMPANY LLC 401 K PROFIT SHARING PLAN TRUST 2025 401k financial data
Total transfers to/from plan in this plan year2025-07-020
Total liabilities as of the end of the plan year2025-07-020
Total liabilities as of the beginning of the plan year2025-07-020
Total expenses incurred by plan in this plan year2025-07-0277597
Net assets as of the end of the plan year2025-07-02512222
Total assets as of the beginning of the plan year2025-07-02453191
Value of plan covered by a fidelity bond2025-07-0224519
Participant contributions to plan in this plan year2025-07-0283545
Value of participant loans at end of plan year2025-07-0219586
Other expenses paid from plan in this plan year2025-07-020
Other contributions to plan in this plan year2025-07-020
Other income to plan in this plan year2025-07-0253083
Plan net income in this plan year2025-07-0259031
Net assets as of the end of the plan year2025-07-02512222
Net assets as of the beginning of the plan year2025-07-02453191
Employer contributions to plan in this plan year2025-07-020
Fees paid to broker by Benefit Provider2025-07-021157
Expensese paid to adminstrative service provicers from plan in this plan year2025-07-022535
2024 : ROBERT WILLIAM COMPANY LLC 401 K PROFIT SHARING PLAN TRUST 2024 401k financial data
Total transfers to/from plan in this plan year2024-08-090
Total liabilities as of the end of the plan year2024-08-090
Total liabilities as of the beginning of the plan year2024-08-090
Total expenses incurred by plan in this plan year2024-08-0926859
Net assets as of the end of the plan year2024-08-09453191
Total assets as of the beginning of the plan year2024-08-09304814
Value of plan covered by a fidelity bond2024-08-0924519
Participant contributions to plan in this plan year2024-08-0976850
Value of participant loans at end of plan year2024-08-0911661
Other expenses paid from plan in this plan year2024-08-090
Other contributions to plan in this plan year2024-08-0940553
Other income to plan in this plan year2024-08-0957833
Plan net income in this plan year2024-08-09148377
Net assets as of the end of the plan year2024-08-09453191
Net assets as of the beginning of the plan year2024-08-09304814
Employer contributions to plan in this plan year2024-08-090
Fees paid to broker by Benefit Provider2024-08-09813
Expensese paid to adminstrative service provicers from plan in this plan year2024-08-092063

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