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| Plan Name | THE WILLIAMS LAW FIRM, P.C. CASH BALANCE PLAN |
| Plan identification number | 002 |
| 401k Plan Type | Defined Benefit Pension |
| Plan Features/Benefits |
|
| Company Name: | THE WILLIAMS LAW FIRM, P.C. |
| Employer identification number (EIN): | 263346940 |
| NAIC Classification: | 541110 |
| NAIC Description: | Offices of Lawyers |
Additional information about THE WILLIAMS LAW FIRM, P.C.
| Jurisdiction of Incorporation: | New York Department of State |
| Incorporation Date: | 2008-08-11 |
| Company Identification Number: | 3707017 |
| Legal Registered Office Address: |
POST OFFICE BOX 279 New York MANHASSET United States of America (USA) 11030 |
More information about THE WILLIAMS LAW FIRM, P.C.
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 002 | 2023-01-01 | ||||
| 002 | 2022-01-01 | ||||
| 002 | 2021-01-01 | ||||
| 002 | 2020-01-01 | ||||
| 002 | 2019-01-01 | ||||
| 002 | 2018-01-01 | ||||
| 002 | 2017-01-01 | ||||
| 002 | 2016-01-01 | JOSEPH WILLIAMS | 2017-09-20 | JOSEPH WILLIAMS | 2017-09-20 |
| 002 | 2015-01-01 | JOE WILLIAMS | 2016-10-06 | JOE WILLIAMS | 2016-10-06 |
| 002 | 2014-01-01 | JOSEPH P WILLIAMS | 2015-10-01 | JOSEPH P WILLIAMS | 2015-10-01 |
| 002 | 2013-01-01 | JOSEPH WILLIAMS | 2014-10-14 | JOSEPH WILLIAMS | 2014-10-14 |
| 002 | 2012-01-01 | JOSEPH WILLIAMS | 2013-09-17 | JOSEPH WILLIAMS | 2013-09-17 |
| Measure | Date | Value |
|---|---|---|
| 2025: THE WILLIAMS LAW FIRM, P.C. CASH BALANCE PLAN 2025 401k membership | ||
| Total number of particpants at beginning of year | 2025-06-30 | 6 |
| Total number of particpants at end of year | 2025-06-30 | 6 |
| 2024: THE WILLIAMS LAW FIRM, P.C. CASH BALANCE PLAN 2024 401k membership | ||
| Total number of particpants at beginning of year | 2024-10-04 | 6 |
| Total number of particpants at end of year | 2024-10-04 | 6 |
| 2022: THE WILLIAMS LAW FIRM, P.C. CASH BALANCE PLAN 2022 401k membership | ||
| Market value of plan assets | 2022-12-31 | 2,412,279 |
| Acturial value of plan assets | 2022-12-31 | 2,412,279 |
| Funding target for retired participants and beneficiaries receiving payment | 2022-12-31 | 0 |
| Number of terminated vested participants | 2022-12-31 | 1 |
| Fundng target for terminated vested participants | 2022-12-31 | 564 |
| Active participant vested funding target | 2022-12-31 | 2,533,961 |
| Number of active participants | 2022-12-31 | 5 |
| Total funding liabilities for active participants | 2022-12-31 | 2,533,961 |
| Total participant count | 2022-12-31 | 6 |
| Total funding target for all participants | 2022-12-31 | 2,534,525 |
| Balance at beginning of prior year after applicable adjustments | 2022-12-31 | 0 |
| Prefunding balance at beginning of prior year after applicable adjustments | 2022-12-31 | 0 |
| Carryover balanced portion elected for use to offset prior years funding requirement | 2022-12-31 | 0 |
| Prefunding balanced used to offset prior years funding requirement | 2022-12-31 | 0 |
| Amount remaining of carryover balance | 2022-12-31 | 0 |
| Amount remaining of prefunding balance | 2022-12-31 | 0 |
| Present value of excess contributions | 2022-12-31 | 0 |
| Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2022-12-31 | 0 |
| Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2022-12-31 | 0 |
| Reductions in caryover balances due to elections or deemed elections | 2022-12-31 | 0 |
| Reductions in prefunding balances due to elections or deemed elections | 2022-12-31 | 0 |
| Balance of carryovers at beginning of current year | 2022-12-31 | 0 |
| Balance of prefunding at beginning of current year | 2022-12-31 | 0 |
| Total employer contributions | 2022-12-31 | 154,947 |
| Total employee contributions | 2022-12-31 | 0 |
| Contributions allocated toward unpaid minimum require contributions from prior years | 2022-12-31 | 0 |
| Contributions made to avoid restrictions adjusted to valuation date | 2022-12-31 | 0 |
| Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2022-12-31 | 149,845 |
| Unpaid minimum required contributions for all prior years | 2022-12-31 | 0 |
| iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2022-12-31 | 0 |
| Remaining amount of unpaid minimum required contributions | 2022-12-31 | 0 |
| Minimum required contributions for current year target normal cost | 2022-12-31 | 138,216 |
| Net shortfall amortization installment of oustanding balance | 2022-12-31 | 122,246 |
| Waiver amortization installment | 2022-12-31 | 0 |
| Total funding amount beforereflecting carryover/prefunding balances | 2022-12-31 | 149,513 |
| Carryover balance elected to use to offset funding requirement | 2022-12-31 | 0 |
| Prefunding balance elected to use to offset funding requirement | 2022-12-31 | 0 |
| Additional cash requirement | 2022-12-31 | 149,513 |
| Contributions allocatedtoward minimum required contributions for current year | 2022-12-31 | 149,845 |
| Unpaid minimum required contributions for current year | 2022-12-31 | 0 |
| Unpaid minimum required contributions for all years | 2022-12-31 | 0 |
| Total number of particpants at beginning of year | 2022-07-28 | 7 |
| Total number of particpants at end of year | 2022-07-28 | 6 |
| 2021: THE WILLIAMS LAW FIRM, P.C. CASH BALANCE PLAN 2021 401k membership | ||
| Market value of plan assets | 2021-12-31 | 2,839,447 |
| Acturial value of plan assets | 2021-12-31 | 2,839,447 |
| Funding target for retired participants and beneficiaries receiving payment | 2021-12-31 | 0 |
| Number of terminated vested participants | 2021-12-31 | 1 |
| Fundng target for terminated vested participants | 2021-12-31 | 505 |
| Active participant vested funding target | 2021-12-31 | 2,180,818 |
| Number of active participants | 2021-12-31 | 5 |
| Total funding liabilities for active participants | 2021-12-31 | 2,180,818 |
| Total participant count | 2021-12-31 | 6 |
| Total funding target for all participants | 2021-12-31 | 2,181,323 |
| Balance at beginning of prior year after applicable adjustments | 2021-12-31 | 0 |
| Prefunding balance at beginning of prior year after applicable adjustments | 2021-12-31 | 0 |
| Carryover balanced portion elected for use to offset prior years funding requirement | 2021-12-31 | 0 |
| Prefunding balanced used to offset prior years funding requirement | 2021-12-31 | 0 |
| Amount remaining of carryover balance | 2021-12-31 | 0 |
| Amount remaining of prefunding balance | 2021-12-31 | 0 |
| Present value of excess contributions | 2021-12-31 | 0 |
| Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2021-12-31 | 0 |
| Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2021-12-31 | 0 |
| Reductions in caryover balances due to elections or deemed elections | 2021-12-31 | 0 |
| Reductions in prefunding balances due to elections or deemed elections | 2021-12-31 | 0 |
| Balance of carryovers at beginning of current year | 2021-12-31 | 0 |
| Balance of prefunding at beginning of current year | 2021-12-31 | 0 |
| Total employer contributions | 2021-12-31 | 0 |
| Total employee contributions | 2021-12-31 | 0 |
| Contributions allocated toward unpaid minimum require contributions from prior years | 2021-12-31 | 0 |
| Contributions made to avoid restrictions adjusted to valuation date | 2021-12-31 | 0 |
| Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2021-12-31 | 0 |
| Unpaid minimum required contributions for all prior years | 2021-12-31 | 0 |
| iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2021-12-31 | 0 |
| Remaining amount of unpaid minimum required contributions | 2021-12-31 | 0 |
| Minimum required contributions for current year target normal cost | 2021-12-31 | 188,675 |
| Net shortfall amortization installment of oustanding balance | 2021-12-31 | 0 |
| Waiver amortization installment | 2021-12-31 | 0 |
| Total funding amount beforereflecting carryover/prefunding balances | 2021-12-31 | 0 |
| Carryover balance elected to use to offset funding requirement | 2021-12-31 | 0 |
| Prefunding balance elected to use to offset funding requirement | 2021-12-31 | 0 |
| Additional cash requirement | 2021-12-31 | 0 |
| Contributions allocatedtoward minimum required contributions for current year | 2021-12-31 | 0 |
| Unpaid minimum required contributions for current year | 2021-12-31 | 0 |
| Unpaid minimum required contributions for all years | 2021-12-31 | 0 |
| 2020: THE WILLIAMS LAW FIRM, P.C. CASH BALANCE PLAN 2020 401k membership | ||
| Market value of plan assets | 2020-12-31 | 2,461,663 |
| Acturial value of plan assets | 2020-12-31 | 2,461,663 |
| Funding target for retired participants and beneficiaries receiving payment | 2020-12-31 | 0 |
| Number of terminated vested participants | 2020-12-31 | 2 |
| Fundng target for terminated vested participants | 2020-12-31 | 1,329 |
| Active participant vested funding target | 2020-12-31 | 1,916,950 |
| Number of active participants | 2020-12-31 | 4 |
| Total funding liabilities for active participants | 2020-12-31 | 1,916,950 |
| Total participant count | 2020-12-31 | 6 |
| Total funding target for all participants | 2020-12-31 | 1,918,279 |
| Balance at beginning of prior year after applicable adjustments | 2020-12-31 | 0 |
| Prefunding balance at beginning of prior year after applicable adjustments | 2020-12-31 | 0 |
| Carryover balanced portion elected for use to offset prior years funding requirement | 2020-12-31 | 0 |
| Prefunding balanced used to offset prior years funding requirement | 2020-12-31 | 0 |
| Amount remaining of carryover balance | 2020-12-31 | 0 |
| Amount remaining of prefunding balance | 2020-12-31 | 0 |
| Present value of excess contributions | 2020-12-31 | 149,361 |
| Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2020-12-31 | 149,361 |
| Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2020-12-31 | 0 |
| Reductions in caryover balances due to elections or deemed elections | 2020-12-31 | 0 |
| Reductions in prefunding balances due to elections or deemed elections | 2020-12-31 | 0 |
| Balance of carryovers at beginning of current year | 2020-12-31 | 0 |
| Balance of prefunding at beginning of current year | 2020-12-31 | 0 |
| Total employer contributions | 2020-12-31 | 0 |
| Total employee contributions | 2020-12-31 | 0 |
| Contributions allocated toward unpaid minimum require contributions from prior years | 2020-12-31 | 0 |
| Contributions made to avoid restrictions adjusted to valuation date | 2020-12-31 | 0 |
| Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2020-12-31 | 0 |
| Unpaid minimum required contributions for all prior years | 2020-12-31 | 0 |
| iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2020-12-31 | 0 |
| Remaining amount of unpaid minimum required contributions | 2020-12-31 | 0 |
| Minimum required contributions for current year target normal cost | 2020-12-31 | 184,900 |
| Net shortfall amortization installment of oustanding balance | 2020-12-31 | 0 |
| Waiver amortization installment | 2020-12-31 | 0 |
| Total funding amount beforereflecting carryover/prefunding balances | 2020-12-31 | 0 |
| Carryover balance elected to use to offset funding requirement | 2020-12-31 | 0 |
| Prefunding balance elected to use to offset funding requirement | 2020-12-31 | 0 |
| Additional cash requirement | 2020-12-31 | 0 |
| Contributions allocatedtoward minimum required contributions for current year | 2020-12-31 | 0 |
| Unpaid minimum required contributions for current year | 2020-12-31 | 0 |
| Unpaid minimum required contributions for all years | 2020-12-31 | 0 |
| 2019: THE WILLIAMS LAW FIRM, P.C. CASH BALANCE PLAN 2019 401k membership | ||
| Market value of plan assets | 2019-12-31 | 1,953,340 |
| Acturial value of plan assets | 2019-12-31 | 1,953,340 |
| Funding target for retired participants and beneficiaries receiving payment | 2019-12-31 | 0 |
| Number of terminated vested participants | 2019-12-31 | 1 |
| Fundng target for terminated vested participants | 2019-12-31 | 449 |
| Active participant vested funding target | 2019-12-31 | 1,623,768 |
| Number of active participants | 2019-12-31 | 5 |
| Total funding liabilities for active participants | 2019-12-31 | 1,623,768 |
| Total participant count | 2019-12-31 | 6 |
| Total funding target for all participants | 2019-12-31 | 1,624,217 |
| Balance at beginning of prior year after applicable adjustments | 2019-12-31 | 0 |
| Prefunding balance at beginning of prior year after applicable adjustments | 2019-12-31 | 0 |
| Carryover balanced portion elected for use to offset prior years funding requirement | 2019-12-31 | 0 |
| Prefunding balanced used to offset prior years funding requirement | 2019-12-31 | 0 |
| Amount remaining of carryover balance | 2019-12-31 | 0 |
| Amount remaining of prefunding balance | 2019-12-31 | 0 |
| Present value of excess contributions | 2019-12-31 | 197,033 |
| Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2019-12-31 | 197,033 |
| Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2019-12-31 | 0 |
| Reductions in caryover balances due to elections or deemed elections | 2019-12-31 | 0 |
| Reductions in prefunding balances due to elections or deemed elections | 2019-12-31 | 0 |
| Balance of carryovers at beginning of current year | 2019-12-31 | 0 |
| Balance of prefunding at beginning of current year | 2019-12-31 | 0 |
| Total employer contributions | 2019-12-31 | 150,000 |
| Total employee contributions | 2019-12-31 | 0 |
| Contributions allocated toward unpaid minimum require contributions from prior years | 2019-12-31 | 0 |
| Contributions made to avoid restrictions adjusted to valuation date | 2019-12-31 | 0 |
| Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2019-12-31 | 149,361 |
| Liquidity shortfalls end of Q1 | 2019-12-31 | 0 |
| Liquidity shortfalls end of Q2 | 2019-12-31 | 0 |
| Liquidity shortfalls end of Q3 | 2019-12-31 | 0 |
| Liquidity shortfalls end of Q4 | 2019-12-31 | 0 |
| Unpaid minimum required contributions for all prior years | 2019-12-31 | 0 |
| iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2019-12-31 | 0 |
| Remaining amount of unpaid minimum required contributions | 2019-12-31 | 0 |
| Minimum required contributions for current year target normal cost | 2019-12-31 | 170,732 |
| Net shortfall amortization installment of oustanding balance | 2019-12-31 | 0 |
| Waiver amortization installment | 2019-12-31 | 0 |
| Total funding amount beforereflecting carryover/prefunding balances | 2019-12-31 | 0 |
| Carryover balance elected to use to offset funding requirement | 2019-12-31 | 0 |
| Prefunding balance elected to use to offset funding requirement | 2019-12-31 | 0 |
| Additional cash requirement | 2019-12-31 | 0 |
| Contributions allocatedtoward minimum required contributions for current year | 2019-12-31 | 149,361 |
| Unpaid minimum required contributions for current year | 2019-12-31 | 0 |
| Unpaid minimum required contributions for all years | 2019-12-31 | 0 |
| 2018: THE WILLIAMS LAW FIRM, P.C. CASH BALANCE PLAN 2018 401k membership | ||
| Market value of plan assets | 2018-12-31 | 1,316,354 |
| Acturial value of plan assets | 2018-12-31 | 1,316,354 |
| Funding target for retired participants and beneficiaries receiving payment | 2018-12-31 | 0 |
| Number of terminated vested participants | 2018-12-31 | 1 |
| Fundng target for terminated vested participants | 2018-12-31 | 401 |
| Active participant vested funding target | 2018-12-31 | 1,343,227 |
| Number of active participants | 2018-12-31 | 4 |
| Total funding liabilities for active participants | 2018-12-31 | 1,343,227 |
| Total participant count | 2018-12-31 | 5 |
| Total funding target for all participants | 2018-12-31 | 1,343,628 |
| Balance at beginning of prior year after applicable adjustments | 2018-12-31 | 0 |
| Prefunding balance at beginning of prior year after applicable adjustments | 2018-12-31 | 0 |
| Carryover balanced portion elected for use to offset prior years funding requirement | 2018-12-31 | 0 |
| Prefunding balanced used to offset prior years funding requirement | 2018-12-31 | 0 |
| Amount remaining of carryover balance | 2018-12-31 | 0 |
| Amount remaining of prefunding balance | 2018-12-31 | 0 |
| Present value of excess contributions | 2018-12-31 | 158,871 |
| Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2018-12-31 | 158,871 |
| Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2018-12-31 | 0 |
| Reductions in caryover balances due to elections or deemed elections | 2018-12-31 | 0 |
| Reductions in prefunding balances due to elections or deemed elections | 2018-12-31 | 0 |
| Balance of carryovers at beginning of current year | 2018-12-31 | 0 |
| Balance of prefunding at beginning of current year | 2018-12-31 | 0 |
| Total employer contributions | 2018-12-31 | 375,000 |
| Total employee contributions | 2018-12-31 | 0 |
| Contributions allocated toward unpaid minimum require contributions from prior years | 2018-12-31 | 0 |
| Contributions made to avoid restrictions adjusted to valuation date | 2018-12-31 | 0 |
| Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2018-12-31 | 368,055 |
| Unpaid minimum required contributions for all prior years | 2018-12-31 | 0 |
| iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2018-12-31 | 0 |
| Remaining amount of unpaid minimum required contributions | 2018-12-31 | 0 |
| Minimum required contributions for current year target normal cost | 2018-12-31 | 166,570 |
| Net shortfall amortization installment of oustanding balance | 2018-12-31 | 27,274 |
| Waiver amortization installment | 2018-12-31 | 0 |
| Total funding amount beforereflecting carryover/prefunding balances | 2018-12-31 | 171,022 |
| Carryover balance elected to use to offset funding requirement | 2018-12-31 | 0 |
| Prefunding balance elected to use to offset funding requirement | 2018-12-31 | 0 |
| Additional cash requirement | 2018-12-31 | 171,022 |
| Contributions allocatedtoward minimum required contributions for current year | 2018-12-31 | 368,055 |
| Unpaid minimum required contributions for current year | 2018-12-31 | 0 |
| Unpaid minimum required contributions for all years | 2018-12-31 | 0 |
| 2017: THE WILLIAMS LAW FIRM, P.C. CASH BALANCE PLAN 2017 401k membership | ||
| Market value of plan assets | 2017-12-31 | 1,171,564 |
| Acturial value of plan assets | 2017-12-31 | 1,171,564 |
| Funding target for retired participants and beneficiaries receiving payment | 2017-12-31 | 0 |
| Number of terminated vested participants | 2017-12-31 | 1 |
| Fundng target for terminated vested participants | 2017-12-31 | 182 |
| Active participant vested funding target | 2017-12-31 | 1,050,230 |
| Number of active participants | 2017-12-31 | 4 |
| Total funding liabilities for active participants | 2017-12-31 | 1,050,230 |
| Total participant count | 2017-12-31 | 5 |
| Total funding target for all participants | 2017-12-31 | 1,050,412 |
| Balance at beginning of prior year after applicable adjustments | 2017-12-31 | 0 |
| Prefunding balance at beginning of prior year after applicable adjustments | 2017-12-31 | 0 |
| Carryover balanced portion elected for use to offset prior years funding requirement | 2017-12-31 | 0 |
| Prefunding balanced used to offset prior years funding requirement | 2017-12-31 | 0 |
| Amount remaining of carryover balance | 2017-12-31 | 0 |
| Amount remaining of prefunding balance | 2017-12-31 | 0 |
| Present value of excess contributions | 2017-12-31 | 106,921 |
| Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2017-12-31 | 106,921 |
| Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2017-12-31 | 0 |
| Reductions in caryover balances due to elections or deemed elections | 2017-12-31 | 0 |
| Reductions in prefunding balances due to elections or deemed elections | 2017-12-31 | 0 |
| Balance of carryovers at beginning of current year | 2017-12-31 | 0 |
| Balance of prefunding at beginning of current year | 2017-12-31 | 0 |
| Total employer contributions | 2017-12-31 | 236,420 |
| Total employee contributions | 2017-12-31 | 0 |
| Contributions allocated toward unpaid minimum require contributions from prior years | 2017-12-31 | 0 |
| Contributions made to avoid restrictions adjusted to valuation date | 2017-12-31 | 0 |
| Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2017-12-31 | 227,652 |
| Unpaid minimum required contributions for all prior years | 2017-12-31 | 0 |
| iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2017-12-31 | 0 |
| Remaining amount of unpaid minimum required contributions | 2017-12-31 | 0 |
| Minimum required contributions for current year target normal cost | 2017-12-31 | 189,933 |
| Net shortfall amortization installment of oustanding balance | 2017-12-31 | 0 |
| Waiver amortization installment | 2017-12-31 | 0 |
| Total funding amount beforereflecting carryover/prefunding balances | 2017-12-31 | 68,781 |
| Carryover balance elected to use to offset funding requirement | 2017-12-31 | 0 |
| Prefunding balance elected to use to offset funding requirement | 2017-12-31 | 0 |
| Additional cash requirement | 2017-12-31 | 68,781 |
| Contributions allocatedtoward minimum required contributions for current year | 2017-12-31 | 227,652 |
| Unpaid minimum required contributions for current year | 2017-12-31 | 0 |
| Unpaid minimum required contributions for all years | 2017-12-31 | 0 |
| 2016: THE WILLIAMS LAW FIRM, P.C. CASH BALANCE PLAN 2016 401k membership | ||
| Market value of plan assets | 2016-12-31 | 853,066 |
| Acturial value of plan assets | 2016-12-31 | 853,066 |
| Funding target for retired participants and beneficiaries receiving payment | 2016-12-31 | 0 |
| Number of terminated vested participants | 2016-12-31 | 1 |
| Fundng target for terminated vested participants | 2016-12-31 | 302 |
| Active participant vested funding target | 2016-12-31 | 786,861 |
| Number of active participants | 2016-12-31 | 4 |
| Total funding liabilities for active participants | 2016-12-31 | 786,861 |
| Total participant count | 2016-12-31 | 5 |
| Total funding target for all participants | 2016-12-31 | 787,163 |
| Balance at beginning of prior year after applicable adjustments | 2016-12-31 | 0 |
| Prefunding balance at beginning of prior year after applicable adjustments | 2016-12-31 | 0 |
| Carryover balanced portion elected for use to offset prior years funding requirement | 2016-12-31 | 0 |
| Prefunding balanced used to offset prior years funding requirement | 2016-12-31 | 0 |
| Amount remaining of carryover balance | 2016-12-31 | 0 |
| Amount remaining of prefunding balance | 2016-12-31 | 0 |
| Present value of excess contributions | 2016-12-31 | 108,256 |
| Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2016-12-31 | 108,256 |
| Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2016-12-31 | 0 |
| Reductions in caryover balances due to elections or deemed elections | 2016-12-31 | 0 |
| Reductions in prefunding balances due to elections or deemed elections | 2016-12-31 | 0 |
| Balance of carryovers at beginning of current year | 2016-12-31 | 0 |
| Balance of prefunding at beginning of current year | 2016-12-31 | 0 |
| Total employer contributions | 2016-12-31 | 230,000 |
| Total employee contributions | 2016-12-31 | 0 |
| Contributions allocated toward unpaid minimum require contributions from prior years | 2016-12-31 | 0 |
| Contributions made to avoid restrictions adjusted to valuation date | 2016-12-31 | 0 |
| Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2016-12-31 | 221,130 |
| Unpaid minimum required contributions for all prior years | 2016-12-31 | 0 |
| iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2016-12-31 | 0 |
| Remaining amount of unpaid minimum required contributions | 2016-12-31 | 0 |
| Minimum required contributions for current year target normal cost | 2016-12-31 | 180,274 |
| Net shortfall amortization installment of oustanding balance | 2016-12-31 | 0 |
| Waiver amortization installment | 2016-12-31 | 0 |
| Waived amount of outstanding balance | 2016-12-31 | 0 |
| Total funding amount beforereflecting carryover/prefunding balances | 2016-12-31 | 114,371 |
| Carryover balance elected to use to offset funding requirement | 2016-12-31 | 0 |
| Prefunding balance elected to use to offset funding requirement | 2016-12-31 | 0 |
| Additional cash requirement | 2016-12-31 | 114,371 |
| Contributions allocatedtoward minimum required contributions for current year | 2016-12-31 | 221,130 |
| Unpaid minimum required contributions for current year | 2016-12-31 | 0 |
| Unpaid minimum required contributions for all years | 2016-12-31 | 0 |
| Measure | Date | Value |
|---|---|---|
| 2025 : THE WILLIAMS LAW FIRM, P.C. CASH BALANCE PLAN 2025 401k financial data | ||
| Total transfers to/from plan in this plan year | 2025-06-30 | 0 |
| Total liabilities as of the end of the plan year | 2025-06-30 | 0 |
| Total liabilities as of the beginning of the plan year | 2025-06-30 | 0 |
| Total expenses incurred by plan in this plan year | 2025-06-30 | 20871 |
| Net assets as of the end of the plan year | 2025-06-30 | 3562041 |
| Total assets as of the beginning of the plan year | 2025-06-30 | 2982895 |
| Value of plan covered by a fidelity bond | 2025-06-30 | 500000 |
| Participant contributions to plan in this plan year | 2025-06-30 | 0 |
| Other expenses paid from plan in this plan year | 2025-06-30 | 0 |
| Other contributions to plan in this plan year | 2025-06-30 | 0 |
| Other income to plan in this plan year | 2025-06-30 | 600017 |
| Plan net income in this plan year | 2025-06-30 | 579146 |
| Net assets as of the end of the plan year | 2025-06-30 | 3562041 |
| Net assets as of the beginning of the plan year | 2025-06-30 | 2982895 |
| Employer contributions to plan in this plan year | 2025-06-30 | 0 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-06-30 | 20871 |
| 2024 : THE WILLIAMS LAW FIRM, P.C. CASH BALANCE PLAN 2024 401k financial data | ||
| Total transfers to/from plan in this plan year | 2024-10-04 | 0 |
| Total liabilities as of the end of the plan year | 2024-10-04 | 0 |
| Total liabilities as of the beginning of the plan year | 2024-10-04 | 0 |
| Total expenses incurred by plan in this plan year | 2024-10-04 | 17292 |
| Net assets as of the end of the plan year | 2024-10-04 | 2982895 |
| Total assets as of the beginning of the plan year | 2024-10-04 | 2567226 |
| Value of plan covered by a fidelity bond | 2024-10-04 | 300000 |
| Participant contributions to plan in this plan year | 2024-10-04 | 0 |
| Other expenses paid from plan in this plan year | 2024-10-04 | 0 |
| Other contributions to plan in this plan year | 2024-10-04 | 0 |
| Other income to plan in this plan year | 2024-10-04 | 409754 |
| Plan net income in this plan year | 2024-10-04 | 415669 |
| Net assets as of the end of the plan year | 2024-10-04 | 2982895 |
| Net assets as of the beginning of the plan year | 2024-10-04 | 2567226 |
| Employer contributions to plan in this plan year | 2024-10-04 | 23207 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-10-04 | 17292 |
| 2022 : THE WILLIAMS LAW FIRM, P.C. CASH BALANCE PLAN 2022 401k financial data | ||
| Total transfers to/from plan in this plan year | 2022-07-28 | 0 |
| Total liabilities as of the end of the plan year | 2022-07-28 | 0 |
| Total liabilities as of the beginning of the plan year | 2022-07-28 | 0 |
| Total expenses incurred by plan in this plan year | 2022-07-28 | 21858 |
| Net assets as of the end of the plan year | 2022-07-28 | 2839447 |
| Total assets as of the beginning of the plan year | 2022-07-28 | 2461663 |
| Value of plan covered by a fidelity bond | 2022-07-28 | 290000 |
| Participant contributions to plan in this plan year | 2022-07-28 | 0 |
| Other expenses paid from plan in this plan year | 2022-07-28 | 0 |
| Other contributions to plan in this plan year | 2022-07-28 | 0 |
| Other income to plan in this plan year | 2022-07-28 | 399642 |
| Plan net income in this plan year | 2022-07-28 | 377784 |
| Net assets as of the end of the plan year | 2022-07-28 | 2839447 |
| Net assets as of the beginning of the plan year | 2022-07-28 | 2461663 |
| Employer contributions to plan in this plan year | 2022-07-28 | 0 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2022-07-28 | 20737 |