SOCA WILLIAMS AND STROHM LLC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan WILLIAMS & STROHM, LLC 401(K) PLAN
| Measure | Date | Value |
|---|
| 2025 : WILLIAMS & STROHM, LLC 401(K) PLAN 2025 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2025-07-08 | 7013 |
| Net assets as of the end of the plan year | 2025-07-08 | 530105 |
| Total assets as of the beginning of the plan year | 2025-07-08 | 351953 |
| Value of plan covered by a fidelity bond | 2025-07-08 | 36000 |
| Participant contributions to plan in this plan year | 2025-07-08 | 110002 |
| Other income to plan in this plan year | 2025-07-08 | 50237 |
| Plan net income in this plan year | 2025-07-08 | 178152 |
| Net assets as of the end of the plan year | 2025-07-08 | 530105 |
| Net assets as of the beginning of the plan year | 2025-07-08 | 351953 |
| Employer contributions to plan in this plan year | 2025-07-08 | 24926 |
| Fees paid to broker by Benefit Provider | 2025-07-08 | 1170 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-07-08 | 5361 |
| 2024 : WILLIAMS & STROHM, LLC 401(K) PLAN 2024 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2024-07-15 | 5639 |
| Net assets as of the end of the plan year | 2024-07-15 | 351953 |
| Total assets as of the beginning of the plan year | 2024-07-15 | 207230 |
| Value of plan covered by a fidelity bond | 2024-07-15 | 21000 |
| Participant contributions to plan in this plan year | 2024-07-15 | 73730 |
| Other contributions to plan in this plan year | 2024-07-15 | 12540 |
| Other income to plan in this plan year | 2024-07-15 | 43535 |
| Plan net income in this plan year | 2024-07-15 | 144723 |
| Net assets as of the end of the plan year | 2024-07-15 | 351953 |
| Net assets as of the beginning of the plan year | 2024-07-15 | 207230 |
| Employer contributions to plan in this plan year | 2024-07-15 | 20557 |
| Fees paid to broker by Benefit Provider | 2024-07-15 | 662 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-07-15 | 5639 |
| 2022 : WILLIAMS & STROHM, LLC 401(K) PLAN 2022 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2022-06-08 | 941 |
| Net assets as of the end of the plan year | 2022-06-08 | 144206 |
| Value of plan covered by a fidelity bond | 2022-06-08 | 200000 |
| Participant contributions to plan in this plan year | 2022-06-08 | 66607 |
| Other contributions to plan in this plan year | 2022-06-08 | 48306 |
| Other income to plan in this plan year | 2022-06-08 | 11106 |
| Plan net income in this plan year | 2022-06-08 | 144206 |
| Net assets as of the end of the plan year | 2022-06-08 | 144206 |
| Net assets as of the beginning of the plan year | 2022-06-08 | 0 |
| Employer contributions to plan in this plan year | 2022-06-08 | 19128 |
| Fees paid to broker by Benefit Provider | 2022-06-08 | 709 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2022-06-08 | 941 |
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