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WILLIAMS & WORKS PROFIT SHARING AND 401K PLAN 401k Plan overview

Plan NameWILLIAMS & WORKS PROFIT SHARING AND 401K PLAN
Plan identification number 001

WILLIAMS & WORKS PROFIT SHARING AND 401K PLAN 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • 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

WILLIAMS & WORKS, INC. has sponsored the creation of one or more 401k plans.

Company Name:WILLIAMS & WORKS, INC.
Employer identification number (EIN):383253838
NAIC Classification:541330
NAIC Description:Engineering Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WILLIAMS & WORKS PROFIT SHARING AND 401K PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01DANIEL WHALEN2024-09-16
0012022-01-01DANIEL WHALEN2023-06-19
0012021-01-01DANIEL WHALEN2022-05-11
0012020-01-01DANIEL WHALEN2021-06-15
0012019-01-01DANIEL WHALEN2020-10-06
0012018-01-01DANIEL WHALEN2019-06-27
0012017-01-01DANIEL WHALEN2018-07-25
0012016-01-01DAVID AUSTIN2017-06-19
0012015-01-01DAVID AUSTIN2016-07-18
0012014-01-01DAVID AUSTIN2015-06-17
0012013-01-01DAVID AUSTIN2014-07-18
0012012-01-01LAWRENCE ALBAUGH2013-07-29
0012011-01-01LAWRENCE ALBAUGH2012-07-26
0012010-01-01LAWRENCE ALBAUGH2011-06-30

Financial Data on WILLIAMS & WORKS PROFIT SHARING AND 401K PLAN

Measure Date Value
2025 : WILLIAMS & WORKS PROFIT SHARING AND 401K PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-07-282051721
Net assets as of the end of the plan year2025-07-284785946
Total assets as of the beginning of the plan year2025-07-286022686
Value of plan covered by a fidelity bond2025-07-28500000
Participant contributions to plan in this plan year2025-07-28116414
Value of participant loans at end of plan year2025-07-2819606
Other income to plan in this plan year2025-07-28618567
Plan net income in this plan year2025-07-28-1236740
Net assets as of the end of the plan year2025-07-284785946
Net assets as of the beginning of the plan year2025-07-286022686
Employer contributions to plan in this plan year2025-07-2880000
2024 : WILLIAMS & WORKS PROFIT SHARING AND 401K PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-09-16592496
Net assets as of the end of the plan year2024-09-166022686
Total assets as of the beginning of the plan year2024-09-165499590
Value of plan covered by a fidelity bond2024-09-16500000
Participant contributions to plan in this plan year2024-09-16122172
Value of participant loans at end of plan year2024-09-1632921
Other income to plan in this plan year2024-09-16913420
Plan net income in this plan year2024-09-16523096
Net assets as of the end of the plan year2024-09-166022686
Net assets as of the beginning of the plan year2024-09-165499590
Employer contributions to plan in this plan year2024-09-1680000
2022 : WILLIAMS & WORKS PROFIT SHARING AND 401K PLAN 2022 401k financial data
Total expenses incurred by plan in this plan year2022-05-11110883
Net assets as of the end of the plan year2022-05-116515279
Total assets as of the beginning of the plan year2022-05-115539741
Value of plan covered by a fidelity bond2022-05-11500000
Participant contributions to plan in this plan year2022-05-11157306
Value of participant loans at end of plan year2022-05-1147082
Other income to plan in this plan year2022-05-11819115
Plan net income in this plan year2022-05-11975538
Net assets as of the end of the plan year2022-05-116515279
Net assets as of the beginning of the plan year2022-05-115539741
Employer contributions to plan in this plan year2022-05-11110000

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