WILLIAMS & GUMBINER LLP has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan WILLIAMS & GUMBINER LLP CASH BALANCE PLAN & TRUST
| Measure | Date | Value |
|---|
| 2025 : WILLIAMS & GUMBINER LLP CASH BALANCE PLAN & TRUST 2025 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2025-10-15 | 0 |
| Total liabilities as of the end of the plan year | 2025-10-15 | 0 |
| Total liabilities as of the beginning of the plan year | 2025-10-15 | 0 |
| Total expenses incurred by plan in this plan year | 2025-10-15 | 63084 |
| Net assets as of the end of the plan year | 2025-10-15 | 2393138 |
| Total assets as of the beginning of the plan year | 2025-10-15 | 2061381 |
| Value of plan covered by a fidelity bond | 2025-10-15 | 500000 |
| Participant contributions to plan in this plan year | 2025-10-15 | 0 |
| Other expenses paid from plan in this plan year | 2025-10-15 | 0 |
| Other contributions to plan in this plan year | 2025-10-15 | 0 |
| Other income to plan in this plan year | 2025-10-15 | 194841 |
| Plan net income in this plan year | 2025-10-15 | 331757 |
| Net assets as of the end of the plan year | 2025-10-15 | 2393138 |
| Net assets as of the beginning of the plan year | 2025-10-15 | 2061381 |
| Employer contributions to plan in this plan year | 2025-10-15 | 200000 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-10-15 | 0 |
| 2024 : WILLIAMS & GUMBINER LLP CASH BALANCE PLAN & TRUST 2024 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2024-10-14 | 0 |
| Total liabilities as of the end of the plan year | 2024-10-14 | 0 |
| Total liabilities as of the beginning of the plan year | 2024-10-14 | 0 |
| Total expenses incurred by plan in this plan year | 2024-10-14 | 43962 |
| Net assets as of the end of the plan year | 2024-10-14 | 2061381 |
| Total assets as of the beginning of the plan year | 2024-10-14 | 1361617 |
| Value of plan covered by a fidelity bond | 2024-10-14 | 500000 |
| Participant contributions to plan in this plan year | 2024-10-14 | 0 |
| Other expenses paid from plan in this plan year | 2024-10-14 | 0 |
| Other contributions to plan in this plan year | 2024-10-14 | 0 |
| Other income to plan in this plan year | 2024-10-14 | 143726 |
| Plan net income in this plan year | 2024-10-14 | 699764 |
| Net assets as of the end of the plan year | 2024-10-14 | 2061381 |
| Net assets as of the beginning of the plan year | 2024-10-14 | 1361617 |
| Employer contributions to plan in this plan year | 2024-10-14 | 600000 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-10-14 | 0 |
| 2022 : WILLIAMS & GUMBINER LLP CASH BALANCE PLAN & TRUST 2022 401k financial data |
|---|
| Transfers to/from the plan | 2022-12-31 | $0 |
| Total plan liabilities at end of year | 2022-12-31 | $0 |
| Total plan liabilities at beginning of year | 2022-12-31 | $0 |
| Total income from all sources | 2022-12-31 | $415,474 |
| Expenses. Total of all expenses incurred | 2022-12-31 | $34,833 |
| Benefits paid (including direct rollovers) | 2022-12-31 | $34,833 |
| Total plan assets at end of year | 2022-12-31 | $1,361,617 |
| Total plan assets at beginning of year | 2022-12-31 | $980,976 |
| Value of fidelity bond covering the plan | 2022-12-31 | $300,000 |
| Total contributions received or receivable from participants | 2022-12-31 | $0 |
| Expenses. Other expenses not covered elsewhere | 2022-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2022-12-31 | $0 |
| Other income received | 2022-12-31 | $-84,526 |
| Noncash contributions received | 2022-12-31 | $0 |
| Net income (gross income less expenses) | 2022-12-31 | $380,641 |
| Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $1,361,617 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $980,976 |
| Total contributions received or receivable from employer(s) | 2022-12-31 | $500,000 |
| Value of certain deemed distributions of participant loans | 2022-12-31 | $0 |
| Value of corrective distributions | 2022-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2022-12-31 | $0 |
| 2021 : WILLIAMS & GUMBINER LLP CASH BALANCE PLAN & TRUST 2021 401k financial data |
|---|
| Transfers to/from the plan | 2021-12-31 | $0 |
| Total plan liabilities at end of year | 2021-12-31 | $0 |
| Total plan liabilities at beginning of year | 2021-12-31 | $0 |
| Total income from all sources | 2021-12-31 | $133,366 |
| Expenses. Total of all expenses incurred | 2021-12-31 | $28,209 |
| Benefits paid (including direct rollovers) | 2021-12-31 | $28,109 |
| Total plan assets at end of year | 2021-12-31 | $980,976 |
| Total plan assets at beginning of year | 2021-12-31 | $875,819 |
| Value of fidelity bond covering the plan | 2021-12-31 | $250,000 |
| Total contributions received or receivable from participants | 2021-12-31 | $0 |
| Expenses. Other expenses not covered elsewhere | 2021-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2021-12-31 | $0 |
| Other income received | 2021-12-31 | $73,366 |
| Noncash contributions received | 2021-12-31 | $0 |
| Net income (gross income less expenses) | 2021-12-31 | $105,157 |
| Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $980,976 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $875,819 |
| Total contributions received or receivable from employer(s) | 2021-12-31 | $60,000 |
| Value of certain deemed distributions of participant loans | 2021-12-31 | $0 |
| Value of corrective distributions | 2021-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2021-12-31 | $100 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
| 2020 : WILLIAMS & GUMBINER LLP CASH BALANCE PLAN & TRUST 2020 401k financial data |
|---|
| Transfers to/from the plan | 2020-12-31 | $0 |
| Total plan liabilities at end of year | 2020-12-31 | $0 |
| Total plan liabilities at beginning of year | 2020-12-31 | $0 |
| Total income from all sources | 2020-12-31 | $466,504 |
| Expenses. Total of all expenses incurred | 2020-12-31 | $31,435 |
| Benefits paid (including direct rollovers) | 2020-12-31 | $31,335 |
| Total plan assets at end of year | 2020-12-31 | $875,819 |
| Total plan assets at beginning of year | 2020-12-31 | $440,750 |
| Value of fidelity bond covering the plan | 2020-12-31 | $150,000 |
| Total contributions received or receivable from participants | 2020-12-31 | $0 |
| Expenses. Other expenses not covered elsewhere | 2020-12-31 | $100 |
| Contributions received from other sources (not participants or employers) | 2020-12-31 | $0 |
| Other income received | 2020-12-31 | $41,539 |
| Noncash contributions received | 2020-12-31 | $0 |
| Net income (gross income less expenses) | 2020-12-31 | $435,069 |
| Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $875,819 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $440,750 |
| Total contributions received or receivable from employer(s) | 2020-12-31 | $424,965 |
| Value of certain deemed distributions of participant loans | 2020-12-31 | $0 |
| Value of corrective distributions | 2020-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2020-12-31 | $0 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
