WILLIAMS NOTARO & ASSOCIATES has sponsored the creation of one or more 401k plans.
| Measure | Date | Value |
|---|
| 2022 : WILLIAMS NOTARO 401(K) PLAN 2022 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2022-07-05 | 0 |
| Total expenses incurred by plan in this plan year | 2022-07-05 | 13793 |
| Net assets as of the end of the plan year | 2022-07-05 | 3338030 |
| Total assets as of the beginning of the plan year | 2022-07-05 | 2742705 |
| Value of plan covered by a fidelity bond | 2022-07-05 | 150000 |
| Participant contributions to plan in this plan year | 2022-07-05 | 94109 |
| Other expenses paid from plan in this plan year | 2022-07-05 | 50 |
| Other contributions to plan in this plan year | 2022-07-05 | 0 |
| Other income to plan in this plan year | 2022-07-05 | 466734 |
| Plan net income in this plan year | 2022-07-05 | 595325 |
| Net assets as of the end of the plan year | 2022-07-05 | 3338030 |
| Net assets as of the beginning of the plan year | 2022-07-05 | 2742705 |
| Employer contributions to plan in this plan year | 2022-07-05 | 48275 |
| Fees paid to broker by Benefit Provider | 2022-07-05 | 4349 |
| 2014 : WILLIAMS NOTARO 401(K) PLAN 2014 401k financial data |
|---|
| Transfers to/from the plan | 2014-12-31 | $0 |
| Total income from all sources | 2014-12-31 | $212,904 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $0 |
| Benefits paid (including direct rollovers) | 2014-12-31 | $0 |
| Total plan assets at end of year | 2014-12-31 | $1,219,535 |
| Total plan assets at beginning of year | 2014-12-31 | $1,006,631 |
| Value of fidelity bond covering the plan | 2014-12-31 | $150,000 |
| Total contributions received or receivable from participants | 2014-12-31 | $102,835 |
| Expenses. Other expenses not covered elsewhere | 2014-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2014-12-31 | $0 |
| Other income received | 2014-12-31 | $61,594 |
| Net income (gross income less expenses) | 2014-12-31 | $212,904 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $1,219,535 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $1,006,631 |
| Assets. Value of participant loans | 2014-12-31 | $0 |
| Total contributions received or receivable from employer(s) | 2014-12-31 | $48,475 |
| Value of certain deemed distributions of participant loans | 2014-12-31 | $0 |
| Value of corrective distributions | 2014-12-31 | $0 |
| 2013 : WILLIAMS NOTARO 401(K) PLAN 2013 401k financial data |
|---|
| Transfers to/from the plan | 2013-12-31 | $0 |
| Total income from all sources | 2013-12-31 | $325,662 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $3,297 |
| Benefits paid (including direct rollovers) | 2013-12-31 | $3,297 |
| Total plan assets at end of year | 2013-12-31 | $1,006,631 |
| Total plan assets at beginning of year | 2013-12-31 | $684,266 |
| Value of fidelity bond covering the plan | 2013-12-31 | $30,000 |
| Total contributions received or receivable from participants | 2013-12-31 | $102,369 |
| Expenses. Other expenses not covered elsewhere | 2013-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2013-12-31 | $1,690 |
| Other income received | 2013-12-31 | $176,520 |
| Net income (gross income less expenses) | 2013-12-31 | $322,365 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $1,006,631 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $684,266 |
| Assets. Value of participant loans | 2013-12-31 | $0 |
| Total contributions received or receivable from employer(s) | 2013-12-31 | $45,083 |
| Value of certain deemed distributions of participant loans | 2013-12-31 | $0 |
| Value of corrective distributions | 2013-12-31 | $0 |
| Funding deficiency by the employer to the plan for this plan year | 2013-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2013-12-31 | $0 |
| Amount contributed by the employer to the plan for this plan year | 2013-12-31 | $0 |
| 2012 : WILLIAMS NOTARO 401(K) PLAN 2012 401k financial data |
|---|
| Transfers to/from the plan | 2012-12-31 | $0 |
| Total income from all sources | 2012-12-31 | $222,774 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $0 |
| Benefits paid (including direct rollovers) | 2012-12-31 | $0 |
| Total plan assets at end of year | 2012-12-31 | $684,266 |
| Total plan assets at beginning of year | 2012-12-31 | $461,492 |
| Value of fidelity bond covering the plan | 2012-12-31 | $30,000 |
| Total contributions received or receivable from participants | 2012-12-31 | $104,776 |
| Expenses. Other expenses not covered elsewhere | 2012-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2012-12-31 | $0 |
| Other income received | 2012-12-31 | $72,241 |
| Net income (gross income less expenses) | 2012-12-31 | $222,774 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $684,266 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $461,492 |
| Assets. Value of participant loans | 2012-12-31 | $0 |
| Total contributions received or receivable from employer(s) | 2012-12-31 | $45,757 |
| Value of certain deemed distributions of participant loans | 2012-12-31 | $0 |
| Value of corrective distributions | 2012-12-31 | $0 |
| 2011 : WILLIAMS NOTARO 401(K) PLAN 2011 401k financial data |
|---|
| Transfers to/from the plan | 2011-12-31 | $0 |
| Total income from all sources | 2011-12-31 | $142,915 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $18,480 |
| Benefits paid (including direct rollovers) | 2011-12-31 | $18,480 |
| Total plan assets at end of year | 2011-12-31 | $461,492 |
| Total plan assets at beginning of year | 2011-12-31 | $337,057 |
| Value of fidelity bond covering the plan | 2011-12-31 | $30,000 |
| Total contributions received or receivable from participants | 2011-12-31 | $103,865 |
| Expenses. Other expenses not covered elsewhere | 2011-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2011-12-31 | $0 |
| Other income received | 2011-12-31 | $-24,563 |
| Net income (gross income less expenses) | 2011-12-31 | $124,435 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $461,492 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $337,057 |
| Assets. Value of participant loans | 2011-12-31 | $0 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $63,613 |
| Value of certain deemed distributions of participant loans | 2011-12-31 | $0 |
| Value of corrective distributions | 2011-12-31 | $0 |
| Funding deficiency by the employer to the plan for this plan year | 2011-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2011-12-31 | $0 |
| Amount contributed by the employer to the plan for this plan year | 2011-12-31 | $0 |
| 2010 : WILLIAMS NOTARO 401(K) PLAN 2010 401k financial data |
|---|
| Transfers to/from the plan | 2010-12-31 | $0 |
| Total income from all sources | 2010-12-31 | $160,667 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $0 |
| Benefits paid (including direct rollovers) | 2010-12-31 | $0 |
| Total plan assets at end of year | 2010-12-31 | $337,057 |
| Total plan assets at beginning of year | 2010-12-31 | $176,390 |
| Value of fidelity bond covering the plan | 2010-12-31 | $30,000 |
| Total contributions received or receivable from participants | 2010-12-31 | $94,351 |
| Expenses. Other expenses not covered elsewhere | 2010-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2010-12-31 | $0 |
| Other income received | 2010-12-31 | $40,872 |
| Net income (gross income less expenses) | 2010-12-31 | $160,667 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $337,057 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $176,390 |
| Assets. Value of participant loans | 2010-12-31 | $0 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $25,444 |
| Value of certain deemed distributions of participant loans | 2010-12-31 | $0 |
| Value of corrective distributions | 2010-12-31 | $0 |
| 2014: WILLIAMS NOTARO 401(K) PLAN 2014 form 5500 responses |
|---|
| 2014-01-01 | Type of plan entity | Single employer plan |
| 2014-01-01 | Submission has been amended | No |
| 2014-01-01 | This submission is the final filing | No |
| 2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2014-01-01 | Plan is a collectively bargained plan | No |
| 2014-01-01 | Plan funding arrangement – Insurance | Yes |
| 2014-01-01 | Plan funding arrangement – Trust | Yes |
| 2014-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2013: WILLIAMS NOTARO 401(K) PLAN 2013 form 5500 responses |
|---|
| 2013-01-01 | Type of plan entity | Single employer plan |
| 2013-01-01 | Submission has been amended | No |
| 2013-01-01 | This submission is the final filing | No |
| 2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2013-01-01 | Plan is a collectively bargained plan | No |
| 2013-01-01 | Plan funding arrangement – Insurance | Yes |
| 2013-01-01 | Plan funding arrangement – Trust | Yes |
| 2013-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2012: WILLIAMS NOTARO 401(K) PLAN 2012 form 5500 responses |
|---|
| 2012-01-01 | Type of plan entity | Single employer plan |
| 2012-01-01 | Submission has been amended | No |
| 2012-01-01 | This submission is the final filing | No |
| 2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2012-01-01 | Plan is a collectively bargained plan | No |
| 2012-01-01 | Plan funding arrangement – Insurance | Yes |
| 2012-01-01 | Plan funding arrangement – Trust | Yes |
| 2012-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2011: WILLIAMS NOTARO 401(K) PLAN 2011 form 5500 responses |
|---|
| 2011-01-01 | Type of plan entity | Single employer plan |
| 2011-01-01 | Submission has been amended | No |
| 2011-01-01 | This submission is the final filing | No |
| 2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2011-01-01 | Plan is a collectively bargained plan | No |
| 2011-01-01 | Plan funding arrangement – Insurance | Yes |
| 2011-01-01 | Plan funding arrangement – Trust | Yes |
| 2011-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2009: WILLIAMS NOTARO 401(K) PLAN 2009 form 5500 responses |
|---|
| 2009-01-01 | Type of plan entity | Single employer plan |
| 2009-01-01 | First time form 5500 has been submitted | Yes |
| 2009-01-01 | Submission has been amended | No |
| 2009-01-01 | This submission is the final filing | No |
| 2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2009-01-01 | Plan is a collectively bargained plan | No |
| 2009-01-01 | Plan funding arrangement – Insurance | Yes |
| 2009-01-01 | Plan funding arrangement – Trust | Yes |
| 2009-01-01 | Plan benefit arrangement – Insurance | Yes |
