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WILLIAMS COMPANY EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 401k Plan overview

Plan NameWILLIAMS COMPANY EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST
Plan identification number 002

WILLIAMS COMPANY EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Stock bonus
  • Leveraged ESOP - An ESOP that acquires employer securities with borrowed money or other debt-financing techniques. A completed Schedule E must be attached to a Form 5500 filed for an ESOP.
  • The employer maintaining this ESOP is an S Corporation
  • Plan requiring that all or part of employer contributions be invested and held, at least for a limited period, in employer securities.

401k Sponsoring company profile

WILLIAMS COMPANY MANAGEMENT GROUP, INC has sponsored the creation of one or more 401k plans.

Company Name:WILLIAMS COMPANY MANAGEMENT GROUP, INC
Employer identification number (EIN):593688598
NAIC Classification:561110
NAIC Description:Office Administrative Services

Additional information about WILLIAMS COMPANY MANAGEMENT GROUP, INC

Jurisdiction of Incorporation: Florida Department of State Division of Corporations
Incorporation Date: 2000-07-03
Company Identification Number: P00000064328
Legal Registered Office Address: 2301 SILVER STAR ROAD

ORLANDO

32804

More information about WILLIAMS COMPANY MANAGEMENT GROUP, INC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WILLIAMS COMPANY EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01ROGER WHITTY2023-10-11
0022022-01-01ROGER WHITTY2024-01-05
0022021-01-01ROGER WHITTY2022-07-25
0022020-01-01ROGER WHITTY2021-06-29
0022019-01-01ROGER WHITTY2020-09-11
0022018-01-01
0022018-01-01ROGER WHITTY2019-07-02
0022018-01-01ROGER WHITTY2019-07-02
0022018-01-01ROGER WHITTY2019-07-02
0022017-01-01
0022016-01-01
0022015-01-01
0022014-01-01SHARON KARKLINS
0022013-01-01SHARON KARKLINS
0022012-01-01SHARON KARKLINS
0022011-01-01SHARON KARKLINS SHARON KARKLINS2012-10-03
0022010-01-01JANICE LOWERY JANICE LOWERY2011-10-11
0022009-01-01JANICE LOWERY

Plan Statistics for WILLIAMS COMPANY EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST

401k plan membership statisitcs for WILLIAMS COMPANY EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST

Measure Date Value
2022: WILLIAMS COMPANY EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2022 401k membership
Total participants, beginning-of-year2022-01-01137
Total number of active participants reported on line 7a of the Form 55002022-01-01114
Number of retired or separated participants receiving benefits2022-01-018
Number of other retired or separated participants entitled to future benefits2022-01-0129
Total of all active and inactive participants2022-01-01151
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-012
Total participants2022-01-01153
Number of participants with account balances2022-01-01151
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-018
2021: WILLIAMS COMPANY EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2021 401k membership
Total participants, beginning-of-year2021-01-01125
Total number of active participants reported on line 7a of the Form 55002021-01-01102
Number of retired or separated participants receiving benefits2021-01-017
Number of other retired or separated participants entitled to future benefits2021-01-0123
Total of all active and inactive participants2021-01-01132
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-012
Total participants2021-01-01134
Number of participants with account balances2021-01-0133
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-016
2020: WILLIAMS COMPANY EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2020 401k membership
Total participants, beginning-of-year2020-01-01125
Total number of active participants reported on line 7a of the Form 55002020-01-01103
Number of retired or separated participants receiving benefits2020-01-015
Number of other retired or separated participants entitled to future benefits2020-01-0116
Total of all active and inactive participants2020-01-01124
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-011
Total participants2020-01-01125
Number of participants with account balances2020-01-01125
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-015
2019: WILLIAMS COMPANY EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2019 401k membership
Total participants, beginning-of-year2019-01-01130
Total number of active participants reported on line 7a of the Form 55002019-01-01109
Number of retired or separated participants receiving benefits2019-01-015
Number of other retired or separated participants entitled to future benefits2019-01-0110
Total of all active and inactive participants2019-01-01124
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-011
Total participants2019-01-01125
Number of participants with account balances2019-01-01125
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-017
2018: WILLIAMS COMPANY EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2018 401k membership
Total participants, beginning-of-year2018-01-01122
Total number of active participants reported on line 7a of the Form 55002018-01-01109
Number of retired or separated participants receiving benefits2018-01-017
Number of other retired or separated participants entitled to future benefits2018-01-0111
Total of all active and inactive participants2018-01-01127
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01127
Number of participants with account balances2018-01-01125
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-015
2017: WILLIAMS COMPANY EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2017 401k membership
Total participants, beginning-of-year2017-01-01132
Total number of active participants reported on line 7a of the Form 55002017-01-01100
Number of retired or separated participants receiving benefits2017-01-019
Number of other retired or separated participants entitled to future benefits2017-01-018
Total of all active and inactive participants2017-01-01117
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-012
Total participants2017-01-01119
Number of participants with account balances2017-01-01117
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-019
2016: WILLIAMS COMPANY EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2016 401k membership
Total participants, beginning-of-year2016-01-01125
Total number of active participants reported on line 7a of the Form 55002016-01-0196
Number of retired or separated participants receiving benefits2016-01-019
Number of other retired or separated participants entitled to future benefits2016-01-0125
Total of all active and inactive participants2016-01-01130
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-011
Total participants2016-01-01131
Number of participants with account balances2016-01-01129
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-013
2015: WILLIAMS COMPANY EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2015 401k membership
Total participants, beginning-of-year2015-01-01110
Total number of active participants reported on line 7a of the Form 55002015-01-0191
Number of retired or separated participants receiving benefits2015-01-016
Number of other retired or separated participants entitled to future benefits2015-01-0124
Total of all active and inactive participants2015-01-01121
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-012
Total participants2015-01-01123
Number of participants with account balances2015-01-01114
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-017
2014: WILLIAMS COMPANY EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2014 401k membership
Total participants, beginning-of-year2014-01-01109
Total number of active participants reported on line 7a of the Form 55002014-01-0178
Number of retired or separated participants receiving benefits2014-01-019
Number of other retired or separated participants entitled to future benefits2014-01-0122
Total of all active and inactive participants2014-01-01109
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-011
Total participants2014-01-01110
Number of participants with account balances2014-01-01108
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-014
2013: WILLIAMS COMPANY EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2013 401k membership
Total participants, beginning-of-year2013-01-0197
Total number of active participants reported on line 7a of the Form 55002013-01-0174
Number of retired or separated participants receiving benefits2013-01-018
Number of other retired or separated participants entitled to future benefits2013-01-0124
Total of all active and inactive participants2013-01-01106
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-011
Total participants2013-01-01107
Number of participants with account balances2013-01-01106
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-011
2012: WILLIAMS COMPANY EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2012 401k membership
Total participants, beginning-of-year2012-01-01115
Total number of active participants reported on line 7a of the Form 55002012-01-0167
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0129
Total of all active and inactive participants2012-01-0196
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-011
Total participants2012-01-0197
Number of participants with account balances2012-01-0192
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-018
2011: WILLIAMS COMPANY EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year2011-01-01129
Total number of active participants reported on line 7a of the Form 55002011-01-0172
Number of retired or separated participants receiving benefits2011-01-011
Number of other retired or separated participants entitled to future benefits2011-01-0141
Total of all active and inactive participants2011-01-01114
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-011
Total participants2011-01-01115
Number of participants with account balances2011-01-01111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-018
2010: WILLIAMS COMPANY EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2010 401k membership
Total participants, beginning-of-year2010-01-01122
Total number of active participants reported on line 7a of the Form 55002010-01-0176
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0152
Total of all active and inactive participants2010-01-01128
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-011
Total participants2010-01-01129
Number of participants with account balances2010-01-01126
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-012
2009: WILLIAMS COMPANY EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2009 401k membership
Total participants, beginning-of-year2009-01-01123
Total number of active participants reported on line 7a of the Form 55002009-01-0154
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0168
Total of all active and inactive participants2009-01-01122
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01122
Number of participants with account balances2009-01-01121
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-015

Financial Data on WILLIAMS COMPANY EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST

Measure Date Value
2022 : WILLIAMS COMPANY EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$2,750,000
Total unrealized appreciation/depreciation of assets2022-12-31$2,750,000
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$1,662,292
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$1,994,750
Expenses. Interest paid2022-12-31$44,682
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022022-12-31$44,682
Total income from all sources (including contributions)2022-12-31$4,025,398
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$941,647
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$896,965
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,274,105
Value of total assets at end of year2022-12-31$43,577,399
Value of total assets at beginning of year2022-12-31$40,826,106
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$0
Total interest from all sources2022-12-31$1,293
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$5,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$3,083,751
Value of net assets at end of year (total assets less liabilities)2022-12-31$41,915,107
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$38,831,356
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$227,399
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$226,106
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$226,106
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$1,293
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Assets. Invements in employer securities at end of year2022-12-31$43,350,000
Assets. Invements in employer securities at beginning of year2022-12-31$40,600,000
Contributions received in cash from employer2022-12-31$1,274,105
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$896,965
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Liabilities. Value of acquisition indebtedness at end of year2022-12-31$1,662,292
Liabilities. Value of acquisition indebtedness at beginning of year2022-12-31$1,994,750
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31VESTAL & WILER
Accountancy firm EIN2022-12-31593198021
2021 : WILLIAMS COMPANY EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$3,700,000
Total unrealized appreciation/depreciation of assets2021-12-31$3,700,000
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$1,994,750
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$2,327,208
Expenses. Interest paid2021-12-31$52,129
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022021-12-31$52,129
Total income from all sources (including contributions)2021-12-31$4,757,575
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$725,087
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$672,958
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,057,545
Value of total assets at end of year2021-12-31$40,826,106
Value of total assets at beginning of year2021-12-31$37,126,076
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$0
Total interest from all sources2021-12-31$30
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$5,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$4,032,488
Value of net assets at end of year (total assets less liabilities)2021-12-31$38,831,356
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$34,798,868
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$226,106
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$226,076
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$226,076
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$30
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Assets. Invements in employer securities at end of year2021-12-31$40,600,000
Assets. Invements in employer securities at beginning of year2021-12-31$36,900,000
Contributions received in cash from employer2021-12-31$1,057,545
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$672,958
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Liabilities. Value of acquisition indebtedness at end of year2021-12-31$1,994,750
Liabilities. Value of acquisition indebtedness at beginning of year2021-12-31$2,327,208
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31VESTAL & WILER
Accountancy firm EIN2021-12-31593198021
2020 : WILLIAMS COMPANY EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$4,150,000
Total unrealized appreciation/depreciation of assets2020-12-31$4,150,000
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$2,327,208
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$2,661,788
Expenses. Interest paid2020-12-31$59,577
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022020-12-31$59,577
Total income from all sources (including contributions)2020-12-31$5,275,772
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$799,339
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$739,762
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,125,423
Value of total assets at end of year2020-12-31$37,126,076
Value of total assets at beginning of year2020-12-31$32,984,223
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$0
Total interest from all sources2020-12-31$349
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$5,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$4,476,433
Value of net assets at end of year (total assets less liabilities)2020-12-31$34,798,868
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$30,322,435
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$226,076
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$234,223
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$234,223
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$349
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Assets. Invements in employer securities at end of year2020-12-31$36,900,000
Assets. Invements in employer securities at beginning of year2020-12-31$32,750,000
Contributions received in cash from employer2020-12-31$1,125,423
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$739,762
Liabilities. Value of benefit claims payable at end of year2020-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2020-12-31$2,121
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Liabilities. Value of acquisition indebtedness at end of year2020-12-31$2,327,208
Liabilities. Value of acquisition indebtedness at beginning of year2020-12-31$2,659,667
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31VESTAL & WILER
Accountancy firm EIN2020-12-31593198021
2019 : WILLIAMS COMPANY EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$7,750,000
Total unrealized appreciation/depreciation of assets2019-12-31$7,750,000
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$2,661,788
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$2,992,125
Expenses. Interest paid2019-12-31$67,024
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022019-12-31$67,024
Total income from all sources (including contributions)2019-12-31$8,813,862
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$1,719,576
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,652,552
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,052,034
Value of total assets at end of year2019-12-31$32,984,223
Value of total assets at beginning of year2019-12-31$26,220,274
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$0
Total interest from all sources2019-12-31$11,828
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$7,094,286
Value of net assets at end of year (total assets less liabilities)2019-12-31$30,322,435
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$23,228,149
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$234,223
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$1,220,274
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$1,220,274
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$11,828
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Assets. Invements in employer securities at end of year2019-12-31$32,750,000
Assets. Invements in employer securities at beginning of year2019-12-31$25,000,000
Contributions received in cash from employer2019-12-31$1,052,034
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,652,552
Liabilities. Value of benefit claims payable at end of year2019-12-31$2,121
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$0
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Liabilities. Value of acquisition indebtedness at end of year2019-12-31$2,659,667
Liabilities. Value of acquisition indebtedness at beginning of year2019-12-31$2,992,125
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31VESTAL & WILER
Accountancy firm EIN2019-12-31593198021
2018 : WILLIAMS COMPANY EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$7,300,000
Total unrealized appreciation/depreciation of assets2018-12-31$7,300,000
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$2,992,125
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$3,324,583
Expenses. Interest paid2018-12-31$74,471
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022018-12-31$74,471
Total income from all sources (including contributions)2018-12-31$8,971,175
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$343,540
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$269,069
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,668,875
Value of total assets at end of year2018-12-31$26,220,274
Value of total assets at beginning of year2018-12-31$17,925,097
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$0
Total interest from all sources2018-12-31$2,300
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Total non interest bearing cash at end of year2018-12-31$1,220,274
Total non interest bearing cash at beginning of year2018-12-31$225,097
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$8,627,635
Value of net assets at end of year (total assets less liabilities)2018-12-31$23,228,149
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$14,600,514
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$2,300
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Assets. Invements in employer securities at end of year2018-12-31$25,000,000
Assets. Invements in employer securities at beginning of year2018-12-31$17,700,000
Contributions received in cash from employer2018-12-31$1,668,875
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$269,069
Liabilities. Value of benefit claims payable at end of year2018-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2018-12-31$0
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Liabilities. Value of acquisition indebtedness at end of year2018-12-31$2,992,125
Liabilities. Value of acquisition indebtedness at beginning of year2018-12-31$3,324,583
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31No
Opinion of an independent qualified public accountant for this plan2018-12-31Unqualified
Accountancy firm name2018-12-31VESTAL & WILER
Accountancy firm EIN2018-12-31593198021
2017 : WILLIAMS COMPANY EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$11,850,000
Total unrealized appreciation/depreciation of assets2017-12-31$11,850,000
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$3,324,583
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$3,657,355
Expenses. Interest paid2017-12-31$81,917
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022017-12-31$81,917
Total income from all sources (including contributions)2017-12-31$12,671,763
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$534,678
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$452,701
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$820,559
Value of total assets at end of year2017-12-31$17,925,097
Value of total assets at beginning of year2017-12-31$6,120,784
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$60
Total interest from all sources2017-12-31$1,204
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$5,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Administrative expenses (other) incurred2017-12-31$60
Total non interest bearing cash at end of year2017-12-31$225,097
Total non interest bearing cash at beginning of year2017-12-31$270,784
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$12,137,085
Value of net assets at end of year (total assets less liabilities)2017-12-31$14,600,514
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$2,463,429
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$1,204
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Assets. Invements in employer securities at end of year2017-12-31$17,700,000
Assets. Invements in employer securities at beginning of year2017-12-31$5,850,000
Contributions received in cash from employer2017-12-31$820,559
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$452,701
Liabilities. Value of benefit claims payable at end of year2017-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2017-12-31$313
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Liabilities. Value of acquisition indebtedness at end of year2017-12-31$3,324,583
Liabilities. Value of acquisition indebtedness at beginning of year2017-12-31$3,657,042
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Unqualified
Accountancy firm name2017-12-31VESTAL & WILER
Accountancy firm EIN2017-12-31593198021
2016 : WILLIAMS COMPANY EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$-1,789,146
Total unrealized appreciation/depreciation of assets2016-12-31$-1,789,146
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$3,657,355
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$301
Expenses. Interest paid2016-12-31$40,398
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022016-12-31$40,398
Total income from all sources (including contributions)2016-12-31$-1,130,950
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$115,209
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$74,811
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$410,964
Value of total assets at end of year2016-12-31$6,120,784
Value of total assets at beginning of year2016-12-31$3,709,889
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$0
Total interest from all sources2016-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$247,232
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$5,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$2,246
Total non interest bearing cash at end of year2016-12-31$270,784
Total non interest bearing cash at beginning of year2016-12-31$44,643
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$-1,246,159
Value of net assets at end of year (total assets less liabilities)2016-12-31$2,463,429
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$3,709,588
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31Yes
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Assets. Invements in employer securities at end of year2016-12-31$5,850,000
Assets. Invements in employer securities at beginning of year2016-12-31$3,663,000
Contributions received in cash from employer2016-12-31$410,964
Income. Dividends from common stock2016-12-31$247,232
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$74,811
Liabilities. Value of benefit claims payable at end of year2016-12-31$313
Liabilities. Value of benefit claims payable at beginning of year2016-12-31$301
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Liabilities. Value of acquisition indebtedness at end of year2016-12-31$3,657,042
Liabilities. Value of acquisition indebtedness at beginning of year2016-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31VESTAL & WILER
Accountancy firm EIN2016-12-31593198021
2015 : WILLIAMS COMPANY EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2015 401k financial data
Total plan liabilities at end of year2015-12-31$301
Total plan liabilities at beginning of year2015-12-31$648,676
Total income from all sources2015-12-31$1,156,722
Expenses. Total of all expenses incurred2015-12-31$44,608
Benefits paid (including direct rollovers)2015-12-31$31,640
Total plan assets at end of year2015-12-31$3,709,889
Total plan assets at beginning of year2015-12-31$3,246,150
Value of fidelity bond covering the plan2015-12-31$500,000
Expenses. Other expenses not covered elsewhere2015-12-31$12,968
Other income received2015-12-31$495,379
Net income (gross income less expenses)2015-12-31$1,112,114
Net plan assets at end of year (total assets less liabilities)2015-12-31$3,709,588
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$2,597,474
Assets. Value of employer securities2015-12-31$3,663,000
Total contributions received or receivable from employer(s)2015-12-31$661,343
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
2014 : WILLIAMS COMPANY EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2014 401k financial data
Total plan liabilities at end of year2014-12-31$648,676
Total plan liabilities at beginning of year2014-12-31$6,353
Total income from all sources2014-12-31$550,681
Expenses. Total of all expenses incurred2014-12-31$51,567
Benefits paid (including direct rollovers)2014-12-31$31,651
Total plan assets at end of year2014-12-31$3,246,150
Total plan assets at beginning of year2014-12-31$2,104,713
Value of fidelity bond covering the plan2014-12-31$500,000
Expenses. Other expenses not covered elsewhere2014-12-31$19,916
Other income received2014-12-31$-113,610
Net income (gross income less expenses)2014-12-31$499,114
Net plan assets at end of year (total assets less liabilities)2014-12-31$2,597,474
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$2,098,360
Assets. Value of employer securities2014-12-31$3,168,000
Total contributions received or receivable from employer(s)2014-12-31$664,291
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
2013 : WILLIAMS COMPANY EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2013 401k financial data
Total plan liabilities at end of year2013-12-31$6,353
Total plan liabilities at beginning of year2013-12-31$942,866
Total income from all sources2013-12-31$1,208,811
Expenses. Total of all expenses incurred2013-12-31$130,898
Benefits paid (including direct rollovers)2013-12-31$19,793
Total plan assets at end of year2013-12-31$2,104,713
Total plan assets at beginning of year2013-12-31$1,963,313
Value of fidelity bond covering the plan2013-12-31$500,000
Expenses. Other expenses not covered elsewhere2013-12-31$55,800
Other income received2013-12-31$223,011
Net income (gross income less expenses)2013-12-31$1,077,913
Net plan assets at end of year (total assets less liabilities)2013-12-31$2,098,360
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$1,020,447
Assets. Value of employer securities2013-12-31$1,995,000
Total contributions received or receivable from employer(s)2013-12-31$985,800
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$55,305
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
2012 : WILLIAMS COMPANY EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$15,000
Total unrealized appreciation/depreciation of assets2012-12-31$15,000
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$942,866
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$1,430,000
Expenses. Interest paid2012-12-31$85,800
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022012-12-31$85,800
Total income from all sources (including contributions)2012-12-31$600,800
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$191,510
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$47,801
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$585,800
Value of total assets at end of year2012-12-31$1,963,313
Value of total assets at beginning of year2012-12-31$2,041,157
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$57,909
Total interest from all sources2012-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Administrative expenses professional fees incurred2012-12-31$57,909
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$5,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$31,472
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$5,866
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$0
Liabilities. Value of operating payables at end of year2012-12-31$7,000
Liabilities. Value of operating payables at beginning of year2012-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$409,290
Value of net assets at end of year (total assets less liabilities)2012-12-31$1,020,447
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$611,157
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$163,313
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$224,685
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$224,685
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Assets. Invements in employer securities at end of year2012-12-31$1,800,000
Assets. Invements in employer securities at beginning of year2012-12-31$1,785,000
Contributions received in cash from employer2012-12-31$585,800
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$47,801
Liabilities. Value of benefit claims payable at end of year2012-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2012-12-31$0
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Liabilities. Value of acquisition indebtedness at end of year2012-12-31$930,000
Liabilities. Value of acquisition indebtedness at beginning of year2012-12-31$1,430,000
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31VESTAL & WILER
Accountancy firm EIN2012-12-31593198021
2011 : WILLIAMS COMPANY EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$285,000
Total unrealized appreciation/depreciation of assets2011-12-31$285,000
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$1,430,000
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$1,930,150
Expenses. Interest paid2011-12-31$115,800
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022011-12-31$115,800
Total income from all sources (including contributions)2011-12-31$938,466
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$224,485
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$78,957
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$615,800
Value of total assets at end of year2011-12-31$2,041,157
Value of total assets at beginning of year2011-12-31$1,827,326
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$29,728
Total interest from all sources2011-12-31$194
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$37,472
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$5,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$31,472
Liabilities. Value of operating payables at beginning of year2011-12-31$150
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$713,981
Value of net assets at end of year (total assets less liabilities)2011-12-31$611,157
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$-102,824
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$29,728
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$224,685
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$327,326
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$327,326
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$194
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Assets. Invements in employer securities at end of year2011-12-31$1,785,000
Assets. Invements in employer securities at beginning of year2011-12-31$1,500,000
Contributions received in cash from employer2011-12-31$615,800
Income. Dividends from common stock2011-12-31$37,472
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$78,957
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Liabilities. Value of acquisition indebtedness at end of year2011-12-31$1,430,000
Liabilities. Value of acquisition indebtedness at beginning of year2011-12-31$1,930,000
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Unqualified
Accountancy firm name2011-12-31VESTAL & WILER
Accountancy firm EIN2011-12-31593198021
2010 : WILLIAMS COMPANY EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$270,000
Total unrealized appreciation/depreciation of assets2010-12-31$270,000
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$1,930,150
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$2,930,000
Expenses. Interest paid2010-12-31$175,800
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022010-12-31$175,800
Total income from all sources (including contributions)2010-12-31$994,147
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$200,468
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$675,800
Value of total assets at end of year2010-12-31$1,827,326
Value of total assets at beginning of year2010-12-31$2,033,497
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$24,668
Total interest from all sources2010-12-31$947
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$47,400
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Administrative expenses professional fees incurred2010-12-31$24,668
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$5,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Liabilities. Value of operating payables at end of year2010-12-31$150
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$793,679
Value of net assets at end of year (total assets less liabilities)2010-12-31$-102,824
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$-896,503
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$327,326
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$803,497
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$803,497
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$947
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Assets. Invements in employer securities at end of year2010-12-31$1,500,000
Assets. Invements in employer securities at beginning of year2010-12-31$1,230,000
Contributions received in cash from employer2010-12-31$675,800
Income. Dividends from common stock2010-12-31$47,400
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Liabilities. Value of acquisition indebtedness at end of year2010-12-31$1,930,000
Liabilities. Value of acquisition indebtedness at beginning of year2010-12-31$2,930,000
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Unqualified
Accountancy firm name2010-12-31VESTAL & WILER
Accountancy firm EIN2010-12-31593198021
2009 : WILLIAMS COMPANY EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for WILLIAMS COMPANY EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST

2022: WILLIAMS COMPANY EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: WILLIAMS COMPANY EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: WILLIAMS COMPANY EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: WILLIAMS COMPANY EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: WILLIAMS COMPANY EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedYes
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: WILLIAMS COMPANY EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: WILLIAMS COMPANY EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: WILLIAMS COMPANY EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: WILLIAMS COMPANY EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: WILLIAMS COMPANY EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: WILLIAMS COMPANY EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: WILLIAMS COMPANY EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: WILLIAMS COMPANY EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: WILLIAMS COMPANY EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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