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ROBERT A. WILLIAMS PROFIT SHARING PLAN 401k Plan overview

Plan NameROBERT A. WILLIAMS PROFIT SHARING PLAN
Plan identification number 001

ROBERT A. WILLIAMS PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Plan covering Self-Employed individuals.
  • 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.
  • Life insurance

401k Sponsoring company profile

ROBERT A. WILLIAMS has sponsored the creation of one or more 401k plans.

Company Name:ROBERT A. WILLIAMS
Employer identification number (EIN):610883056
NAIC Classification:524210
NAIC Description:Insurance Agencies and Brokerages

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ROBERT A. WILLIAMS PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01ROBERT WILLIAMS2024-08-07
0012022-01-01ROBERT WILLIAMS2023-07-31
0012021-01-01ROBERT WILLIAMS2022-06-22
0012020-01-01ROBERT WILLIAMS2021-07-19
0012019-01-01ROBERT WILLIAMS2020-07-28 ROBERT WILLIAMS2020-07-28
0012018-01-01ROBERT WILLIAMS2019-07-24 ROBERT WILLIAMS2019-07-24
0012017-01-01ROBERT WILLIAMS2018-07-25 ROBERT WILLIAMS2018-07-25
0012016-01-01ROBERT WILLIAMS2017-07-26
0012015-01-01ROBERT WILLIAMS2017-07-26
0012015-01-01ROBERT WILLIAMS2016-06-28
0012014-01-01ROBERT WILLIAMS2015-07-27
0012013-01-01ROBERT WILLIAMS2014-06-11 ROBERT WILLIAMS2014-06-11
0012012-01-01ROBERT WILLIAMS2013-06-05 ROBERT WILLIAMS2013-06-05
0012011-01-01ROBERT A. WILLIAMS2012-05-23 ROBERT A. WILLIAMS2012-05-23
0012010-01-01ROBERT A. WILLIAMS2011-06-21 ROBERT A. WILLIAMS2011-06-21

Plan Statistics for ROBERT A. WILLIAMS PROFIT SHARING PLAN

401k plan membership statisitcs for ROBERT A. WILLIAMS PROFIT SHARING PLAN

Measure Date Value
2025: ROBERT A. WILLIAMS PROFIT SHARING PLAN 2025 401k membership
Total number of particpants at beginning of year2025-05-073
Total number of particpants at end of year2025-05-073
Number of Participants With Account Balances2025-05-073
2024: ROBERT A. WILLIAMS PROFIT SHARING PLAN 2024 401k membership
Total number of particpants at beginning of year2024-08-073
Total number of particpants at end of year2024-08-073
Number of Participants With Account Balances2024-08-073
2022: ROBERT A. WILLIAMS PROFIT SHARING PLAN 2022 401k membership
Total number of particpants at beginning of year2022-06-223
Total number of particpants at end of year2022-06-223

Financial Data on ROBERT A. WILLIAMS PROFIT SHARING PLAN

Measure Date Value
2025 : ROBERT A. WILLIAMS PROFIT SHARING PLAN 2025 401k financial data
Total liabilities as of the end of the plan year2025-05-070
Total liabilities as of the beginning of the plan year2025-05-070
Total expenses incurred by plan in this plan year2025-05-0724795
Net assets as of the end of the plan year2025-05-07425897
Total assets as of the beginning of the plan year2025-05-07374285
Participant contributions to plan in this plan year2025-05-070
Other expenses paid from plan in this plan year2025-05-071577
Other contributions to plan in this plan year2025-05-070
Other income to plan in this plan year2025-05-0756407
Plan net income in this plan year2025-05-0751612
Net assets as of the end of the plan year2025-05-07425897
Net assets as of the beginning of the plan year2025-05-07374285
Employer contributions to plan in this plan year2025-05-0720000
Expensese paid to adminstrative service provicers from plan in this plan year2025-05-070
2024 : ROBERT A. WILLIAMS PROFIT SHARING PLAN 2024 401k financial data
Total transfers to/from plan in this plan year2024-08-070
Total liabilities as of the end of the plan year2024-08-070
Total liabilities as of the beginning of the plan year2024-08-070
Total expenses incurred by plan in this plan year2024-08-0712878
Net assets as of the end of the plan year2024-08-07374285
Total assets as of the beginning of the plan year2024-08-07332186
Participant contributions to plan in this plan year2024-08-070
Other expenses paid from plan in this plan year2024-08-070
Other contributions to plan in this plan year2024-08-070
Other income to plan in this plan year2024-08-0734977
Plan net income in this plan year2024-08-0742099
Net assets as of the end of the plan year2024-08-07374285
Net assets as of the beginning of the plan year2024-08-07332186
Employer contributions to plan in this plan year2024-08-0720000
Expensese paid to adminstrative service provicers from plan in this plan year2024-08-071577
2022 : ROBERT A. WILLIAMS PROFIT SHARING PLAN 2022 401k financial data
Total expenses incurred by plan in this plan year2022-06-221577
Net assets as of the end of the plan year2022-06-22333823
Total assets as of the beginning of the plan year2022-06-22287117
Other income to plan in this plan year2022-06-2228283
Plan net income in this plan year2022-06-2246706
Net assets as of the end of the plan year2022-06-22333823
Net assets as of the beginning of the plan year2022-06-22287117
Employer contributions to plan in this plan year2022-06-2220000
Fees paid to broker by Benefit Provider2022-06-2232
Expensese paid to adminstrative service provicers from plan in this plan year2022-06-221577

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