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WILLIAM C BALLARD, JR PROFIT SHARING 401K PLAN 401k Plan overview

Plan NameWILLIAM C BALLARD, JR PROFIT SHARING 401K PLAN
Plan identification number 002

WILLIAM C BALLARD, JR PROFIT SHARING 401K PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • 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.

401k Sponsoring company profile

WILLIAM C BALLARD, JR PROFIT SHARING 401K PLAN has sponsored the creation of one or more 401k plans.

Company Name:WILLIAM C BALLARD, JR PROFIT SHARING 401K PLAN
Employer identification number (EIN):611102795
NAIC Classification:541990
NAIC Description:All Other Professional, Scientific, and Technical Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WILLIAM C BALLARD, JR PROFIT SHARING 401K PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01
0022022-01-01
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01
0022016-01-01WILLIAM C BALLARD, JR2017-07-14
0022015-01-01WILLIAM C BALLARD, JR2016-07-18
0022014-01-01WILLIAM C BALLARD, JR2015-07-14
0022013-01-01WILLIAM C BALLARD, JR2014-07-15
0022012-01-01WILLIAM C BALLARD, JR2013-07-18
0022011-01-01WILLIAM C BALLARD, JR2012-07-27
0022010-01-01WILLIAM C BALLARD, JR2012-07-26

Plan Statistics for WILLIAM C BALLARD, JR PROFIT SHARING 401K PLAN

401k plan membership statisitcs for WILLIAM C BALLARD, JR PROFIT SHARING 401K PLAN

Measure Date Value
2025: WILLIAM C BALLARD, JR PROFIT SHARING 401K PLAN 2025 401k membership
Total number of particpants at beginning of year2025-09-182
Total number of particpants at end of year2025-09-182
Number of Participants With Account Balances2025-09-182
2024: WILLIAM C BALLARD, JR PROFIT SHARING 401K PLAN 2024 401k membership
Total number of particpants at beginning of year2024-10-092
Total number of particpants at end of year2024-10-092
Number of Participants With Account Balances2024-10-092

Financial Data on WILLIAM C BALLARD, JR PROFIT SHARING 401K PLAN

Measure Date Value
2025 : WILLIAM C BALLARD, JR PROFIT SHARING 401K PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-09-18233320
Net assets as of the end of the plan year2025-09-1876592
Total assets as of the beginning of the plan year2025-09-18218995
Value of plan covered by a fidelity bond2025-09-1850000
Participant contributions to plan in this plan year2025-09-1831400
Other income to plan in this plan year2025-09-1812732
Plan net income in this plan year2025-09-18-142403
Net assets as of the end of the plan year2025-09-1876592
Net assets as of the beginning of the plan year2025-09-18218995
Employer contributions to plan in this plan year2025-09-1846785
Expensese paid to adminstrative service provicers from plan in this plan year2025-09-181893
2024 : WILLIAM C BALLARD, JR PROFIT SHARING 401K PLAN 2024 401k financial data
Total liabilities as of the beginning of the plan year2024-10-09150
Total expenses incurred by plan in this plan year2024-10-0969254
Net assets as of the end of the plan year2024-10-09218995
Total assets as of the beginning of the plan year2024-10-09197087
Value of plan covered by a fidelity bond2024-10-0950000
Participant contributions to plan in this plan year2024-10-0931800
Other income to plan in this plan year2024-10-0914467
Plan net income in this plan year2024-10-0922058
Net assets as of the end of the plan year2024-10-09218995
Net assets as of the beginning of the plan year2024-10-09196937
Employer contributions to plan in this plan year2024-10-0945045
Expensese paid to adminstrative service provicers from plan in this plan year2024-10-091754

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