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WILLIAMS & ASSOCIATES, INC. 401(K) PLAN 401k Plan overview

Plan NameWILLIAMS & ASSOCIATES, INC. 401(K) PLAN
Plan identification number 001

WILLIAMS & ASSOCIATES, INC. 401(K) 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.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • 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

WILLIAMS & ASSOCIATES, INC has sponsored the creation of one or more 401k plans.

Company Name:WILLIAMS & ASSOCIATES, INC
Employer identification number (EIN):630957738
NAIC Classification:423990
NAIC Description:Other Miscellaneous Durable Goods Merchant Wholesalers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WILLIAMS & ASSOCIATES, INC. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01LAURIE BROOKER2024-09-19
0012022-01-01SUSAN LACEY2023-02-14
0012021-01-01SUSAN LACEY2022-07-26
0012020-01-01SUSAN LACEY2021-02-26
0012019-01-01SUSAN LACEY2020-03-06
0012018-01-01SUSAN LACEY2019-01-29
0012017-01-01SUSAN WILLIAMS2018-01-31
0012016-01-01SUSAN WILLIAMS2017-05-09
0012015-01-01SUSAN WILLIAMS2016-09-26
0012014-01-01SUSAN WILLIAMS2015-09-22
0012013-01-01SUSAN WILLIAMS2014-05-07
0012012-01-01SUSAN WILLIAMS2013-07-21
0012011-01-01SUSAN WILLIAMS2012-10-12
0012010-01-01SUSAN WILLIAMS2011-10-10

Financial Data on WILLIAMS & ASSOCIATES, INC. 401(K) PLAN

Measure Date Value
2025 : WILLIAMS & ASSOCIATES, INC. 401(K) PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-04-24120207
Net assets as of the end of the plan year2025-04-243080150
Total assets as of the beginning of the plan year2025-04-242689012
Value of plan covered by a fidelity bond2025-04-24400000
Participant contributions to plan in this plan year2025-04-24149618
Other income to plan in this plan year2025-04-24283386
Plan net income in this plan year2025-04-24391138
Net assets as of the end of the plan year2025-04-243080150
Net assets as of the beginning of the plan year2025-04-242689012
Employer contributions to plan in this plan year2025-04-2478341
Fees paid to broker by Benefit Provider2025-04-2416392
2024 : WILLIAMS & ASSOCIATES, INC. 401(K) PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-09-1935739
Net assets as of the end of the plan year2024-09-192689012
Total assets as of the beginning of the plan year2024-09-192116274
Value of plan covered by a fidelity bond2024-09-19250000
Participant contributions to plan in this plan year2024-09-19172720
Other income to plan in this plan year2024-09-19354474
Plan net income in this plan year2024-09-19572738
Net assets as of the end of the plan year2024-09-192689012
Net assets as of the beginning of the plan year2024-09-192116274
Employer contributions to plan in this plan year2024-09-1981283
Fees paid to broker by Benefit Provider2024-09-1912636
Expensese paid to adminstrative service provicers from plan in this plan year2024-09-1929266
2022 : WILLIAMS & ASSOCIATES, INC. 401(K) PLAN 2022 401k financial data
Total expenses incurred by plan in this plan year2022-07-261367332
Net assets as of the end of the plan year2022-07-262336138
Total assets as of the beginning of the plan year2022-07-263055868
Value of plan covered by a fidelity bond2022-07-26250000
Participant contributions to plan in this plan year2022-07-26124414
Other income to plan in this plan year2022-07-26457719
Plan net income in this plan year2022-07-26-719730
Net assets as of the end of the plan year2022-07-262336138
Net assets as of the beginning of the plan year2022-07-263055868
Employer contributions to plan in this plan year2022-07-2665469
Fees paid to broker by Benefit Provider2022-07-2617399
Expensese paid to adminstrative service provicers from plan in this plan year2022-07-2619796

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