401k Plan data: THE WILLIAMS FIRM DEFINED BENEFIT PLAN & TRUST plan

THE WILLIAMS FIRM DEFINED BENEFIT PLAN & TRUST 401k Plan overview

Plan Name	THE WILLIAMS FIRM DEFINED BENEFIT PLAN & TRUST
Plan identification number	002

THE WILLIAMS FIRM DEFINED BENEFIT PLAN & TRUST Benefits

401k Plan Type

Defined Benefit Pension

Plan Features/Benefits

Benefits are primarily pay related
Floor-offset plan - Plan benefits are subject to offset for retirement benefits provided by an employer-sponsored defined contribution plan.
Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).
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

THE WILLIAMS FIRM has sponsored the creation of one or more 401k plans.

Company Name: THE WILLIAMS FIRM

Employer identification number (EIN): 680401522

NAIC Classification: 541110
NAIC Description: Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE WILLIAMS FIRM DEFINED BENEFIT PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2021-01-01 TIMOTHY WILLIAMS 2021-04-09
002 2020-01-01 TIMOTHY WILLIAMS 2021-04-08
002 2019-01-01 TIMOTHY WILLIAMS 2020-08-18
002 2018-01-01 TIMOTHY WILLIAMS 2019-09-16
002 2017-01-01 TIMOTHY WILLIAMS 2018-10-15
002 2016-01-01 TIMOTHY WILLIAMS 2017-07-06
002 2016-01-01 TIMOTHY WILLIAMS 2017-06-19
002 2015-01-01 TIMOTHY WILLIAMS 2016-08-01
002 2014-01-01 TIMOTHY WILLIAMS 2015-07-23 TIMOTHY WILLIAMS 2015-07-23
002 2013-01-01 TIMOTHY WILLIAMS 2014-07-30
002 2012-01-01 TIMOTHY WILLIAMS 2013-07-18
002 2011-01-01 TIMOTHY WILLIAMS 2012-07-17
002 2010-01-01 TIMOTHY WILLIAMS 2011-07-28

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2021-01-01	TIMOTHY WILLIAMS	2021-04-09
002	2020-01-01	TIMOTHY WILLIAMS	2021-04-08
002	2019-01-01	TIMOTHY WILLIAMS	2020-08-18
002	2018-01-01	TIMOTHY WILLIAMS	2019-09-16
002	2017-01-01	TIMOTHY WILLIAMS	2018-10-15
002	2016-01-01	TIMOTHY WILLIAMS	2017-07-06
002	2016-01-01	TIMOTHY WILLIAMS	2017-06-19
002	2015-01-01	TIMOTHY WILLIAMS	2016-08-01
002	2014-01-01	TIMOTHY WILLIAMS	2015-07-23	TIMOTHY WILLIAMS	2015-07-23
002	2013-01-01	TIMOTHY WILLIAMS	2014-07-30
002	2012-01-01	TIMOTHY WILLIAMS	2013-07-18
002	2011-01-01	TIMOTHY WILLIAMS	2012-07-17
002	2010-01-01	TIMOTHY WILLIAMS	2011-07-28

Plan Statistics for THE WILLIAMS FIRM DEFINED BENEFIT PLAN & TRUST

401k plan membership statisitcs for THE WILLIAMS FIRM DEFINED BENEFIT PLAN & TRUST

Measure Date Value
2020: THE WILLIAMS FIRM DEFINED BENEFIT PLAN & TRUST 2020 401k membership
Market value of plan assets 2020-12-31 2,395,236
Acturial value of plan assets 2020-12-31 2,395,236
Funding target for retired participants and beneficiaries receiving payment 2020-12-31 0
Number of terminated vested participants 2020-12-31 0
Fundng target for terminated vested participants 2020-12-31 0
Active participant vested funding target 2020-12-31 2,165,283
Number of active participants 2020-12-31 4
Total funding liabilities for active participants 2020-12-31 2,165,283
Total participant count 2020-12-31 4
Total funding target for all participants 2020-12-31 2,165,283
Balance at beginning of prior year after applicable adjustments 2020-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2020-12-31 432
Carryover balanced portion elected for use to offset prior years funding requirement 2020-12-31 0
Prefunding balanced used to offset prior years funding requirement 2020-12-31 0
Amount remaining of carryover balance 2020-12-31 0
Amount remaining of prefunding balance 2020-12-31 432
Present value of excess contributions 2020-12-31 177,737
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2020-12-31 177,737
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2020-12-31 177,000
Reductions in caryover balances due to elections or deemed elections 2020-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2020-12-31 0
Balance of carryovers at beginning of current year 2020-12-31 0
Balance of prefunding at beginning of current year 2020-12-31 177,525
Total employer contributions 2020-12-31 60,000
Total employee contributions 2020-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2020-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2020-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2020-12-31 59,991
Liquidity shortfalls end of Q1 2020-12-31 0
Liquidity shortfalls end of Q2 2020-12-31 0
Liquidity shortfalls end of Q3 2020-12-31 0
Liquidity shortfalls end of Q4 2020-12-31 0
Unpaid minimum required contributions for all prior years 2020-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2020-12-31 0
Remaining amount of unpaid minimum required contributions 2020-12-31 0
Minimum required contributions for current year target normal cost 2020-12-31 0
Net shortfall amortization installment of oustanding balance 2020-12-31 0
Waiver amortization installment 2020-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2020-12-31 0
Carryover balance elected to use to offset funding requirement 2020-12-31 0
Prefunding balance elected to use to offset funding requirement 2020-12-31 0
Additional cash requirement 2020-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2020-12-31 59,991
Unpaid minimum required contributions for current year 2020-12-31 0
Unpaid minimum required contributions for all years 2020-12-31 0
2019: THE WILLIAMS FIRM DEFINED BENEFIT PLAN & TRUST 2019 401k membership
Market value of plan assets 2019-12-31 1,959,185
Acturial value of plan assets 2019-12-31 1,959,185
Funding target for retired participants and beneficiaries receiving payment 2019-12-31 0
Number of terminated vested participants 2019-12-31 0
Fundng target for terminated vested participants 2019-12-31 0
Active participant vested funding target 2019-12-31 2,009,932
Number of active participants 2019-12-31 4
Total funding liabilities for active participants 2019-12-31 2,009,932
Total participant count 2019-12-31 4
Total funding target for all participants 2019-12-31 2,009,932
Balance at beginning of prior year after applicable adjustments 2019-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2019-12-31 96,265
Carryover balanced portion elected for use to offset prior years funding requirement 2019-12-31 0
Prefunding balanced used to offset prior years funding requirement 2019-12-31 95,803
Amount remaining of carryover balance 2019-12-31 0
Amount remaining of prefunding balance 2019-12-31 462
Present value of excess contributions 2019-12-31 2,331
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2019-12-31 2,048
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2019-12-31 0
Reductions in caryover balances due to elections or deemed elections 2019-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2019-12-31 0
Balance of carryovers at beginning of current year 2019-12-31 0
Balance of prefunding at beginning of current year 2019-12-31 432
Total employer contributions 2019-12-31 196,450
Total employee contributions 2019-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2019-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2019-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2019-12-31 190,185
Liquidity shortfalls end of Q1 2019-12-31 0
Liquidity shortfalls end of Q2 2019-12-31 0
Liquidity shortfalls end of Q3 2019-12-31 0
Liquidity shortfalls end of Q4 2019-12-31 0
Unpaid minimum required contributions for all prior years 2019-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2019-12-31 0
Remaining amount of unpaid minimum required contributions 2019-12-31 0
Minimum required contributions for current year target normal cost 2019-12-31 1,896
Net shortfall amortization installment of oustanding balance 2019-12-31 51,203
Waiver amortization installment 2019-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2019-12-31 12,448
Carryover balance elected to use to offset funding requirement 2019-12-31 0
Prefunding balance elected to use to offset funding requirement 2019-12-31 0
Additional cash requirement 2019-12-31 12,448
Contributions allocatedtoward minimum required contributions for current year 2019-12-31 190,185
Unpaid minimum required contributions for current year 2019-12-31 0
Unpaid minimum required contributions for all years 2019-12-31 0
2018: THE WILLIAMS FIRM DEFINED BENEFIT PLAN & TRUST 2018 401k membership
Market value of plan assets 2018-12-31 1,468,315
Acturial value of plan assets 2018-12-31 1,468,315
Funding target for retired participants and beneficiaries receiving payment 2018-12-31 0
Number of terminated vested participants 2018-12-31 0
Fundng target for terminated vested participants 2018-12-31 0
Active participant vested funding target 2018-12-31 1,481,024
Number of active participants 2018-12-31 5
Total funding liabilities for active participants 2018-12-31 1,481,024
Total participant count 2018-12-31 5
Total funding target for all participants 2018-12-31 1,481,024
Balance at beginning of prior year after applicable adjustments 2018-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2018-12-31 33,598
Carryover balanced portion elected for use to offset prior years funding requirement 2018-12-31 0
Prefunding balanced used to offset prior years funding requirement 2018-12-31 0
Amount remaining of carryover balance 2018-12-31 0
Amount remaining of prefunding balance 2018-12-31 33,598
Present value of excess contributions 2018-12-31 55,486
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2018-12-31 55,486
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2018-12-31 55,000
Reductions in caryover balances due to elections or deemed elections 2018-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2018-12-31 0
Balance of carryovers at beginning of current year 2018-12-31 0
Balance of prefunding at beginning of current year 2018-12-31 96,265
Total employer contributions 2018-12-31 158,760
Total employee contributions 2018-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2018-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2018-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2018-12-31 153,465
Unpaid minimum required contributions for all prior years 2018-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2018-12-31 0
Remaining amount of unpaid minimum required contributions 2018-12-31 0
Minimum required contributions for current year target normal cost 2018-12-31 234,185
Net shortfall amortization installment of oustanding balance 2018-12-31 115,029
Waiver amortization installment 2018-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2018-12-31 252,963
Carryover balance elected to use to offset funding requirement 2018-12-31 0
Prefunding balance elected to use to offset funding requirement 2018-12-31 101,829
Additional cash requirement 2018-12-31 151,134
Contributions allocatedtoward minimum required contributions for current year 2018-12-31 153,465
Unpaid minimum required contributions for current year 2018-12-31 0
Unpaid minimum required contributions for all years 2018-12-31 0
2017: THE WILLIAMS FIRM DEFINED BENEFIT PLAN & TRUST 2017 401k membership
Market value of plan assets 2017-12-31 1,419,395
Acturial value of plan assets 2017-12-31 1,419,395
Funding target for retired participants and beneficiaries receiving payment 2017-12-31 0
Number of terminated vested participants 2017-12-31 0
Fundng target for terminated vested participants 2017-12-31 0
Active participant vested funding target 2017-12-31 1,276,320
Number of active participants 2017-12-31 6
Total funding liabilities for active participants 2017-12-31 1,276,320
Total participant count 2017-12-31 6
Total funding target for all participants 2017-12-31 1,276,320
Balance at beginning of prior year after applicable adjustments 2017-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2017-12-31 97,748
Carryover balanced portion elected for use to offset prior years funding requirement 2017-12-31 0
Prefunding balanced used to offset prior years funding requirement 2017-12-31 0
Amount remaining of carryover balance 2017-12-31 0
Amount remaining of prefunding balance 2017-12-31 97,748
Present value of excess contributions 2017-12-31 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2017-12-31 0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2017-12-31 0
Reductions in caryover balances due to elections or deemed elections 2017-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2017-12-31 75,215
Balance of carryovers at beginning of current year 2017-12-31 0
Balance of prefunding at beginning of current year 2017-12-31 33,598
Total employer contributions 2017-12-31 150,759
Total employee contributions 2017-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2017-12-31 34,414
Contributions made to avoid restrictions adjusted to valuation date 2017-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2017-12-31 113,110
Liquidity shortfalls end of Q1 2017-12-31 0
Liquidity shortfalls end of Q2 2017-12-31 0
Liquidity shortfalls end of Q3 2017-12-31 0
Liquidity shortfalls end of Q4 2017-12-31 0
Unpaid minimum required contributions for all prior years 2017-12-31 34,414
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2017-12-31 34,414
Remaining amount of unpaid minimum required contributions 2017-12-31 0
Minimum required contributions for current year target normal cost 2017-12-31 165,085
Net shortfall amortization installment of oustanding balance 2017-12-31 0
Waiver amortization installment 2017-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2017-12-31 57,624
Carryover balance elected to use to offset funding requirement 2017-12-31 0
Prefunding balance elected to use to offset funding requirement 2017-12-31 0
Additional cash requirement 2017-12-31 57,624
Contributions allocatedtoward minimum required contributions for current year 2017-12-31 113,110
Unpaid minimum required contributions for current year 2017-12-31 0
Unpaid minimum required contributions for all years 2017-12-31 0
2016: THE WILLIAMS FIRM DEFINED BENEFIT PLAN & TRUST 2016 401k membership
Market value of plan assets 2016-12-31 1,277,774
Acturial value of plan assets 2016-12-31 1,277,774
Funding target for retired participants and beneficiaries receiving payment 2016-12-31 0
Number of terminated vested participants 2016-12-31 0
Fundng target for terminated vested participants 2016-12-31 0
Active participant vested funding target 2016-12-31 1,029,604
Number of active participants 2016-12-31 5
Total funding liabilities for active participants 2016-12-31 1,029,604
Total participant count 2016-12-31 5
Total funding target for all participants 2016-12-31 1,029,604
Balance at beginning of prior year after applicable adjustments 2016-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2016-12-31 297,351
Carryover balanced portion elected for use to offset prior years funding requirement 2016-12-31 0
Prefunding balanced used to offset prior years funding requirement 2016-12-31 0
Amount remaining of carryover balance 2016-12-31 0
Amount remaining of prefunding balance 2016-12-31 297,351
Present value of excess contributions 2016-12-31 6,550
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2016-12-31 6,550
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2016-12-31 0
Reductions in caryover balances due to elections or deemed elections 2016-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2016-12-31 0
Balance of carryovers at beginning of current year 2016-12-31 0
Balance of prefunding at beginning of current year 2016-12-31 267,794
Total employer contributions 2016-12-31 155,902
Total employee contributions 2016-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2016-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2016-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2016-12-31 149,905
Liquidity shortfalls end of Q1 2016-12-31 0
Liquidity shortfalls end of Q2 2016-12-31 0
Liquidity shortfalls end of Q3 2016-12-31 0
Liquidity shortfalls end of Q4 2016-12-31 0
Unpaid minimum required contributions for all prior years 2016-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2016-12-31 0
Remaining amount of unpaid minimum required contributions 2016-12-31 0
Minimum required contributions for current year target normal cost 2016-12-31 139,563
Net shortfall amortization installment of oustanding balance 2016-12-31 0
Waiver amortization installment 2016-12-31 0
Waived amount of outstanding balance 2016-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2016-12-31 139,563
Carryover balance elected to use to offset funding requirement 2016-12-31 0
Prefunding balance elected to use to offset funding requirement 2016-12-31 0
Additional cash requirement 2016-12-31 139,563
Contributions allocatedtoward minimum required contributions for current year 2016-12-31 149,905
Unpaid minimum required contributions for current year 2016-12-31 0
Unpaid minimum required contributions for all years 2016-12-31 0

Measure	Date	Value
2020: THE WILLIAMS FIRM DEFINED BENEFIT PLAN & TRUST 2020 401k membership
Market value of plan assets	2020-12-31	2,395,236
Acturial value of plan assets	2020-12-31	2,395,236
Funding target for retired participants and beneficiaries receiving payment	2020-12-31	0
Number of terminated vested participants	2020-12-31	0
Fundng target for terminated vested participants	2020-12-31	0
Active participant vested funding target	2020-12-31	2,165,283
Number of active participants	2020-12-31	4
Total funding liabilities for active participants	2020-12-31	2,165,283
Total participant count	2020-12-31	4
Total funding target for all participants	2020-12-31	2,165,283
Balance at beginning of prior year after applicable adjustments	2020-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2020-12-31	432
Carryover balanced portion elected for use to offset prior years funding requirement	2020-12-31	0
Prefunding balanced used to offset prior years funding requirement	2020-12-31	0
Amount remaining of carryover balance	2020-12-31	0
Amount remaining of prefunding balance	2020-12-31	432
Present value of excess contributions	2020-12-31	177,737
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2020-12-31	177,737
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2020-12-31	177,000
Reductions in caryover balances due to elections or deemed elections	2020-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2020-12-31	0
Balance of carryovers at beginning of current year	2020-12-31	0
Balance of prefunding at beginning of current year	2020-12-31	177,525
Total employer contributions	2020-12-31	60,000
Total employee contributions	2020-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2020-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2020-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2020-12-31	59,991
Liquidity shortfalls end of Q1	2020-12-31	0
Liquidity shortfalls end of Q2	2020-12-31	0
Liquidity shortfalls end of Q3	2020-12-31	0
Liquidity shortfalls end of Q4	2020-12-31	0
Unpaid minimum required contributions for all prior years	2020-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2020-12-31	0
Remaining amount of unpaid minimum required contributions	2020-12-31	0
Minimum required contributions for current year target normal cost	2020-12-31	0
Net shortfall amortization installment of oustanding balance	2020-12-31	0
Waiver amortization installment	2020-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2020-12-31	0
Carryover balance elected to use to offset funding requirement	2020-12-31	0
Prefunding balance elected to use to offset funding requirement	2020-12-31	0
Additional cash requirement	2020-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2020-12-31	59,991
Unpaid minimum required contributions for current year	2020-12-31	0
Unpaid minimum required contributions for all years	2020-12-31	0
2019: THE WILLIAMS FIRM DEFINED BENEFIT PLAN & TRUST 2019 401k membership
Market value of plan assets	2019-12-31	1,959,185
Acturial value of plan assets	2019-12-31	1,959,185
Funding target for retired participants and beneficiaries receiving payment	2019-12-31	0
Number of terminated vested participants	2019-12-31	0
Fundng target for terminated vested participants	2019-12-31	0
Active participant vested funding target	2019-12-31	2,009,932
Number of active participants	2019-12-31	4
Total funding liabilities for active participants	2019-12-31	2,009,932
Total participant count	2019-12-31	4
Total funding target for all participants	2019-12-31	2,009,932
Balance at beginning of prior year after applicable adjustments	2019-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2019-12-31	96,265
Carryover balanced portion elected for use to offset prior years funding requirement	2019-12-31	0
Prefunding balanced used to offset prior years funding requirement	2019-12-31	95,803
Amount remaining of carryover balance	2019-12-31	0
Amount remaining of prefunding balance	2019-12-31	462
Present value of excess contributions	2019-12-31	2,331
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2019-12-31	2,048
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2019-12-31	0
Reductions in caryover balances due to elections or deemed elections	2019-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2019-12-31	0
Balance of carryovers at beginning of current year	2019-12-31	0
Balance of prefunding at beginning of current year	2019-12-31	432
Total employer contributions	2019-12-31	196,450
Total employee contributions	2019-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2019-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2019-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2019-12-31	190,185
Liquidity shortfalls end of Q1	2019-12-31	0
Liquidity shortfalls end of Q2	2019-12-31	0
Liquidity shortfalls end of Q3	2019-12-31	0
Liquidity shortfalls end of Q4	2019-12-31	0
Unpaid minimum required contributions for all prior years	2019-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2019-12-31	0
Remaining amount of unpaid minimum required contributions	2019-12-31	0
Minimum required contributions for current year target normal cost	2019-12-31	1,896
Net shortfall amortization installment of oustanding balance	2019-12-31	51,203
Waiver amortization installment	2019-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2019-12-31	12,448
Carryover balance elected to use to offset funding requirement	2019-12-31	0
Prefunding balance elected to use to offset funding requirement	2019-12-31	0
Additional cash requirement	2019-12-31	12,448
Contributions allocatedtoward minimum required contributions for current year	2019-12-31	190,185
Unpaid minimum required contributions for current year	2019-12-31	0
Unpaid minimum required contributions for all years	2019-12-31	0
2018: THE WILLIAMS FIRM DEFINED BENEFIT PLAN & TRUST 2018 401k membership
Market value of plan assets	2018-12-31	1,468,315
Acturial value of plan assets	2018-12-31	1,468,315
Funding target for retired participants and beneficiaries receiving payment	2018-12-31	0
Number of terminated vested participants	2018-12-31	0
Fundng target for terminated vested participants	2018-12-31	0
Active participant vested funding target	2018-12-31	1,481,024
Number of active participants	2018-12-31	5
Total funding liabilities for active participants	2018-12-31	1,481,024
Total participant count	2018-12-31	5
Total funding target for all participants	2018-12-31	1,481,024
Balance at beginning of prior year after applicable adjustments	2018-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2018-12-31	33,598
Carryover balanced portion elected for use to offset prior years funding requirement	2018-12-31	0
Prefunding balanced used to offset prior years funding requirement	2018-12-31	0
Amount remaining of carryover balance	2018-12-31	0
Amount remaining of prefunding balance	2018-12-31	33,598
Present value of excess contributions	2018-12-31	55,486
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2018-12-31	55,486
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2018-12-31	55,000
Reductions in caryover balances due to elections or deemed elections	2018-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2018-12-31	0
Balance of carryovers at beginning of current year	2018-12-31	0
Balance of prefunding at beginning of current year	2018-12-31	96,265
Total employer contributions	2018-12-31	158,760
Total employee contributions	2018-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2018-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2018-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2018-12-31	153,465
Unpaid minimum required contributions for all prior years	2018-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2018-12-31	0
Remaining amount of unpaid minimum required contributions	2018-12-31	0
Minimum required contributions for current year target normal cost	2018-12-31	234,185
Net shortfall amortization installment of oustanding balance	2018-12-31	115,029
Waiver amortization installment	2018-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2018-12-31	252,963
Carryover balance elected to use to offset funding requirement	2018-12-31	0
Prefunding balance elected to use to offset funding requirement	2018-12-31	101,829
Additional cash requirement	2018-12-31	151,134
Contributions allocatedtoward minimum required contributions for current year	2018-12-31	153,465
Unpaid minimum required contributions for current year	2018-12-31	0
Unpaid minimum required contributions for all years	2018-12-31	0
2017: THE WILLIAMS FIRM DEFINED BENEFIT PLAN & TRUST 2017 401k membership
Market value of plan assets	2017-12-31	1,419,395
Acturial value of plan assets	2017-12-31	1,419,395
Funding target for retired participants and beneficiaries receiving payment	2017-12-31	0
Number of terminated vested participants	2017-12-31	0
Fundng target for terminated vested participants	2017-12-31	0
Active participant vested funding target	2017-12-31	1,276,320
Number of active participants	2017-12-31	6
Total funding liabilities for active participants	2017-12-31	1,276,320
Total participant count	2017-12-31	6
Total funding target for all participants	2017-12-31	1,276,320
Balance at beginning of prior year after applicable adjustments	2017-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2017-12-31	97,748
Carryover balanced portion elected for use to offset prior years funding requirement	2017-12-31	0
Prefunding balanced used to offset prior years funding requirement	2017-12-31	0
Amount remaining of carryover balance	2017-12-31	0
Amount remaining of prefunding balance	2017-12-31	97,748
Present value of excess contributions	2017-12-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-12-31	0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2017-12-31	0
Reductions in caryover balances due to elections or deemed elections	2017-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2017-12-31	75,215
Balance of carryovers at beginning of current year	2017-12-31	0
Balance of prefunding at beginning of current year	2017-12-31	33,598
Total employer contributions	2017-12-31	150,759
Total employee contributions	2017-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2017-12-31	34,414
Contributions made to avoid restrictions adjusted to valuation date	2017-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2017-12-31	113,110
Liquidity shortfalls end of Q1	2017-12-31	0
Liquidity shortfalls end of Q2	2017-12-31	0
Liquidity shortfalls end of Q3	2017-12-31	0
Liquidity shortfalls end of Q4	2017-12-31	0
Unpaid minimum required contributions for all prior years	2017-12-31	34,414
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2017-12-31	34,414
Remaining amount of unpaid minimum required contributions	2017-12-31	0
Minimum required contributions for current year target normal cost	2017-12-31	165,085
Net shortfall amortization installment of oustanding balance	2017-12-31	0
Waiver amortization installment	2017-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2017-12-31	57,624
Carryover balance elected to use to offset funding requirement	2017-12-31	0
Prefunding balance elected to use to offset funding requirement	2017-12-31	0
Additional cash requirement	2017-12-31	57,624
Contributions allocatedtoward minimum required contributions for current year	2017-12-31	113,110
Unpaid minimum required contributions for current year	2017-12-31	0
Unpaid minimum required contributions for all years	2017-12-31	0
2016: THE WILLIAMS FIRM DEFINED BENEFIT PLAN & TRUST 2016 401k membership
Market value of plan assets	2016-12-31	1,277,774
Acturial value of plan assets	2016-12-31	1,277,774
Funding target for retired participants and beneficiaries receiving payment	2016-12-31	0
Number of terminated vested participants	2016-12-31	0
Fundng target for terminated vested participants	2016-12-31	0
Active participant vested funding target	2016-12-31	1,029,604
Number of active participants	2016-12-31	5
Total funding liabilities for active participants	2016-12-31	1,029,604
Total participant count	2016-12-31	5
Total funding target for all participants	2016-12-31	1,029,604
Balance at beginning of prior year after applicable adjustments	2016-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2016-12-31	297,351
Carryover balanced portion elected for use to offset prior years funding requirement	2016-12-31	0
Prefunding balanced used to offset prior years funding requirement	2016-12-31	0
Amount remaining of carryover balance	2016-12-31	0
Amount remaining of prefunding balance	2016-12-31	297,351
Present value of excess contributions	2016-12-31	6,550
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2016-12-31	6,550
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2016-12-31	0
Reductions in caryover balances due to elections or deemed elections	2016-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2016-12-31	0
Balance of carryovers at beginning of current year	2016-12-31	0
Balance of prefunding at beginning of current year	2016-12-31	267,794
Total employer contributions	2016-12-31	155,902
Total employee contributions	2016-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2016-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2016-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2016-12-31	149,905
Liquidity shortfalls end of Q1	2016-12-31	0
Liquidity shortfalls end of Q2	2016-12-31	0
Liquidity shortfalls end of Q3	2016-12-31	0
Liquidity shortfalls end of Q4	2016-12-31	0
Unpaid minimum required contributions for all prior years	2016-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2016-12-31	0
Remaining amount of unpaid minimum required contributions	2016-12-31	0
Minimum required contributions for current year target normal cost	2016-12-31	139,563
Net shortfall amortization installment of oustanding balance	2016-12-31	0
Waiver amortization installment	2016-12-31	0
Waived amount of outstanding balance	2016-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2016-12-31	139,563
Carryover balance elected to use to offset funding requirement	2016-12-31	0
Prefunding balance elected to use to offset funding requirement	2016-12-31	0
Additional cash requirement	2016-12-31	139,563
Contributions allocatedtoward minimum required contributions for current year	2016-12-31	149,905
Unpaid minimum required contributions for current year	2016-12-31	0
Unpaid minimum required contributions for all years	2016-12-31	0

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Company Name:	THE WILLIAMS FIRM
Employer identification number (EIN):	680401522
NAIC Classification:	541110
NAIC Description:	Offices of Lawyers