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Plan Name | THE WILLIAMS INVESTMENT PLUS PLAN |
Plan identification number | 008 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
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Company Name: | THE WILLIAMS COMPANIES, INC. |
Employer identification number (EIN): | 730569878 |
NAIC Classification: | 551112 |
NAIC Description: | Offices of Other Holding Companies |
Additional information about THE WILLIAMS COMPANIES, INC.
Jurisdiction of Incorporation: | Texas Secretary of State |
Incorporation Date: | 1995-04-28 |
Company Identification Number: | 0010460506 |
Legal Registered Office Address: |
PO BOX 2400 C/O MD 47 TULSA United States of America (USA) 74102 |
More information about THE WILLIAMS COMPANIES, INC.
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
008 | 2022-01-01 | ||||
008 | 2021-01-01 | ||||
008 | 2020-01-01 | ||||
008 | 2019-01-01 | ||||
008 | 2018-01-01 | ||||
008 | 2017-01-01 | ROBERT BIFFLE | PETE BURGESS | 2018-10-10 | |
008 | 2016-01-01 | CHERYL J. HUMPHRIES | ROBYN EWING | 2017-10-13 | |
008 | 2015-01-01 | CHERYL HUMPHRIES | STEPHANIE C. CIPOLLA | 2016-10-10 | |
008 | 2014-01-01 | CHERYL J. HUMPHRIES | STEPHANIE C. CIPOLLA | 2015-10-14 | |
008 | 2013-01-01 | CHERYL SULLIVAN | STEPHANIE CIPOLLA | 2014-10-24 | |
008 | 2012-01-01 | LAURA D. HUNTER | STEPHANIE CIPOLLA | 2013-10-10 | |
008 | 2011-01-01 | LAURA D. HUNTER | STEPHANIE CIPOLLA | 2012-10-05 | |
008 | 2009-01-01 | MAC H. HUMMEL | STEPHANIE C. CIPOLLA | 2010-10-08 |
Measure | Date | Value |
---|---|---|
2022: THE WILLIAMS INVESTMENT PLUS PLAN 2022 401k membership | ||
Total participants, beginning-of-year | 2022-01-01 | 7,028 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 5,041 |
Number of retired or separated participants receiving benefits | 2022-01-01 | 6 |
Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 1,831 |
Total of all active and inactive participants | 2022-01-01 | 6,878 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 19 |
Total participants | 2022-01-01 | 6,897 |
Number of participants with account balances | 2022-01-01 | 6,832 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 138 |
2021: THE WILLIAMS INVESTMENT PLUS PLAN 2021 401k membership | ||
Total participants, beginning-of-year | 2021-01-01 | 7,019 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 4,848 |
Number of retired or separated participants receiving benefits | 2021-01-01 | 9 |
Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 2,156 |
Total of all active and inactive participants | 2021-01-01 | 7,013 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 15 |
Total participants | 2021-01-01 | 7,028 |
Number of participants with account balances | 2021-01-01 | 6,982 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 129 |
2020: THE WILLIAMS INVESTMENT PLUS PLAN 2020 401k membership | ||
Total participants, beginning-of-year | 2020-01-01 | 7,464 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 4,731 |
Number of retired or separated participants receiving benefits | 2020-01-01 | 10 |
Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 2,263 |
Total of all active and inactive participants | 2020-01-01 | 7,004 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 15 |
Total participants | 2020-01-01 | 7,019 |
Number of participants with account balances | 2020-01-01 | 6,975 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 82 |
2019: THE WILLIAMS INVESTMENT PLUS PLAN 2019 401k membership | ||
Total participants, beginning-of-year | 2019-01-01 | 8,020 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 4,800 |
Number of retired or separated participants receiving benefits | 2019-01-01 | 15 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 2,638 |
Total of all active and inactive participants | 2019-01-01 | 7,453 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 11 |
Total participants | 2019-01-01 | 7,464 |
Number of participants with account balances | 2019-01-01 | 7,388 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 115 |
2018: THE WILLIAMS INVESTMENT PLUS PLAN 2018 401k membership | ||
Total participants, beginning-of-year | 2018-01-01 | 7,751 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 5,518 |
Number of retired or separated participants receiving benefits | 2018-01-01 | 2 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 2,469 |
Total of all active and inactive participants | 2018-01-01 | 7,989 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 31 |
Total participants | 2018-01-01 | 8,020 |
Number of participants with account balances | 2018-01-01 | 7,755 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 57 |
2017: THE WILLIAMS INVESTMENT PLUS PLAN 2017 401k membership | ||
Total participants, beginning-of-year | 2017-01-01 | 8,182 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 5,490 |
Number of retired or separated participants receiving benefits | 2017-01-01 | 2 |
Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 2,232 |
Total of all active and inactive participants | 2017-01-01 | 7,724 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 27 |
Total participants | 2017-01-01 | 7,751 |
Number of participants with account balances | 2017-01-01 | 7,645 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 225 |
2016: THE WILLIAMS INVESTMENT PLUS PLAN 2016 401k membership | ||
Total participants, beginning-of-year | 2016-01-01 | 8,968 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 5,682 |
Number of retired or separated participants receiving benefits | 2016-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 2,458 |
Total of all active and inactive participants | 2016-01-01 | 8,141 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 41 |
Total participants | 2016-01-01 | 8,182 |
Number of participants with account balances | 2016-01-01 | 8,055 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 198 |
2015: THE WILLIAMS INVESTMENT PLUS PLAN 2015 401k membership | ||
Total participants, beginning-of-year | 2015-01-01 | 9,168 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 6,570 |
Number of retired or separated participants receiving benefits | 2015-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 2,350 |
Total of all active and inactive participants | 2015-01-01 | 8,921 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 47 |
Total participants | 2015-01-01 | 8,968 |
Number of participants with account balances | 2015-01-01 | 8,799 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 192 |
2014: THE WILLIAMS INVESTMENT PLUS PLAN 2014 401k membership | ||
Total participants, beginning-of-year | 2014-01-01 | 7,206 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 6,731 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 2,371 |
Total of all active and inactive participants | 2014-01-01 | 9,103 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 65 |
Total participants | 2014-01-01 | 9,168 |
Number of participants with account balances | 2014-01-01 | 8,834 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 135 |
2013: THE WILLIAMS INVESTMENT PLUS PLAN 2013 401k membership | ||
Total participants, beginning-of-year | 2013-01-01 | 7,221 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 4,866 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 2 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 2,273 |
Total of all active and inactive participants | 2013-01-01 | 7,141 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 65 |
Total participants | 2013-01-01 | 7,206 |
Number of participants with account balances | 2013-01-01 | 6,929 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 205 |
2012: THE WILLIAMS INVESTMENT PLUS PLAN 2012 401k membership | ||
Total participants, beginning-of-year | 2012-01-01 | 8,061 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 4,565 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 2 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 2,413 |
Total of all active and inactive participants | 2012-01-01 | 6,980 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 56 |
Total participants | 2012-01-01 | 7,036 |
Number of participants with account balances | 2012-01-01 | 6,799 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 156 |
2011: THE WILLIAMS INVESTMENT PLUS PLAN 2011 401k membership | ||
Total participants, beginning-of-year | 2011-01-01 | 8,014 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 4,207 |
Number of retired or separated participants receiving benefits | 2011-01-01 | 2 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 3,797 |
Total of all active and inactive participants | 2011-01-01 | 8,006 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 55 |
Total participants | 2011-01-01 | 8,061 |
Number of participants with account balances | 2011-01-01 | 7,837 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 72 |
2009: THE WILLIAMS INVESTMENT PLUS PLAN 2009 401k membership | ||
Total participants, beginning-of-year | 2009-01-01 | 9,180 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 4,813 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 2 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 3,813 |
Total of all active and inactive participants | 2009-01-01 | 8,628 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 164 |
Total participants | 2009-01-01 | 8,792 |
Number of participants with account balances | 2009-01-01 | 8,441 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 31 |
Measure | Date | Value |
---|---|---|
2022 : THE WILLIAMS INVESTMENT PLUS PLAN 2022 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2022-12-31 | $-92,234,906 |
Total unrealized appreciation/depreciation of assets | 2022-12-31 | $-92,234,906 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $1,992,212 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $790,511 |
Total income from all sources (including contributions) | 2022-12-31 | $-205,117,599 |
Total loss/gain on sale of assets | 2022-12-31 | $-41,450,921 |
Total of all expenses incurred | 2022-12-31 | $145,843,523 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $143,448,213 |
Expenses. Certain deemed distributions of participant loans | 2022-12-31 | $90,535 |
Value of total corrective distributions | 2022-12-31 | $15,206 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $119,610,943 |
Value of total assets at end of year | 2022-12-31 | $1,385,802,682 |
Value of total assets at beginning of year | 2022-12-31 | $1,735,562,103 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $2,289,569 |
Total interest from all sources | 2022-12-31 | $1,117,004 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $11,537,500 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2022-12-31 | $7,411,153 |
Administrative expenses professional fees incurred | 2022-12-31 | $68,861 |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $40,000,000 |
If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
Contributions received from participants | 2022-12-31 | $58,194,373 |
Participant contributions at end of year | 2022-12-31 | $21,946,595 |
Participant contributions at beginning of year | 2022-12-31 | $20,941,200 |
Assets. Other investments not covered elsewhere at end of year | 2022-12-31 | $91,077,599 |
Assets. Other investments not covered elsewhere at beginning of year | 2022-12-31 | $113,745,551 |
Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $9,154,619 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2022-12-31 | $1,127,868 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2022-12-31 | $299,281 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2022-12-31 | $1,390,789 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2022-12-31 | $105,620 |
Other income not declared elsewhere | 2022-12-31 | $-20,438,908 |
Liabilities. Value of operating payables at end of year | 2022-12-31 | $561,423 |
Liabilities. Value of operating payables at beginning of year | 2022-12-31 | $684,891 |
Total non interest bearing cash at end of year | 2022-12-31 | $177,614 |
Total non interest bearing cash at beginning of year | 2022-12-31 | $341,046 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Value of net income/loss | 2022-12-31 | $-350,961,122 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $1,383,810,470 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $1,734,771,592 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
Investment advisory and management fees | 2022-12-31 | $1,809,313 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $227,699,257 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $277,986,044 |
Interest on participant loans | 2022-12-31 | $1,044,253 |
Interest earned on other investments | 2022-12-31 | $6 |
Income. Interest from corporate debt instruments | 2022-12-31 | $32,451 |
Value of interest in common/collective trusts at end of year | 2022-12-31 | $694,766,527 |
Value of interest in common/collective trusts at beginning of year | 2022-12-31 | $827,665,729 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2022-12-31 | $3,902,709 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2022-12-31 | $3,825,101 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2022-12-31 | $3,825,101 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2022-12-31 | $40,294 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-59,364,524 |
Net investment gain or loss from common/collective trusts | 2022-12-31 | $-123,893,787 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
Assets. Invements in employer securities at end of year | 2022-12-31 | $7,479,510 |
Assets. Invements in employer securities at beginning of year | 2022-12-31 | $6,113,826 |
Contributions received in cash from employer | 2022-12-31 | $52,261,951 |
Employer contributions (assets) at end of year | 2022-12-31 | $15,093,610 |
Employer contributions (assets) at beginning of year | 2022-12-31 | $12,000,754 |
Income. Dividends from common stock | 2022-12-31 | $4,126,347 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $143,448,213 |
Asset. Corporate debt instrument debt (other) at end of year | 2022-12-31 | $227,893 |
Contract administrator fees | 2022-12-31 | $411,395 |
Assets. Corporate common stocks other than exployer securities at end of year | 2022-12-31 | $322,303,500 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2022-12-31 | $472,643,571 |
Liabilities. Value of benefit claims payable at end of year | 2022-12-31 | $40,000 |
Liabilities. Value of benefit claims payable at beginning of year | 2022-12-31 | $0 |
Did the plan have assets held for investment | 2022-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
Aggregate proceeds on sale of assets | 2022-12-31 | $94,834,308 |
Aggregate carrying amount (costs) on sale of assets | 2022-12-31 | $136,285,229 |
Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
Accountancy firm name | 2022-12-31 | ERNST & YOUNG LLP |
Accountancy firm EIN | 2022-12-31 | 346565596 |
2021 : THE WILLIAMS INVESTMENT PLUS PLAN 2021 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2021-12-31 | $69,354,454 |
Total unrealized appreciation/depreciation of assets | 2021-12-31 | $69,354,454 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $790,511 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $3,458,631 |
Total income from all sources (including contributions) | 2021-12-31 | $330,567,122 |
Total loss/gain on sale of assets | 2021-12-31 | $7,106,626 |
Total of all expenses incurred | 2021-12-31 | $152,066,741 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $149,253,136 |
Expenses. Certain deemed distributions of participant loans | 2021-12-31 | $14,944 |
Value of total corrective distributions | 2021-12-31 | $577 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $105,998,129 |
Value of total assets at end of year | 2021-12-31 | $1,735,562,103 |
Value of total assets at beginning of year | 2021-12-31 | $1,559,729,842 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $2,798,084 |
Total interest from all sources | 2021-12-31 | $1,050,074 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $14,851,802 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2021-12-31 | $10,987,592 |
Administrative expenses professional fees incurred | 2021-12-31 | $94,940 |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $40,000,000 |
If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Contributions received from participants | 2021-12-31 | $51,935,894 |
Participant contributions at end of year | 2021-12-31 | $20,941,200 |
Participant contributions at beginning of year | 2021-12-31 | $20,738,596 |
Assets. Other investments not covered elsewhere at end of year | 2021-12-31 | $113,745,551 |
Assets. Other investments not covered elsewhere at beginning of year | 2021-12-31 | $101,878,515 |
Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $9,024,755 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2021-12-31 | $299,281 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2021-12-31 | $3,243,880 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2021-12-31 | $105,620 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2021-12-31 | $1,471,789 |
Other income not declared elsewhere | 2021-12-31 | $11,834,420 |
Liabilities. Value of operating payables at end of year | 2021-12-31 | $684,891 |
Liabilities. Value of operating payables at beginning of year | 2021-12-31 | $631,499 |
Total non interest bearing cash at end of year | 2021-12-31 | $341,046 |
Total non interest bearing cash at beginning of year | 2021-12-31 | $872,572 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Value of net income/loss | 2021-12-31 | $178,500,381 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $1,734,771,592 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $1,556,271,211 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
Investment advisory and management fees | 2021-12-31 | $2,248,522 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $277,986,044 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $225,624,504 |
Interest on participant loans | 2021-12-31 | $1,050,288 |
Value of interest in common/collective trusts at end of year | 2021-12-31 | $827,665,729 |
Value of interest in common/collective trusts at beginning of year | 2021-12-31 | $755,165,384 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2021-12-31 | $3,825,101 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2021-12-31 | $2,707,054 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2021-12-31 | $2,707,054 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2021-12-31 | $-214 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $38,555,612 |
Net investment gain or loss from common/collective trusts | 2021-12-31 | $81,816,005 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
Assets. Invements in employer securities at end of year | 2021-12-31 | $6,113,826 |
Assets. Invements in employer securities at beginning of year | 2021-12-31 | $4,840,646 |
Contributions received in cash from employer | 2021-12-31 | $45,037,480 |
Employer contributions (assets) at end of year | 2021-12-31 | $12,000,754 |
Employer contributions (assets) at beginning of year | 2021-12-31 | $10,852,778 |
Income. Dividends from common stock | 2021-12-31 | $3,864,210 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $149,253,136 |
Contract administrator fees | 2021-12-31 | $454,622 |
Assets. Corporate common stocks other than exployer securities at end of year | 2021-12-31 | $472,643,571 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2021-12-31 | $433,805,913 |
Liabilities. Value of benefit claims payable at end of year | 2021-12-31 | $0 |
Liabilities. Value of benefit claims payable at beginning of year | 2021-12-31 | $1,355,343 |
Did the plan have assets held for investment | 2021-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
Aggregate proceeds on sale of assets | 2021-12-31 | $211,094,900 |
Aggregate carrying amount (costs) on sale of assets | 2021-12-31 | $203,988,274 |
Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
Accountancy firm name | 2021-12-31 | ERNST & YOUNG LLP |
Accountancy firm EIN | 2021-12-31 | 346565596 |
2020 : THE WILLIAMS INVESTMENT PLUS PLAN 2020 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2020-12-31 | $94,308,141 |
Total unrealized appreciation/depreciation of assets | 2020-12-31 | $94,308,141 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $3,458,631 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $4,590,790 |
Total income from all sources (including contributions) | 2020-12-31 | $333,594,482 |
Total loss/gain on sale of assets | 2020-12-31 | $-7,599,341 |
Total of all expenses incurred | 2020-12-31 | $216,923,758 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $214,362,983 |
Expenses. Certain deemed distributions of participant loans | 2020-12-31 | $57,560 |
Value of total corrective distributions | 2020-12-31 | $2,232 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $101,116,722 |
Value of total assets at end of year | 2020-12-31 | $1,559,729,842 |
Value of total assets at beginning of year | 2020-12-31 | $1,444,191,277 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $2,500,983 |
Total interest from all sources | 2020-12-31 | $1,267,475 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $10,127,012 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2020-12-31 | $6,171,170 |
Administrative expenses professional fees incurred | 2020-12-31 | $88,317 |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $40,000,000 |
If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Contributions received from participants | 2020-12-31 | $50,237,348 |
Participant contributions at end of year | 2020-12-31 | $20,738,596 |
Participant contributions at beginning of year | 2020-12-31 | $22,610,631 |
Assets. Other investments not covered elsewhere at end of year | 2020-12-31 | $101,878,515 |
Assets. Other investments not covered elsewhere at beginning of year | 2020-12-31 | $83,800,138 |
Income. Received or receivable in cash from other sources (including rollovers) | 2020-12-31 | $7,610,114 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2020-12-31 | $3,243,880 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2020-12-31 | $4,480,485 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2020-12-31 | $1,471,789 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2020-12-31 | $2,749,025 |
Other income not declared elsewhere | 2020-12-31 | $18,976,939 |
Liabilities. Value of operating payables at end of year | 2020-12-31 | $631,499 |
Liabilities. Value of operating payables at beginning of year | 2020-12-31 | $587,640 |
Total non interest bearing cash at end of year | 2020-12-31 | $872,572 |
Total non interest bearing cash at beginning of year | 2020-12-31 | $408,879 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Value of net income/loss | 2020-12-31 | $116,670,724 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $1,556,271,211 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $1,439,600,487 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
Investment advisory and management fees | 2020-12-31 | $1,896,847 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $225,624,504 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $208,386,003 |
Interest on participant loans | 2020-12-31 | $1,262,573 |
Value of interest in common/collective trusts at end of year | 2020-12-31 | $755,165,384 |
Value of interest in common/collective trusts at beginning of year | 2020-12-31 | $716,976,894 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2020-12-31 | $2,707,054 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2020-12-31 | $1,723,655 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2020-12-31 | $1,723,655 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2020-12-31 | $4,902 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $27,946,539 |
Net investment gain or loss from common/collective trusts | 2020-12-31 | $87,450,995 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
Assets. Invements in employer securities at end of year | 2020-12-31 | $4,840,646 |
Assets. Invements in employer securities at beginning of year | 2020-12-31 | $7,179,732 |
Contributions received in cash from employer | 2020-12-31 | $43,269,260 |
Employer contributions (assets) at end of year | 2020-12-31 | $10,852,778 |
Employer contributions (assets) at beginning of year | 2020-12-31 | $936,501 |
Income. Dividends from common stock | 2020-12-31 | $3,955,842 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $214,362,983 |
Contract administrator fees | 2020-12-31 | $515,819 |
Assets. Corporate common stocks other than exployer securities at end of year | 2020-12-31 | $433,805,913 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2020-12-31 | $397,688,359 |
Liabilities. Value of benefit claims payable at end of year | 2020-12-31 | $1,355,343 |
Liabilities. Value of benefit claims payable at beginning of year | 2020-12-31 | $1,254,125 |
Did the plan have assets held for investment | 2020-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
Aggregate proceeds on sale of assets | 2020-12-31 | $167,430,216 |
Aggregate carrying amount (costs) on sale of assets | 2020-12-31 | $175,029,557 |
Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Unqualified |
Accountancy firm name | 2020-12-31 | ERNST & YOUNG LLP |
Accountancy firm EIN | 2020-12-31 | 346565596 |
2019 : THE WILLIAMS INVESTMENT PLUS PLAN 2019 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2019-12-31 | $76,411,921 |
Total unrealized appreciation/depreciation of assets | 2019-12-31 | $76,411,921 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $4,590,790 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $2,815,577 |
Total income from all sources (including contributions) | 2019-12-31 | $377,056,612 |
Total loss/gain on sale of assets | 2019-12-31 | $17,967,140 |
Total of all expenses incurred | 2019-12-31 | $216,355,637 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $213,740,150 |
Expenses. Certain deemed distributions of participant loans | 2019-12-31 | $47,423 |
Value of total corrective distributions | 2019-12-31 | $4,887 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $97,348,321 |
Value of total assets at end of year | 2019-12-31 | $1,444,191,277 |
Value of total assets at beginning of year | 2019-12-31 | $1,281,715,089 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $2,563,177 |
Total interest from all sources | 2019-12-31 | $1,287,524 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $10,759,340 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $5,609,796 |
Administrative expenses professional fees incurred | 2019-12-31 | $87,240 |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $40,000,000 |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Contributions received from participants | 2019-12-31 | $53,735,998 |
Participant contributions at end of year | 2019-12-31 | $22,610,631 |
Participant contributions at beginning of year | 2019-12-31 | $22,444,423 |
Assets. Other investments not covered elsewhere at end of year | 2019-12-31 | $83,800,138 |
Assets. Other investments not covered elsewhere at beginning of year | 2019-12-31 | $77,671,401 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $7,849,248 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2019-12-31 | $4,480,485 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2019-12-31 | $1,025,760 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2019-12-31 | $2,749,025 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2019-12-31 | $1,633,805 |
Other income not declared elsewhere | 2019-12-31 | $13,743,682 |
Liabilities. Value of operating payables at end of year | 2019-12-31 | $587,640 |
Liabilities. Value of operating payables at beginning of year | 2019-12-31 | $1,181,772 |
Total non interest bearing cash at end of year | 2019-12-31 | $408,879 |
Total non interest bearing cash at beginning of year | 2019-12-31 | $8,745 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Value of net income/loss | 2019-12-31 | $160,700,975 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $1,439,600,487 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $1,278,899,512 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Investment advisory and management fees | 2019-12-31 | $2,007,520 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $208,386,003 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $175,201,766 |
Interest on participant loans | 2019-12-31 | $1,240,454 |
Value of interest in common/collective trusts at end of year | 2019-12-31 | $716,976,894 |
Value of interest in common/collective trusts at beginning of year | 2019-12-31 | $640,668,728 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2019-12-31 | $1,723,655 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2019-12-31 | $5,668,544 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2019-12-31 | $5,668,544 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2019-12-31 | $47,070 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $41,803,241 |
Net investment gain or loss from common/collective trusts | 2019-12-31 | $117,735,443 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Assets. Invements in employer securities at end of year | 2019-12-31 | $7,179,732 |
Assets. Invements in employer securities at beginning of year | 2019-12-31 | $7,144,736 |
Contributions received in cash from employer | 2019-12-31 | $35,763,075 |
Employer contributions (assets) at end of year | 2019-12-31 | $936,501 |
Income. Dividends from common stock | 2019-12-31 | $5,149,544 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $213,740,150 |
Contract administrator fees | 2019-12-31 | $468,417 |
Assets. Corporate common stocks other than exployer securities at end of year | 2019-12-31 | $397,688,359 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2019-12-31 | $351,880,986 |
Liabilities. Value of benefit claims payable at end of year | 2019-12-31 | $1,254,125 |
Did the plan have assets held for investment | 2019-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Aggregate proceeds on sale of assets | 2019-12-31 | $160,396,481 |
Aggregate carrying amount (costs) on sale of assets | 2019-12-31 | $142,429,341 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Unqualified |
Accountancy firm name | 2019-12-31 | ERNST & YOUNG LLP |
Accountancy firm EIN | 2019-12-31 | 346565596 |
2018 : THE WILLIAMS INVESTMENT PLUS PLAN 2018 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2018-12-31 | $-13,983,441 |
Total unrealized appreciation/depreciation of assets | 2018-12-31 | $-13,983,441 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $2,815,577 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $1,126,388 |
Total income from all sources (including contributions) | 2018-12-31 | $39,885,110 |
Total loss/gain on sale of assets | 2018-12-31 | $3,137,106 |
Total of all expenses incurred | 2018-12-31 | $153,989,044 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $151,483,757 |
Expenses. Certain deemed distributions of participant loans | 2018-12-31 | $392 |
Value of total corrective distributions | 2018-12-31 | $5,387 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $94,630,688 |
Value of total assets at end of year | 2018-12-31 | $1,281,715,089 |
Value of total assets at beginning of year | 2018-12-31 | $1,394,129,834 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $2,499,508 |
Total interest from all sources | 2018-12-31 | $1,177,895 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $9,746,926 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2018-12-31 | $4,186,651 |
Administrative expenses professional fees incurred | 2018-12-31 | $78,695 |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $40,000,000 |
If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
Contributions received from participants | 2018-12-31 | $52,774,812 |
Participant contributions at end of year | 2018-12-31 | $22,444,423 |
Participant contributions at beginning of year | 2018-12-31 | $22,818,203 |
Assets. Other investments not covered elsewhere at end of year | 2018-12-31 | $77,671,401 |
Assets. Other investments not covered elsewhere at beginning of year | 2018-12-31 | $83,700,724 |
Income. Received or receivable in cash from other sources (including rollovers) | 2018-12-31 | $7,375,875 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2018-12-31 | $1,025,760 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2018-12-31 | $882,739 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2018-12-31 | $1,633,805 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2018-12-31 | $458,346 |
Other income not declared elsewhere | 2018-12-31 | $-3,896,025 |
Liabilities. Value of operating payables at end of year | 2018-12-31 | $1,181,772 |
Liabilities. Value of operating payables at beginning of year | 2018-12-31 | $614,172 |
Total non interest bearing cash at end of year | 2018-12-31 | $8,745 |
Total non interest bearing cash at beginning of year | 2018-12-31 | $94,938 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Value of net income/loss | 2018-12-31 | $-114,103,934 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $1,278,899,512 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $1,393,003,446 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
Investment advisory and management fees | 2018-12-31 | $1,978,532 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $175,201,766 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $190,639,612 |
Interest on participant loans | 2018-12-31 | $1,137,213 |
Value of interest in common/collective trusts at end of year | 2018-12-31 | $640,668,728 |
Value of interest in common/collective trusts at beginning of year | 2018-12-31 | $704,876,796 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2018-12-31 | $5,668,544 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2018-12-31 | $3,786,766 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2018-12-31 | $3,786,766 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2018-12-31 | $40,682 |
Net investment gain or loss from common/collective trusts | 2018-12-31 | $-36,730,194 |
Net gain/loss from 103.12 investment entities | 2018-12-31 | $-14,197,845 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
Assets. Invements in employer securities at end of year | 2018-12-31 | $7,144,736 |
Assets. Invements in employer securities at beginning of year | 2018-12-31 | $10,803,814 |
Contributions received in cash from employer | 2018-12-31 | $34,480,001 |
Income. Dividends from common stock | 2018-12-31 | $5,560,275 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $151,483,757 |
Contract administrator fees | 2018-12-31 | $442,281 |
Assets. Corporate common stocks other than exployer securities at end of year | 2018-12-31 | $351,880,986 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2018-12-31 | $376,526,242 |
Liabilities. Value of benefit claims payable at beginning of year | 2018-12-31 | $53,870 |
Did the plan have assets held for investment | 2018-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
Aggregate proceeds on sale of assets | 2018-12-31 | $125,340,334 |
Aggregate carrying amount (costs) on sale of assets | 2018-12-31 | $122,203,228 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Unqualified |
Accountancy firm name | 2018-12-31 | ERNST & YOUNG LLP |
Accountancy firm EIN | 2018-12-31 | 346565596 |
2017 : THE WILLIAMS INVESTMENT PLUS PLAN 2017 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2017-12-31 | $71,245,819 |
Total unrealized appreciation/depreciation of assets | 2017-12-31 | $71,245,819 |
Total transfer of assets to this plan | 2017-12-31 | $880,153 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $1,126,388 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $730,029 |
Total income from all sources (including contributions) | 2017-12-31 | $314,363,796 |
Total loss/gain on sale of assets | 2017-12-31 | $11,273,865 |
Total of all expenses incurred | 2017-12-31 | $152,311,976 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $149,873,730 |
Expenses. Certain deemed distributions of participant loans | 2017-12-31 | $3,723 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $93,304,289 |
Value of total assets at end of year | 2017-12-31 | $1,394,129,834 |
Value of total assets at beginning of year | 2017-12-31 | $1,230,801,502 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $2,434,523 |
Total interest from all sources | 2017-12-31 | $1,069,689 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $8,655,396 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2017-12-31 | $3,562,978 |
Administrative expenses professional fees incurred | 2017-12-31 | $87,617 |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $40,000,000 |
If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
Contributions received from participants | 2017-12-31 | $52,194,758 |
Participant contributions at end of year | 2017-12-31 | $22,818,203 |
Participant contributions at beginning of year | 2017-12-31 | $22,950,039 |
Assets. Other investments not covered elsewhere at end of year | 2017-12-31 | $83,700,724 |
Assets. Other investments not covered elsewhere at beginning of year | 2017-12-31 | $73,566,326 |
Income. Received or receivable in cash from other sources (including rollovers) | 2017-12-31 | $7,457,065 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2017-12-31 | $882,739 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2017-12-31 | $2,589,965 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2017-12-31 | $458,346 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2017-12-31 | $278,264 |
Other income not declared elsewhere | 2017-12-31 | $8,956,021 |
Liabilities. Value of operating payables at end of year | 2017-12-31 | $614,172 |
Liabilities. Value of operating payables at beginning of year | 2017-12-31 | $244,369 |
Total non interest bearing cash at end of year | 2017-12-31 | $94,938 |
Total non interest bearing cash at beginning of year | 2017-12-31 | $3,906,095 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Value of net income/loss | 2017-12-31 | $162,051,820 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $1,393,003,446 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $1,230,071,473 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
Investment advisory and management fees | 2017-12-31 | $1,859,159 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $190,639,612 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $143,486,703 |
Interest on participant loans | 2017-12-31 | $1,057,840 |
Value of interest in common/collective trusts at end of year | 2017-12-31 | $704,876,796 |
Value of interest in common/collective trusts at beginning of year | 2017-12-31 | $623,373,182 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2017-12-31 | $3,786,766 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2017-12-31 | $11,849 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $27,525,789 |
Net investment gain or loss from common/collective trusts | 2017-12-31 | $92,332,928 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
Assets. Invements in employer securities at end of year | 2017-12-31 | $10,803,814 |
Assets. Invements in employer securities at beginning of year | 2017-12-31 | $12,557,997 |
Contributions received in cash from employer | 2017-12-31 | $33,652,466 |
Income. Dividends from common stock | 2017-12-31 | $5,092,418 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $149,873,730 |
Contract administrator fees | 2017-12-31 | $487,747 |
Assets. Corporate common stocks other than exployer securities at end of year | 2017-12-31 | $376,526,242 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2017-12-31 | $348,371,195 |
Liabilities. Value of benefit claims payable at end of year | 2017-12-31 | $53,870 |
Liabilities. Value of benefit claims payable at beginning of year | 2017-12-31 | $207,396 |
Did the plan have assets held for investment | 2017-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
Aggregate proceeds on sale of assets | 2017-12-31 | $149,674,896 |
Aggregate carrying amount (costs) on sale of assets | 2017-12-31 | $138,401,031 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Unqualified |
Accountancy firm name | 2017-12-31 | ERNST & YOUNG LLP |
Accountancy firm EIN | 2017-12-31 | 346565596 |
2016 : THE WILLIAMS INVESTMENT PLUS PLAN 2016 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2016-12-31 | $-809,868 |
Total unrealized appreciation/depreciation of assets | 2016-12-31 | $-809,868 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $730,029 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $147,050 |
Total income from all sources (including contributions) | 2016-12-31 | $180,033,539 |
Total loss/gain on sale of assets | 2016-12-31 | $-233,526 |
Total of all expenses incurred | 2016-12-31 | $141,214,835 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $141,431,604 |
Expenses. Certain deemed distributions of participant loans | 2016-12-31 | $2,920 |
Value of total corrective distributions | 2016-12-31 | $1,763 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $95,076,972 |
Value of total assets at end of year | 2016-12-31 | $1,230,801,502 |
Value of total assets at beginning of year | 2016-12-31 | $1,191,399,819 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $-221,452 |
Total interest from all sources | 2016-12-31 | $1,007,933 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $22,484,874 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2016-12-31 | $21,516,548 |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $40,000,000 |
If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
Contributions received from participants | 2016-12-31 | $53,974,481 |
Participant contributions at end of year | 2016-12-31 | $22,950,039 |
Participant contributions at beginning of year | 2016-12-31 | $23,277,897 |
Assets. Other investments not covered elsewhere at end of year | 2016-12-31 | $73,566,326 |
Assets. Other investments not covered elsewhere at beginning of year | 2016-12-31 | $64,338,531 |
Income. Received or receivable in cash from other sources (including rollovers) | 2016-12-31 | $6,620,620 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2016-12-31 | $2,589,965 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2016-12-31 | $310,135 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2016-12-31 | $278,264 |
Other income not declared elsewhere | 2016-12-31 | $4,590,898 |
Liabilities. Value of operating payables at end of year | 2016-12-31 | $244,369 |
Liabilities. Value of operating payables at beginning of year | 2016-12-31 | $119,975 |
Total non interest bearing cash at end of year | 2016-12-31 | $3,906,095 |
Total non interest bearing cash at beginning of year | 2016-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Value of net income/loss | 2016-12-31 | $38,818,704 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $1,230,071,473 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $1,191,252,769 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
Investment advisory and management fees | 2016-12-31 | $209,220 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $143,486,703 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $990,886,593 |
Interest on participant loans | 2016-12-31 | $1,007,933 |
Value of interest in common/collective trusts at end of year | 2016-12-31 | $623,373,182 |
Value of interest in common/collective trusts at beginning of year | 2016-12-31 | $98,743,506 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-12-31 | $57,762,994 |
Net investment gain or loss from common/collective trusts | 2016-12-31 | $153,262 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
Assets. Invements in employer securities at end of year | 2016-12-31 | $12,557,997 |
Assets. Invements in employer securities at beginning of year | 2016-12-31 | $10,527,239 |
Contributions received in cash from employer | 2016-12-31 | $34,481,871 |
Income. Dividends from common stock | 2016-12-31 | $968,326 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $141,431,604 |
Contract administrator fees | 2016-12-31 | $-430,672 |
Assets. Corporate common stocks other than exployer securities at end of year | 2016-12-31 | $348,371,195 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2016-12-31 | $3,315,918 |
Liabilities. Value of benefit claims payable at end of year | 2016-12-31 | $207,396 |
Liabilities. Value of benefit claims payable at beginning of year | 2016-12-31 | $27,075 |
Did the plan have assets held for investment | 2016-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
Aggregate proceeds on sale of assets | 2016-12-31 | $23,433,963 |
Aggregate carrying amount (costs) on sale of assets | 2016-12-31 | $23,667,489 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Unqualified |
Accountancy firm name | 2016-12-31 | ERNST & YOUNG LLP |
Accountancy firm EIN | 2016-12-31 | 346565596 |
2015 : THE WILLIAMS INVESTMENT PLUS PLAN 2015 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2015-12-31 | $-18,842,295 |
Total unrealized appreciation/depreciation of assets | 2015-12-31 | $-18,842,295 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $147,050 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $201,482 |
Total income from all sources (including contributions) | 2015-12-31 | $99,405,141 |
Total loss/gain on sale of assets | 2015-12-31 | $-650,772 |
Total of all expenses incurred | 2015-12-31 | $118,189,517 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $117,557,580 |
Expenses. Certain deemed distributions of participant loans | 2015-12-31 | $-113 |
Value of total corrective distributions | 2015-12-31 | $5,784 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $103,396,343 |
Value of total assets at end of year | 2015-12-31 | $1,191,399,819 |
Value of total assets at beginning of year | 2015-12-31 | $1,210,238,627 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $626,266 |
Total interest from all sources | 2015-12-31 | $964,725 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $55,532,986 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2015-12-31 | $54,424,345 |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $40,000,000 |
If this is an individual account plan, was there a blackout period | 2015-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
Contributions received from participants | 2015-12-31 | $57,389,948 |
Participant contributions at end of year | 2015-12-31 | $23,277,897 |
Participant contributions at beginning of year | 2015-12-31 | $21,264,264 |
Assets. Other investments not covered elsewhere at end of year | 2015-12-31 | $64,338,531 |
Assets. Other investments not covered elsewhere at beginning of year | 2015-12-31 | $68,546,431 |
Income. Received or receivable in cash from other sources (including rollovers) | 2015-12-31 | $9,319,624 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2015-12-31 | $310,135 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2015-12-31 | $278,043 |
Other income not declared elsewhere | 2015-12-31 | $-2,476,189 |
Liabilities. Value of operating payables at end of year | 2015-12-31 | $119,975 |
Total non interest bearing cash at end of year | 2015-12-31 | $0 |
Total non interest bearing cash at beginning of year | 2015-12-31 | $6,169 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Value of net income/loss | 2015-12-31 | $-18,784,376 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $1,191,252,769 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $1,210,037,145 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
Investment advisory and management fees | 2015-12-31 | $198,020 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-12-31 | $990,886,593 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $988,744,554 |
Interest on participant loans | 2015-12-31 | $964,725 |
Value of interest in common/collective trusts at end of year | 2015-12-31 | $98,743,506 |
Value of interest in common/collective trusts at beginning of year | 2015-12-31 | $95,798,255 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-12-31 | $-38,550,991 |
Net investment gain or loss from common/collective trusts | 2015-12-31 | $31,334 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
Assets. Invements in employer securities at end of year | 2015-12-31 | $10,527,239 |
Assets. Invements in employer securities at beginning of year | 2015-12-31 | $19,193,706 |
Contributions received in cash from employer | 2015-12-31 | $36,686,771 |
Income. Dividends from common stock | 2015-12-31 | $1,108,641 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $117,557,580 |
Contract administrator fees | 2015-12-31 | $428,246 |
Assets. Corporate common stocks other than exployer securities at end of year | 2015-12-31 | $3,315,918 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2015-12-31 | $16,407,205 |
Liabilities. Value of benefit claims payable at end of year | 2015-12-31 | $27,075 |
Liabilities. Value of benefit claims payable at beginning of year | 2015-12-31 | $201,482 |
Did the plan have assets held for investment | 2015-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
Aggregate proceeds on sale of assets | 2015-12-31 | $3,244,798 |
Aggregate carrying amount (costs) on sale of assets | 2015-12-31 | $3,895,570 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Unqualified |
Accountancy firm name | 2015-12-31 | ERNST & YOUNG LLP |
Accountancy firm EIN | 2015-12-31 | 346565596 |
2014 : THE WILLIAMS INVESTMENT PLUS PLAN 2014 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2014-12-31 | $2,558,067 |
Total unrealized appreciation/depreciation of assets | 2014-12-31 | $2,558,067 |
Total transfer of assets to this plan | 2014-12-31 | $112,259,115 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $201,482 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $365 |
Total income from all sources (including contributions) | 2014-12-31 | $142,400,760 |
Total loss/gain on sale of assets | 2014-12-31 | $565,939 |
Total of all expenses incurred | 2014-12-31 | $77,212,919 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $77,098,507 |
Value of total corrective distributions | 2014-12-31 | $11,445 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $76,748,995 |
Value of total assets at end of year | 2014-12-31 | $1,210,238,627 |
Value of total assets at beginning of year | 2014-12-31 | $1,032,590,554 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $102,967 |
Total interest from all sources | 2014-12-31 | $808,514 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $63,174,104 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2014-12-31 | $62,329,604 |
Administrative expenses professional fees incurred | 2014-12-31 | $102,967 |
Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
Value of fidelity bond cover | 2014-12-31 | $40,000,000 |
If this is an individual account plan, was there a blackout period | 2014-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
Contributions received from participants | 2014-12-31 | $44,282,874 |
Participant contributions at end of year | 2014-12-31 | $21,264,264 |
Participant contributions at beginning of year | 2014-12-31 | $17,745,898 |
Assets. Other investments not covered elsewhere at end of year | 2014-12-31 | $68,546,431 |
Assets. Other investments not covered elsewhere at beginning of year | 2014-12-31 | $64,649,363 |
Income. Received or receivable in cash from other sources (including rollovers) | 2014-12-31 | $4,461,802 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2014-12-31 | $278,043 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2014-12-31 | $116,602 |
Other income not declared elsewhere | 2014-12-31 | $1,560,325 |
Total non interest bearing cash at end of year | 2014-12-31 | $6,169 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Value of net income/loss | 2014-12-31 | $65,187,841 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $1,210,037,145 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $1,032,590,189 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-12-31 | $988,744,554 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $835,562,360 |
Interest on participant loans | 2014-12-31 | $808,514 |
Value of interest in common/collective trusts at end of year | 2014-12-31 | $95,798,255 |
Value of interest in common/collective trusts at beginning of year | 2014-12-31 | $95,973,792 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-12-31 | $-4,216,995 |
Net investment gain or loss from common/collective trusts | 2014-12-31 | $1,201,811 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
Assets. Invements in employer securities at end of year | 2014-12-31 | $19,193,706 |
Assets. Invements in employer securities at beginning of year | 2014-12-31 | $18,542,539 |
Contributions received in cash from employer | 2014-12-31 | $28,004,319 |
Income. Dividends from common stock | 2014-12-31 | $844,500 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $77,098,507 |
Assets. Corporate common stocks other than exployer securities at end of year | 2014-12-31 | $16,407,205 |
Liabilities. Value of benefit claims payable at end of year | 2014-12-31 | $201,482 |
Liabilities. Value of benefit claims payable at beginning of year | 2014-12-31 | $365 |
Did the plan have assets held for investment | 2014-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
Aggregate proceeds on sale of assets | 2014-12-31 | $3,240,578 |
Aggregate carrying amount (costs) on sale of assets | 2014-12-31 | $2,674,639 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Unqualified |
Accountancy firm name | 2014-12-31 | ERNST & YOUNG LLP |
Accountancy firm EIN | 2014-12-31 | 346565596 |
2013 : THE WILLIAMS INVESTMENT PLUS PLAN 2013 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2013-12-31 | $2,745,985 |
Total unrealized appreciation/depreciation of assets | 2013-12-31 | $2,745,985 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $365 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $2,468 |
Total income from all sources (including contributions) | 2013-12-31 | $243,922,308 |
Total loss/gain on sale of assets | 2013-12-31 | $148,624 |
Total of all expenses incurred | 2013-12-31 | $79,501,233 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $79,411,857 |
Expenses. Certain deemed distributions of participant loans | 2013-12-31 | $5,081 |
Value of total corrective distributions | 2013-12-31 | $5,022 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $71,188,105 |
Value of total assets at end of year | 2013-12-31 | $1,032,590,554 |
Value of total assets at beginning of year | 2013-12-31 | $868,171,582 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $79,273 |
Total interest from all sources | 2013-12-31 | $747,476 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $35,290,887 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2013-12-31 | $34,581,604 |
Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
Value of fidelity bond cover | 2013-12-31 | $40,000,000 |
If this is an individual account plan, was there a blackout period | 2013-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
Contributions received from participants | 2013-12-31 | $39,513,072 |
Participant contributions at end of year | 2013-12-31 | $17,745,898 |
Participant contributions at beginning of year | 2013-12-31 | $16,390,886 |
Assets. Other investments not covered elsewhere at end of year | 2013-12-31 | $64,649,363 |
Assets. Other investments not covered elsewhere at beginning of year | 2013-12-31 | $58,390,276 |
Income. Received or receivable in cash from other sources (including rollovers) | 2013-12-31 | $6,064,363 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2013-12-31 | $116,602 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2013-12-31 | $2,468 |
Other income not declared elsewhere | 2013-12-31 | $7,469,066 |
Administrative expenses (other) incurred | 2013-12-31 | $79,273 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Value of net income/loss | 2013-12-31 | $164,421,075 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $1,032,590,189 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $868,169,114 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-12-31 | $835,562,360 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $681,027,678 |
Income. Interest from loans (other than to participants) | 2013-12-31 | $747,476 |
Value of interest in common/collective trusts at end of year | 2013-12-31 | $95,973,792 |
Value of interest in common/collective trusts at beginning of year | 2013-12-31 | $95,795,311 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-12-31 | $126,421,420 |
Net investment gain or loss from common/collective trusts | 2013-12-31 | $-89,255 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
Assets. Invements in employer securities at end of year | 2013-12-31 | $18,542,539 |
Assets. Invements in employer securities at beginning of year | 2013-12-31 | $16,564,963 |
Contributions received in cash from employer | 2013-12-31 | $25,610,670 |
Income. Dividends from common stock | 2013-12-31 | $709,283 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $79,411,857 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2013-12-31 | No |
Liabilities. Value of benefit claims payable at end of year | 2013-12-31 | $365 |
Liabilities. Value of benefit claims payable at beginning of year | 2013-12-31 | $2,468 |
Did the plan have assets held for investment | 2013-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
Aggregate proceeds on sale of assets | 2013-12-31 | $1,584,453 |
Aggregate carrying amount (costs) on sale of assets | 2013-12-31 | $1,435,829 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Unqualified |
Accountancy firm name | 2013-12-31 | ERNST & YOUNG LLP |
Accountancy firm EIN | 2013-12-31 | 346565596 |
2012 : THE WILLIAMS INVESTMENT PLUS PLAN 2012 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2012-12-31 | $2,576,610 |
Total unrealized appreciation/depreciation of assets | 2012-12-31 | $2,576,610 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $2,468 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $463,231 |
Total income from all sources (including contributions) | 2012-12-31 | $164,314,927 |
Total loss/gain on sale of assets | 2012-12-31 | $429,303 |
Total of all expenses incurred | 2012-12-31 | $154,528,671 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $154,416,172 |
Expenses. Certain deemed distributions of participant loans | 2012-12-31 | $18,987 |
Value of total corrective distributions | 2012-12-31 | $15,653 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $65,101,593 |
Value of total assets at end of year | 2012-12-31 | $868,171,582 |
Value of total assets at beginning of year | 2012-12-31 | $858,846,089 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $77,859 |
Total interest from all sources | 2012-12-31 | $719,503 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $23,819,062 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2012-12-31 | $23,209,191 |
Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
Value of fidelity bond cover | 2012-12-31 | $40,000,000 |
If this is an individual account plan, was there a blackout period | 2012-12-31 | Yes |
Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
Contributions received from participants | 2012-12-31 | $35,774,080 |
Participant contributions at end of year | 2012-12-31 | $16,390,886 |
Participant contributions at beginning of year | 2012-12-31 | $18,009,211 |
Assets. Other investments not covered elsewhere at end of year | 2012-12-31 | $58,390,276 |
Assets. Other investments not covered elsewhere at beginning of year | 2012-12-31 | $53,916,199 |
Income. Received or receivable in cash from other sources (including rollovers) | 2012-12-31 | $6,123,849 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2012-12-31 | $2,468 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2012-12-31 | $519,928 |
Other income not declared elsewhere | 2012-12-31 | $5,030,468 |
Administrative expenses (other) incurred | 2012-12-31 | $77,859 |
Total non interest bearing cash at end of year | 2012-12-31 | $0 |
Total non interest bearing cash at beginning of year | 2012-12-31 | $90,097 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Value of net income/loss | 2012-12-31 | $9,786,256 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $868,169,114 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $858,382,858 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-12-31 | $681,027,678 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $667,799,909 |
Income. Interest from loans (other than to participants) | 2012-12-31 | $719,503 |
Value of interest in common/collective trusts at end of year | 2012-12-31 | $95,795,311 |
Value of interest in common/collective trusts at beginning of year | 2012-12-31 | $104,124,782 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-12-31 | $65,237,027 |
Net investment gain or loss from common/collective trusts | 2012-12-31 | $1,401,361 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
Assets. Invements in employer securities at end of year | 2012-12-31 | $16,564,963 |
Assets. Invements in employer securities at beginning of year | 2012-12-31 | $14,385,963 |
Contributions received in cash from employer | 2012-12-31 | $23,203,664 |
Income. Dividends from common stock | 2012-12-31 | $609,871 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $154,416,172 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2012-12-31 | Yes |
Liabilities. Value of benefit claims payable at end of year | 2012-12-31 | $2,468 |
Liabilities. Value of benefit claims payable at beginning of year | 2012-12-31 | $463,231 |
Did the plan have assets held for investment | 2012-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
Aggregate proceeds on sale of assets | 2012-12-31 | $4,127,345 |
Aggregate carrying amount (costs) on sale of assets | 2012-12-31 | $3,698,042 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Unqualified |
Accountancy firm name | 2012-12-31 | ERNST & YOUNG LLP |
Accountancy firm EIN | 2012-12-31 | 346565596 |
2011 : THE WILLIAMS INVESTMENT PLUS PLAN 2011 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2011-12-31 | $3,614,696 |
Total unrealized appreciation/depreciation of assets | 2011-12-31 | $3,614,696 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $463,231 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $333,393 |
Total income from all sources (including contributions) | 2011-12-31 | $66,727,811 |
Total loss/gain on sale of assets | 2011-12-31 | $571,880 |
Total of all expenses incurred | 2011-12-31 | $48,941,027 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $48,818,933 |
Expenses. Certain deemed distributions of participant loans | 2011-12-31 | $5,936 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $70,113,434 |
Value of total assets at end of year | 2011-12-31 | $858,846,089 |
Value of total assets at beginning of year | 2011-12-31 | $840,929,467 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $116,158 |
Total interest from all sources | 2011-12-31 | $826,191 |
Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $19,160,435 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2011-12-31 | $18,778,184 |
Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
Value of fidelity bond cover | 2011-12-31 | $40,000,000 |
If this is an individual account plan, was there a blackout period | 2011-12-31 | Yes |
Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
Contributions received from participants | 2011-12-31 | $40,738,926 |
Participant contributions at end of year | 2011-12-31 | $18,009,211 |
Participant contributions at beginning of year | 2011-12-31 | $16,412,642 |
Assets. Other investments not covered elsewhere at end of year | 2011-12-31 | $53,916,199 |
Assets. Other investments not covered elsewhere at beginning of year | 2011-12-31 | $50,147,286 |
Income. Received or receivable in cash from other sources (including rollovers) | 2011-12-31 | $2,796,518 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2011-12-31 | $519,928 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2011-12-31 | $333,393 |
Other income not declared elsewhere | 2011-12-31 | $-2,816,344 |
Administrative expenses (other) incurred | 2011-12-31 | $116,158 |
Total non interest bearing cash at end of year | 2011-12-31 | $90,097 |
Total non interest bearing cash at beginning of year | 2011-12-31 | $42,723 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Value of net income/loss | 2011-12-31 | $17,786,784 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $858,382,858 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $840,596,074 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-12-31 | $667,799,909 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $668,498,870 |
Income. Interest from loans (other than to participants) | 2011-12-31 | $826,191 |
Value of interest in common/collective trusts at end of year | 2011-12-31 | $104,124,782 |
Value of interest in common/collective trusts at beginning of year | 2011-12-31 | $92,742,106 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-12-31 | $-27,874,343 |
Net investment gain or loss from common/collective trusts | 2011-12-31 | $3,131,862 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
Assets. Invements in employer securities at end of year | 2011-12-31 | $14,385,963 |
Assets. Invements in employer securities at beginning of year | 2011-12-31 | $12,752,447 |
Contributions received in cash from employer | 2011-12-31 | $26,577,990 |
Income. Dividends from common stock | 2011-12-31 | $382,251 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $48,818,933 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2011-12-31 | Yes |
Liabilities. Value of benefit claims payable at end of year | 2011-12-31 | $463,231 |
Liabilities. Value of benefit claims payable at beginning of year | 2011-12-31 | $333,393 |
Did the plan have assets held for investment | 2011-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
Aggregate proceeds on sale of assets | 2011-12-31 | $2,857,652 |
Aggregate carrying amount (costs) on sale of assets | 2011-12-31 | $2,285,772 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Unqualified |
Accountancy firm name | 2011-12-31 | ERNST & YOUNG LLP |
Accountancy firm EIN | 2011-12-31 | 346565596 |
2010 : THE WILLIAMS INVESTMENT PLUS PLAN 2010 401k financial data | ||
Unrealized appreciation/depreciation of real estate assets | 2010-12-31 | $1,864,283 |
Total unrealized appreciation/depreciation of assets | 2010-12-31 | $1,864,283 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $333,393 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $828,785 |
Total income from all sources (including contributions) | 2010-12-31 | $166,096,139 |
Total loss/gain on sale of assets | 2010-12-31 | $8,468,416 |
Total of all expenses incurred | 2010-12-31 | $223,141,146 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $222,769,693 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $66,420,451 |
Value of total assets at end of year | 2010-12-31 | $840,929,467 |
Value of total assets at beginning of year | 2010-12-31 | $898,469,866 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $371,453 |
Total interest from all sources | 2010-12-31 | $858,699 |
Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $19,163,657 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2010-12-31 | $15,353,964 |
Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
Value of fidelity bond cover | 2010-12-31 | $40,000,000 |
If this is an individual account plan, was there a blackout period | 2010-12-31 | Yes |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
Contributions received from participants | 2010-12-31 | $38,249,775 |
Participant contributions at end of year | 2010-12-31 | $16,412,642 |
Participant contributions at beginning of year | 2010-12-31 | $14,816,832 |
Assets. Other investments not covered elsewhere at end of year | 2010-12-31 | $50,147,286 |
Assets. Other investments not covered elsewhere at beginning of year | 2010-12-31 | $42,390,885 |
Income. Received or receivable in cash from other sources (including rollovers) | 2010-12-31 | $3,006,051 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2010-12-31 | $333,393 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2010-12-31 | $948,352 |
Other income not declared elsewhere | 2010-12-31 | $6,859,040 |
Administrative expenses (other) incurred | 2010-12-31 | $371,453 |
Total non interest bearing cash at end of year | 2010-12-31 | $42,723 |
Total non interest bearing cash at beginning of year | 2010-12-31 | $40,461 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Value of net income/loss | 2010-12-31 | $-57,045,007 |
Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $840,596,074 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $897,641,081 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2010-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2010-12-31 | $668,498,870 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-12-31 | $507,632,641 |
Interest on participant loans | 2010-12-31 | $858,699 |
Value of interest in common/collective trusts at end of year | 2010-12-31 | $92,742,106 |
Value of interest in common/collective trusts at beginning of year | 2010-12-31 | $91,463,903 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2010-12-31 | $58,870,870 |
Net investment gain or loss from common/collective trusts | 2010-12-31 | $3,590,723 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
Assets. Invements in employer securities at end of year | 2010-12-31 | $12,752,447 |
Assets. Invements in employer securities at beginning of year | 2010-12-31 | $241,176,792 |
Contributions received in cash from employer | 2010-12-31 | $25,164,625 |
Income. Dividends from common stock | 2010-12-31 | $3,809,693 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $222,769,693 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2010-12-31 | Yes |
Liabilities. Value of benefit claims payable at end of year | 2010-12-31 | $333,393 |
Liabilities. Value of benefit claims payable at beginning of year | 2010-12-31 | $828,785 |
Did the plan have assets held for investment | 2010-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
Aggregate proceeds on sale of assets | 2010-12-31 | $242,263,213 |
Aggregate carrying amount (costs) on sale of assets | 2010-12-31 | $233,794,797 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Unqualified |
Accountancy firm name | 2010-12-31 | ERNST & YOUNG, LLP |
Accountancy firm EIN | 2010-12-31 | 346565596 |
2009 : THE WILLIAMS INVESTMENT PLUS PLAN 2009 401k financial data | ||
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |
2022: THE WILLIAMS INVESTMENT PLUS PLAN 2022 form 5500 responses | ||
---|---|---|
2022-01-01 | Type of plan entity | Single employer plan |
2022-01-01 | Submission has been amended | No |
2022-01-01 | This submission is the final filing | No |
2022-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2022-01-01 | Plan is a collectively bargained plan | No |
2022-01-01 | Plan funding arrangement – Trust | Yes |
2022-01-01 | Plan benefit arrangement - Trust | Yes |
2021: THE WILLIAMS INVESTMENT PLUS PLAN 2021 form 5500 responses | ||
2021-01-01 | Type of plan entity | Single employer plan |
2021-01-01 | Submission has been amended | No |
2021-01-01 | This submission is the final filing | No |
2021-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2021-01-01 | Plan is a collectively bargained plan | No |
2021-01-01 | Plan funding arrangement – Trust | Yes |
2021-01-01 | Plan benefit arrangement - Trust | Yes |
2020: THE WILLIAMS INVESTMENT PLUS PLAN 2020 form 5500 responses | ||
2020-01-01 | Type of plan entity | Single employer plan |
2020-01-01 | Submission has been amended | No |
2020-01-01 | This submission is the final filing | No |
2020-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2020-01-01 | Plan is a collectively bargained plan | No |
2020-01-01 | Plan funding arrangement – Trust | Yes |
2020-01-01 | Plan benefit arrangement - Trust | Yes |
2019: THE WILLIAMS INVESTMENT PLUS PLAN 2019 form 5500 responses | ||
2019-01-01 | Type of plan entity | Single employer plan |
2019-01-01 | Submission has been amended | No |
2019-01-01 | This submission is the final filing | No |
2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2019-01-01 | Plan is a collectively bargained plan | No |
2019-01-01 | Plan funding arrangement – Trust | Yes |
2019-01-01 | Plan benefit arrangement - Trust | Yes |
2018: THE WILLIAMS INVESTMENT PLUS PLAN 2018 form 5500 responses | ||
2018-01-01 | Type of plan entity | Single employer plan |
2018-01-01 | Submission has been amended | No |
2018-01-01 | This submission is the final filing | No |
2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2018-01-01 | Plan is a collectively bargained plan | No |
2018-01-01 | Plan funding arrangement – Trust | Yes |
2018-01-01 | Plan benefit arrangement - Trust | Yes |
2017: THE WILLIAMS INVESTMENT PLUS PLAN 2017 form 5500 responses | ||
2017-01-01 | Type of plan entity | Single employer plan |
2017-01-01 | Submission has been amended | No |
2017-01-01 | This submission is the final filing | No |
2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2017-01-01 | Plan is a collectively bargained plan | No |
2017-01-01 | Plan funding arrangement – Trust | Yes |
2017-01-01 | Plan benefit arrangement - Trust | Yes |
2016: THE WILLIAMS INVESTMENT PLUS PLAN 2016 form 5500 responses | ||
2016-01-01 | Type of plan entity | Single employer plan |
2016-01-01 | Submission has been amended | No |
2016-01-01 | This submission is the final filing | No |
2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2016-01-01 | Plan is a collectively bargained plan | No |
2016-01-01 | Plan funding arrangement – Trust | Yes |
2016-01-01 | Plan benefit arrangement - Trust | Yes |
2015: THE WILLIAMS INVESTMENT PLUS PLAN 2015 form 5500 responses | ||
2015-01-01 | Type of plan entity | Single employer plan |
2015-01-01 | Submission has been amended | No |
2015-01-01 | This submission is the final filing | No |
2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2015-01-01 | Plan is a collectively bargained plan | No |
2015-01-01 | Plan funding arrangement – Trust | Yes |
2015-01-01 | Plan benefit arrangement - Trust | Yes |
2014: THE WILLIAMS INVESTMENT PLUS PLAN 2014 form 5500 responses | ||
2014-01-01 | Type of plan entity | Single employer plan |
2014-01-01 | Submission has been amended | No |
2014-01-01 | This submission is the final filing | No |
2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2014-01-01 | Plan is a collectively bargained plan | No |
2014-01-01 | Plan funding arrangement – Trust | Yes |
2014-01-01 | Plan benefit arrangement - Trust | Yes |
2013: THE WILLIAMS INVESTMENT PLUS PLAN 2013 form 5500 responses | ||
2013-01-01 | Type of plan entity | Single employer plan |
2013-01-01 | Submission has been amended | Yes |
2013-01-01 | This submission is the final filing | No |
2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2013-01-01 | Plan is a collectively bargained plan | No |
2013-01-01 | Plan funding arrangement – Trust | Yes |
2013-01-01 | Plan benefit arrangement - Trust | Yes |
2012: THE WILLIAMS INVESTMENT PLUS PLAN 2012 form 5500 responses | ||
2012-01-01 | Type of plan entity | Single employer plan |
2012-01-01 | Submission has been amended | No |
2012-01-01 | This submission is the final filing | No |
2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2012-01-01 | Plan is a collectively bargained plan | No |
2012-01-01 | Plan funding arrangement – Trust | Yes |
2012-01-01 | Plan benefit arrangement - Trust | Yes |
2011: THE WILLIAMS INVESTMENT PLUS PLAN 2011 form 5500 responses | ||
2011-01-01 | Type of plan entity | Single employer plan |
2011-01-01 | Submission has been amended | No |
2011-01-01 | This submission is the final filing | No |
2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2011-01-01 | Plan is a collectively bargained plan | No |
2011-01-01 | Plan funding arrangement – Trust | Yes |
2011-01-01 | Plan benefit arrangement - Trust | Yes |
2009: THE WILLIAMS INVESTMENT PLUS PLAN 2009 form 5500 responses | ||
2009-01-01 | Type of plan entity | Single employer plan |
2009-01-01 | Submission has been amended | No |
2009-01-01 | This submission is the final filing | No |
2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2009-01-01 | Plan is a collectively bargained plan | No |
2009-01-01 | Plan funding arrangement – Trust | Yes |
2009-01-01 | Plan benefit arrangement - Trust | Yes |