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THE WILLIAMS INVESTMENT PLUS PLAN 401k Plan overview

Plan NameTHE WILLIAMS INVESTMENT PLUS PLAN
Plan identification number 008

THE WILLIAMS INVESTMENT PLUS PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • ESOP other than a leveraged ESOP - A completed Schedule E must be attached to a Form 5500 filed for an Employee Stock Ownership Plan (ESOP).
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

THE WILLIAMS COMPANIES, INC. has sponsored the creation of one or more 401k plans.

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.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE WILLIAMS INVESTMENT PLUS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0082022-01-01
0082021-01-01
0082020-01-01
0082019-01-01
0082018-01-01
0082017-01-01ROBERT BIFFLE PETE BURGESS2018-10-10
0082016-01-01CHERYL J. HUMPHRIES ROBYN EWING2017-10-13
0082015-01-01CHERYL HUMPHRIES STEPHANIE C. CIPOLLA2016-10-10
0082014-01-01CHERYL J. HUMPHRIES STEPHANIE C. CIPOLLA2015-10-14
0082013-01-01CHERYL SULLIVAN STEPHANIE CIPOLLA2014-10-24
0082012-01-01LAURA D. HUNTER STEPHANIE CIPOLLA2013-10-10
0082011-01-01LAURA D. HUNTER STEPHANIE CIPOLLA2012-10-05
0082009-01-01MAC H. HUMMEL STEPHANIE C. CIPOLLA2010-10-08

Plan Statistics for THE WILLIAMS INVESTMENT PLUS PLAN

401k plan membership statisitcs for THE WILLIAMS INVESTMENT PLUS PLAN

Measure Date Value
2022: THE WILLIAMS INVESTMENT PLUS PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-017,028
Total number of active participants reported on line 7a of the Form 55002022-01-015,041
Number of retired or separated participants receiving benefits2022-01-016
Number of other retired or separated participants entitled to future benefits2022-01-011,831
Total of all active and inactive participants2022-01-016,878
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-0119
Total participants2022-01-016,897
Number of participants with account balances2022-01-016,832
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-01138
2021: THE WILLIAMS INVESTMENT PLUS PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-017,019
Total number of active participants reported on line 7a of the Form 55002021-01-014,848
Number of retired or separated participants receiving benefits2021-01-019
Number of other retired or separated participants entitled to future benefits2021-01-012,156
Total of all active and inactive participants2021-01-017,013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-0115
Total participants2021-01-017,028
Number of participants with account balances2021-01-016,982
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-01129
2020: THE WILLIAMS INVESTMENT PLUS PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-017,464
Total number of active participants reported on line 7a of the Form 55002020-01-014,731
Number of retired or separated participants receiving benefits2020-01-0110
Number of other retired or separated participants entitled to future benefits2020-01-012,263
Total of all active and inactive participants2020-01-017,004
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-0115
Total participants2020-01-017,019
Number of participants with account balances2020-01-016,975
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0182
2019: THE WILLIAMS INVESTMENT PLUS PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-018,020
Total number of active participants reported on line 7a of the Form 55002019-01-014,800
Number of retired or separated participants receiving benefits2019-01-0115
Number of other retired or separated participants entitled to future benefits2019-01-012,638
Total of all active and inactive participants2019-01-017,453
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-0111
Total participants2019-01-017,464
Number of participants with account balances2019-01-017,388
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-01115
2018: THE WILLIAMS INVESTMENT PLUS PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-017,751
Total number of active participants reported on line 7a of the Form 55002018-01-015,518
Number of retired or separated participants receiving benefits2018-01-012
Number of other retired or separated participants entitled to future benefits2018-01-012,469
Total of all active and inactive participants2018-01-017,989
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-0131
Total participants2018-01-018,020
Number of participants with account balances2018-01-017,755
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0157
2017: THE WILLIAMS INVESTMENT PLUS PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-018,182
Total number of active participants reported on line 7a of the Form 55002017-01-015,490
Number of retired or separated participants receiving benefits2017-01-012
Number of other retired or separated participants entitled to future benefits2017-01-012,232
Total of all active and inactive participants2017-01-017,724
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-0127
Total participants2017-01-017,751
Number of participants with account balances2017-01-017,645
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-01225
2016: THE WILLIAMS INVESTMENT PLUS PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-018,968
Total number of active participants reported on line 7a of the Form 55002016-01-015,682
Number of retired or separated participants receiving benefits2016-01-011
Number of other retired or separated participants entitled to future benefits2016-01-012,458
Total of all active and inactive participants2016-01-018,141
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-0141
Total participants2016-01-018,182
Number of participants with account balances2016-01-018,055
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-01198
2015: THE WILLIAMS INVESTMENT PLUS PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-019,168
Total number of active participants reported on line 7a of the Form 55002015-01-016,570
Number of retired or separated participants receiving benefits2015-01-011
Number of other retired or separated participants entitled to future benefits2015-01-012,350
Total of all active and inactive participants2015-01-018,921
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-0147
Total participants2015-01-018,968
Number of participants with account balances2015-01-018,799
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-01192
2014: THE WILLIAMS INVESTMENT PLUS PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-017,206
Total number of active participants reported on line 7a of the Form 55002014-01-016,731
Number of retired or separated participants receiving benefits2014-01-011
Number of other retired or separated participants entitled to future benefits2014-01-012,371
Total of all active and inactive participants2014-01-019,103
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-0165
Total participants2014-01-019,168
Number of participants with account balances2014-01-018,834
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-01135
2013: THE WILLIAMS INVESTMENT PLUS PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-017,221
Total number of active participants reported on line 7a of the Form 55002013-01-014,866
Number of retired or separated participants receiving benefits2013-01-012
Number of other retired or separated participants entitled to future benefits2013-01-012,273
Total of all active and inactive participants2013-01-017,141
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-0165
Total participants2013-01-017,206
Number of participants with account balances2013-01-016,929
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-01205
2012: THE WILLIAMS INVESTMENT PLUS PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-018,061
Total number of active participants reported on line 7a of the Form 55002012-01-014,565
Number of retired or separated participants receiving benefits2012-01-012
Number of other retired or separated participants entitled to future benefits2012-01-012,413
Total of all active and inactive participants2012-01-016,980
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-0156
Total participants2012-01-017,036
Number of participants with account balances2012-01-016,799
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-01156
2011: THE WILLIAMS INVESTMENT PLUS PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-018,014
Total number of active participants reported on line 7a of the Form 55002011-01-014,207
Number of retired or separated participants receiving benefits2011-01-012
Number of other retired or separated participants entitled to future benefits2011-01-013,797
Total of all active and inactive participants2011-01-018,006
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-0155
Total participants2011-01-018,061
Number of participants with account balances2011-01-017,837
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0172
2009: THE WILLIAMS INVESTMENT PLUS PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-019,180
Total number of active participants reported on line 7a of the Form 55002009-01-014,813
Number of retired or separated participants receiving benefits2009-01-012
Number of other retired or separated participants entitled to future benefits2009-01-013,813
Total of all active and inactive participants2009-01-018,628
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-01164
Total participants2009-01-018,792
Number of participants with account balances2009-01-018,441
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0131

Financial Data on THE WILLIAMS INVESTMENT PLUS PLAN

Measure Date Value
2022 : THE WILLIAMS INVESTMENT PLUS PLAN 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$-92,234,906
Total unrealized appreciation/depreciation of assets2022-12-31$-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 assets2022-12-31$-41,450,921
Total of all expenses incurred2022-12-31$145,843,523
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$143,448,213
Expenses. Certain deemed distributions of participant loans2022-12-31$90,535
Value of total corrective distributions2022-12-31$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 year2022-12-31$1,385,802,682
Value of total assets at beginning of year2022-12-31$1,735,562,103
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$2,289,569
Total interest from all sources2022-12-31$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 year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$7,411,153
Administrative expenses professional fees incurred2022-12-31$68,861
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$40,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$58,194,373
Participant contributions at end of year2022-12-31$21,946,595
Participant contributions at beginning of year2022-12-31$20,941,200
Assets. Other investments not covered elsewhere at end of year2022-12-31$91,077,599
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$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 year2022-12-31$1,127,868
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$299,281
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$1,390,789
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$105,620
Other income not declared elsewhere2022-12-31$-20,438,908
Liabilities. Value of operating payables at end of year2022-12-31$561,423
Liabilities. Value of operating payables at beginning of year2022-12-31$684,891
Total non interest bearing cash at end of year2022-12-31$177,614
Total non interest bearing cash at beginning of year2022-12-31$341,046
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-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)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$1,809,313
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$227,699,257
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$277,986,044
Interest on participant loans2022-12-31$1,044,253
Interest earned on other investments2022-12-31$6
Income. Interest from corporate debt instruments2022-12-31$32,451
Value of interest in common/collective trusts at end of year2022-12-31$694,766,527
Value of interest in common/collective trusts at beginning of year2022-12-31$827,665,729
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$3,902,709
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$3,825,101
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$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 trusts2022-12-31$-123,893,787
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Assets. Invements in employer securities at end of year2022-12-31$7,479,510
Assets. Invements in employer securities at beginning of year2022-12-31$6,113,826
Contributions received in cash from employer2022-12-31$52,261,951
Employer contributions (assets) at end of year2022-12-31$15,093,610
Employer contributions (assets) at beginning of year2022-12-31$12,000,754
Income. Dividends from common stock2022-12-31$4,126,347
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$143,448,213
Asset. Corporate debt instrument debt (other) at end of year2022-12-31$227,893
Contract administrator fees2022-12-31$411,395
Assets. Corporate common stocks other than exployer securities at end of year2022-12-31$322,303,500
Assets. Corporate common stocks other than exployer securities at beginning of year2022-12-31$472,643,571
Liabilities. Value of benefit claims payable at end of year2022-12-31$40,000
Liabilities. Value of benefit claims payable at beginning of year2022-12-31$0
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Aggregate proceeds on sale of assets2022-12-31$94,834,308
Aggregate carrying amount (costs) on sale of assets2022-12-31$136,285,229
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31ERNST & YOUNG LLP
Accountancy firm EIN2022-12-31346565596
2021 : THE WILLIAMS INVESTMENT PLUS PLAN 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$69,354,454
Total unrealized appreciation/depreciation of assets2021-12-31$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 assets2021-12-31$7,106,626
Total of all expenses incurred2021-12-31$152,066,741
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$149,253,136
Expenses. Certain deemed distributions of participant loans2021-12-31$14,944
Value of total corrective distributions2021-12-31$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 year2021-12-31$1,735,562,103
Value of total assets at beginning of year2021-12-31$1,559,729,842
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$2,798,084
Total interest from all sources2021-12-31$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 year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$10,987,592
Administrative expenses professional fees incurred2021-12-31$94,940
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$40,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$51,935,894
Participant contributions at end of year2021-12-31$20,941,200
Participant contributions at beginning of year2021-12-31$20,738,596
Assets. Other investments not covered elsewhere at end of year2021-12-31$113,745,551
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$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 year2021-12-31$299,281
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$3,243,880
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$105,620
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$1,471,789
Other income not declared elsewhere2021-12-31$11,834,420
Liabilities. Value of operating payables at end of year2021-12-31$684,891
Liabilities. Value of operating payables at beginning of year2021-12-31$631,499
Total non interest bearing cash at end of year2021-12-31$341,046
Total non interest bearing cash at beginning of year2021-12-31$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 appraiser2021-12-31No
Value of net income/loss2021-12-31$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)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$2,248,522
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$277,986,044
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$225,624,504
Interest on participant loans2021-12-31$1,050,288
Value of interest in common/collective trusts at end of year2021-12-31$827,665,729
Value of interest in common/collective trusts at beginning of year2021-12-31$755,165,384
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$3,825,101
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$2,707,054
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$2,707,054
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$-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 trusts2021-12-31$81,816,005
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Assets. Invements in employer securities at end of year2021-12-31$6,113,826
Assets. Invements in employer securities at beginning of year2021-12-31$4,840,646
Contributions received in cash from employer2021-12-31$45,037,480
Employer contributions (assets) at end of year2021-12-31$12,000,754
Employer contributions (assets) at beginning of year2021-12-31$10,852,778
Income. Dividends from common stock2021-12-31$3,864,210
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$149,253,136
Contract administrator fees2021-12-31$454,622
Assets. Corporate common stocks other than exployer securities at end of year2021-12-31$472,643,571
Assets. Corporate common stocks other than exployer securities at beginning of year2021-12-31$433,805,913
Liabilities. Value of benefit claims payable at end of year2021-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2021-12-31$1,355,343
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Aggregate proceeds on sale of assets2021-12-31$211,094,900
Aggregate carrying amount (costs) on sale of assets2021-12-31$203,988,274
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31ERNST & YOUNG LLP
Accountancy firm EIN2021-12-31346565596
2020 : THE WILLIAMS INVESTMENT PLUS PLAN 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$94,308,141
Total unrealized appreciation/depreciation of assets2020-12-31$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$333,594,482
Total loss/gain on sale of assets2020-12-31$-7,599,341
Total of all expenses incurred2020-12-31$216,923,758
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$214,362,983
Expenses. Certain deemed distributions of participant loans2020-12-31$57,560
Value of total corrective distributions2020-12-31$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 year2020-12-31$1,559,729,842
Value of total assets at beginning of year2020-12-31$1,444,191,277
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$2,500,983
Total interest from all sources2020-12-31$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 year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$6,171,170
Administrative expenses professional fees incurred2020-12-31$88,317
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$40,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$50,237,348
Participant contributions at end of year2020-12-31$20,738,596
Participant contributions at beginning of year2020-12-31$22,610,631
Assets. Other investments not covered elsewhere at end of year2020-12-31$101,878,515
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$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 year2020-12-31$3,243,880
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$4,480,485
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$1,471,789
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$2,749,025
Other income not declared elsewhere2020-12-31$18,976,939
Liabilities. Value of operating payables at end of year2020-12-31$631,499
Liabilities. Value of operating payables at beginning of year2020-12-31$587,640
Total non interest bearing cash at end of year2020-12-31$872,572
Total non interest bearing cash at beginning of year2020-12-31$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 appraiser2020-12-31No
Value of net income/loss2020-12-31$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)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$1,896,847
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$225,624,504
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$208,386,003
Interest on participant loans2020-12-31$1,262,573
Value of interest in common/collective trusts at end of year2020-12-31$755,165,384
Value of interest in common/collective trusts at beginning of year2020-12-31$716,976,894
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$2,707,054
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$1,723,655
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$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 trusts2020-12-31$87,450,995
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Assets. Invements in employer securities at end of year2020-12-31$4,840,646
Assets. Invements in employer securities at beginning of year2020-12-31$7,179,732
Contributions received in cash from employer2020-12-31$43,269,260
Employer contributions (assets) at end of year2020-12-31$10,852,778
Employer contributions (assets) at beginning of year2020-12-31$936,501
Income. Dividends from common stock2020-12-31$3,955,842
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$214,362,983
Contract administrator fees2020-12-31$515,819
Assets. Corporate common stocks other than exployer securities at end of year2020-12-31$433,805,913
Assets. Corporate common stocks other than exployer securities at beginning of year2020-12-31$397,688,359
Liabilities. Value of benefit claims payable at end of year2020-12-31$1,355,343
Liabilities. Value of benefit claims payable at beginning of year2020-12-31$1,254,125
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Aggregate proceeds on sale of assets2020-12-31$167,430,216
Aggregate carrying amount (costs) on sale of assets2020-12-31$175,029,557
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31ERNST & YOUNG LLP
Accountancy firm EIN2020-12-31346565596
2019 : THE WILLIAMS INVESTMENT PLUS PLAN 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$76,411,921
Total unrealized appreciation/depreciation of assets2019-12-31$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 assets2019-12-31$17,967,140
Total of all expenses incurred2019-12-31$216,355,637
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$213,740,150
Expenses. Certain deemed distributions of participant loans2019-12-31$47,423
Value of total corrective distributions2019-12-31$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 year2019-12-31$1,444,191,277
Value of total assets at beginning of year2019-12-31$1,281,715,089
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$2,563,177
Total interest from all sources2019-12-31$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 year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$5,609,796
Administrative expenses professional fees incurred2019-12-31$87,240
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$40,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$53,735,998
Participant contributions at end of year2019-12-31$22,610,631
Participant contributions at beginning of year2019-12-31$22,444,423
Assets. Other investments not covered elsewhere at end of year2019-12-31$83,800,138
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$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 year2019-12-31$4,480,485
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$1,025,760
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$2,749,025
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$1,633,805
Other income not declared elsewhere2019-12-31$13,743,682
Liabilities. Value of operating payables at end of year2019-12-31$587,640
Liabilities. Value of operating payables at beginning of year2019-12-31$1,181,772
Total non interest bearing cash at end of year2019-12-31$408,879
Total non interest bearing cash at beginning of year2019-12-31$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 appraiser2019-12-31No
Value of net income/loss2019-12-31$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)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$2,007,520
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$208,386,003
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$175,201,766
Interest on participant loans2019-12-31$1,240,454
Value of interest in common/collective trusts at end of year2019-12-31$716,976,894
Value of interest in common/collective trusts at beginning of year2019-12-31$640,668,728
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$1,723,655
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$5,668,544
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$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 trusts2019-12-31$117,735,443
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Assets. Invements in employer securities at end of year2019-12-31$7,179,732
Assets. Invements in employer securities at beginning of year2019-12-31$7,144,736
Contributions received in cash from employer2019-12-31$35,763,075
Employer contributions (assets) at end of year2019-12-31$936,501
Income. Dividends from common stock2019-12-31$5,149,544
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$213,740,150
Contract administrator fees2019-12-31$468,417
Assets. Corporate common stocks other than exployer securities at end of year2019-12-31$397,688,359
Assets. Corporate common stocks other than exployer securities at beginning of year2019-12-31$351,880,986
Liabilities. Value of benefit claims payable at end of year2019-12-31$1,254,125
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Aggregate proceeds on sale of assets2019-12-31$160,396,481
Aggregate carrying amount (costs) on sale of assets2019-12-31$142,429,341
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31ERNST & YOUNG LLP
Accountancy firm EIN2019-12-31346565596
2018 : THE WILLIAMS INVESTMENT PLUS PLAN 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$-13,983,441
Total unrealized appreciation/depreciation of assets2018-12-31$-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 assets2018-12-31$3,137,106
Total of all expenses incurred2018-12-31$153,989,044
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$151,483,757
Expenses. Certain deemed distributions of participant loans2018-12-31$392
Value of total corrective distributions2018-12-31$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 year2018-12-31$1,281,715,089
Value of total assets at beginning of year2018-12-31$1,394,129,834
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$2,499,508
Total interest from all sources2018-12-31$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 year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$4,186,651
Administrative expenses professional fees incurred2018-12-31$78,695
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$40,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$52,774,812
Participant contributions at end of year2018-12-31$22,444,423
Participant contributions at beginning of year2018-12-31$22,818,203
Assets. Other investments not covered elsewhere at end of year2018-12-31$77,671,401
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$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 year2018-12-31$1,025,760
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$882,739
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$1,633,805
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$458,346
Other income not declared elsewhere2018-12-31$-3,896,025
Liabilities. Value of operating payables at end of year2018-12-31$1,181,772
Liabilities. Value of operating payables at beginning of year2018-12-31$614,172
Total non interest bearing cash at end of year2018-12-31$8,745
Total non interest bearing cash at beginning of year2018-12-31$94,938
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-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)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$1,978,532
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$175,201,766
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$190,639,612
Interest on participant loans2018-12-31$1,137,213
Value of interest in common/collective trusts at end of year2018-12-31$640,668,728
Value of interest in common/collective trusts at beginning of year2018-12-31$704,876,796
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$5,668,544
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$3,786,766
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$3,786,766
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$40,682
Net investment gain or loss from common/collective trusts2018-12-31$-36,730,194
Net gain/loss from 103.12 investment entities2018-12-31$-14,197,845
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Assets. Invements in employer securities at end of year2018-12-31$7,144,736
Assets. Invements in employer securities at beginning of year2018-12-31$10,803,814
Contributions received in cash from employer2018-12-31$34,480,001
Income. Dividends from common stock2018-12-31$5,560,275
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$151,483,757
Contract administrator fees2018-12-31$442,281
Assets. Corporate common stocks other than exployer securities at end of year2018-12-31$351,880,986
Assets. Corporate common stocks other than exployer securities at beginning of year2018-12-31$376,526,242
Liabilities. Value of benefit claims payable at beginning of year2018-12-31$53,870
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Aggregate proceeds on sale of assets2018-12-31$125,340,334
Aggregate carrying amount (costs) on sale of assets2018-12-31$122,203,228
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31No
Opinion of an independent qualified public accountant for this plan2018-12-31Unqualified
Accountancy firm name2018-12-31ERNST & YOUNG LLP
Accountancy firm EIN2018-12-31346565596
2017 : THE WILLIAMS INVESTMENT PLUS PLAN 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$71,245,819
Total unrealized appreciation/depreciation of assets2017-12-31$71,245,819
Total transfer of assets to this plan2017-12-31$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 assets2017-12-31$11,273,865
Total of all expenses incurred2017-12-31$152,311,976
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$149,873,730
Expenses. Certain deemed distributions of participant loans2017-12-31$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 year2017-12-31$1,394,129,834
Value of total assets at beginning of year2017-12-31$1,230,801,502
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$2,434,523
Total interest from all sources2017-12-31$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 year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$3,562,978
Administrative expenses professional fees incurred2017-12-31$87,617
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$40,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$52,194,758
Participant contributions at end of year2017-12-31$22,818,203
Participant contributions at beginning of year2017-12-31$22,950,039
Assets. Other investments not covered elsewhere at end of year2017-12-31$83,700,724
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$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 year2017-12-31$882,739
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$2,589,965
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$458,346
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$278,264
Other income not declared elsewhere2017-12-31$8,956,021
Liabilities. Value of operating payables at end of year2017-12-31$614,172
Liabilities. Value of operating payables at beginning of year2017-12-31$244,369
Total non interest bearing cash at end of year2017-12-31$94,938
Total non interest bearing cash at beginning of year2017-12-31$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 appraiser2017-12-31No
Value of net income/loss2017-12-31$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)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$1,859,159
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$190,639,612
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$143,486,703
Interest on participant loans2017-12-31$1,057,840
Value of interest in common/collective trusts at end of year2017-12-31$704,876,796
Value of interest in common/collective trusts at beginning of year2017-12-31$623,373,182
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$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 trusts2017-12-31$92,332,928
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Assets. Invements in employer securities at end of year2017-12-31$10,803,814
Assets. Invements in employer securities at beginning of year2017-12-31$12,557,997
Contributions received in cash from employer2017-12-31$33,652,466
Income. Dividends from common stock2017-12-31$5,092,418
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$149,873,730
Contract administrator fees2017-12-31$487,747
Assets. Corporate common stocks other than exployer securities at end of year2017-12-31$376,526,242
Assets. Corporate common stocks other than exployer securities at beginning of year2017-12-31$348,371,195
Liabilities. Value of benefit claims payable at end of year2017-12-31$53,870
Liabilities. Value of benefit claims payable at beginning of year2017-12-31$207,396
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Aggregate proceeds on sale of assets2017-12-31$149,674,896
Aggregate carrying amount (costs) on sale of assets2017-12-31$138,401,031
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Unqualified
Accountancy firm name2017-12-31ERNST & YOUNG LLP
Accountancy firm EIN2017-12-31346565596
2016 : THE WILLIAMS INVESTMENT PLUS PLAN 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$-809,868
Total unrealized appreciation/depreciation of assets2016-12-31$-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$180,033,539
Total loss/gain on sale of assets2016-12-31$-233,526
Total of all expenses incurred2016-12-31$141,214,835
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$141,431,604
Expenses. Certain deemed distributions of participant loans2016-12-31$2,920
Value of total corrective distributions2016-12-31$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 year2016-12-31$1,230,801,502
Value of total assets at beginning of year2016-12-31$1,191,399,819
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$-221,452
Total interest from all sources2016-12-31$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 year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$21,516,548
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$40,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$53,974,481
Participant contributions at end of year2016-12-31$22,950,039
Participant contributions at beginning of year2016-12-31$23,277,897
Assets. Other investments not covered elsewhere at end of year2016-12-31$73,566,326
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$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 year2016-12-31$2,589,965
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$310,135
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$278,264
Other income not declared elsewhere2016-12-31$4,590,898
Liabilities. Value of operating payables at end of year2016-12-31$244,369
Liabilities. Value of operating payables at beginning of year2016-12-31$119,975
Total non interest bearing cash at end of year2016-12-31$3,906,095
Total non interest bearing cash at beginning of year2016-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$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)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$209,220
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$143,486,703
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$990,886,593
Interest on participant loans2016-12-31$1,007,933
Value of interest in common/collective trusts at end of year2016-12-31$623,373,182
Value of interest in common/collective trusts at beginning of year2016-12-31$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 trusts2016-12-31$153,262
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Assets. Invements in employer securities at end of year2016-12-31$12,557,997
Assets. Invements in employer securities at beginning of year2016-12-31$10,527,239
Contributions received in cash from employer2016-12-31$34,481,871
Income. Dividends from common stock2016-12-31$968,326
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$141,431,604
Contract administrator fees2016-12-31$-430,672
Assets. Corporate common stocks other than exployer securities at end of year2016-12-31$348,371,195
Assets. Corporate common stocks other than exployer securities at beginning of year2016-12-31$3,315,918
Liabilities. Value of benefit claims payable at end of year2016-12-31$207,396
Liabilities. Value of benefit claims payable at beginning of year2016-12-31$27,075
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Aggregate proceeds on sale of assets2016-12-31$23,433,963
Aggregate carrying amount (costs) on sale of assets2016-12-31$23,667,489
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31ERNST & YOUNG LLP
Accountancy firm EIN2016-12-31346565596
2015 : THE WILLIAMS INVESTMENT PLUS PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$-18,842,295
Total unrealized appreciation/depreciation of assets2015-12-31$-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$99,405,141
Total loss/gain on sale of assets2015-12-31$-650,772
Total of all expenses incurred2015-12-31$118,189,517
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$117,557,580
Expenses. Certain deemed distributions of participant loans2015-12-31$-113
Value of total corrective distributions2015-12-31$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 year2015-12-31$1,191,399,819
Value of total assets at beginning of year2015-12-31$1,210,238,627
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$626,266
Total interest from all sources2015-12-31$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 year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$54,424,345
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$40,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$57,389,948
Participant contributions at end of year2015-12-31$23,277,897
Participant contributions at beginning of year2015-12-31$21,264,264
Assets. Other investments not covered elsewhere at end of year2015-12-31$64,338,531
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$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 year2015-12-31$310,135
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$278,043
Other income not declared elsewhere2015-12-31$-2,476,189
Liabilities. Value of operating payables at end of year2015-12-31$119,975
Total non interest bearing cash at end of year2015-12-31$0
Total non interest bearing cash at beginning of year2015-12-31$6,169
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-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)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$198,020
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$990,886,593
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$988,744,554
Interest on participant loans2015-12-31$964,725
Value of interest in common/collective trusts at end of year2015-12-31$98,743,506
Value of interest in common/collective trusts at beginning of year2015-12-31$95,798,255
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-38,550,991
Net investment gain or loss from common/collective trusts2015-12-31$31,334
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Assets. Invements in employer securities at end of year2015-12-31$10,527,239
Assets. Invements in employer securities at beginning of year2015-12-31$19,193,706
Contributions received in cash from employer2015-12-31$36,686,771
Income. Dividends from common stock2015-12-31$1,108,641
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$117,557,580
Contract administrator fees2015-12-31$428,246
Assets. Corporate common stocks other than exployer securities at end of year2015-12-31$3,315,918
Assets. Corporate common stocks other than exployer securities at beginning of year2015-12-31$16,407,205
Liabilities. Value of benefit claims payable at end of year2015-12-31$27,075
Liabilities. Value of benefit claims payable at beginning of year2015-12-31$201,482
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Aggregate proceeds on sale of assets2015-12-31$3,244,798
Aggregate carrying amount (costs) on sale of assets2015-12-31$3,895,570
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
Accountancy firm name2015-12-31ERNST & YOUNG LLP
Accountancy firm EIN2015-12-31346565596
2014 : THE WILLIAMS INVESTMENT PLUS PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$2,558,067
Total unrealized appreciation/depreciation of assets2014-12-31$2,558,067
Total transfer of assets to this plan2014-12-31$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 assets2014-12-31$565,939
Total of all expenses incurred2014-12-31$77,212,919
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$77,098,507
Value of total corrective distributions2014-12-31$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 year2014-12-31$1,210,238,627
Value of total assets at beginning of year2014-12-31$1,032,590,554
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$102,967
Total interest from all sources2014-12-31$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 year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$62,329,604
Administrative expenses professional fees incurred2014-12-31$102,967
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$40,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$44,282,874
Participant contributions at end of year2014-12-31$21,264,264
Participant contributions at beginning of year2014-12-31$17,745,898
Assets. Other investments not covered elsewhere at end of year2014-12-31$68,546,431
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$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 year2014-12-31$278,043
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$116,602
Other income not declared elsewhere2014-12-31$1,560,325
Total non interest bearing cash at end of year2014-12-31$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 appraiser2014-12-31No
Value of net income/loss2014-12-31$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)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$988,744,554
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$835,562,360
Interest on participant loans2014-12-31$808,514
Value of interest in common/collective trusts at end of year2014-12-31$95,798,255
Value of interest in common/collective trusts at beginning of year2014-12-31$95,973,792
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$-4,216,995
Net investment gain or loss from common/collective trusts2014-12-31$1,201,811
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Assets. Invements in employer securities at end of year2014-12-31$19,193,706
Assets. Invements in employer securities at beginning of year2014-12-31$18,542,539
Contributions received in cash from employer2014-12-31$28,004,319
Income. Dividends from common stock2014-12-31$844,500
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$77,098,507
Assets. Corporate common stocks other than exployer securities at end of year2014-12-31$16,407,205
Liabilities. Value of benefit claims payable at end of year2014-12-31$201,482
Liabilities. Value of benefit claims payable at beginning of year2014-12-31$365
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Aggregate proceeds on sale of assets2014-12-31$3,240,578
Aggregate carrying amount (costs) on sale of assets2014-12-31$2,674,639
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Unqualified
Accountancy firm name2014-12-31ERNST & YOUNG LLP
Accountancy firm EIN2014-12-31346565596
2013 : THE WILLIAMS INVESTMENT PLUS PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$2,745,985
Total unrealized appreciation/depreciation of assets2013-12-31$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 assets2013-12-31$148,624
Total of all expenses incurred2013-12-31$79,501,233
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$79,411,857
Expenses. Certain deemed distributions of participant loans2013-12-31$5,081
Value of total corrective distributions2013-12-31$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 year2013-12-31$1,032,590,554
Value of total assets at beginning of year2013-12-31$868,171,582
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$79,273
Total interest from all sources2013-12-31$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 year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$34,581,604
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$40,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$39,513,072
Participant contributions at end of year2013-12-31$17,745,898
Participant contributions at beginning of year2013-12-31$16,390,886
Assets. Other investments not covered elsewhere at end of year2013-12-31$64,649,363
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$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 year2013-12-31$116,602
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$2,468
Other income not declared elsewhere2013-12-31$7,469,066
Administrative expenses (other) incurred2013-12-31$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 appraiser2013-12-31No
Value of net income/loss2013-12-31$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)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$835,562,360
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$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 year2013-12-31$95,973,792
Value of interest in common/collective trusts at beginning of year2013-12-31$95,795,311
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$126,421,420
Net investment gain or loss from common/collective trusts2013-12-31$-89,255
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Assets. Invements in employer securities at end of year2013-12-31$18,542,539
Assets. Invements in employer securities at beginning of year2013-12-31$16,564,963
Contributions received in cash from employer2013-12-31$25,610,670
Income. Dividends from common stock2013-12-31$709,283
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$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 2520.101-32013-12-31No
Liabilities. Value of benefit claims payable at end of year2013-12-31$365
Liabilities. Value of benefit claims payable at beginning of year2013-12-31$2,468
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Aggregate proceeds on sale of assets2013-12-31$1,584,453
Aggregate carrying amount (costs) on sale of assets2013-12-31$1,435,829
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Unqualified
Accountancy firm name2013-12-31ERNST & YOUNG LLP
Accountancy firm EIN2013-12-31346565596
2012 : THE WILLIAMS INVESTMENT PLUS PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$2,576,610
Total unrealized appreciation/depreciation of assets2012-12-31$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 assets2012-12-31$429,303
Total of all expenses incurred2012-12-31$154,528,671
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$154,416,172
Expenses. Certain deemed distributions of participant loans2012-12-31$18,987
Value of total corrective distributions2012-12-31$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 year2012-12-31$868,171,582
Value of total assets at beginning of year2012-12-31$858,846,089
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$77,859
Total interest from all sources2012-12-31$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 year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$23,209,191
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$40,000,000
If this is an individual account plan, was there a blackout period2012-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$35,774,080
Participant contributions at end of year2012-12-31$16,390,886
Participant contributions at beginning of year2012-12-31$18,009,211
Assets. Other investments not covered elsewhere at end of year2012-12-31$58,390,276
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$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 year2012-12-31$2,468
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$519,928
Other income not declared elsewhere2012-12-31$5,030,468
Administrative expenses (other) incurred2012-12-31$77,859
Total non interest bearing cash at end of year2012-12-31$0
Total non interest bearing cash at beginning of year2012-12-31$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 appraiser2012-12-31No
Value of net income/loss2012-12-31$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)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$681,027,678
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$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 year2012-12-31$95,795,311
Value of interest in common/collective trusts at beginning of year2012-12-31$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 trusts2012-12-31$1,401,361
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Assets. Invements in employer securities at end of year2012-12-31$16,564,963
Assets. Invements in employer securities at beginning of year2012-12-31$14,385,963
Contributions received in cash from employer2012-12-31$23,203,664
Income. Dividends from common stock2012-12-31$609,871
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$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 2520.101-32012-12-31Yes
Liabilities. Value of benefit claims payable at end of year2012-12-31$2,468
Liabilities. Value of benefit claims payable at beginning of year2012-12-31$463,231
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Aggregate proceeds on sale of assets2012-12-31$4,127,345
Aggregate carrying amount (costs) on sale of assets2012-12-31$3,698,042
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31ERNST & YOUNG LLP
Accountancy firm EIN2012-12-31346565596
2011 : THE WILLIAMS INVESTMENT PLUS PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$3,614,696
Total unrealized appreciation/depreciation of assets2011-12-31$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 assets2011-12-31$571,880
Total of all expenses incurred2011-12-31$48,941,027
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$48,818,933
Expenses. Certain deemed distributions of participant loans2011-12-31$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 year2011-12-31$858,846,089
Value of total assets at beginning of year2011-12-31$840,929,467
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$116,158
Total interest from all sources2011-12-31$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 year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$18,778,184
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$40,000,000
If this is an individual account plan, was there a blackout period2011-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$40,738,926
Participant contributions at end of year2011-12-31$18,009,211
Participant contributions at beginning of year2011-12-31$16,412,642
Assets. Other investments not covered elsewhere at end of year2011-12-31$53,916,199
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$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 year2011-12-31$519,928
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$333,393
Other income not declared elsewhere2011-12-31$-2,816,344
Administrative expenses (other) incurred2011-12-31$116,158
Total non interest bearing cash at end of year2011-12-31$90,097
Total non interest bearing cash at beginning of year2011-12-31$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 appraiser2011-12-31No
Value of net income/loss2011-12-31$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)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$667,799,909
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$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 year2011-12-31$104,124,782
Value of interest in common/collective trusts at beginning of year2011-12-31$92,742,106
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-27,874,343
Net investment gain or loss from common/collective trusts2011-12-31$3,131,862
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Assets. Invements in employer securities at end of year2011-12-31$14,385,963
Assets. Invements in employer securities at beginning of year2011-12-31$12,752,447
Contributions received in cash from employer2011-12-31$26,577,990
Income. Dividends from common stock2011-12-31$382,251
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$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 2520.101-32011-12-31Yes
Liabilities. Value of benefit claims payable at end of year2011-12-31$463,231
Liabilities. Value of benefit claims payable at beginning of year2011-12-31$333,393
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Aggregate proceeds on sale of assets2011-12-31$2,857,652
Aggregate carrying amount (costs) on sale of assets2011-12-31$2,285,772
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Unqualified
Accountancy firm name2011-12-31ERNST & YOUNG LLP
Accountancy firm EIN2011-12-31346565596
2010 : THE WILLIAMS INVESTMENT PLUS PLAN 2010 401k financial data
Unrealized appreciation/depreciation of real estate assets2010-12-31$1,864,283
Total unrealized appreciation/depreciation of assets2010-12-31$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 assets2010-12-31$8,468,416
Total of all expenses incurred2010-12-31$223,141,146
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$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 year2010-12-31$840,929,467
Value of total assets at beginning of year2010-12-31$898,469,866
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$371,453
Total interest from all sources2010-12-31$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 year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$15,353,964
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$40,000,000
If this is an individual account plan, was there a blackout period2010-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$38,249,775
Participant contributions at end of year2010-12-31$16,412,642
Participant contributions at beginning of year2010-12-31$14,816,832
Assets. Other investments not covered elsewhere at end of year2010-12-31$50,147,286
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$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 year2010-12-31$333,393
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$948,352
Other income not declared elsewhere2010-12-31$6,859,040
Administrative expenses (other) incurred2010-12-31$371,453
Total non interest bearing cash at end of year2010-12-31$42,723
Total non interest bearing cash at beginning of year2010-12-31$40,461
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$-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)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$668,498,870
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$507,632,641
Interest on participant loans2010-12-31$858,699
Value of interest in common/collective trusts at end of year2010-12-31$92,742,106
Value of interest in common/collective trusts at beginning of year2010-12-31$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 trusts2010-12-31$3,590,723
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Assets. Invements in employer securities at end of year2010-12-31$12,752,447
Assets. Invements in employer securities at beginning of year2010-12-31$241,176,792
Contributions received in cash from employer2010-12-31$25,164,625
Income. Dividends from common stock2010-12-31$3,809,693
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$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 2520.101-32010-12-31Yes
Liabilities. Value of benefit claims payable at end of year2010-12-31$333,393
Liabilities. Value of benefit claims payable at beginning of year2010-12-31$828,785
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Aggregate proceeds on sale of assets2010-12-31$242,263,213
Aggregate carrying amount (costs) on sale of assets2010-12-31$233,794,797
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Unqualified
Accountancy firm name2010-12-31ERNST & YOUNG, LLP
Accountancy firm EIN2010-12-31346565596
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 securities2009-12-31$0

Form 5500 Responses for THE WILLIAMS INVESTMENT PLUS PLAN

2022: THE WILLIAMS INVESTMENT PLUS PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: THE WILLIAMS INVESTMENT PLUS PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: THE WILLIAMS INVESTMENT PLUS PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: THE WILLIAMS INVESTMENT PLUS PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: THE WILLIAMS INVESTMENT PLUS PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: THE WILLIAMS INVESTMENT PLUS PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: THE WILLIAMS INVESTMENT PLUS PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: THE WILLIAMS INVESTMENT PLUS PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: THE WILLIAMS INVESTMENT PLUS PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: THE WILLIAMS INVESTMENT PLUS PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedYes
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: THE WILLIAMS INVESTMENT PLUS PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: THE WILLIAMS INVESTMENT PLUS PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: THE WILLIAMS INVESTMENT PLUS PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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