| Plan Name | WILLIAMS & WILLIAMS INSURANCE AGENCY RETIREMENT PLAN |
| Plan identification number | 001 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
|
| Company Name: | WILLIAMS & WILLIAMS INSURANCE AGENCY, INC. |
| Employer identification number (EIN): | 822297722 |
| NAIC Classification: | 524210 |
| NAIC Description: | Insurance Agencies and Brokerages |
Additional information about WILLIAMS & WILLIAMS INSURANCE AGENCY, INC.
| Jurisdiction of Incorporation: | Colorado Department of State |
| Incorporation Date: | 2017-07-25 |
| Company Identification Number: | 20171565849 |
| Legal Registered Office Address: |
9940 Blackbird Circle Highlands Ranch United States of America (USA) 80130 |
More information about WILLIAMS & WILLIAMS INSURANCE AGENCY, INC.
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 001 | 2021-01-01 | ||||
| 001 | 2021-01-01 | SHARON WILLIAMS | |||
| 001 | 2020-01-01 | ||||
| 001 | 2019-01-01 | ||||
| 001 | 2018-01-01 | ||||
| 001 | 2017-07-27 | SHARON WILLIAMS |
| Measure | Date | Value |
|---|---|---|
| 2021 : WILLIAMS & WILLIAMS INSURANCE AGENCY RETIREMENT PLAN 2021 401k financial data | ||
| Total income from all sources | 2021-12-27 | $0 |
| Expenses. Total of all expenses incurred | 2021-12-27 | $0 |
| Total plan assets at end of year | 2021-12-27 | $0 |
| Total plan assets at beginning of year | 2021-12-27 | $0 |
| Other income received | 2021-12-27 | $0 |
| Net income (gross income less expenses) | 2021-12-27 | $0 |
| Net plan assets at end of year (total assets less liabilities) | 2021-12-27 | $0 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-12-27 | $0 |
| Assets. Value of employer securities | 2021-12-27 | $0 |
| 2020 : WILLIAMS & WILLIAMS INSURANCE AGENCY RETIREMENT PLAN 2020 401k financial data | ||
| Total income from all sources | 2020-12-31 | $0 |
| Expenses. Total of all expenses incurred | 2020-12-31 | $0 |
| Total plan assets at end of year | 2020-12-31 | $0 |
| Total plan assets at beginning of year | 2020-12-31 | $0 |
| Other income received | 2020-12-31 | $0 |
| Net income (gross income less expenses) | 2020-12-31 | $0 |
| Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $0 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $0 |
| Assets. Value of employer securities | 2020-12-31 | $0 |
| 2019 : WILLIAMS & WILLIAMS INSURANCE AGENCY RETIREMENT PLAN 2019 401k financial data | ||
| Total income from all sources | 2019-12-31 | $0 |
| Expenses. Total of all expenses incurred | 2019-12-31 | $0 |
| Total plan assets at end of year | 2019-12-31 | $0 |
| Total plan assets at beginning of year | 2019-12-31 | $0 |
| Other income received | 2019-12-31 | $0 |
| Net income (gross income less expenses) | 2019-12-31 | $0 |
| Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $0 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $0 |
| Assets. Value of employer securities | 2019-12-31 | $0 |
| 2018 : WILLIAMS & WILLIAMS INSURANCE AGENCY RETIREMENT PLAN 2018 401k financial data | ||
| Total income from all sources | 2018-12-31 | $-96,000 |
| Expenses. Total of all expenses incurred | 2018-12-31 | $0 |
| Total plan assets at end of year | 2018-12-31 | $0 |
| Total plan assets at beginning of year | 2018-12-31 | $96,000 |
| Other income received | 2018-12-31 | $-96,000 |
| Net income (gross income less expenses) | 2018-12-31 | $-96,000 |
| Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $0 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $96,000 |
| Assets. Value of employer securities | 2018-12-31 | $0 |
| 2017 : WILLIAMS & WILLIAMS INSURANCE AGENCY RETIREMENT PLAN 2017 401k financial data | ||
| Total income from all sources | 2017-12-31 | $96,000 |
| Expenses. Total of all expenses incurred | 2017-12-31 | $0 |
| Total plan assets at end of year | 2017-12-31 | $96,000 |
| Contributions received from other sources (not participants or employers) | 2017-12-31 | $100,000 |
| Other income received | 2017-12-31 | $-4,000 |
| Net income (gross income less expenses) | 2017-12-31 | $96,000 |
| Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $96,000 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $0 |
| Assets. Value of employer securities | 2017-12-31 | $96,000 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2017-12-31 | $0 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
| 2021: WILLIAMS & WILLIAMS INSURANCE AGENCY RETIREMENT PLAN 2021 form 5500 responses | ||
|---|---|---|
| 2021-01-01 | Type of plan entity | Single employer plan |
| 2021-01-01 | Submission has been amended | No |
| 2021-01-01 | This submission is the final filing | Yes |
| 2021-01-01 | This return/report is a short plan year return/report (less than 12 months) | Yes |
| 2021-01-01 | Plan is a collectively bargained plan | No |
| 2021-01-01 | Plan funding arrangement – Trust | Yes |
| 2021-01-01 | Plan benefit arrangement - Trust | Yes |
| 2020: WILLIAMS & WILLIAMS INSURANCE AGENCY RETIREMENT PLAN 2020 form 5500 responses | ||
| 2020-01-01 | Type of plan entity | Single employer plan |
| 2020-01-01 | Submission has been amended | No |
| 2020-01-01 | This submission is the final filing | No |
| 2020-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2020-01-01 | Plan is a collectively bargained plan | No |
| 2020-01-01 | Plan funding arrangement – Trust | Yes |
| 2020-01-01 | Plan benefit arrangement - Trust | Yes |
| 2019: WILLIAMS & WILLIAMS INSURANCE AGENCY RETIREMENT PLAN 2019 form 5500 responses | ||
| 2019-01-01 | Type of plan entity | Single employer plan |
| 2019-01-01 | Submission has been amended | No |
| 2019-01-01 | This submission is the final filing | No |
| 2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2019-01-01 | Plan is a collectively bargained plan | No |
| 2019-01-01 | Plan funding arrangement – Trust | Yes |
| 2019-01-01 | Plan benefit arrangement - Trust | Yes |
| 2018: WILLIAMS & WILLIAMS INSURANCE AGENCY RETIREMENT PLAN 2018 form 5500 responses | ||
| 2018-01-01 | Type of plan entity | Single employer plan |
| 2018-01-01 | Submission has been amended | No |
| 2018-01-01 | This submission is the final filing | No |
| 2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2018-01-01 | Plan is a collectively bargained plan | No |
| 2018-01-01 | Plan funding arrangement – Trust | Yes |
| 2018-01-01 | Plan benefit arrangement - Trust | Yes |
| 2017: WILLIAMS & WILLIAMS INSURANCE AGENCY RETIREMENT PLAN 2017 form 5500 responses | ||
| 2017-07-27 | Type of plan entity | Single employer plan |
| 2017-07-27 | First time form 5500 has been submitted | Yes |
| 2017-07-27 | Submission has been amended | No |
| 2017-07-27 | This submission is the final filing | No |
| 2017-07-27 | This return/report is a short plan year return/report (less than 12 months) | Yes |
| 2017-07-27 | Plan is a collectively bargained plan | No |
| 2017-07-27 | Plan funding arrangement – Trust | Yes |
| 2017-07-27 | Plan benefit arrangement - Trust | Yes |