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Plan Name | WILLIAMS & WILLIAMS INSURANCE AGENCY RETIREMENT PLAN |
Plan identification number | 001 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
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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 | 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 membership | ||
Total participants, beginning-of-year | 2021-01-01 | 1 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 0 |
Number of retired or separated participants receiving benefits | 2021-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 0 |
Total of all active and inactive participants | 2021-01-01 | 0 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
Total participants | 2021-01-01 | 0 |
Number of participants with account balances | 2021-01-01 | 0 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 0 |
2020: WILLIAMS & WILLIAMS INSURANCE AGENCY RETIREMENT PLAN 2020 401k membership | ||
Total participants, beginning-of-year | 2020-01-01 | 1 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 1 |
Number of retired or separated participants receiving benefits | 2020-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 0 |
Total of all active and inactive participants | 2020-01-01 | 1 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
Total participants | 2020-01-01 | 1 |
Number of participants with account balances | 2020-01-01 | 1 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 0 |
2019: WILLIAMS & WILLIAMS INSURANCE AGENCY RETIREMENT PLAN 2019 401k membership | ||
Total participants, beginning-of-year | 2019-01-01 | 1 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 1 |
Number of retired or separated participants receiving benefits | 2019-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 0 |
Total of all active and inactive participants | 2019-01-01 | 1 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
Total participants | 2019-01-01 | 1 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 0 |
2018: WILLIAMS & WILLIAMS INSURANCE AGENCY RETIREMENT PLAN 2018 401k membership | ||
Total participants, beginning-of-year | 2018-01-01 | 1 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 1 |
Number of retired or separated participants receiving benefits | 2018-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 0 |
Total of all active and inactive participants | 2018-01-01 | 1 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
Total participants | 2018-01-01 | 1 |
Number of participants with account balances | 2018-01-01 | 1 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 0 |
2017: WILLIAMS & WILLIAMS INSURANCE AGENCY RETIREMENT PLAN 2017 401k membership | ||
Total participants, beginning-of-year | 2017-07-27 | 1 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-07-27 | 1 |
Number of retired or separated participants receiving benefits | 2017-07-27 | 0 |
Number of other retired or separated participants entitled to future benefits | 2017-07-27 | 0 |
Total of all active and inactive participants | 2017-07-27 | 1 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-07-27 | 0 |
Total participants | 2017-07-27 | 1 |
Number of participants with account balances | 2017-07-27 | 1 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-07-27 | 0 |
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 |