401k Plan data: WILLIAMS & HELDE, INC EMPLOYEE SAVINGS TRUST plan

WILLIAMS & HELDE, INC EMPLOYEE SAVINGS TRUST 401k Plan overview

Plan Name	WILLIAMS & HELDE, INC EMPLOYEE SAVINGS TRUST
Plan identification number	002

WILLIAMS & HELDE, INC EMPLOYEE SAVINGS TRUST Benefits

401k Plan Type

Defined 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.
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.
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.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

WILLIAMS & HELDE, INC has sponsored the creation of one or more 401k plans.

Company Name: WILLIAMS & HELDE, INC

Employer identification number (EIN): 910890820

NAIC Classification: 541800

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WILLIAMS & HELDE, INC EMPLOYEE SAVINGS TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2023-01-01 LIZ WILLIAMS 2024-06-13
002 2022-01-01 LIZ WILLIAMS 2023-05-24
002 2021-01-01 LIZ WILLIAMS 2022-07-06
002 2020-01-01 LIZ WILLIAMS 2021-06-18
002 2019-01-01 LIZ WILLIAMS 2020-06-30
002 2018-01-01 LIZ WILLIAMS 2019-05-23
002 2017-01-01 LIZ WILLIAMS 2018-06-04
002 2016-01-01 LIZ WILLIAMS 2017-05-25
002 2015-01-01 LIZ WILLIAMS 2016-05-23
002 2014-01-01 LIZ WILLIAMS 2015-06-20
002 2013-01-01 LIZ WILLIAMS 2014-08-12
002 2012-01-01 ELIZABETH WILLIAMS 2013-05-09
002 2011-01-01 ELIZABETH WILLIAMS 2012-07-31

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
002	2023-01-01	LIZ WILLIAMS	2024-06-13
002	2022-01-01	LIZ WILLIAMS	2023-05-24
002	2021-01-01	LIZ WILLIAMS	2022-07-06
002	2020-01-01	LIZ WILLIAMS	2021-06-18
002	2019-01-01	LIZ WILLIAMS	2020-06-30
002	2018-01-01	LIZ WILLIAMS	2019-05-23
002	2017-01-01	LIZ WILLIAMS	2018-06-04
002	2016-01-01	LIZ WILLIAMS	2017-05-25
002	2015-01-01	LIZ WILLIAMS	2016-05-23
002	2014-01-01	LIZ WILLIAMS	2015-06-20
002	2013-01-01	LIZ WILLIAMS	2014-08-12
002	2012-01-01	ELIZABETH WILLIAMS	2013-05-09
002	2011-01-01	ELIZABETH WILLIAMS	2012-07-31

Plan Statistics for WILLIAMS & HELDE, INC EMPLOYEE SAVINGS TRUST

401k plan membership statisitcs for WILLIAMS & HELDE, INC EMPLOYEE SAVINGS TRUST

Measure Date Value
2025: WILLIAMS & HELDE, INC EMPLOYEE SAVINGS TRUST 2025 401k membership
Total number of particpants at beginning of year 2025-05-23 25
Total number of particpants at end of year 2025-05-23 23
Number of Participants With Account Balances 2025-05-23 17
2024: WILLIAMS & HELDE, INC EMPLOYEE SAVINGS TRUST 2024 401k membership
Total number of particpants at beginning of year 2024-06-13 26
Total number of particpants at end of year 2024-06-13 23
Number of Participants With Account Balances 2024-06-13 20

Measure	Date	Value
2025: WILLIAMS & HELDE, INC EMPLOYEE SAVINGS TRUST 2025 401k membership
Total number of particpants at beginning of year	2025-05-23	25
Total number of particpants at end of year	2025-05-23	23
Number of Participants With Account Balances	2025-05-23	17
2024: WILLIAMS & HELDE, INC EMPLOYEE SAVINGS TRUST 2024 401k membership
Total number of particpants at beginning of year	2024-06-13	26
Total number of particpants at end of year	2024-06-13	23
Number of Participants With Account Balances	2024-06-13	20

Financial Data on WILLIAMS & HELDE, INC EMPLOYEE SAVINGS TRUST

Measure	Date	Value
2025 : WILLIAMS & HELDE, INC EMPLOYEE SAVINGS TRUST 2025 401k financial data
Total expenses incurred by plan in this plan year	2025-05-23	128385
Net assets as of the end of the plan year	2025-05-23	1369318
Total assets as of the beginning of the plan year	2025-05-23	1183857
Value of plan covered by a fidelity bond	2025-05-23	119000
Participant contributions to plan in this plan year	2025-05-23	140034
Other income to plan in this plan year	2025-05-23	173812
Plan net income in this plan year	2025-05-23	185461
Net assets as of the end of the plan year	2025-05-23	1369318
Net assets as of the beginning of the plan year	2025-05-23	1183857
Expensese paid to adminstrative service provicers from plan in this plan year	2025-05-23	325
2024 : WILLIAMS & HELDE, INC EMPLOYEE SAVINGS TRUST 2024 401k financial data
Total expenses incurred by plan in this plan year	2024-06-13	29754
Net assets as of the end of the plan year	2024-06-13	1183857
Total assets as of the beginning of the plan year	2024-06-13	860684
Value of plan covered by a fidelity bond	2024-06-13	87000
Participant contributions to plan in this plan year	2024-06-13	170624
Other income to plan in this plan year	2024-06-13	182303
Plan net income in this plan year	2024-06-13	323173
Net assets as of the end of the plan year	2024-06-13	1183857
Net assets as of the beginning of the plan year	2024-06-13	860684
Expensese paid to adminstrative service provicers from plan in this plan year	2024-06-13	275

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Company Name:	WILLIAMS & HELDE, INC
Employer identification number (EIN):	910890820
NAIC Classification:	541800