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WILLIAMS & COMPANY, CPAS, INC. 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameWILLIAMS & COMPANY, CPAS, INC. 401(K) PROFIT SHARING PLAN
Plan identification number 001

WILLIAMS & COMPANY, CPAS, INC. 401(K) PROFIT SHARING 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.
  • 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.
  • 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 & COMPANY, CPAS, INC. has sponsored the creation of one or more 401k plans.

Company Name:WILLIAMS & COMPANY, CPAS, INC.
Employer identification number (EIN):954587444
NAIC Classification:525990
NAIC Description:Other Financial Vehicles

Additional information about WILLIAMS & COMPANY, CPAS, INC.

Jurisdiction of Incorporation: California Department of State
Incorporation Date: 1996-06-25
Company Identification Number: C1786243
Legal Registered Office Address: 1000 Wilshire Blvd, Suite 1650

Los Angeles
United States of America (USA)
90017

More information about WILLIAMS & COMPANY, CPAS, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WILLIAMS & COMPANY, CPAS, INC. 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01DAVID WILLIAMS2024-07-08
0012022-01-01DAVID WILLIAMS2023-07-24
0012021-01-01DAVID WILLIAMS2022-09-26
0012020-01-01DAVID WILLIAMS2021-05-25
0012019-01-01DAVID WILLIAMS2020-03-25
0012018-01-01DAVID WILLIAMS2019-05-03
0012017-01-01DAVID WILLIAMS2018-06-07
0012016-01-01DAVID WILLIAMS2017-06-05
0012015-01-01DAVID WILLIAMS2016-07-25
0012014-01-01DAVID WILLIAMS2015-09-14
0012013-01-01DAVID WILLIAMS2014-07-22
0012012-01-01DAVID WILLIAMS2013-06-12
0012011-01-01DAVID WILLIAMS2012-06-08
0012010-01-01DAVID WILLIAMS
0012009-01-01DAVID WILLIAMS

Plan Statistics for WILLIAMS & COMPANY, CPAS, INC. 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for WILLIAMS & COMPANY, CPAS, INC. 401(K) PROFIT SHARING PLAN

Measure Date Value
2025: WILLIAMS & COMPANY, CPAS, INC. 401(K) PROFIT SHARING PLAN 2025 401k membership
Total number of particpants at beginning of year2025-07-037
Total number of particpants at end of year2025-07-037
Number of Participants With Account Balances2025-07-035
2024: WILLIAMS & COMPANY, CPAS, INC. 401(K) PROFIT SHARING PLAN 2024 401k membership
Total number of particpants at beginning of year2024-07-087
Total number of particpants at end of year2024-07-087
Number of Participants With Account Balances2024-07-085
2022: WILLIAMS & COMPANY, CPAS, INC. 401(K) PROFIT SHARING PLAN 2022 401k membership
Total number of particpants at beginning of year2022-09-268
Total number of particpants at end of year2022-09-268
Number of Participants With Account Balances2022-09-265
2010: WILLIAMS & COMPANY, CPAS, INC. 401(K) PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-017
Total number of active participants reported on line 7a of the Form 55002010-01-014
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-012
Total of all active and inactive participants2010-01-016
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-016
Number of participants with account balances2010-01-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: WILLIAMS & COMPANY, CPAS, INC. 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-017
Total number of active participants reported on line 7a of the Form 55002009-01-016
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-011
Total of all active and inactive participants2009-01-017
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-017
Number of participants with account balances2009-01-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on WILLIAMS & COMPANY, CPAS, INC. 401(K) PROFIT SHARING PLAN

Measure Date Value
2025 : WILLIAMS & COMPANY, CPAS, INC. 401(K) PROFIT SHARING PLAN 2025 401k financial data
Total transfers to/from plan in this plan year2025-07-030
Total liabilities as of the end of the plan year2025-07-030
Total liabilities as of the beginning of the plan year2025-07-030
Total expenses incurred by plan in this plan year2025-07-0313591
Net assets as of the end of the plan year2025-07-031652778
Total assets as of the beginning of the plan year2025-07-031303648
Value of plan covered by a fidelity bond2025-07-03110000
Participant contributions to plan in this plan year2025-07-0386603
Other expenses paid from plan in this plan year2025-07-0313591
Other contributions to plan in this plan year2025-07-030
Other income to plan in this plan year2025-07-03249082
Plan net income in this plan year2025-07-03349130
Net assets as of the end of the plan year2025-07-031652778
Net assets as of the beginning of the plan year2025-07-031303648
Employer contributions to plan in this plan year2025-07-0327036
Expensese paid to adminstrative service provicers from plan in this plan year2025-07-030
2024 : WILLIAMS & COMPANY, CPAS, INC. 401(K) PROFIT SHARING PLAN 2024 401k financial data
Total transfers to/from plan in this plan year2024-07-080
Total liabilities as of the end of the plan year2024-07-080
Total liabilities as of the beginning of the plan year2024-07-080
Total expenses incurred by plan in this plan year2024-07-0810615
Net assets as of the end of the plan year2024-07-081303648
Total assets as of the beginning of the plan year2024-07-081000905
Value of plan covered by a fidelity bond2024-07-08110000
Participant contributions to plan in this plan year2024-07-0884940
Other expenses paid from plan in this plan year2024-07-0810615
Other contributions to plan in this plan year2024-07-080
Other income to plan in this plan year2024-07-08202059
Plan net income in this plan year2024-07-08302743
Net assets as of the end of the plan year2024-07-081303648
Net assets as of the beginning of the plan year2024-07-081000905
Employer contributions to plan in this plan year2024-07-0826359
Expensese paid to adminstrative service provicers from plan in this plan year2024-07-080
2022 : WILLIAMS & COMPANY, CPAS, INC. 401(K) PROFIT SHARING PLAN 2022 401k financial data
Total transfers to/from plan in this plan year2022-09-260
Total liabilities as of the end of the plan year2022-09-260
Total liabilities as of the beginning of the plan year2022-09-260
Total expenses incurred by plan in this plan year2022-09-2635028
Net assets as of the end of the plan year2022-09-261097894
Total assets as of the beginning of the plan year2022-09-26906405
Value of plan covered by a fidelity bond2022-09-26250000
Participant contributions to plan in this plan year2022-09-2662540
Value of participant loans at end of plan year2022-09-260
Other expenses paid from plan in this plan year2022-09-269460
Other contributions to plan in this plan year2022-09-260
Other income to plan in this plan year2022-09-26140535
Plan net income in this plan year2022-09-26191489
Net assets as of the end of the plan year2022-09-261097894
Net assets as of the beginning of the plan year2022-09-26906405
Employer contributions to plan in this plan year2022-09-2623442
Expensese paid to adminstrative service provicers from plan in this plan year2022-09-260
2010 : WILLIAMS & COMPANY, CPAS, INC. 401(K) PROFIT SHARING PLAN 2010 401k financial data
Transfers to/from the plan2010-12-31$0
Total plan liabilities at end of year2010-12-31$0
Total plan liabilities at beginning of year2010-12-31$0
Total income from all sources2010-12-31$83,744
Expenses. Total of all expenses incurred2010-12-31$5,381
Benefits paid (including direct rollovers)2010-12-31$5,381
Total plan assets at end of year2010-12-31$381,671
Total plan assets at beginning of year2010-12-31$303,308
Value of fidelity bond covering the plan2010-12-31$300,000
Total contributions received or receivable from participants2010-12-31$46,800
Expenses. Other expenses not covered elsewhere2010-12-31$0
Contributions received from other sources (not participants or employers)2010-12-31$0
Other income received2010-12-31$36,944
Noncash contributions received2010-12-31$0
Net income (gross income less expenses)2010-12-31$78,363
Net plan assets at end of year (total assets less liabilities)2010-12-31$381,671
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$303,308
Total contributions received or receivable from employer(s)2010-12-31$0
Value of certain deemed distributions of participant loans2010-12-31$0
Value of corrective distributions2010-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0

Form 5500 Responses for WILLIAMS & COMPANY, CPAS, INC. 401(K) PROFIT SHARING PLAN

2010: WILLIAMS & COMPANY, CPAS, INC. 401(K) PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: WILLIAMS & COMPANY, CPAS, INC. 401(K) PROFIT SHARING 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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