401k Plan data: PERCIBALLI AND WILLIAMS, LLC 401 (K) RETIREMENT PLAN plan

PERCIBALLI AND WILLIAMS, LLC 401 (K) RETIREMENT PLAN 401k Plan overview

Plan Name	PERCIBALLI AND WILLIAMS, LLC 401 (K) RETIREMENT PLAN
Plan identification number	001

PERCIBALLI AND WILLIAMS, LLC 401 (K) RETIREMENT PLAN 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.
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.
Plan covering Self-Employed individuals.
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

PERCIBALLI & WILLIAMS LLC has sponsored the creation of one or more 401k plans.

Company Name: PERCIBALLI & WILLIAMS LLC

Employer identification number (EIN): 232867772

NAIC Classification: 541110
NAIC Description: Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PERCIBALLI AND WILLIAMS, LLC 401 (K) RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01 SCOTT WILLIAMS 2024-10-04
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01
001 2016-01-01 MICHAEL S. HATLEE 2017-07-20
001 2015-01-01 MICHAEL S. HATLEE 2016-10-07
001 2014-01-01 MICHAEL S. HATLEE
001 2013-01-01 SCOTT WILLIAMS SCOTT WILLIAMS 2014-06-17
001 2012-01-01 SCOTT WILLIAMS SCOTT WILLIAMS 2013-06-15
001 2011-01-01 SCOTT WILLIAMS SCOTT WILLIAMS 2012-07-09
001 2010-01-01 SAME SCOTT WILLIAMS 2011-06-23
001 2009-01-01 GERALD BAVERO

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2023-01-01	SCOTT WILLIAMS	2024-10-04
001	2022-01-01
001	2021-01-01
001	2020-01-01
001	2019-01-01
001	2018-01-01
001	2017-01-01
001	2016-01-01	MICHAEL S. HATLEE	2017-07-20
001	2015-01-01	MICHAEL S. HATLEE	2016-10-07
001	2014-01-01	MICHAEL S. HATLEE
001	2013-01-01	SCOTT WILLIAMS		SCOTT WILLIAMS	2014-06-17
001	2012-01-01	SCOTT WILLIAMS		SCOTT WILLIAMS	2013-06-15
001	2011-01-01	SCOTT WILLIAMS		SCOTT WILLIAMS	2012-07-09
001	2010-01-01	SAME		SCOTT WILLIAMS	2011-06-23
001	2009-01-01	GERALD BAVERO

Financial Data on PERCIBALLI AND WILLIAMS, LLC 401 (K) RETIREMENT PLAN

Measure	Date	Value
2025 : PERCIBALLI AND WILLIAMS, LLC 401 (K) RETIREMENT PLAN 2025 401k financial data
Total transfers to/from plan in this plan year	2025-06-30	0
Total liabilities as of the end of the plan year	2025-06-30	0
Total liabilities as of the beginning of the plan year	2025-06-30	0
Total expenses incurred by plan in this plan year	2025-06-30	299097
Net assets as of the end of the plan year	2025-06-30	0
Total assets as of the beginning of the plan year	2025-06-30	267854
Participant contributions to plan in this plan year	2025-06-30	117
Other expenses paid from plan in this plan year	2025-06-30	4024
Other contributions to plan in this plan year	2025-06-30	0
Other income to plan in this plan year	2025-06-30	31126
Plan net income in this plan year	2025-06-30	-267854
Net assets as of the end of the plan year	2025-06-30	0
Net assets as of the beginning of the plan year	2025-06-30	267854
Employer contributions to plan in this plan year	2025-06-30	0
Expensese paid to adminstrative service provicers from plan in this plan year	2025-06-30	0
2024 : PERCIBALLI AND WILLIAMS, LLC 401 (K) RETIREMENT PLAN 2024 401k financial data
Total transfers to/from plan in this plan year	2024-10-04	0
Total liabilities as of the end of the plan year	2024-10-04	0
Total liabilities as of the beginning of the plan year	2024-10-04	0
Total expenses incurred by plan in this plan year	2024-10-04	2860
Net assets as of the end of the plan year	2024-10-04	267854
Total assets as of the beginning of the plan year	2024-10-04	205520
Participant contributions to plan in this plan year	2024-10-04	31815
Other expenses paid from plan in this plan year	2024-10-04	2860
Other contributions to plan in this plan year	2024-10-04	0
Other income to plan in this plan year	2024-10-04	31201
Plan net income in this plan year	2024-10-04	62334
Net assets as of the end of the plan year	2024-10-04	267854
Net assets as of the beginning of the plan year	2024-10-04	205520
Employer contributions to plan in this plan year	2024-10-04	2178
Expensese paid to adminstrative service provicers from plan in this plan year	2024-10-04	0
2014 : PERCIBALLI AND WILLIAMS, LLC 401 (K) RETIREMENT PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$21,706
Expenses. Total of all expenses incurred	2014-12-31	$0
Total plan assets at end of year	2014-12-31	$246,996
Total plan assets at beginning of year	2014-12-31	$225,290
Value of fidelity bond covering the plan	2014-12-31	$37,350
Total contributions received or receivable from participants	2014-12-31	$22,221
Other income received	2014-12-31	$-2,738
Net income (gross income less expenses)	2014-12-31	$21,706
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$246,996
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$225,290
Total contributions received or receivable from employer(s)	2014-12-31	$2,223
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
2013 : PERCIBALLI AND WILLIAMS, LLC 401 (K) RETIREMENT PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$25,198
Expenses. Total of all expenses incurred	2013-12-31	$1,573
Total plan assets at end of year	2013-12-31	$228,732
Total plan assets at beginning of year	2013-12-31	$205,107
Value of fidelity bond covering the plan	2013-12-31	$37,350
Total contributions received or receivable from participants	2013-12-31	$22,795
Expenses. Other expenses not covered elsewhere	2013-12-31	$1,573
Other income received	2013-12-31	$753
Net income (gross income less expenses)	2013-12-31	$23,625
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$228,732
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$205,107
Total contributions received or receivable from employer(s)	2013-12-31	$1,650
2012 : PERCIBALLI AND WILLIAMS, LLC 401 (K) RETIREMENT PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$47,959
Expenses. Total of all expenses incurred	2012-12-31	$1,422
Total plan assets at end of year	2012-12-31	$205,107
Total plan assets at beginning of year	2012-12-31	$158,570
Total contributions received or receivable from participants	2012-12-31	$21,290
Expenses. Other expenses not covered elsewhere	2012-12-31	$1,422
Other income received	2012-12-31	$25,379
Net income (gross income less expenses)	2012-12-31	$46,537
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$205,107
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$158,570
Total contributions received or receivable from employer(s)	2012-12-31	$1,290
2011 : PERCIBALLI AND WILLIAMS, LLC 401 (K) RETIREMENT PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$-33,397
Expenses. Total of all expenses incurred	2011-12-31	$248
Total plan assets at end of year	2011-12-31	$158,570
Total plan assets at beginning of year	2011-12-31	$192,215
Expenses. Other expenses not covered elsewhere	2011-12-31	$248
Other income received	2011-12-31	$-33,397
Net income (gross income less expenses)	2011-12-31	$-33,645
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$158,570
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$192,215
2010 : PERCIBALLI AND WILLIAMS, LLC 401 (K) RETIREMENT PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$39,272
Expenses. Total of all expenses incurred	2010-12-31	$831
Total plan assets at end of year	2010-12-31	$192,215
Total plan assets at beginning of year	2010-12-31	$153,774
Total contributions received or receivable from participants	2010-12-31	$10,000
Expenses. Other expenses not covered elsewhere	2010-12-31	$831
Other income received	2010-12-31	$29,272
Net income (gross income less expenses)	2010-12-31	$38,441
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$192,215
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$153,774

Form 5500 Responses for PERCIBALLI AND WILLIAMS, LLC 401 (K) RETIREMENT PLAN

2014: PERCIBALLI AND WILLIAMS, LLC 401 (K) RETIREMENT PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: PERCIBALLI AND WILLIAMS, LLC 401 (K) RETIREMENT PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: PERCIBALLI AND WILLIAMS, LLC 401 (K) RETIREMENT PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: PERCIBALLI AND WILLIAMS, LLC 401 (K) RETIREMENT PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: PERCIBALLI AND WILLIAMS, LLC 401 (K) RETIREMENT PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: PERCIBALLI AND WILLIAMS, LLC 401 (K) RETIREMENT PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	PERCIBALLI & WILLIAMS LLC
Employer identification number (EIN):	232867772
NAIC Classification:	541110
NAIC Description:	Offices of Lawyers