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WILLIAMS/DAME & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameWILLIAMS/DAME & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN
Plan identification number 001

WILLIAMS/DAME & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

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

Company Name:WILLIAMS/DAME & ASSOCIATES, INC.
Employer identification number (EIN):263903443
NAIC Classification:531390
NAIC Description:Other Activities Related to Real Estate

Additional information about WILLIAMS/DAME & ASSOCIATES, INC.

Jurisdiction of Incorporation: Oregon Secretary of State Corporations Division
Incorporation Date: 2008-12-18
Company Identification Number: 56666499
Legal Registered Office Address: 111 SW COLUMBIA ST SUITE 700

PORTLAND
United States of America (USA)
97201

More information about WILLIAMS/DAME & ASSOCIATES, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WILLIAMS/DAME & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01STEPHEN ZUSY2024-06-25
0012022-01-01STEPHEN ZUSY2023-05-17
0012021-01-01STEPHEN M. ZUSY2022-05-27
0012020-01-01HOMER WILLIAMS2021-03-31 HOMER WILLIAMS2021-03-31
0012019-01-01HOMER WILLIAMS2020-07-22 HOMER WILLIAMS2020-07-22
0012018-01-01
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01
0012013-01-01GARY FINICLE
0012012-01-01GARY FINICLE
0012011-01-01GARY FINICLE

Financial Data on WILLIAMS/DAME & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN

Measure Date Value
2023 : WILLIAMS/DAME & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2023 401k financial data
Total income from all sources2023-12-31$367,094
Expenses. Total of all expenses incurred2023-12-31$170,000
Benefits paid (including direct rollovers)2023-12-31$170,000
Total plan assets at end of year2023-12-31$2,026,706
Total plan assets at beginning of year2023-12-31$1,829,612
Value of fidelity bond covering the plan2023-12-31$183,962
Other income received2023-12-31$357,883
Net income (gross income less expenses)2023-12-31$197,094
Net plan assets at end of year (total assets less liabilities)2023-12-31$2,026,706
Net plan assets at beginning of year (total assets less liabilities)2023-12-31$1,829,612
Assets. Value of participant loans2023-12-31$0
Assets. Value of assets in partnership/joint-venture interests2023-12-31$53,529
Total contributions received or receivable from employer(s)2023-12-31$9,211
2022 : WILLIAMS/DAME & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2022 401k financial data
Total income from all sources2022-12-31$-340,117
Expenses. Total of all expenses incurred2022-12-31$466,067
Benefits paid (including direct rollovers)2022-12-31$465,892
Total plan assets at end of year2022-12-31$1,829,612
Total plan assets at beginning of year2022-12-31$2,635,796
Value of fidelity bond covering the plan2022-12-31$180,000
Other income received2022-12-31$-349,117
Net income (gross income less expenses)2022-12-31$-806,184
Net plan assets at end of year (total assets less liabilities)2022-12-31$1,829,612
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$2,635,796
Assets. Value of participant loans2022-12-31$6,844
Assets. Value of assets in partnership/joint-venture interests2022-12-31$84,715
Total contributions received or receivable from employer(s)2022-12-31$9,000
Expenses. Administrative service providers (salaries,fees and commissions)2022-12-31$175
2021 : WILLIAMS/DAME & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2021 401k financial data
Total income from all sources2021-12-31$411,677
Expenses. Total of all expenses incurred2021-12-31$154,588
Benefits paid (including direct rollovers)2021-12-31$154,363
Total plan assets at end of year2021-12-31$2,635,796
Total plan assets at beginning of year2021-12-31$2,378,707
Value of fidelity bond covering the plan2021-12-31$120,000
Other income received2021-12-31$403,427
Net income (gross income less expenses)2021-12-31$257,089
Net plan assets at end of year (total assets less liabilities)2021-12-31$2,635,796
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$2,378,707
Assets. Value of participant loans2021-12-31$13,878
Assets. Value of assets in partnership/joint-venture interests2021-12-31$90,035
Total contributions received or receivable from employer(s)2021-12-31$8,250
Expenses. Administrative service providers (salaries,fees and commissions)2021-12-31$225
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
2020 : WILLIAMS/DAME & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2020 401k financial data
Total income from all sources2020-12-31$114,256
Expenses. Total of all expenses incurred2020-12-31$1,260,088
Benefits paid (including direct rollovers)2020-12-31$1,259,688
Total plan assets at end of year2020-12-31$2,378,707
Total plan assets at beginning of year2020-12-31$3,524,539
Value of fidelity bond covering the plan2020-12-31$500,000
Total contributions received or receivable from participants2020-12-31$48,175
Other income received2020-12-31$50,842
Net income (gross income less expenses)2020-12-31$-1,145,832
Net plan assets at end of year (total assets less liabilities)2020-12-31$2,378,707
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$3,524,539
Assets. Value of participant loans2020-12-31$21,549
Assets. Value of assets in partnership/joint-venture interests2020-12-31$91,073
Total contributions received or receivable from employer(s)2020-12-31$15,239
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$400
2019 : WILLIAMS/DAME & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2019 401k financial data
Total income from all sources2019-12-31$854,265
Expenses. Total of all expenses incurred2019-12-31$603,590
Benefits paid (including direct rollovers)2019-12-31$603,015
Total plan assets at end of year2019-12-31$3,524,539
Total plan assets at beginning of year2019-12-31$3,273,864
Value of fidelity bond covering the plan2019-12-31$500,000
Total contributions received or receivable from participants2019-12-31$91,100
Other income received2019-12-31$729,720
Net income (gross income less expenses)2019-12-31$250,675
Net plan assets at end of year (total assets less liabilities)2019-12-31$3,524,539
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$3,273,864
Assets. Value of participant loans2019-12-31$26,696
Assets. Value of assets in partnership/joint-venture interests2019-12-31$301,730
Total contributions received or receivable from employer(s)2019-12-31$33,445
Value of certain deemed distributions of participant loans2019-12-31$575
2018 : WILLIAMS/DAME & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2018 401k financial data
Total income from all sources2018-12-31$-58,607
Expenses. Total of all expenses incurred2018-12-31$57,290
Benefits paid (including direct rollovers)2018-12-31$56,890
Total plan assets at end of year2018-12-31$3,273,864
Total plan assets at beginning of year2018-12-31$3,389,761
Value of fidelity bond covering the plan2018-12-31$50,000
Total contributions received or receivable from participants2018-12-31$78,539
Other income received2018-12-31$-165,381
Net income (gross income less expenses)2018-12-31$-115,897
Net plan assets at end of year (total assets less liabilities)2018-12-31$3,273,864
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$3,389,761
Assets. Value of participant loans2018-12-31$36,994
Assets. Value of assets in partnership/joint-venture interests2018-12-31$198,009
Total contributions received or receivable from employer(s)2018-12-31$28,235
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$400
2017 : WILLIAMS/DAME & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources2017-12-31$618,005
Expenses. Total of all expenses incurred2017-12-31$47,248
Benefits paid (including direct rollovers)2017-12-31$40,000
Total plan assets at end of year2017-12-31$3,389,761
Total plan assets at beginning of year2017-12-31$2,819,004
Value of fidelity bond covering the plan2017-12-31$500,000
Total contributions received or receivable from participants2017-12-31$85,632
Expenses. Other expenses not covered elsewhere2017-12-31$225
Contributions received from other sources (not participants or employers)2017-12-31$2,916
Other income received2017-12-31$495,156
Net income (gross income less expenses)2017-12-31$570,757
Net plan assets at end of year (total assets less liabilities)2017-12-31$3,389,761
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$2,819,004
Assets. Value of participant loans2017-12-31$14,776
Assets. Value of assets in partnership/joint-venture interests2017-12-31$191,571
Total contributions received or receivable from employer(s)2017-12-31$34,301
Value of certain deemed distributions of participant loans2017-12-31$7,023
2016 : WILLIAMS/DAME & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2016 401k financial data
Total plan liabilities at beginning of year2016-12-31$0
Total income from all sources2016-12-31$425,069
Expenses. Total of all expenses incurred2016-12-31$371,676
Benefits paid (including direct rollovers)2016-12-31$370,476
Total plan assets at end of year2016-12-31$2,819,004
Total plan assets at beginning of year2016-12-31$2,765,611
Value of fidelity bond covering the plan2016-12-31$500,000
Total contributions received or receivable from participants2016-12-31$92,865
Contributions received from other sources (not participants or employers)2016-12-31$21,484
Other income received2016-12-31$274,690
Net income (gross income less expenses)2016-12-31$53,393
Net plan assets at end of year (total assets less liabilities)2016-12-31$2,819,004
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$2,765,611
Assets. Value of participant loans2016-12-31$29,198
Assets. Value of assets in partnership/joint-venture interests2016-12-31$136,726
Total contributions received or receivable from employer(s)2016-12-31$36,030
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$1,200
2015 : WILLIAMS/DAME & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2015 401k financial data
Transfers to/from the plan2015-12-31$0
Total plan liabilities at end of year2015-12-31$0
Total plan liabilities at beginning of year2015-12-31$0
Total income from all sources2015-12-31$155,797
Expenses. Total of all expenses incurred2015-12-31$41,824
Benefits paid (including direct rollovers)2015-12-31$41,649
Total plan assets at end of year2015-12-31$2,765,611
Total plan assets at beginning of year2015-12-31$2,651,638
Value of fidelity bond covering the plan2015-12-31$500,000
Total contributions received or receivable from participants2015-12-31$92,787
Expenses. Other expenses not covered elsewhere2015-12-31$175
Contributions received from other sources (not participants or employers)2015-12-31$0
Other income received2015-12-31$25,391
Noncash contributions received2015-12-31$0
Net income (gross income less expenses)2015-12-31$113,973
Net plan assets at end of year (total assets less liabilities)2015-12-31$2,765,611
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$2,651,638
Assets. Value of assets in partnership/joint-venture interests2015-12-31$125,204
Total contributions received or receivable from employer(s)2015-12-31$37,619
Value of certain deemed distributions of participant loans2015-12-31$0
Value of corrective distributions2015-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$0
2014 : WILLIAMS/DAME & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2014 401k financial data
Transfers to/from the plan2014-12-31$0
Total plan liabilities at end of year2014-12-31$0
Total plan liabilities at beginning of year2014-12-31$0
Total income from all sources2014-12-31$292,596
Expenses. Total of all expenses incurred2014-12-31$0
Benefits paid (including direct rollovers)2014-12-31$0
Total plan assets at end of year2014-12-31$2,651,638
Total plan assets at beginning of year2014-12-31$2,359,042
Value of fidelity bond covering the plan2014-12-31$500,000
Total contributions received or receivable from participants2014-12-31$106,904
Assets. Value of loans (other than to participants)2014-12-31$228,670
Expenses. Other expenses not covered elsewhere2014-12-31$0
Contributions received from other sources (not participants or employers)2014-12-31$2,106
Other income received2014-12-31$150,347
Noncash contributions received2014-12-31$0
Net income (gross income less expenses)2014-12-31$292,596
Net plan assets at end of year (total assets less liabilities)2014-12-31$2,651,638
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$2,359,042
Assets. Value of assets in partnership/joint-venture interests2014-12-31$111,708
Total contributions received or receivable from employer(s)2014-12-31$33,239
Value of certain deemed distributions of participant loans2014-12-31$0
Value of corrective distributions2014-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$0
2013 : WILLIAMS/DAME & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2013 401k financial data
Total plan liabilities at beginning of year2013-12-31$0
Total income from all sources2013-12-31$825,683
Expenses. Total of all expenses incurred2013-12-31$26,718
Benefits paid (including direct rollovers)2013-12-31$26,593
Total plan assets at end of year2013-12-31$2,359,042
Total plan assets at beginning of year2013-12-31$1,560,077
Value of fidelity bond covering the plan2013-12-31$300,000
Total contributions received or receivable from participants2013-12-31$108,103
Assets. Value of loans (other than to participants)2013-12-31$232,666
Contributions received from other sources (not participants or employers)2013-12-31$277,942
Other income received2013-12-31$405,037
Net income (gross income less expenses)2013-12-31$798,965
Net plan assets at end of year (total assets less liabilities)2013-12-31$2,359,042
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$1,560,077
Assets. Value of assets in partnership/joint-venture interests2013-12-31$58,759
Total contributions received or receivable from employer(s)2013-12-31$34,601
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$125
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
2012 : WILLIAMS/DAME & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2012 401k financial data
Total plan liabilities at end of year2012-12-31$0
Total plan liabilities at beginning of year2012-12-31$0
Total income from all sources2012-12-31$309,152
Expenses. Total of all expenses incurred2012-12-31$24,202
Benefits paid (including direct rollovers)2012-12-31$23,856
Total plan assets at end of year2012-12-31$1,560,077
Total plan assets at beginning of year2012-12-31$1,275,127
Value of fidelity bond covering the plan2012-12-31$250,000
Total contributions received or receivable from participants2012-12-31$107,186
Assets. Value of loans (other than to participants)2012-12-31$57,956
Expenses. Other expenses not covered elsewhere2012-12-31$0
Contributions received from other sources (not participants or employers)2012-12-31$0
Other income received2012-12-31$172,988
Noncash contributions received2012-12-31$0
Net income (gross income less expenses)2012-12-31$284,950
Net plan assets at end of year (total assets less liabilities)2012-12-31$1,560,077
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$1,275,127
Assets. Value of assets in partnership/joint-venture interests2012-12-31$347,867
Total contributions received or receivable from employer(s)2012-12-31$28,978
Value of certain deemed distributions of participant loans2012-12-31$0
Value of corrective distributions2012-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$346
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
2011 : WILLIAMS/DAME & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources2011-12-31$115,674
Expenses. Total of all expenses incurred2011-12-31$348,817
Benefits paid (including direct rollovers)2011-12-31$347,498
Total plan assets at end of year2011-12-31$1,275,127
Total plan assets at beginning of year2011-12-31$1,508,270
Value of fidelity bond covering the plan2011-12-31$250,000
Total contributions received or receivable from participants2011-12-31$81,630
Other income received2011-12-31$10,904
Net income (gross income less expenses)2011-12-31$-233,143
Net plan assets at end of year (total assets less liabilities)2011-12-31$1,275,127
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$1,508,270
Assets. Value of assets in partnership/joint-venture interests2011-12-31$263,822
Total contributions received or receivable from employer(s)2011-12-31$23,140
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$1,319
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0

Form 5500 Responses for WILLIAMS/DAME & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN

2023: WILLIAMS/DAME & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – InsuranceYes
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement – InsuranceYes
2023-01-01Plan benefit arrangement - TrustYes
2022: WILLIAMS/DAME & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: WILLIAMS/DAME & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: WILLIAMS/DAME & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: WILLIAMS/DAME & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: WILLIAMS/DAME & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: WILLIAMS/DAME & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: WILLIAMS/DAME & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: WILLIAMS/DAME & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: WILLIAMS/DAME & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: WILLIAMS/DAME & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: WILLIAMS/DAME & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedYes
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: WILLIAMS/DAME & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedYes
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number813571
Policy instance 1
Insurance contract or identification number813571
Number of Individuals Covered9
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Total amount of commissions paid to insurance brokerUSD $3,376
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number813571
Policy instance 1
Insurance contract or identification number813571
Number of Individuals Covered9
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $3,398
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number813571
Policy instance 1
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number813571
Policy instance 1
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number876804
Policy instance 1
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number876804
Policy instance 1
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number876804
Policy instance 1
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number876804
Policy instance 1
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number876804
Policy instance 1
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number876084
Policy instance 1
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number876084
Policy instance 1
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number876084
Policy instance 1

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