401k Plan data: WILLIAMS, BARRETT & WILKOWSKI, LLP 401(K) PLAN plan

WILLIAMS, BARRETT & WILKOWSKI, LLP 401(K) PLAN 401k Plan overview

Plan Name	WILLIAMS, BARRETT & WILKOWSKI, LLP 401(K) PLAN
Plan identification number	001

WILLIAMS, BARRETT & WILKOWSKI, LLP 401(K) 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.
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.
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.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

WILLIAMS, BARRETT & WILKOWSKI, LLP has sponsored the creation of one or more 401k plans.

Company Name: WILLIAMS, BARRETT & WILKOWSKI, LLP

Employer identification number (EIN): 270386256

NAIC Classification: 541110
NAIC Description: Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WILLIAMS, BARRETT & WILKOWSKI, LLP 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01 WILLIAM BARRETT 2024-07-15
001 2022-01-01 WILLIAM BARRETT 2023-07-14
001 2021-01-01
001 2021-01-01 WILLIAM W. BARRETT
001 2020-01-01
001 2019-01-01
001 2017-01-01 WILLIAM W. BARRETT
001 2016-01-01 WILLIAM W. BARRETT
001 2015-01-01 WILLIAM W. BARRETT
001 2014-01-01 WILLIAM BARRETT
001 2013-01-01 JON WILLIAMS 2014-09-17
001 2012-01-01 JON WILLIAMS 2013-10-02
001 2011-01-01 JON WILLIAMS 2012-08-16
001 2010-01-01 JON WILLIAMS 2011-10-17

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2023-01-01	WILLIAM BARRETT	2024-07-15
001	2022-01-01	WILLIAM BARRETT	2023-07-14
001	2021-01-01
001	2021-01-01	WILLIAM W. BARRETT
001	2020-01-01
001	2019-01-01
001	2017-01-01	WILLIAM W. BARRETT
001	2016-01-01	WILLIAM W. BARRETT
001	2015-01-01	WILLIAM W. BARRETT
001	2014-01-01	WILLIAM BARRETT
001	2013-01-01	JON WILLIAMS	2014-09-17
001	2012-01-01	JON WILLIAMS	2013-10-02
001	2011-01-01	JON WILLIAMS	2012-08-16
001	2010-01-01	JON WILLIAMS	2011-10-17

Plan Statistics for WILLIAMS, BARRETT & WILKOWSKI, LLP 401(K) PLAN

401k plan membership statisitcs for WILLIAMS, BARRETT & WILKOWSKI, LLP 401(K) PLAN

Measure Date Value
2025: WILLIAMS, BARRETT & WILKOWSKI, LLP 401(K) PLAN 2025 401k membership
Total number of particpants at beginning of year 2025-10-13 18
Total number of particpants at end of year 2025-10-13 17
Number of Participants With Account Balances 2025-10-13 12
2024: WILLIAMS, BARRETT & WILKOWSKI, LLP 401(K) PLAN 2024 401k membership
Total number of particpants at beginning of year 2024-07-15 17
Total number of particpants at end of year 2024-07-15 17
Number of Participants With Account Balances 2024-07-15 11
2021: WILLIAMS, BARRETT & WILKOWSKI, LLP 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 18
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 17
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 17
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 17
Number of participants with account balances 2021-01-01 11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: WILLIAMS, BARRETT & WILKOWSKI, LLP 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 17
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 17
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 17
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 1
Total participants 2020-01-01 18
Number of participants with account balances 2020-01-01 11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: WILLIAMS, BARRETT & WILKOWSKI, LLP 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 18
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 17
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 17
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 17
Number of participants with account balances 2019-01-01 12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2017: WILLIAMS, BARRETT & WILKOWSKI, LLP 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 16
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 18
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 0
Total of all active and inactive participants 2017-01-01 18
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 18
Number of participants with account balances 2017-01-01 11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: WILLIAMS, BARRETT & WILKOWSKI, LLP 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 17
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 16
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 0
Total of all active and inactive participants 2016-01-01 16
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 16
Number of participants with account balances 2016-01-01 11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: WILLIAMS, BARRETT & WILKOWSKI, LLP 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 20
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 17
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 0
Total of all active and inactive participants 2015-01-01 17
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 17
Number of participants with account balances 2015-01-01 12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: WILLIAMS, BARRETT & WILKOWSKI, LLP 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 19
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 19
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 1
Total of all active and inactive participants 2014-01-01 20
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 20
Number of participants with account balances 2014-01-01 13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0

Measure	Date	Value
2025: WILLIAMS, BARRETT & WILKOWSKI, LLP 401(K) PLAN 2025 401k membership
Total number of particpants at beginning of year	2025-10-13	18
Total number of particpants at end of year	2025-10-13	17
Number of Participants With Account Balances	2025-10-13	12
2024: WILLIAMS, BARRETT & WILKOWSKI, LLP 401(K) PLAN 2024 401k membership
Total number of particpants at beginning of year	2024-07-15	17
Total number of particpants at end of year	2024-07-15	17
Number of Participants With Account Balances	2024-07-15	11
2021: WILLIAMS, BARRETT & WILKOWSKI, LLP 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	18
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	17
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	17
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	17
Number of participants with account balances	2021-01-01	11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: WILLIAMS, BARRETT & WILKOWSKI, LLP 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	17
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	17
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	17
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	1
Total participants	2020-01-01	18
Number of participants with account balances	2020-01-01	11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: WILLIAMS, BARRETT & WILKOWSKI, LLP 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	18
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	17
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	17
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	17
Number of participants with account balances	2019-01-01	12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2017: WILLIAMS, BARRETT & WILKOWSKI, LLP 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	16
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	18
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	0
Total of all active and inactive participants	2017-01-01	18
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	18
Number of participants with account balances	2017-01-01	11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: WILLIAMS, BARRETT & WILKOWSKI, LLP 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	17
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	16
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	0
Total of all active and inactive participants	2016-01-01	16
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	16
Number of participants with account balances	2016-01-01	11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: WILLIAMS, BARRETT & WILKOWSKI, LLP 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	20
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	17
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	0
Total of all active and inactive participants	2015-01-01	17
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	17
Number of participants with account balances	2015-01-01	12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: WILLIAMS, BARRETT & WILKOWSKI, LLP 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	19
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	19
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	1
Total of all active and inactive participants	2014-01-01	20
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	20
Number of participants with account balances	2014-01-01	13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0

Financial Data on WILLIAMS, BARRETT & WILKOWSKI, LLP 401(K) PLAN

Measure	Date	Value
2025 : WILLIAMS, BARRETT & WILKOWSKI, LLP 401(K) PLAN 2025 401k financial data
Total liabilities as of the beginning of the plan year	2025-10-13	0
Total expenses incurred by plan in this plan year	2025-10-13	11605
Net assets as of the end of the plan year	2025-10-13	2084553
Total assets as of the beginning of the plan year	2025-10-13	1798843
Value of plan covered by a fidelity bond	2025-10-13	385000
Participant contributions to plan in this plan year	2025-10-13	144632
Value of participant loans at end of plan year	2025-10-13	2593
Other income to plan in this plan year	2025-10-13	152683
Plan net income in this plan year	2025-10-13	285710
Net assets as of the end of the plan year	2025-10-13	2084553
Net assets as of the beginning of the plan year	2025-10-13	1798843
Expensese paid to adminstrative service provicers from plan in this plan year	2025-10-13	2674
2024 : WILLIAMS, BARRETT & WILKOWSKI, LLP 401(K) PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year	2024-07-15	13525
Net assets as of the end of the plan year	2024-07-15	1798843
Total assets as of the beginning of the plan year	2024-07-15	1521840
Value of plan covered by a fidelity bond	2024-07-15	180000
Participant contributions to plan in this plan year	2024-07-15	115021
Value of participant loans at end of plan year	2024-07-15	6941
Other income to plan in this plan year	2024-07-15	175507
Plan net income in this plan year	2024-07-15	277003
Net assets as of the end of the plan year	2024-07-15	1798843
Net assets as of the beginning of the plan year	2024-07-15	1521840
Expensese paid to adminstrative service provicers from plan in this plan year	2024-07-15	8865
2021 : WILLIAMS, BARRETT & WILKOWSKI, LLP 401(K) PLAN 2021 401k financial data
Transfers to/from the plan	2021-12-31	$0
Total plan liabilities at end of year	2021-12-31	$0
Total plan liabilities at beginning of year	2021-12-31	$0
Total income from all sources	2021-12-31	$229,479
Expenses. Total of all expenses incurred	2021-12-31	$627,427
Benefits paid (including direct rollovers)	2021-12-31	$623,318
Total plan assets at end of year	2021-12-31	$1,602,678
Total plan assets at beginning of year	2021-12-31	$2,000,626
Value of fidelity bond covering the plan	2021-12-31	$160,268
Assets. Value of tangible personal property	2021-12-31	$0
Total contributions received or receivable from participants	2021-12-31	$99,731
Assets. Value of loans (other than to participants)	2021-12-31	$0
Expenses. Other expenses not covered elsewhere	2021-12-31	$0
Contributions received from other sources (not participants or employers)	2021-12-31	$0
Other income received	2021-12-31	$129,748
Noncash contributions received	2021-12-31	$0
Net income (gross income less expenses)	2021-12-31	$-397,948
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$1,602,678
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$2,000,626
Assets. Value of participant loans	2021-12-31	$15,101
Assets. Value of assets in partnership/joint-venture interests	2021-12-31	$0
Assets. Value of real-estate (other than employer real property)	2021-12-31	$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102	2021-12-31	$0
Assets. Value of employer securities	2021-12-31	$0
Assets. Value of employer real property	2021-12-31	$0
Total contributions received or receivable from employer(s)	2021-12-31	$0
Value of certain deemed distributions of participant loans	2021-12-31	$0
Value of corrective distributions	2021-12-31	$4,034
Expenses. Administrative service providers (salaries,fees and commissions)	2021-12-31	$75
2020 : WILLIAMS, BARRETT & WILKOWSKI, LLP 401(K) PLAN 2020 401k financial data
Transfers to/from the plan	2020-12-31	$0
Total plan liabilities at end of year	2020-12-31	$0
Total plan liabilities at beginning of year	2020-12-31	$0
Total income from all sources	2020-12-31	$320,179
Expenses. Total of all expenses incurred	2020-12-31	$121,306
Benefits paid (including direct rollovers)	2020-12-31	$113,413
Total plan assets at end of year	2020-12-31	$2,000,626
Total plan assets at beginning of year	2020-12-31	$1,801,753
Value of fidelity bond covering the plan	2020-12-31	$200,063
Assets. Value of tangible personal property	2020-12-31	$0
Total contributions received or receivable from participants	2020-12-31	$86,602
Assets. Value of loans (other than to participants)	2020-12-31	$0
Expenses. Other expenses not covered elsewhere	2020-12-31	$0
Contributions received from other sources (not participants or employers)	2020-12-31	$0
Other income received	2020-12-31	$233,577
Noncash contributions received	2020-12-31	$0
Net income (gross income less expenses)	2020-12-31	$198,873
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$2,000,626
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$1,801,753
Assets. Value of participant loans	2020-12-31	$18,929
Assets. Value of assets in partnership/joint-venture interests	2020-12-31	$0
Assets. Value of real-estate (other than employer real property)	2020-12-31	$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102	2020-12-31	$0
Assets. Value of employer securities	2020-12-31	$0
Assets. Value of employer real property	2020-12-31	$0
Total contributions received or receivable from employer(s)	2020-12-31	$0
Value of certain deemed distributions of participant loans	2020-12-31	$0
Value of corrective distributions	2020-12-31	$7,780
Expenses. Administrative service providers (salaries,fees and commissions)	2020-12-31	$113
2019 : WILLIAMS, BARRETT & WILKOWSKI, LLP 401(K) PLAN 2019 401k financial data
Transfers to/from the plan	2019-12-31	$0
Total plan liabilities at end of year	2019-12-31	$0
Total plan liabilities at beginning of year	2019-12-31	$0
Total income from all sources	2019-12-31	$341,665
Expenses. Total of all expenses incurred	2019-12-31	$29,993
Benefits paid (including direct rollovers)	2019-12-31	$22,081
Total plan assets at end of year	2019-12-31	$1,801,753
Total plan assets at beginning of year	2019-12-31	$1,490,081
Value of fidelity bond covering the plan	2019-12-31	$180,175
Total contributions received or receivable from participants	2019-12-31	$110,886
Expenses. Other expenses not covered elsewhere	2019-12-31	$0
Contributions received from other sources (not participants or employers)	2019-12-31	$0
Other income received	2019-12-31	$230,779
Noncash contributions received	2019-12-31	$0
Net income (gross income less expenses)	2019-12-31	$311,672
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$1,801,753
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$1,490,081
Assets. Value of participant loans	2019-12-31	$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102	2019-12-31	$0
Total contributions received or receivable from employer(s)	2019-12-31	$0
Value of certain deemed distributions of participant loans	2019-12-31	$0
Value of corrective distributions	2019-12-31	$7,843
Expenses. Administrative service providers (salaries,fees and commissions)	2019-12-31	$69
2018 : WILLIAMS, BARRETT & WILKOWSKI, LLP 401(K) PLAN 2018 401k financial data
Transfers to/from the plan	2018-12-31	$0
Total plan liabilities at end of year	2018-12-31	$0
Total plan liabilities at beginning of year	2018-12-31	$0
Total income from all sources	2018-12-31	$29,958
Expenses. Total of all expenses incurred	2018-12-31	$29,258
Benefits paid (including direct rollovers)	2018-12-31	$22,400
Total plan assets at end of year	2018-12-31	$1,490,081
Total plan assets at beginning of year	2018-12-31	$1,489,381
Value of fidelity bond covering the plan	2018-12-31	$149,008
Total contributions received or receivable from participants	2018-12-31	$107,466
Expenses. Other expenses not covered elsewhere	2018-12-31	$0
Contributions received from other sources (not participants or employers)	2018-12-31	$0
Other income received	2018-12-31	$-77,508
Noncash contributions received	2018-12-31	$0
Net income (gross income less expenses)	2018-12-31	$700
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$1,490,081
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$1,489,381
Assets. Value of participant loans	2018-12-31	$2,174
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102	2018-12-31	$0
Total contributions received or receivable from employer(s)	2018-12-31	$0
Value of certain deemed distributions of participant loans	2018-12-31	$0
Value of corrective distributions	2018-12-31	$6,808
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$50
2017 : WILLIAMS, BARRETT & WILKOWSKI, LLP 401(K) PLAN 2017 401k financial data
Transfers to/from the plan	2017-12-31	$0
Total plan liabilities at end of year	2017-12-31	$0
Total plan liabilities at beginning of year	2017-12-31	$0
Total income from all sources	2017-12-31	$273,491
Expenses. Total of all expenses incurred	2017-12-31	$19,945
Benefits paid (including direct rollovers)	2017-12-31	$19,586
Total plan assets at end of year	2017-12-31	$1,489,381
Total plan assets at beginning of year	2017-12-31	$1,235,835
Value of fidelity bond covering the plan	2017-12-31	$148,938
Assets. Value of tangible personal property	2017-12-31	$0
Total contributions received or receivable from participants	2017-12-31	$105,129
Assets. Value of loans (other than to participants)	2017-12-31	$0
Expenses. Other expenses not covered elsewhere	2017-12-31	$0
Contributions received from other sources (not participants or employers)	2017-12-31	$0
Other income received	2017-12-31	$168,362
Noncash contributions received	2017-12-31	$0
Net income (gross income less expenses)	2017-12-31	$253,546
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$1,489,381
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$1,235,835
Assets. Value of participant loans	2017-12-31	$6,082
Assets. Value of assets in partnership/joint-venture interests	2017-12-31	$0
Assets. Value of real-estate (other than employer real property)	2017-12-31	$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102	2017-12-31	$0
Assets. Value of employer securities	2017-12-31	$0
Assets. Value of employer real property	2017-12-31	$0
Total contributions received or receivable from employer(s)	2017-12-31	$0
Value of certain deemed distributions of participant loans	2017-12-31	$0
Value of corrective distributions	2017-12-31	$309
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$50
2016 : WILLIAMS, BARRETT & WILKOWSKI, LLP 401(K) PLAN 2016 401k financial data
Transfers to/from the plan	2016-12-31	$0
Total plan liabilities at end of year	2016-12-31	$0
Total plan liabilities at beginning of year	2016-12-31	$0
Total income from all sources	2016-12-31	$171,901
Expenses. Total of all expenses incurred	2016-12-31	$30,027
Benefits paid (including direct rollovers)	2016-12-31	$23,166
Total plan assets at end of year	2016-12-31	$1,235,835
Total plan assets at beginning of year	2016-12-31	$1,093,961
Value of fidelity bond covering the plan	2016-12-31	$124,000
Total contributions received or receivable from participants	2016-12-31	$97,809
Expenses. Other expenses not covered elsewhere	2016-12-31	$0
Contributions received from other sources (not participants or employers)	2016-12-31	$0
Other income received	2016-12-31	$74,092
Noncash contributions received	2016-12-31	$0
Net income (gross income less expenses)	2016-12-31	$141,874
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$1,235,835
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$1,093,961
Assets. Value of participant loans	2016-12-31	$9,829
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102	2016-12-31	$0
Total contributions received or receivable from employer(s)	2016-12-31	$0
Value of certain deemed distributions of participant loans	2016-12-31	$0
Value of corrective distributions	2016-12-31	$6,792
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$69
2015 : WILLIAMS, BARRETT & WILKOWSKI, LLP 401(K) PLAN 2015 401k financial data
Transfers to/from the plan	2015-12-31	$0
Total plan liabilities at end of year	2015-12-31	$0
Total plan liabilities at beginning of year	2015-12-31	$0
Total income from all sources	2015-12-31	$91,255
Expenses. Total of all expenses incurred	2015-12-31	$32,910
Benefits paid (including direct rollovers)	2015-12-31	$19,655
Total plan assets at end of year	2015-12-31	$1,093,961
Total plan assets at beginning of year	2015-12-31	$1,035,616
Value of fidelity bond covering the plan	2015-12-31	$110,000
Total contributions received or receivable from participants	2015-12-31	$96,177
Expenses. Other expenses not covered elsewhere	2015-12-31	$0
Contributions received from other sources (not participants or employers)	2015-12-31	$0
Other income received	2015-12-31	$-4,922
Noncash contributions received	2015-12-31	$0
Net income (gross income less expenses)	2015-12-31	$58,345
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$1,093,961
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$1,035,616
Assets. Value of participant loans	2015-12-31	$15,077
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102	2015-12-31	$0
Total contributions received or receivable from employer(s)	2015-12-31	$0
Value of certain deemed distributions of participant loans	2015-12-31	$0
Value of corrective distributions	2015-12-31	$13,092
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$163
2014 : WILLIAMS, BARRETT & WILKOWSKI, LLP 401(K) PLAN 2014 401k financial data
Transfers to/from the plan	2014-12-31	$0
Total plan liabilities at end of year	2014-12-31	$0
Total plan liabilities at beginning of year	2014-12-31	$0
Total income from all sources	2014-12-31	$154,189
Expenses. Total of all expenses incurred	2014-12-31	$62,226
Benefits paid (including direct rollovers)	2014-12-31	$56,244
Total plan assets at end of year	2014-12-31	$1,035,616
Total plan assets at beginning of year	2014-12-31	$943,653
Value of fidelity bond covering the plan	2014-12-31	$104,000
Total contributions received or receivable from participants	2014-12-31	$92,306
Expenses. Other expenses not covered elsewhere	2014-12-31	$0
Contributions received from other sources (not participants or employers)	2014-12-31	$0
Other income received	2014-12-31	$61,883
Noncash contributions received	2014-12-31	$0
Net income (gross income less expenses)	2014-12-31	$91,963
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$1,035,616
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$943,653
Assets. Value of participant loans	2014-12-31	$16,860
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102	2014-12-31	$0
Total contributions received or receivable from employer(s)	2014-12-31	$0
Value of certain deemed distributions of participant loans	2014-12-31	$0
Value of corrective distributions	2014-12-31	$5,844
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$138

Form 5500 Responses for WILLIAMS, BARRETT & WILKOWSKI, LLP 401(K) PLAN

2021: WILLIAMS, BARRETT & WILKOWSKI, LLP 401(K) 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	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
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, BARRETT & WILKOWSKI, LLP 401(K) PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	This submission is the final filing	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, BARRETT & WILKOWSKI, LLP 401(K) 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
2017: WILLIAMS, BARRETT & WILKOWSKI, LLP 401(K) PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: WILLIAMS, BARRETT & WILKOWSKI, LLP 401(K) PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: WILLIAMS, BARRETT & WILKOWSKI, LLP 401(K) PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: WILLIAMS, BARRETT & WILKOWSKI, LLP 401(K) 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

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Company Name:	WILLIAMS, BARRETT & WILKOWSKI, LLP
Employer identification number (EIN):	270386256
NAIC Classification:	541110
NAIC Description:	Offices of Lawyers