401k Plan data: H.B. WILLIAMSON COMPANY 401(K) PLAN plan

H.B. WILLIAMSON COMPANY 401(K) PLAN 401k Plan overview

Plan Name	H.B. WILLIAMSON COMPANY 401(K) PLAN
Plan identification number	002

H.B. WILLIAMSON COMPANY 401(K) PLAN Benefits

401k Plan Type

Defined 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.
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

H.B. WILLIAMSON COMPANY has sponsored the creation of one or more 401k plans.

Company Name: H.B. WILLIAMSON COMPANY

Employer identification number (EIN): 371245382

NAIC Classification: 423200

Form 5500 Filing Information

Submission information for form 5500 for 401k plan H.B. WILLIAMSON COMPANY 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2022-01-01 ROXIE RICHARDSON 2023-06-30 LAURA SCHAUBERT 2023-06-30
002 2021-01-01 ROXIE RICHARDSON 2022-06-03
002 2020-01-01 ROXIE RICHARDSON 2021-06-08 LAURA SCAHUBERT 2021-06-08
002 2019-01-01 ROXIE RICHARDSON 2020-07-17 LAURA SCAHUBERT 2020-07-17
002 2018-01-01
002 2017-01-01 ROXIE RICHARDSON 2018-07-30 LAURA SCHAUBERT 2018-07-30
002 2016-01-01 ROXIE RICHARDSON 2017-07-27 LAURA SCHAUBERT 2017-07-27
002 2015-01-01 ROXIE RICHARDSON 2016-04-29 LAURA SCHAUBERT 2016-04-29
002 2014-01-01 ROXIE RICHARDSON 2015-07-06 LAURA SCHAUBERT 2015-07-06
002 2013-01-01 ROXIE RICHARDSON 2014-05-30 LAURA SCHAUBERT 2014-05-30
002 2012-01-01 ROXIE RICHARDSON LAURA SCHAUBERT 2013-06-21
002 2011-01-01 ROXIE RICHARDSON LAURA SCHAUBERT 2012-07-29
002 2009-01-01 ROXIE RICHARDSON LAURA SCHAUBERT 2010-09-10

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2022-01-01	ROXIE RICHARDSON	2023-06-30	LAURA SCHAUBERT	2023-06-30
002	2021-01-01	ROXIE RICHARDSON	2022-06-03
002	2020-01-01	ROXIE RICHARDSON	2021-06-08	LAURA SCAHUBERT	2021-06-08
002	2019-01-01	ROXIE RICHARDSON	2020-07-17	LAURA SCAHUBERT	2020-07-17
002	2018-01-01
002	2017-01-01	ROXIE RICHARDSON	2018-07-30	LAURA SCHAUBERT	2018-07-30
002	2016-01-01	ROXIE RICHARDSON	2017-07-27	LAURA SCHAUBERT	2017-07-27
002	2015-01-01	ROXIE RICHARDSON	2016-04-29	LAURA SCHAUBERT	2016-04-29
002	2014-01-01	ROXIE RICHARDSON	2015-07-06	LAURA SCHAUBERT	2015-07-06
002	2013-01-01	ROXIE RICHARDSON	2014-05-30	LAURA SCHAUBERT	2014-05-30
002	2012-01-01	ROXIE RICHARDSON		LAURA SCHAUBERT	2013-06-21
002	2011-01-01	ROXIE RICHARDSON		LAURA SCHAUBERT	2012-07-29
002	2009-01-01	ROXIE RICHARDSON		LAURA SCHAUBERT	2010-09-10

Plan Statistics for H.B. WILLIAMSON COMPANY 401(K) PLAN

401k plan membership statisitcs for H.B. WILLIAMSON COMPANY 401(K) PLAN

Measure Date Value
2012: H.B. WILLIAMSON COMPANY 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 12
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 21
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 13
Total of all active and inactive participants 2012-01-01 34
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 34
Number of participants with account balances 2012-01-01 21
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 10
2011: H.B. WILLIAMSON COMPANY 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 31
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 16
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 16
Total of all active and inactive participants 2011-01-01 32
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 32
Number of participants with account balances 2011-01-01 32
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2009: H.B. WILLIAMSON COMPANY 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 37
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 12
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 21
Total of all active and inactive participants 2009-01-01 33
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 1
Total participants 2009-01-01 34
Number of participants with account balances 2009-01-01 34
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2012: H.B. WILLIAMSON COMPANY 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	12
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	21
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	13
Total of all active and inactive participants	2012-01-01	34
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	34
Number of participants with account balances	2012-01-01	21
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	10
2011: H.B. WILLIAMSON COMPANY 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	31
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	16
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	16
Total of all active and inactive participants	2011-01-01	32
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	32
Number of participants with account balances	2011-01-01	32
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2009: H.B. WILLIAMSON COMPANY 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	37
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	12
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	21
Total of all active and inactive participants	2009-01-01	33
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	1
Total participants	2009-01-01	34
Number of participants with account balances	2009-01-01	34
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on H.B. WILLIAMSON COMPANY 401(K) PLAN

Measure	Date	Value
2012 : H.B. WILLIAMSON COMPANY 401(K) PLAN 2012 401k financial data
Transfers to/from the plan	2012-12-31	$0
Total income from all sources	2012-12-31	$249,665
Expenses. Total of all expenses incurred	2012-12-31	$21,525
Benefits paid (including direct rollovers)	2012-12-31	$21,525
Total plan assets at end of year	2012-12-31	$971,892
Total plan assets at beginning of year	2012-12-31	$743,752
Value of fidelity bond covering the plan	2012-12-31	$1,000,000
Total contributions received or receivable from participants	2012-12-31	$122,630
Expenses. Other expenses not covered elsewhere	2012-12-31	$0
Contributions received from other sources (not participants or employers)	2012-12-31	$0
Other income received	2012-12-31	$99,550
Net income (gross income less expenses)	2012-12-31	$228,140
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$971,892
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$743,752
Assets. Value of participant loans	2012-12-31	$36,734
Total contributions received or receivable from employer(s)	2012-12-31	$27,485
Value of certain deemed distributions of participant loans	2012-12-31	$0
Value of corrective distributions	2012-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2012-12-31	$0
Minimum employer required contribution for this plan year	2012-12-31	$0
Amount contributed by the employer to the plan for this plan year	2012-12-31	$0
2011 : H.B. WILLIAMSON COMPANY 401(K) PLAN 2011 401k financial data
Transfers to/from the plan	2011-12-31	$0
Total income from all sources	2011-12-31	$44,179
Expenses. Total of all expenses incurred	2011-12-31	$162,380
Benefits paid (including direct rollovers)	2011-12-31	$162,380
Total plan assets at end of year	2011-12-31	$743,752
Total plan assets at beginning of year	2011-12-31	$861,953
Value of fidelity bond covering the plan	2011-12-31	$1,000,000
Total contributions received or receivable from participants	2011-12-31	$39,777
Expenses. Other expenses not covered elsewhere	2011-12-31	$0
Contributions received from other sources (not participants or employers)	2011-12-31	$0
Other income received	2011-12-31	$-16,891
Net income (gross income less expenses)	2011-12-31	$-118,201
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$743,752
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$861,953
Assets. Value of participant loans	2011-12-31	$60,509
Total contributions received or receivable from employer(s)	2011-12-31	$21,293
Value of certain deemed distributions of participant loans	2011-12-31	$0
Value of corrective distributions	2011-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2011-12-31	$0
Minimum employer required contribution for this plan year	2011-12-31	$0
Amount contributed by the employer to the plan for this plan year	2011-12-31	$0
2010 : H.B. WILLIAMSON COMPANY 401(K) PLAN 2010 401k financial data
Transfers to/from the plan	2010-12-31	$0
Total income from all sources	2010-12-31	$154,279
Expenses. Total of all expenses incurred	2010-12-31	$142,846
Benefits paid (including direct rollovers)	2010-12-31	$142,636
Total plan assets at end of year	2010-12-31	$861,953
Total plan assets at beginning of year	2010-12-31	$850,520
Value of fidelity bond covering the plan	2010-12-31	$1,000,000
Total contributions received or receivable from participants	2010-12-31	$38,781
Expenses. Other expenses not covered elsewhere	2010-12-31	$210
Contributions received from other sources (not participants or employers)	2010-12-31	$0
Other income received	2010-12-31	$94,857
Net income (gross income less expenses)	2010-12-31	$11,433
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$861,953
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$850,520
Assets. Value of participant loans	2010-12-31	$85,410
Total contributions received or receivable from employer(s)	2010-12-31	$20,641
Value of certain deemed distributions of participant loans	2010-12-31	$0
Value of corrective distributions	2010-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2010-12-31	$0
Minimum employer required contribution for this plan year	2010-12-31	$0
Amount contributed by the employer to the plan for this plan year	2010-12-31	$0
2009 : H.B. WILLIAMSON COMPANY 401(K) PLAN 2009 401k financial data
Funding deficiency by the employer to the plan for this plan year	2009-12-31	$0
Minimum employer required contribution for this plan year	2009-12-31	$0
Amount contributed by the employer to the plan for this plan year	2009-12-31	$0

Form 5500 Responses for H.B. WILLIAMSON COMPANY 401(K) PLAN

2012: H.B. WILLIAMSON COMPANY 401(K) PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Insurance	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2011: H.B. WILLIAMSON COMPANY 401(K) PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Insurance	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2009: H.B. WILLIAMSON COMPANY 401(K) 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 – Insurance	Yes
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement – Insurance	Yes

Insurance Providers Used on plan

HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )

Policy contract number

GA-021173

Policy instance

Insurance contract or identification number	GA-021173
Number of Individuals Covered	21
Insurance policy start date	2012-01-01
Insurance policy end date	2012-12-31
Total amount of commissions paid to insurance broker	USD $2,274
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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
Commission paid to Insurance Broker	USD $2,274
Insurance broker organization code?	3
Insurance broker name	SECURITIES AMERICA INC

HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )

Policy contract number

GA-021173

Policy instance

Insurance contract or identification number	GA-021173
Number of Individuals Covered	32
Insurance policy start date	2011-01-01
Insurance policy end date	2011-12-31
Total amount of commissions paid to insurance broker	USD $2,405
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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

HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )

Policy contract number

GA-021173

Policy instance

Insurance contract or identification number	GA-021173
Number of Individuals Covered	32
Insurance policy start date	2010-01-01
Insurance policy end date	2010-12-31
Total amount of commissions paid to insurance broker	USD $2,350
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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
Commission paid to Insurance Broker	USD $2,350
Insurance broker organization code?	3
Insurance broker name	SECURITIES AMERICA INC

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Company Name:	H.B. WILLIAMSON COMPANY
Employer identification number (EIN):	371245382
NAIC Classification:	423200