401k Plan data: VENGROFF WILLIAMS, INC. 401(K) PROFIT SHARING PLAN plan

VENGROFF WILLIAMS, INC. 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan Name	VENGROFF WILLIAMS, INC. 401(K) PROFIT SHARING PLAN
Plan identification number	001

VENGROFF WILLIAMS, INC. 401(K) PROFIT SHARING 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.
Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
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

VENGROFF WILLIAMS, INC. has sponsored the creation of one or more 401k plans.

Company Name: VENGROFF WILLIAMS, INC.

Employer identification number (EIN): 452973113

NAIC Classification: 561440
NAIC Description: Collection Agencies

Additional information about VENGROFF WILLIAMS, INC.

Jurisdiction of Incorporation: Florida Department of State Division of Corporations

Incorporation Date: 2011-08-11

Company Identification Number: P11000072155

Legal Registered Office Address: 2211 Fruitville Rd

SARASOTA

34237

More information about VENGROFF WILLIAMS, INC.

Form 5500 Filing Information

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

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01 ROBERT WILLIAMS 2024-02-12 ROBERT WILLIAMS 2024-02-12
001 2021-01-01
001 2020-01-01 KAY HOUSTON 2021-10-14 KAY HOUSTON 2021-10-14
001 2020-01-01 JACK DAVIS 2021-12-16 JACK DAVIS 2021-12-16
001 2019-01-01 KAY HOUSTON 2020-10-12 KAY HOUSTON 2020-10-12
001 2019-01-01 KAY HOUSTON 2020-10-13 KAY HOUSTON 2020-10-13
001 2018-01-01 KAY HOUSTON 2019-10-14 KAY HOUSTON 2019-10-14
001 2018-01-01 JACK DAVIS 2020-12-02 JACK DAVIS 2020-12-02
001 2017-01-01
001 2016-01-01

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2022-01-01	ROBERT WILLIAMS	2024-02-12	ROBERT WILLIAMS	2024-02-12
001	2021-01-01
001	2020-01-01	KAY HOUSTON	2021-10-14	KAY HOUSTON	2021-10-14
001	2020-01-01	JACK DAVIS	2021-12-16	JACK DAVIS	2021-12-16
001	2019-01-01	KAY HOUSTON	2020-10-12	KAY HOUSTON	2020-10-12
001	2019-01-01	KAY HOUSTON	2020-10-13	KAY HOUSTON	2020-10-13
001	2018-01-01	KAY HOUSTON	2019-10-14	KAY HOUSTON	2019-10-14
001	2018-01-01	JACK DAVIS	2020-12-02	JACK DAVIS	2020-12-02
001	2017-01-01
001	2016-01-01

Plan Statistics for VENGROFF WILLIAMS, INC. 401(K) PROFIT SHARING PLAN

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

Measure Date Value
2022: VENGROFF WILLIAMS, INC. 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 488
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 312
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 68
Total of all active and inactive participants 2022-01-01 380
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 380
Number of participants with account balances 2022-01-01 295
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 65
2021: VENGROFF WILLIAMS, INC. 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 473
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 380
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 123
Total of all active and inactive participants 2021-01-01 503
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 503
Number of participants with account balances 2021-01-01 400
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 63
2020: VENGROFF WILLIAMS, INC. 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 328
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 355
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 49
Total of all active and inactive participants 2020-01-01 404
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 404
Number of participants with account balances 2020-01-01 308
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 21
2019: VENGROFF WILLIAMS, INC. 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 353
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 281
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 38
Total of all active and inactive participants 2019-01-01 319
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 319
Number of participants with account balances 2019-01-01 220
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 16
2018: VENGROFF WILLIAMS, INC. 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 352
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 272
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 72
Total of all active and inactive participants 2018-01-01 344
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 344
Number of participants with account balances 2018-01-01 226
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 15
2017: VENGROFF WILLIAMS, INC. 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 268
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 271
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 69
Total of all active and inactive participants 2017-01-01 340
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 340
Number of participants with account balances 2017-01-01 191
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 5
2016: VENGROFF WILLIAMS, INC. 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 298
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 246
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 18
Total of all active and inactive participants 2016-01-01 264
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 264
Number of participants with account balances 2016-01-01 147
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0

Measure	Date	Value
2022: VENGROFF WILLIAMS, INC. 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	488
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	312
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	68
Total of all active and inactive participants	2022-01-01	380
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	380
Number of participants with account balances	2022-01-01	295
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	65
2021: VENGROFF WILLIAMS, INC. 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	473
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	380
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	123
Total of all active and inactive participants	2021-01-01	503
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	503
Number of participants with account balances	2021-01-01	400
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	63
2020: VENGROFF WILLIAMS, INC. 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	328
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	355
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	49
Total of all active and inactive participants	2020-01-01	404
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	404
Number of participants with account balances	2020-01-01	308
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	21
2019: VENGROFF WILLIAMS, INC. 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	353
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	281
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	38
Total of all active and inactive participants	2019-01-01	319
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	319
Number of participants with account balances	2019-01-01	220
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	16
2018: VENGROFF WILLIAMS, INC. 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	352
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	272
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	72
Total of all active and inactive participants	2018-01-01	344
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	344
Number of participants with account balances	2018-01-01	226
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	15
2017: VENGROFF WILLIAMS, INC. 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	268
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	271
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	69
Total of all active and inactive participants	2017-01-01	340
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	340
Number of participants with account balances	2017-01-01	191
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	5
2016: VENGROFF WILLIAMS, INC. 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	298
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	246
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	18
Total of all active and inactive participants	2016-01-01	264
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	264
Number of participants with account balances	2016-01-01	147
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0

Financial Data on VENGROFF WILLIAMS, INC. 401(K) PROFIT SHARING PLAN

Measure	Date	Value
2022 : VENGROFF WILLIAMS, INC. 401(K) PROFIT SHARING PLAN 2022 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$8,776
Total income from all sources (including contributions)	2022-12-31	$-8,654
Total of all expenses incurred	2022-12-31	$464,782
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$338,920
Expenses. Certain deemed distributions of participant loans	2022-12-31	$15,705
Value of total corrective distributions	2022-12-31	$43,996
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$1,043,613
Value of total assets at end of year	2022-12-31	$5,481,722
Value of total assets at beginning of year	2022-12-31	$5,963,934
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$66,161
Total interest from all sources	2022-12-31	$7,347
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$1,144
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$1,144
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$500,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$799,007
Participant contributions at end of year	2022-12-31	$122,175
Participant contributions at beginning of year	2022-12-31	$124,326
Participant contributions at beginning of year	2022-12-31	$901
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$205,205
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2022-12-31	$53,409
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2022-12-31	$8,776
Other income not declared elsewhere	2022-12-31	$13,761
Administrative expenses (other) incurred	2022-12-31	$0
Total non interest bearing cash at beginning of year	2022-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-473,436
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$5,481,722
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$5,955,158
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$0
Income. Interest from loans (other than to participants)	2022-12-31	$7,347
Interest earned on other investments	2022-12-31	$0
Value of interest in common/collective trusts at end of year	2022-12-31	$5,218,201
Value of interest in common/collective trusts at beginning of year	2022-12-31	$5,633,588
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2022-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-12-31	$101,346
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-12-31	$81,111
Net investment gain or loss from common/collective trusts	2022-12-31	$-1,074,519
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$39,401
Employer contributions (assets) at end of year	2022-12-31	$40,000
Employer contributions (assets) at beginning of year	2022-12-31	$70,599
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$338,920
Contract administrator fees	2022-12-31	$66,161
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	EISNERAMPER LLP
Accountancy firm EIN	2022-12-31	871363769
2021 : VENGROFF WILLIAMS, INC. 401(K) PROFIT SHARING PLAN 2021 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$8,776
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$11
Total income from all sources (including contributions)	2021-12-31	$1,736,875
Total of all expenses incurred	2021-12-31	$1,543,687
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$1,463,358
Expenses. Certain deemed distributions of participant loans	2021-12-31	$9,648
Value of total corrective distributions	2021-12-31	$5,893
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$830,639
Value of total assets at end of year	2021-12-31	$5,963,934
Value of total assets at beginning of year	2021-12-31	$5,761,981
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$64,788
Total interest from all sources	2021-12-31	$8,473
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$7,096
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$7,096
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$500,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$739,637
Participant contributions at end of year	2021-12-31	$124,326
Participant contributions at beginning of year	2021-12-31	$130,064
Participant contributions at end of year	2021-12-31	$901
Participant contributions at beginning of year	2021-12-31	$544
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$20,707
Value of other receiveables (less allowance for doubtful accounts) at end of year	2021-12-31	$53,409
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2021-12-31	$44,079
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2021-12-31	$8,776
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2021-12-31	$11
Other income not declared elsewhere	2021-12-31	$14,103
Total non interest bearing cash at end of year	2021-12-31	$0
Total non interest bearing cash at beginning of year	2021-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$193,188
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$5,955,158
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$5,761,970
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$2,493,905
Interest on participant loans	2021-12-31	$7,666
Interest earned on other investments	2021-12-31	$807
Value of interest in common/collective trusts at end of year	2021-12-31	$5,633,588
Value of interest in common/collective trusts at beginning of year	2021-12-31	$2,955,823
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-12-31	$81,111
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-12-31	$66,960
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$172,835
Net investment gain or loss from common/collective trusts	2021-12-31	$703,729
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$70,295
Employer contributions (assets) at end of year	2021-12-31	$70,599
Employer contributions (assets) at beginning of year	2021-12-31	$70,606
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$1,463,358
Contract administrator fees	2021-12-31	$64,788
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Liabilities. Value of acquisition indebtedness at beginning of year	2021-12-31	$0
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	EISNERAMPER LLP
Accountancy firm EIN	2021-12-31	871363769
2020 : VENGROFF WILLIAMS, INC. 401(K) PROFIT SHARING PLAN 2020 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$11
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$393
Expenses. Interest paid	2020-12-31	$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2020-12-31	$0
Total income from all sources (including contributions)	2020-12-31	$1,443,366
Total of all expenses incurred	2020-12-31	$595,173
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$543,445
Expenses. Certain deemed distributions of participant loans	2020-12-31	$8,564
Value of total corrective distributions	2020-12-31	$2,675
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$716,290
Value of total assets at end of year	2020-12-31	$5,717,902
Value of total assets at beginning of year	2020-12-31	$4,870,091
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$40,489
Total interest from all sources	2020-12-31	$10,803
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$121,232
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$121,232
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$500,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$616,386
Participant contributions at end of year	2020-12-31	$130,064
Participant contributions at beginning of year	2020-12-31	$123,283
Participant contributions at end of year	2020-12-31	$544
Participant contributions at beginning of year	2020-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$29,298
Value of other receiveables (less allowance for doubtful accounts) at end of year	2020-12-31	$44,079
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2020-12-31	$11
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2020-12-31	$393
Other income not declared elsewhere	2020-12-31	$6,193
Administrative expenses (other) incurred	2020-12-31	$0
Total non interest bearing cash at end of year	2020-12-31	$0
Total non interest bearing cash at beginning of year	2020-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$848,193
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$5,717,891
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$4,869,698
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$2,493,905
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$4,279,374
Value of interest in pooled separate accounts at beginning of year	2020-12-31	$0
Interest on participant loans	2020-12-31	$8,201
Interest earned on other investments	2020-12-31	$2,602
Value of interest in common/collective trusts at end of year	2020-12-31	$2,955,823
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-12-31	$66,960
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-12-31	$398,747
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$19,574
Net investment gain or loss from common/collective trusts	2020-12-31	$569,274
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$70,606
Employer contributions (assets) at end of year	2020-12-31	$70,606
Employer contributions (assets) at beginning of year	2020-12-31	$68,687
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$543,445
Contract administrator fees	2020-12-31	$40,489
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Liabilities. Value of acquisition indebtedness at end of year	2020-12-31	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2020-12-31	$0
Opinion of an independent qualified public accountant for this plan	2020-12-31	Unqualified
Accountancy firm name	2020-12-31	RAICH ENDE MALTER & CO. LLP
Accountancy firm EIN	2020-12-31	112336434
2019 : VENGROFF WILLIAMS, INC. 401(K) PROFIT SHARING PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$393
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$1,432
Total income from all sources (including contributions)	2019-12-31	$1,410,890
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$607,739
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$577,579
Expenses. Certain deemed distributions of participant loans	2019-12-31	$3,221
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$564,274
Value of total assets at end of year	2019-12-31	$4,870,091
Value of total assets at beginning of year	2019-12-31	$4,067,979
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$26,939
Total interest from all sources	2019-12-31	$7,102
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$500,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$483,902
Participant contributions at end of year	2019-12-31	$123,283
Participant contributions at beginning of year	2019-12-31	$80,260
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$11,685
Administrative expenses (other) incurred	2019-12-31	$0
Total non interest bearing cash at end of year	2019-12-31	$9,513
Total non interest bearing cash at beginning of year	2019-12-31	$4,040
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$803,151
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$4,869,698
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$4,066,547
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$4,668,608
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$3,928,679
Value of interest in pooled separate accounts at end of year	2019-12-31	$0
Value of interest in pooled separate accounts at beginning of year	2019-12-31	$0
Interest on participant loans	2019-12-31	$7,102
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$839,514
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$68,687
Employer contributions (assets) at end of year	2019-12-31	$68,687
Employer contributions (assets) at beginning of year	2019-12-31	$55,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$577,579
Contract administrator fees	2019-12-31	$26,939
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Liabilities. Value of acquisition indebtedness at end of year	2019-12-31	$393
Liabilities. Value of acquisition indebtedness at beginning of year	2019-12-31	$1,432
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	PALMETTO MOLLO MOLINARO&PASSARELLO
Accountancy firm EIN	2019-12-31	112472100
2018 : VENGROFF WILLIAMS, INC. 401(K) PROFIT SHARING PLAN 2018 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$1,432
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$9,124
Total income from all sources (including contributions)	2018-12-31	$279,584
Total of all expenses incurred	2018-12-31	$153,620
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$135,164
Expenses. Certain deemed distributions of participant loans	2018-12-31	$3,690
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$529,346
Value of total assets at end of year	2018-12-31	$4,067,979
Value of total assets at beginning of year	2018-12-31	$3,949,707
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$14,766
Total interest from all sources	2018-12-31	$6,107
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$350,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$474,346
Participant contributions at end of year	2018-12-31	$80,260
Participant contributions at beginning of year	2018-12-31	$90,136
Participant contributions at beginning of year	2018-12-31	$33
Other income not declared elsewhere	2018-12-31	$0
Total non interest bearing cash at end of year	2018-12-31	$4,040
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$125,964
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$4,066,547
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$3,940,583
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Investment advisory and management fees	2018-12-31	$4,504
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$3,421,915
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$3,808,789
Value of interest in pooled separate accounts at end of year	2018-12-31	$3,928,679
Value of interest in pooled separate accounts at beginning of year	2018-12-31	$3,819,749
Interest on participant loans	2018-12-31	$6,107
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-12-31	$506,764
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-12-31	$10,960
Net investment gain/loss from pooled separate accounts	2018-12-31	$-255,869
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$55,000
Employer contributions (assets) at end of year	2018-12-31	$55,000
Employer contributions (assets) at beginning of year	2018-12-31	$39,789
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$135,164
Contract administrator fees	2018-12-31	$10,262
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Liabilities. Value of acquisition indebtedness at end of year	2018-12-31	$1,432
Liabilities. Value of acquisition indebtedness at beginning of year	2018-12-31	$9,124
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	PALMETTO MOLLO MOLINARO&PASSARELLO
Accountancy firm EIN	2018-12-31	112472100
2017 : VENGROFF WILLIAMS, INC. 401(K) PROFIT SHARING PLAN 2017 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$9,124
Total income from all sources (including contributions)	2017-12-31	$996,168
Total of all expenses incurred	2017-12-31	$130,000
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$112,480
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$440,317
Value of total assets at end of year	2017-12-31	$3,949,707
Value of total assets at beginning of year	2017-12-31	$3,074,415
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$17,520
Total interest from all sources	2017-12-31	$4,216
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-12-31	$0
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$350,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$368,356
Participant contributions at end of year	2017-12-31	$90,136
Participant contributions at beginning of year	2017-12-31	$64,967
Participant contributions at end of year	2017-12-31	$33
Participant contributions at beginning of year	2017-12-31	$33
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$31,961
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2017-12-31	$375
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2017-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2017-12-31	$9,124
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Income. Non cash contributions	2017-12-31	$0
Value of net income/loss	2017-12-31	$866,168
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$3,940,583
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$3,074,415
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Investment advisory and management fees	2017-12-31	$14,895
Value of interest in pooled separate accounts at end of year	2017-12-31	$3,819,749
Value of interest in pooled separate accounts at beginning of year	2017-12-31	$2,972,758
Interest on participant loans	2017-12-31	$4,216
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2017-12-31	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2017-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2017-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-12-31	$11,657
Net investment gain/loss from pooled separate accounts	2017-12-31	$551,635
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$40,000
Employer contributions (assets) at end of year	2017-12-31	$39,789
Employer contributions (assets) at beginning of year	2017-12-31	$25,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$112,105
Contract administrator fees	2017-12-31	$2,625
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	PALMETTO,MOLLO,MOLINARO&PASSARELLO
Accountancy firm EIN	2017-12-31	050446534
2016 : VENGROFF WILLIAMS, INC. 401(K) PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources (including contributions)	2016-12-31	$546,565
Total of all expenses incurred	2016-12-31	$125,000
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$111,005
Expenses. Certain deemed distributions of participant loans	2016-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$308,213
Value of total assets at end of year	2016-12-31	$3,074,415
Value of total assets at beginning of year	2016-12-31	$2,652,850
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$13,995
Total interest from all sources	2016-12-31	$3,793
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-12-31	$0
Administrative expenses professional fees incurred	2016-12-31	$0
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$250,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$277,755
Participant contributions at end of year	2016-12-31	$64,967
Participant contributions at beginning of year	2016-12-31	$76,559
Participant contributions at end of year	2016-12-31	$33
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$5,458
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2016-12-31	$749
Value of other receiveables (less allowance for doubtful accounts) at end of year	2016-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$421,565
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$3,074,415
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$2,652,850
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Value of interest in pooled separate accounts at end of year	2016-12-31	$2,972,758
Value of interest in pooled separate accounts at beginning of year	2016-12-31	$2,565,111
Interest on participant loans	2016-12-31	$3,793
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2016-12-31	$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2016-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-12-31	$11,657
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-12-31	$11,180
Net investment gain/loss from pooled separate accounts	2016-12-31	$234,559
Net gain/loss from 103.12 investment entities	2016-12-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$25,000
Employer contributions (assets) at end of year	2016-12-31	$25,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$110,256
Contract administrator fees	2016-12-31	$13,995
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	PALMETTO,MOLLO,MOLINARO&PASSARELLO
Accountancy firm EIN	2016-12-31	050446534

Form 5500 Responses for VENGROFF WILLIAMS, INC. 401(K) PROFIT SHARING PLAN

2022: VENGROFF WILLIAMS, INC. 401(K) PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Insurance	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement – Insurance	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: VENGROFF WILLIAMS, INC. 401(K) PROFIT SHARING 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 – Insurance	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement – Insurance	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: VENGROFF WILLIAMS, INC. 401(K) PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: VENGROFF WILLIAMS, INC. 401(K) PROFIT SHARING 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 – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: VENGROFF WILLIAMS, INC. 401(K) PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Insurance	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement – Insurance	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: VENGROFF WILLIAMS, INC. 401(K) PROFIT SHARING 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 – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: VENGROFF WILLIAMS, INC. 401(K) PROFIT SHARING 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 – Insurance	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )

Policy contract number

504967-01

Policy instance

Insurance contract or identification number	504967-01
Number of Individuals Covered	30
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for types other than group deferred annuity or individual?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Other information about contract	GROUP ANNUITY CONTRACT

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )

Policy contract number

504967-01

Policy instance

Insurance contract or identification number	504967-01
Number of Individuals Covered	23
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for types other than group deferred annuity or individual?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Other information about contract	GROUP ANNUITY CONTRACT

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )

Policy contract number

504967-01

Policy instance

Insurance contract or identification number	504967-01
Number of Individuals Covered	17
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Total amount of commissions paid to insurance broker	USD $56
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for types other than group deferred annuity or individual?	Yes
Other information about contract	GROUP ANNUITY CONTRACT
Commission paid to Insurance Broker	USD $28
Additional information about fees paid to insurance broker	COMMISSIONS PAID
Insurance broker organization code?	3

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )

Policy contract number

504967-01

Policy instance

Insurance contract or identification number	504967-01
Number of Individuals Covered	17
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Total amount of commissions paid to insurance broker	USD $936
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for types other than group deferred annuity or individual?	Yes
Other information about contract	GROUP ANNUITY CONTRACT
Commission paid to Insurance Broker	USD $468
Insurance broker organization code?	3

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

12811

Policy instance

Insurance contract or identification number	12811
Insurance policy start date	2019-01-01
Insurance policy end date	2019-10-15
Are there contracts with allocated funds for types other than group deferred annuity or individual?	Yes
Other information about contract	GROUP ANNUITY CONTRACT
Insurance broker organization code?	3

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )

Policy contract number

504967-01

Policy instance

Insurance contract or identification number	504967-01
Number of Individuals Covered	16
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Total amount of commissions paid to insurance broker	USD $222
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for types other than group deferred annuity or individual?	Yes
Other information about contract	GROUP ANNUITY CONTRACT
Commission paid to Insurance Broker	USD $111
Amount paid for insurance broker fees	0
Additional information about fees paid to insurance broker	COMMISSIONS
Insurance broker organization code?	3

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

12811

Policy instance

Insurance contract or identification number	12811
Number of Individuals Covered	0
Insurance policy start date	2018-01-01
Insurance policy end date	2018-10-15
Total amount of commissions paid to insurance broker	USD $4,281
Total amount of fees paid to insurance company	USD $5,232
Are there contracts with allocated funds for types other than group deferred annuity or individual?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Other information about contract	GROUP ANNUITY CONTRACT
Commission paid to Insurance Broker	USD $4,281
Amount paid for insurance broker fees	0
Additional information about fees paid to insurance broker	BROKER COMMISSION
Insurance broker organization code?	3

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

12811

Policy instance

Insurance contract or identification number	12811
Number of Individuals Covered	208
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $12,572
Total amount of fees paid to insurance company	USD $2,625
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $10,842
Additional information about fees paid to insurance broker	BROKER COMMISSION
Insurance broker organization code?	3
Amount paid for insurance broker fees	2625
Insurance broker name	BATES & COMPANY, INC.

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Company Name:	VENGROFF WILLIAMS, INC.
Employer identification number (EIN):	452973113
NAIC Classification:	561440
NAIC Description:	Collection Agencies

Jurisdiction of Incorporation:	Florida Department of State Division of Corporations
Incorporation Date:	2011-08-11
Company Identification Number:	P11000072155
Legal Registered Office Address:	2211 Fruitville Rd SARASOTA 34237