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YOUNG WILLIAMS P.C. 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameYOUNG WILLIAMS P.C. 401(K) PROFIT SHARING PLAN
Plan identification number 001

YOUNG WILLIAMS P.C. 401(K) PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • 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) received services of leased employees, as defined in Code section 414(n), during the plan year.

401k Sponsoring company profile

YOUNG WILLIAMS PC has sponsored the creation of one or more 401k plans.

Company Name:YOUNG WILLIAMS PC
Employer identification number (EIN):640847009
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan YOUNG WILLIAMS P.C. 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01A DALE CURRIE JR.2023-10-15
0012021-01-01A DALE CURRIE JR.2022-10-11
0012020-01-01A DALE CURRIE JR.2021-07-20
0012019-01-01A DALE CURRIE JR.2020-10-08
0012018-01-01A DALE CURRIE JR.2019-10-08
0012017-01-01
0012016-01-01
0012015-01-01A DALE CURRIE JR A DALE CURRIE JR2016-10-17
0012014-01-01ARTHUR CURRIE ARTHUR CURRIE2016-04-06
0012014-01-01ARTHUR CURRIE ARTHUR CURRIE2015-10-14
0012013-01-01ROB WELLS ROB WELLS2014-10-08
0012012-01-01RENEE STORMES RENEE STORMES2013-10-14
0012011-01-01JAMES R. LEWIS JAMES R. LEWIS2012-10-12
0012009-01-01JAMES R. LEWIS JAMES R. LEWIS2010-10-15

Plan Statistics for YOUNG WILLIAMS P.C. 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for YOUNG WILLIAMS P.C. 401(K) PROFIT SHARING PLAN

Measure Date Value
2022: YOUNG WILLIAMS P.C. 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-011,193
Total number of active participants reported on line 7a of the Form 55002022-01-011,221
Number of retired or separated participants receiving benefits2022-01-011
Number of other retired or separated participants entitled to future benefits2022-01-01107
Total of all active and inactive participants2022-01-011,329
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-011
Total participants2022-01-011,330
Number of participants with account balances2022-01-01409
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0117
2021: YOUNG WILLIAMS P.C. 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-011,230
Total number of active participants reported on line 7a of the Form 55002021-01-011,015
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01103
Total of all active and inactive participants2021-01-011,118
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-011,118
Number of participants with account balances2021-01-01395
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0123
2020: YOUNG WILLIAMS P.C. 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-011,208
Total number of active participants reported on line 7a of the Form 55002020-01-011,106
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0182
Total of all active and inactive participants2020-01-011,188
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-011,188
Number of participants with account balances2020-01-01404
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0120
2019: YOUNG WILLIAMS P.C. 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-011,078
Total number of active participants reported on line 7a of the Form 55002019-01-011,086
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0173
Total of all active and inactive participants2019-01-011,159
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-011,159
Number of participants with account balances2019-01-01398
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0125
2018: YOUNG WILLIAMS P.C. 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-011,130
Total number of active participants reported on line 7a of the Form 55002018-01-01991
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0161
Total of all active and inactive participants2018-01-011,052
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-011
Total participants2018-01-011,053
Number of participants with account balances2018-01-01396
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0129
2017: YOUNG WILLIAMS P.C. 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-011,061
Total number of active participants reported on line 7a of the Form 55002017-01-011,028
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0179
Total of all active and inactive participants2017-01-011,107
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-011,107
Number of participants with account balances2017-01-01393
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0125
2016: YOUNG WILLIAMS P.C. 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01989
Total number of active participants reported on line 7a of the Form 55002016-01-01715
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0162
Total of all active and inactive participants2016-01-01777
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01777
Number of participants with account balances2016-01-01334
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0116
2015: YOUNG WILLIAMS P.C. 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01971
Total number of active participants reported on line 7a of the Form 55002015-01-01889
Number of retired or separated participants receiving benefits2015-01-011
Number of other retired or separated participants entitled to future benefits2015-01-0178
Total of all active and inactive participants2015-01-01968
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01968
Number of participants with account balances2015-01-01372
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0118
2014: YOUNG WILLIAMS P.C. 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01975
Total number of active participants reported on line 7a of the Form 55002014-01-01890
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0164
Total of all active and inactive participants2014-01-01954
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01954
Number of participants with account balances2014-01-01359
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0112
2013: YOUNG WILLIAMS P.C. 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01729
Total number of active participants reported on line 7a of the Form 55002013-01-01804
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0149
Total of all active and inactive participants2013-01-01853
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01853
Number of participants with account balances2013-01-01342
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0123
2012: YOUNG WILLIAMS P.C. 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01801
Total number of active participants reported on line 7a of the Form 55002012-01-01702
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0127
Total of all active and inactive participants2012-01-01729
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01729
Number of participants with account balances2012-01-01333
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0132
2011: YOUNG WILLIAMS P.C. 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01696
Total number of active participants reported on line 7a of the Form 55002011-01-01731
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0170
Total of all active and inactive participants2011-01-01801
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01801
Number of participants with account balances2011-01-01396
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0139
2009: YOUNG WILLIAMS P.C. 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01562
Total number of active participants reported on line 7a of the Form 55002009-01-01515
Number of retired or separated participants receiving benefits2009-01-011
Number of other retired or separated participants entitled to future benefits2009-01-0162
Total of all active and inactive participants2009-01-01578
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01578
Number of participants with account balances2009-01-01263
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0138

Financial Data on YOUNG WILLIAMS P.C. 401(K) PROFIT SHARING PLAN

Measure Date Value
2022 : YOUNG WILLIAMS P.C. 401(K) PROFIT SHARING PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$397
Total income from all sources (including contributions)2022-12-31$-1,494,418
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$1,643,066
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$1,539,074
Value of total corrective distributions2022-12-31$24,437
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,495,868
Value of total assets at end of year2022-12-31$14,709,034
Value of total assets at beginning of year2022-12-31$17,846,915
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$79,555
Total interest from all sources2022-12-31$6,794
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$1,093,284
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$1,093,284
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$1,106,591
Participant contributions at end of year2022-12-31$171,449
Participant contributions at beginning of year2022-12-31$205,089
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$12,327
Liabilities. Value of operating payables at end of year2022-12-31$0
Liabilities. Value of operating payables at beginning of year2022-12-31$397
Total non interest bearing cash at end of year2022-12-31$10
Total non interest bearing cash at beginning of year2022-12-31$10
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-3,137,484
Value of net assets at end of year (total assets less liabilities)2022-12-31$14,709,034
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$17,846,518
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$14,537,575
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$17,641,816
Interest on participant loans2022-12-31$6,794
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-4,090,364
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$376,950
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,539,074
Contract administrator fees2022-12-31$79,555
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31HADDOX REID EUBANK BETTS PLLC
Accountancy firm EIN2022-12-31640414329
2021 : YOUNG WILLIAMS P.C. 401(K) PROFIT SHARING PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$397
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$3,823,381
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$841,631
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$744,014
Value of total corrective distributions2021-12-31$14,951
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,570,889
Value of total assets at end of year2021-12-31$17,846,915
Value of total assets at beginning of year2021-12-31$14,864,768
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$82,666
Total interest from all sources2021-12-31$7,398
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$1,220,540
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$1,220,540
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$2,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$1,142,799
Participant contributions at end of year2021-12-31$205,089
Participant contributions at beginning of year2021-12-31$187,407
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$5,312
Liabilities. Value of operating payables at end of year2021-12-31$397
Total non interest bearing cash at end of year2021-12-31$10
Total non interest bearing cash at beginning of year2021-12-31$247
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$2,981,750
Value of net assets at end of year (total assets less liabilities)2021-12-31$17,846,518
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$14,864,768
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$17,641,816
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$14,677,114
Interest on participant loans2021-12-31$7,398
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$1,024,554
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$422,778
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$744,014
Contract administrator fees2021-12-31$82,666
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31HADDOX REID EUBANK BETTS PLLC
Accountancy firm EIN2021-12-31640414329
2020 : YOUNG WILLIAMS P.C. 401(K) PROFIT SHARING PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$3,553,573
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$1,034,309
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$954,976
Value of total corrective distributions2020-12-31$8,250
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,423,702
Value of total assets at end of year2020-12-31$14,864,768
Value of total assets at beginning of year2020-12-31$12,345,504
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$71,083
Total interest from all sources2020-12-31$14,856
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$1,012,568
Participant contributions at end of year2020-12-31$187,407
Participant contributions at beginning of year2020-12-31$159,762
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$38,978
Total non interest bearing cash at end of year2020-12-31$247
Total non interest bearing cash at beginning of year2020-12-31$10
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$2,519,264
Value of net assets at end of year (total assets less liabilities)2020-12-31$14,864,768
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$12,345,504
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$14,677,114
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$11,813,377
Interest on participant loans2020-12-31$7,317
Interest earned on other investments2020-12-31$6,476
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$1,063
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$372,355
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$2,115,015
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$372,156
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$954,976
Contract administrator fees2020-12-31$71,083
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31HADDOX REID EUBANK BETTS PLLC
Accountancy firm EIN2020-12-31640414329
2019 : YOUNG WILLIAMS P.C. 401(K) PROFIT SHARING PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$3,614,633
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$1,123,103
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,025,452
Value of total corrective distributions2019-12-31$23,585
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,389,687
Value of total assets at end of year2019-12-31$12,345,504
Value of total assets at beginning of year2019-12-31$9,853,974
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$74,066
Total interest from all sources2019-12-31$13,578
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$2,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$1,000,368
Participant contributions at end of year2019-12-31$159,762
Participant contributions at beginning of year2019-12-31$132,552
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$31,350
Total non interest bearing cash at end of year2019-12-31$10
Total non interest bearing cash at beginning of year2019-12-31$43,550
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$2,491,530
Value of net assets at end of year (total assets less liabilities)2019-12-31$12,345,504
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$9,853,974
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$11,813,377
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$9,491,341
Interest on participant loans2019-12-31$6,462
Interest earned on other investments2019-12-31$7,116
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$372,355
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$186,531
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$2,211,368
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$357,969
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,025,452
Contract administrator fees2019-12-31$74,066
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31HADDOX REID EUBANK BETTS PLLC
Accountancy firm EIN2019-12-31640414329
2018 : YOUNG WILLIAMS P.C. 401(K) PROFIT SHARING PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$6,433
Total income from all sources (including contributions)2018-12-31$666,880
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$1,271,838
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,168,491
Value of total corrective distributions2018-12-31$31,835
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,292,015
Value of total assets at end of year2018-12-31$9,853,974
Value of total assets at beginning of year2018-12-31$10,465,365
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$71,512
Total interest from all sources2018-12-31$8,108
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$2,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$915,925
Participant contributions at end of year2018-12-31$132,552
Participant contributions at beginning of year2018-12-31$124,507
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$21,482
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$6,433
Total non interest bearing cash at end of year2018-12-31$43,550
Total non interest bearing cash at beginning of year2018-12-31$74,485
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-604,958
Value of net assets at end of year (total assets less liabilities)2018-12-31$9,853,974
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$10,458,932
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$9,491,341
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$10,193,761
Interest on participant loans2018-12-31$5,694
Interest earned on other investments2018-12-31$2,414
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$186,531
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$72,612
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-633,243
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$354,608
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,168,491
Contract administrator fees2018-12-31$71,512
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31HADDOX REID EUBANK BETTS PLLC
Accountancy firm EIN2018-12-31640414329
2017 : YOUNG WILLIAMS P.C. 401(K) PROFIT SHARING PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$6,433
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$2,859,375
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$829,092
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$749,680
Value of total corrective distributions2017-12-31$31,888
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,238,940
Value of total assets at end of year2017-12-31$10,465,365
Value of total assets at beginning of year2017-12-31$8,428,649
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$47,524
Total interest from all sources2017-12-31$6,813
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$2,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$881,254
Participant contributions at end of year2017-12-31$124,507
Participant contributions at beginning of year2017-12-31$167,986
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$11,202
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$6,433
Total non interest bearing cash at end of year2017-12-31$74,485
Total non interest bearing cash at beginning of year2017-12-31$69,288
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$2,030,283
Value of net assets at end of year (total assets less liabilities)2017-12-31$10,458,932
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$8,428,649
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$10,193,761
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$8,065,675
Interest on participant loans2017-12-31$4,967
Interest earned on other investments2017-12-31$1,846
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$72,612
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$125,700
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$1,613,622
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$346,484
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$749,680
Contract administrator fees2017-12-31$47,524
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31HADDOX REID EUBANK BETTS PLLC
Accountancy firm EIN2017-12-31640414329
2016 : YOUNG WILLIAMS P.C. 401(K) PROFIT SHARING PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$75,498
Total income from all sources (including contributions)2016-12-31$1,921,813
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$785,288
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$725,807
Value of total corrective distributions2016-12-31$19,827
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,298,585
Value of total assets at end of year2016-12-31$8,428,649
Value of total assets at beginning of year2016-12-31$7,367,622
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$39,654
Total interest from all sources2016-12-31$35,069
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$9,054
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$9,054
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$814,522
Participant contributions at end of year2016-12-31$167,986
Participant contributions at beginning of year2016-12-31$185,284
Participant contributions at beginning of year2016-12-31$54,995
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$167,203
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$75,498
Total non interest bearing cash at end of year2016-12-31$69,288
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$1,136,525
Value of net assets at end of year (total assets less liabilities)2016-12-31$8,428,649
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$7,292,124
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$8,065,675
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$6,261,923
Interest on participant loans2016-12-31$7,148
Interest earned on other investments2016-12-31$1,392
Value of interest in common/collective trusts at beginning of year2016-12-31$430,686
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$414,689
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$414,689
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$26,529
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$125,700
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$571,596
Net investment gain or loss from common/collective trusts2016-12-31$7,509
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$316,860
Employer contributions (assets) at beginning of year2016-12-31$20,045
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$725,807
Contract administrator fees2016-12-31$39,654
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31Yes
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31HADDOX REID EUBANK BETTS PLLC
Accountancy firm EIN2016-12-31640414329
2015 : YOUNG WILLIAMS P.C. 401(K) PROFIT SHARING PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total transfer of assets to this plan2015-12-31$0
Total transfer of assets from this plan2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$75,498
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$40,466
Total income from all sources (including contributions)2015-12-31$1,760,612
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$891,084
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$849,098
Expenses. Certain deemed distributions of participant loans2015-12-31$6,788
Value of total corrective distributions2015-12-31$13,773
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,777,223
Value of total assets at end of year2015-12-31$7,367,622
Value of total assets at beginning of year2015-12-31$6,463,062
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$21,425
Total interest from all sources2015-12-31$7,022
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$303,593
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$303,593
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$776,723
Participant contributions at end of year2015-12-31$185,284
Participant contributions at beginning of year2015-12-31$178,874
Participant contributions at end of year2015-12-31$54,995
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$695,028
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$75,498
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$40,466
Other income not declared elsewhere2015-12-31$5,253
Administrative expenses (other) incurred2015-12-31$21,425
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$869,528
Value of net assets at end of year (total assets less liabilities)2015-12-31$7,292,124
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$6,422,596
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$6,261,923
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$5,505,036
Interest on participant loans2015-12-31$7,022
Value of interest in common/collective trusts at end of year2015-12-31$430,686
Value of interest in common/collective trusts at beginning of year2015-12-31$385,953
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$414,689
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$393,199
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$393,199
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-335,267
Net investment gain or loss from common/collective trusts2015-12-31$2,788
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$305,472
Employer contributions (assets) at end of year2015-12-31$20,045
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$849,098
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31HADDOX REID EUBANK BETTS PLLC
Accountancy firm EIN2015-12-31640414329
2014 : YOUNG WILLIAMS P.C. 401(K) PROFIT SHARING PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total transfer of assets to this plan2014-12-31$0
Total transfer of assets from this plan2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$1,427,039
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$345,221
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$293,703
Expenses. Certain deemed distributions of participant loans2014-12-31$4,040
Value of total corrective distributions2014-12-31$38,603
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,075,069
Value of total assets at end of year2014-12-31$6,463,062
Value of total assets at beginning of year2014-12-31$5,381,244
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$8,875
Total interest from all sources2014-12-31$6,096
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$269,881
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$269,881
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$741,634
Participant contributions at end of year2014-12-31$178,874
Participant contributions at beginning of year2014-12-31$143,183
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$46,889
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$40,466
Other income not declared elsewhere2014-12-31$73
Administrative expenses (other) incurred2014-12-31$8,875
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$1,081,818
Value of net assets at end of year (total assets less liabilities)2014-12-31$6,463,062
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$5,381,244
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$5,505,036
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$4,590,940
Interest on participant loans2014-12-31$6,096
Value of interest in common/collective trusts at end of year2014-12-31$385,953
Value of interest in common/collective trusts at beginning of year2014-12-31$271,644
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$393,199
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$375,477
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$375,477
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$34,975
Net investment gain or loss from common/collective trusts2014-12-31$40,945
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$286,546
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$293,703
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31HADDOX REID EUBANK BETTS PLLC
Accountancy firm EIN2014-12-31640414329
2013 : YOUNG WILLIAMS P.C. 401(K) PROFIT SHARING PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$1,685,563
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$517,761
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$479,841
Expenses. Certain deemed distributions of participant loans2013-12-31$5,376
Value of total corrective distributions2013-12-31$24,669
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,004,906
Value of total assets at end of year2013-12-31$5,381,244
Value of total assets at beginning of year2013-12-31$4,213,442
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$7,875
Total interest from all sources2013-12-31$3,000
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$161,858
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$161,858
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$422,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$708,448
Participant contributions at end of year2013-12-31$143,183
Participant contributions at beginning of year2013-12-31$62,769
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$46,991
Administrative expenses (other) incurred2013-12-31$7,875
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$1,167,802
Value of net assets at end of year (total assets less liabilities)2013-12-31$5,381,244
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$4,213,442
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$4,590,940
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$3,417,794
Interest on participant loans2013-12-31$3,000
Value of interest in common/collective trusts at end of year2013-12-31$271,644
Value of interest in common/collective trusts at beginning of year2013-12-31$178,816
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$375,477
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$554,063
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$554,063
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$454,983
Net investment gain or loss from common/collective trusts2013-12-31$60,816
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$249,467
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$479,841
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31HADDOX REID EUBANK BETTS PLLC
Accountancy firm EIN2013-12-31640414329
2012 : YOUNG WILLIAMS P.C. 401(K) PROFIT SHARING PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$1,355,666
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$373,927
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$365,462
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$969,501
Value of total assets at end of year2012-12-31$4,213,442
Value of total assets at beginning of year2012-12-31$3,231,703
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$8,465
Total interest from all sources2012-12-31$746
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$73,473
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$73,473
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$324,000
If this is an individual account plan, was there a blackout period2012-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$691,851
Participant contributions at end of year2012-12-31$62,769
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$73,231
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$60
Administrative expenses (other) incurred2012-12-31$8,465
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$981,739
Value of net assets at end of year (total assets less liabilities)2012-12-31$4,213,442
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$3,231,703
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$3,417,794
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$2,668,743
Interest on participant loans2012-12-31$746
Value of interest in common/collective trusts at end of year2012-12-31$178,816
Value of interest in common/collective trusts at beginning of year2012-12-31$495,716
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$554,063
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$67,074
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$67,074
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$302,301
Net investment gain or loss from common/collective trusts2012-12-31$9,645
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$204,419
Employer contributions (assets) at beginning of year2012-12-31$110
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$365,462
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31Yes
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31HADDOX REID BURKES & CALHOUN PLL
Accountancy firm EIN2012-12-31640414329
2011 : YOUNG WILLIAMS P.C. 401(K) PROFIT SHARING PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$32,434
Total income from all sources (including contributions)2011-12-31$901,169
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$223,437
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$205,254
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$948,098
Value of total assets at end of year2011-12-31$3,231,703
Value of total assets at beginning of year2011-12-31$2,586,405
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$18,183
Total interest from all sources2011-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$625,186
Participant contributions at beginning of year2011-12-31$23,052
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$78,152
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$60
Liabilities. Value of operating payables at end of year2011-12-31$0
Liabilities. Value of operating payables at beginning of year2011-12-31$32,434
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$677,732
Value of net assets at end of year (total assets less liabilities)2011-12-31$3,231,703
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$2,553,971
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$18,183
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$2,668,743
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$2,504,539
Value of interest in common/collective trusts at end of year2011-12-31$495,716
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$67,074
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$49,432
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$49,432
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-54,592
Net investment gain or loss from common/collective trusts2011-12-31$7,663
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$244,760
Employer contributions (assets) at end of year2011-12-31$110
Employer contributions (assets) at beginning of year2011-12-31$9,382
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$205,254
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Unqualified
Accountancy firm name2011-12-31HADDOX REID BURKE & CALHOUN
Accountancy firm EIN2011-12-31640414329
2010 : YOUNG WILLIAMS P.C. 401(K) PROFIT SHARING PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$32,434
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$31,963
Total income from all sources (including contributions)2010-12-31$1,011,835
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$96,290
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$73,136
Value of total corrective distributions2010-12-31$5,530
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$804,297
Value of total assets at end of year2010-12-31$2,586,405
Value of total assets at beginning of year2010-12-31$1,670,389
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$17,624
Total interest from all sources2010-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$468,254
Participant contributions at end of year2010-12-31$23,052
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$154,978
Liabilities. Value of operating payables at end of year2010-12-31$32,434
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$915,545
Value of net assets at end of year (total assets less liabilities)2010-12-31$2,553,971
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$1,638,426
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Investment advisory and management fees2010-12-31$17,624
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$2,504,539
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$1,606,350
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$49,432
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$64,039
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$64,039
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$207,538
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$181,065
Employer contributions (assets) at end of year2010-12-31$9,382
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$73,136
Liabilities. Value of benefit claims payable at beginning of year2010-12-31$31,963
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Unqualified
Accountancy firm name2010-12-31HADDOX REID BURKS & CALHOUN
Accountancy firm EIN2010-12-31640414329

Form 5500 Responses for YOUNG WILLIAMS P.C. 401(K) PROFIT SHARING PLAN

2022: YOUNG WILLIAMS P.C. 401(K) PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: YOUNG WILLIAMS P.C. 401(K) PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: YOUNG WILLIAMS P.C. 401(K) PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: YOUNG WILLIAMS P.C. 401(K) PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: YOUNG WILLIAMS P.C. 401(K) PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: YOUNG WILLIAMS P.C. 401(K) PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: YOUNG WILLIAMS P.C. 401(K) PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: YOUNG WILLIAMS P.C. 401(K) PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: YOUNG WILLIAMS P.C. 401(K) PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedYes
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: YOUNG WILLIAMS P.C. 401(K) PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: YOUNG WILLIAMS P.C. 401(K) PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: YOUNG WILLIAMS P.C. 401(K) PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: YOUNG WILLIAMS P.C. 401(K) PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number810363
Policy instance 1
Insurance contract or identification number810363
Number of Individuals Covered1188
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number810363
Policy instance 1
Insurance contract or identification number810363
Number of Individuals Covered1159
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number810363
Policy instance 1
Insurance contract or identification number810363
Number of Individuals Covered1053
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number810363
Policy instance 1
Insurance contract or identification number810363
Number of Individuals Covered1107
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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