MCWILLIAMS & SON, INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan MCWILLIAMS & SON EMPLOYEE BENEFIT PLAN TRUST
| Measure | Date | Value |
|---|
| 2022: MCWILLIAMS & SON EMPLOYEE BENEFIT PLAN TRUST 2022 401k membership |
|---|
| Total participants, beginning-of-year | 2022-08-01 | 0 |
| Total number of active participants reported on line 7a of the Form 5500 | 2022-08-01 | 0 |
| Number of retired or separated participants receiving benefits | 2022-08-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2022-08-01 | 0 |
| Total of all active and inactive participants | 2022-08-01 | 0 |
| 2021: MCWILLIAMS & SON EMPLOYEE BENEFIT PLAN TRUST 2021 401k membership |
|---|
| Total participants, beginning-of-year | 2021-08-01 | 43 |
| Total number of active participants reported on line 7a of the Form 5500 | 2021-08-01 | 41 |
| Number of retired or separated participants receiving benefits | 2021-08-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2021-08-01 | 0 |
| Total of all active and inactive participants | 2021-08-01 | 41 |
| 2020: MCWILLIAMS & SON EMPLOYEE BENEFIT PLAN TRUST 2020 401k membership |
|---|
| Total participants, beginning-of-year | 2020-08-01 | 41 |
| Total number of active participants reported on line 7a of the Form 5500 | 2020-08-01 | 39 |
| Number of retired or separated participants receiving benefits | 2020-08-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2020-08-01 | 0 |
| Total of all active and inactive participants | 2020-08-01 | 39 |
| Measure | Date | Value |
|---|
| 2023 : MCWILLIAMS & SON EMPLOYEE BENEFIT PLAN TRUST 2023 401k financial data |
|---|
| Total income from all sources | 2023-07-31 | $2,383 |
| Expenses. Total of all expenses incurred | 2023-07-31 | $24,663 |
| Benefits paid (including direct rollovers) | 2023-07-31 | $19,871 |
| Total plan assets at end of year | 2023-07-31 | $0 |
| Total plan assets at beginning of year | 2023-07-31 | $22,280 |
| Value of fidelity bond covering the plan | 2023-07-31 | $100,000 |
| Expenses. Other expenses not covered elsewhere | 2023-07-31 | $4,792 |
| Net income (gross income less expenses) | 2023-07-31 | $-22,280 |
| Net plan assets at end of year (total assets less liabilities) | 2023-07-31 | $0 |
| Net plan assets at beginning of year (total assets less liabilities) | 2023-07-31 | $22,280 |
| Total contributions received or receivable from employer(s) | 2023-07-31 | $2,383 |
| 2022 : MCWILLIAMS & SON EMPLOYEE BENEFIT PLAN TRUST 2022 401k financial data |
|---|
| Total income from all sources | 2022-07-31 | $391,550 |
| Expenses. Total of all expenses incurred | 2022-07-31 | $369,270 |
| Benefits paid (including direct rollovers) | 2022-07-31 | $335,887 |
| Total plan assets at end of year | 2022-07-31 | $22,280 |
| Total plan assets at beginning of year | 2022-07-31 | $0 |
| Value of fidelity bond covering the plan | 2022-07-31 | $100,000 |
| Expenses. Other expenses not covered elsewhere | 2022-07-31 | $33,383 |
| Net income (gross income less expenses) | 2022-07-31 | $22,280 |
| Net plan assets at end of year (total assets less liabilities) | 2022-07-31 | $22,280 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-07-31 | $0 |
| Total contributions received or receivable from employer(s) | 2022-07-31 | $391,550 |
| 2021 : MCWILLIAMS & SON EMPLOYEE BENEFIT PLAN TRUST 2021 401k financial data |
|---|
| Total income from all sources | 2021-07-31 | $316,714 |
| Expenses. Total of all expenses incurred | 2021-07-31 | $316,714 |
| Benefits paid (including direct rollovers) | 2021-07-31 | $283,634 |
| Total plan assets at end of year | 2021-07-31 | $0 |
| Total plan assets at beginning of year | 2021-07-31 | $0 |
| Value of fidelity bond covering the plan | 2021-07-31 | $100,000 |
| Expenses. Other expenses not covered elsewhere | 2021-07-31 | $33,080 |
| Net plan assets at end of year (total assets less liabilities) | 2021-07-31 | $0 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-07-31 | $0 |
| Total contributions received or receivable from employer(s) | 2021-07-31 | $316,714 |
| 2022: MCWILLIAMS & SON EMPLOYEE BENEFIT PLAN TRUST 2022 form 5500 responses |
|---|
| 2022-08-01 | Type of plan entity | Single employer plan |
| 2022-08-01 | This submission is the final filing | Yes |
| 2022-08-01 | Plan funding arrangement – Trust | Yes |
| 2022-08-01 | Plan benefit arrangement - Trust | Yes |
| 2021: MCWILLIAMS & SON EMPLOYEE BENEFIT PLAN TRUST 2021 form 5500 responses |
|---|
| 2021-08-01 | Type of plan entity | Single employer plan |
| 2021-08-01 | Plan funding arrangement – Insurance | Yes |
| 2021-08-01 | Plan funding arrangement – Trust | Yes |
| 2021-08-01 | Plan benefit arrangement – Insurance | Yes |
| 2021-08-01 | Plan benefit arrangement - Trust | Yes |
| 2020: MCWILLIAMS & SON EMPLOYEE BENEFIT PLAN TRUST 2020 form 5500 responses |
|---|
| 2020-08-01 | Type of plan entity | Single employer plan |
| 2020-08-01 | First time form 5500 has been submitted | Yes |
| 2020-08-01 | Plan funding arrangement – Insurance | Yes |
| 2020-08-01 | Plan funding arrangement – Trust | Yes |
| 2020-08-01 | Plan benefit arrangement – Insurance | Yes |
| 2020-08-01 | Plan benefit arrangement - Trust | Yes |
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