WILLIAMS HOMES, INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan WILLIAMS HOMES, INC. 401(K) PLAN
| Measure | Date | Value |
|---|
| 2023 : WILLIAMS HOMES, INC. 401(K) PLAN 2023 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2023-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-12-31 | $0 |
| Total income from all sources (including contributions) | 2023-12-31 | $2,915,922 |
| Total loss/gain on sale of assets | 2023-12-31 | $0 |
| Total of all expenses incurred | 2023-12-31 | $922,829 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2023-12-31 | $858,621 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2023-12-31 | $1,730,949 |
| Value of total assets at end of year | 2023-12-31 | $8,326,000 |
| Value of total assets at beginning of year | 2023-12-31 | $6,332,907 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2023-12-31 | $64,208 |
| Total interest from all sources | 2023-12-31 | $11,224 |
| Total dividends received (eg from common stock, registered investment company shares) | 2023-12-31 | $186,331 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2023-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2023-12-31 | $186,331 |
| Was this plan covered by a fidelity bond | 2023-12-31 | Yes |
| Value of fidelity bond cover | 2023-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2023-12-31 | Yes |
| Were there any nonexempt tranactions with any party-in-interest | 2023-12-31 | No |
| Contributions received from participants | 2023-12-31 | $1,040,887 |
| Participant contributions at end of year | 2023-12-31 | $197,444 |
| Participant contributions at beginning of year | 2023-12-31 | $182,082 |
| Participant contributions at end of year | 2023-12-31 | $955 |
| Participant contributions at beginning of year | 2023-12-31 | $0 |
| Assets. Other investments not covered elsewhere at end of year | 2023-12-31 | $20,704 |
| Assets. Other investments not covered elsewhere at beginning of year | 2023-12-31 | $10,116 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2023-12-31 | $133,928 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-12-31 | No |
| Value of net income/loss | 2023-12-31 | $1,993,093 |
| Value of net assets at end of year (total assets less liabilities) | 2023-12-31 | $8,326,000 |
| Value of net assets at beginning of year (total assets less liabilities) | 2023-12-31 | $6,332,907 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2023-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2023-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2023-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2023-12-31 | $7,558,268 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2023-12-31 | $5,648,440 |
| Interest on participant loans | 2023-12-31 | $11,224 |
| Value of interest in common/collective trusts at end of year | 2023-12-31 | $536,757 |
| Value of interest in common/collective trusts at beginning of year | 2023-12-31 | $492,269 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2023-12-31 | $987,418 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2023-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2023-12-31 | Yes |
| Has the plan failed to provide any benefit when due under the plan | 2023-12-31 | No |
| Contributions received in cash from employer | 2023-12-31 | $556,134 |
| Employer contributions (assets) at end of year | 2023-12-31 | $11,872 |
| Employer contributions (assets) at beginning of year | 2023-12-31 | $0 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2023-12-31 | $858,621 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2023-12-31 | Yes |
| Did the plan have assets held for investment | 2023-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2023-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2023-12-31 | Unqualified |
| Accountancy firm name | 2023-12-31 | HEDMAN PARTNERS LLP |
| Accountancy firm EIN | 2023-12-31 | 854036357 |
| Total unrealized appreciation/depreciation of assets | 2023-01-01 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-01-01 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-01-01 | $0 |
| Total income from all sources (including contributions) | 2023-01-01 | $2,915,922 |
| Total loss/gain on sale of assets | 2023-01-01 | $0 |
| Total of all expenses incurred | 2023-01-01 | $922,829 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2023-01-01 | $858,621 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2023-01-01 | $1,730,949 |
| Value of total assets at end of year | 2023-01-01 | $8,326,000 |
| Value of total assets at beginning of year | 2023-01-01 | $6,332,907 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2023-01-01 | $64,208 |
| Total interest from all sources | 2023-01-01 | $11,224 |
| Total dividends received (eg from common stock, registered investment company shares) | 2023-01-01 | $186,331 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2023-01-01 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2023-01-01 | $186,331 |
| Was this plan covered by a fidelity bond | 2023-01-01 | Yes |
| Value of fidelity bond cover | 2023-01-01 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2023-01-01 | Yes |
| Were there any nonexempt tranactions with any party-in-interest | 2023-01-01 | No |
| Contributions received from participants | 2023-01-01 | $1,040,887 |
| Participant contributions at end of year | 2023-01-01 | $197,444 |
| Participant contributions at beginning of year | 2023-01-01 | $182,082 |
| Participant contributions at end of year | 2023-01-01 | $955 |
| Participant contributions at beginning of year | 2023-01-01 | $0 |
| Assets. Other investments not covered elsewhere at end of year | 2023-01-01 | $20,704 |
| Assets. Other investments not covered elsewhere at beginning of year | 2023-01-01 | $10,116 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2023-01-01 | $133,928 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-01-01 | No |
| Value of net income/loss | 2023-01-01 | $1,993,093 |
| Value of net assets at end of year (total assets less liabilities) | 2023-01-01 | $8,326,000 |
| Value of net assets at beginning of year (total assets less liabilities) | 2023-01-01 | $6,332,907 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2023-01-01 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2023-01-01 | No |
| Were any leases to which the plan was party in default or uncollectible | 2023-01-01 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2023-01-01 | $7,558,268 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2023-01-01 | $5,648,440 |
| Interest on participant loans | 2023-01-01 | $11,224 |
| Value of interest in common/collective trusts at end of year | 2023-01-01 | $536,757 |
| Value of interest in common/collective trusts at beginning of year | 2023-01-01 | $492,269 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2023-01-01 | $987,418 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2023-01-01 | No |
| Was there a failure to transmit to the plan any participant contributions | 2023-01-01 | Yes |
| Has the plan failed to provide any benefit when due under the plan | 2023-01-01 | No |
| Contributions received in cash from employer | 2023-01-01 | $556,134 |
| Employer contributions (assets) at end of year | 2023-01-01 | $11,872 |
| Employer contributions (assets) at beginning of year | 2023-01-01 | $0 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2023-01-01 | $858,621 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2023-01-01 | Yes |
| Did the plan have assets held for investment | 2023-01-01 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-01-01 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2023-01-01 | No |
| Opinion of an independent qualified public accountant for this plan | 2023-01-01 | 1 |
| Accountancy firm name | 2023-01-01 | HEDMAN PARTNERS LLP |
| Accountancy firm EIN | 2023-01-01 | 854036357 |
| 2022 : WILLIAMS HOMES, INC. 401(K) PLAN 2022 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2022-12-31 | $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 | $0 |
| Total income from all sources (including contributions) | 2022-12-31 | $520,637 |
| Total loss/gain on sale of assets | 2022-12-31 | $0 |
| Total of all expenses incurred | 2022-12-31 | $398,960 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $321,006 |
| Expenses. Certain deemed distributions of participant loans | 2022-12-31 | $14,460 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $1,541,248 |
| Value of total assets at end of year | 2022-12-31 | $6,332,907 |
| Value of total assets at beginning of year | 2022-12-31 | $6,211,230 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $63,494 |
| Total interest from all sources | 2022-12-31 | $7,729 |
| Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $148,798 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2022-12-31 | $148,798 |
| Administrative expenses professional fees incurred | 2022-12-31 | $62,044 |
| Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
| Value of fidelity bond cover | 2022-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
| Contributions received from participants | 2022-12-31 | $1,011,029 |
| Participant contributions at end of year | 2022-12-31 | $182,082 |
| Participant contributions at beginning of year | 2022-12-31 | $153,349 |
| Assets. Other investments not covered elsewhere at end of year | 2022-12-31 | $10,116 |
| Assets. Other investments not covered elsewhere at beginning of year | 2022-12-31 | $0 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $1,704 |
| Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2022-12-31 | $1,384 |
| Administrative expenses (other) incurred | 2022-12-31 | $1,450 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
| Value of net income/loss | 2022-12-31 | $121,677 |
| Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $6,332,907 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $6,211,230 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $5,648,440 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $5,696,625 |
| Interest on participant loans | 2022-12-31 | $7,715 |
| Interest earned on other investments | 2022-12-31 | $14 |
| Value of interest in common/collective trusts at end of year | 2022-12-31 | $492,269 |
| Value of interest in common/collective trusts at beginning of year | 2022-12-31 | $361,256 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-1,177,138 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | Yes |
| Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
| Contributions received in cash from employer | 2022-12-31 | $528,515 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $319,622 |
| Did the plan have assets held for investment | 2022-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
| Accountancy firm name | 2022-12-31 | HEDMAN PARTNERS LLP |
| Accountancy firm EIN | 2022-12-31 | 854036357 |
| Total unrealized appreciation/depreciation of assets | 2022-01-01 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-01-01 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-01-01 | $0 |
| Total income from all sources (including contributions) | 2022-01-01 | $520,637 |
| Total loss/gain on sale of assets | 2022-01-01 | $0 |
| Total of all expenses incurred | 2022-01-01 | $398,960 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-01-01 | $321,006 |
| Expenses. Certain deemed distributions of participant loans | 2022-01-01 | $14,460 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-01-01 | $1,541,248 |
| Value of total assets at end of year | 2022-01-01 | $6,332,907 |
| Value of total assets at beginning of year | 2022-01-01 | $6,211,230 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-01-01 | $63,494 |
| Total interest from all sources | 2022-01-01 | $7,729 |
| Total dividends received (eg from common stock, registered investment company shares) | 2022-01-01 | $148,798 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-01-01 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2022-01-01 | $148,798 |
| Administrative expenses professional fees incurred | 2022-01-01 | $62,044 |
| Was this plan covered by a fidelity bond | 2022-01-01 | Yes |
| Value of fidelity bond cover | 2022-01-01 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2022-01-01 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2022-01-01 | No |
| Contributions received from participants | 2022-01-01 | $1,011,029 |
| Participant contributions at end of year | 2022-01-01 | $182,082 |
| Participant contributions at beginning of year | 2022-01-01 | $153,349 |
| Assets. Other investments not covered elsewhere at end of year | 2022-01-01 | $10,116 |
| Assets. Other investments not covered elsewhere at beginning of year | 2022-01-01 | $0 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2022-01-01 | $1,704 |
| Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2022-01-01 | $1,384 |
| Administrative expenses (other) incurred | 2022-01-01 | $1,450 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-01-01 | No |
| Value of net income/loss | 2022-01-01 | $121,677 |
| Value of net assets at end of year (total assets less liabilities) | 2022-01-01 | $6,332,907 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-01-01 | $6,211,230 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-01-01 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2022-01-01 | No |
| Were any leases to which the plan was party in default or uncollectible | 2022-01-01 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-01-01 | $5,648,440 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-01-01 | $5,696,625 |
| Interest on participant loans | 2022-01-01 | $7,715 |
| Interest earned on other investments | 2022-01-01 | $14 |
| Value of interest in common/collective trusts at end of year | 2022-01-01 | $492,269 |
| Value of interest in common/collective trusts at beginning of year | 2022-01-01 | $361,256 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-01-01 | $-1,177,138 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-01-01 | No |
| Was there a failure to transmit to the plan any participant contributions | 2022-01-01 | Yes |
| Has the plan failed to provide any benefit when due under the plan | 2022-01-01 | No |
| Contributions received in cash from employer | 2022-01-01 | $528,515 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-01-01 | $319,622 |
| Did the plan have assets held for investment | 2022-01-01 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-01-01 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-01-01 | No |
| Opinion of an independent qualified public accountant for this plan | 2022-01-01 | 1 |
| Accountancy firm name | 2022-01-01 | HEDMAN PARTNERS LLP |
| Accountancy firm EIN | 2022-01-01 | 854036357 |
