Logo

THE WILLIAMSON GROUP, INC. 401(K) SAVINGS PLAN 401k Plan overview

Plan NameTHE WILLIAMSON GROUP, INC. 401(K) SAVINGS PLAN
Plan identification number 002

THE WILLIAMSON GROUP, INC. 401(K) SAVINGS 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.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

THE WILLIAMSON GROUP, INC. has sponsored the creation of one or more 401k plans.

Company Name:THE WILLIAMSON GROUP, INC.
Employer identification number (EIN):111477870
NAIC Classification:311900
NAIC Description: Other Food Manufacturing

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE WILLIAMSON GROUP, INC. 401(K) SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01
0022022-01-01
0022021-01-01
0022020-01-01
0022019-01-01ANN LEONARD2020-04-08 ANN LEONARD2020-04-08
0022018-01-01ANN LEONARD2019-04-11 ANN LEONARD2019-04-11
0022017-01-01ANN JOSEPH2018-04-12 ANN JOSEPH2018-04-12
0022016-01-01ANN JOSEPH2017-04-20 ANN JOSEPH2017-04-20
0022015-01-01GIL WENTZEL2016-07-08 GIL WENTZEL2016-07-08
0022014-01-01GIL WENTZEL2015-04-24 GIL WENTZEL2015-04-24
0022013-01-01GIL WENTZEL2014-07-30 GIL WENTZEL2014-07-30
0022012-01-01GIL WENTZEL2013-05-31 GIL WENTZEL2013-05-31
0022011-01-01GIL WENTZEL2012-07-12 GIL WENTZEL2012-07-12
0022010-01-01GIL WENTZEL2011-08-31 GIL WENTZEL2011-08-31

Plan Statistics for THE WILLIAMSON GROUP, INC. 401(K) SAVINGS PLAN

401k plan membership statisitcs for THE WILLIAMSON GROUP, INC. 401(K) SAVINGS PLAN

Measure Date Value
2023: THE WILLIAMSON GROUP, INC. 401(K) SAVINGS PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-01129
Total number of active participants reported on line 7a of the Form 55002023-01-0188
Number of retired or separated participants receiving benefits2023-01-010
Number of other retired or separated participants entitled to future benefits2023-01-0116
Total of all active and inactive participants2023-01-01104
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-010
Total participants2023-01-01104
Number of participants with account balances2023-01-01100
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-014
2022: THE WILLIAMSON GROUP, INC. 401(K) SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01123
Total number of active participants reported on line 7a of the Form 55002022-01-0189
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0120
Total of all active and inactive participants2022-01-01109
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01109
Number of participants with account balances2022-01-01107
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-016
2021: THE WILLIAMSON GROUP, INC. 401(K) SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01108
Total number of active participants reported on line 7a of the Form 55002021-01-0195
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0118
Total of all active and inactive participants2021-01-01113
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01113
Number of participants with account balances2021-01-01108
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: THE WILLIAMSON GROUP, INC. 401(K) SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01127
Total number of active participants reported on line 7a of the Form 55002020-01-0190
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0117
Total of all active and inactive participants2020-01-01107
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01107
Number of participants with account balances2020-01-01104
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010

Financial Data on THE WILLIAMSON GROUP, INC. 401(K) SAVINGS PLAN

Measure Date Value
2023 : THE WILLIAMSON GROUP, INC. 401(K) SAVINGS PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets2023-12-31$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$5,729,910
Total loss/gain on sale of assets2023-12-31$0
Total of all expenses incurred2023-12-31$4,362,972
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$4,283,396
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$1,944,077
Value of total assets at end of year2023-12-31$21,997,131
Value of total assets at beginning of year2023-12-31$20,630,193
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$79,576
Total interest from all sources2023-12-31$6,131
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$58,510
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2023-12-31$58,510
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$10,000,000
If this is an individual account plan, was there a blackout period2023-12-31No
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Contributions received from participants2023-12-31$805,224
Participant contributions at end of year2023-12-31$105,708
Participant contributions at beginning of year2023-12-31$144,664
Participant contributions at beginning of year2023-12-31$24,998
Income. Received or receivable in cash from other sources (including rollovers)2023-12-31$625,571
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2023-12-31$90
Other income not declared elsewhere2023-12-31$6,582
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Value of net income/loss2023-12-31$1,366,938
Value of net assets at end of year (total assets less liabilities)2023-12-31$21,997,131
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$20,630,193
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-31No
Were any leases to which the plan was party in default or uncollectible2023-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$3,667,410
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$3,963,583
Value of interest in pooled separate accounts at end of year2023-12-31$17,325,854
Value of interest in pooled separate accounts at beginning of year2023-12-31$15,402,106
Interest on participant loans2023-12-31$6,131
Value of interest in common/collective trusts at end of year2023-12-31$611,163
Value of interest in common/collective trusts at beginning of year2023-12-31$800,727
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-12-31$504,881
Net investment gain/loss from pooled separate accounts2023-12-31$3,186,884
Net investment gain or loss from common/collective trusts2023-12-31$22,845
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31No
Was there a failure to transmit to the plan any participant contributions2023-12-31No
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Contributions received in cash from employer2023-12-31$513,282
Employer contributions (assets) at end of year2023-12-31$286,996
Employer contributions (assets) at beginning of year2023-12-31$294,115
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$4,283,306
Contract administrator fees2023-12-31$79,576
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31CHERRY BEKAERT LLP
Accountancy firm EIN2023-12-31560574444
2022 : THE WILLIAMSON GROUP, INC. 401(K) SAVINGS 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$0
Total income from all sources (including contributions)2022-12-31$437,647
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$560,287
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$485,827
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$4,432,415
Value of total assets at end of year2022-12-31$20,630,193
Value of total assets at beginning of year2022-12-31$20,752,833
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$74,460
Total interest from all sources2022-12-31$4,596
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$62,337
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$62,337
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$10,000,000
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$789,466
Participant contributions at end of year2022-12-31$144,664
Participant contributions at beginning of year2022-12-31$96,167
Participant contributions at end of year2022-12-31$24,998
Participant contributions at beginning of year2022-12-31$143
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$3,126,875
Other income not declared elsewhere2022-12-31$5,755
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-122,640
Value of net assets at end of year (total assets less liabilities)2022-12-31$20,630,193
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$20,752,833
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$3,963,583
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$4,543,967
Value of interest in pooled separate accounts at end of year2022-12-31$15,402,106
Value of interest in pooled separate accounts at beginning of year2022-12-31$15,425,054
Interest on participant loans2022-12-31$4,596
Value of interest in common/collective trusts at end of year2022-12-31$800,727
Value of interest in common/collective trusts at beginning of year2022-12-31$687,502
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-756,254
Net investment gain/loss from pooled separate accounts2022-12-31$-3,324,708
Net investment gain or loss from common/collective trusts2022-12-31$13,506
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$516,074
Employer contributions (assets) at end of year2022-12-31$294,115
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$485,827
Contract administrator fees2022-12-31$74,460
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 name2022-12-31MCM CPAS & ADVISORS LLP
Accountancy firm EIN2022-12-31271235638
2021 : THE WILLIAMSON GROUP, INC. 401(K) SAVINGS 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$0
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$4,218,531
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$625,515
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$551,737
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$802,245
Value of total assets at end of year2021-12-31$20,752,833
Value of total assets at beginning of year2021-12-31$17,159,817
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$73,778
Total interest from all sources2021-12-31$4,289
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$44,988
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$44,988
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$782,504
Participant contributions at end of year2021-12-31$96,167
Participant contributions at beginning of year2021-12-31$109,200
Participant contributions at end of year2021-12-31$143
Participant contributions at beginning of year2021-12-31$17,615
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$19,741
Other income not declared elsewhere2021-12-31$5,115
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$3,593,016
Value of net assets at end of year (total assets less liabilities)2021-12-31$20,752,833
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$17,159,817
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$4,543,967
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$3,719,715
Value of interest in pooled separate accounts at end of year2021-12-31$15,425,054
Value of interest in pooled separate accounts at beginning of year2021-12-31$12,629,510
Interest on participant loans2021-12-31$4,289
Value of interest in common/collective trusts at end of year2021-12-31$687,502
Value of interest in common/collective trusts at beginning of year2021-12-31$683,777
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$656,885
Net investment gain/loss from pooled separate accounts2021-12-31$2,694,026
Net investment gain or loss from common/collective trusts2021-12-31$10,983
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$551,737
Contract administrator fees2021-12-31$73,778
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 plan2021-12-31Disclaimer
Accountancy firm name2021-12-31CROWE LLP
Accountancy firm EIN2021-12-31350921680
2020 : THE WILLIAMSON GROUP, INC. 401(K) SAVINGS PLAN 2020 401k financial data
Unrealized appreciation/depreciation of real estate assets2020-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$0
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total transfer of assets to this plan2020-12-31$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$2,857,224
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$1,306,166
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,243,896
Expenses. Certain deemed distributions of participant loans2020-12-31$0
Value of total corrective distributions2020-12-31$9,496
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$739,870
Value of total assets at end of year2020-12-31$17,159,817
Value of total assets at beginning of year2020-12-31$15,608,759
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$52,774
Total income from rents2020-12-31$0
Total interest from all sources2020-12-31$6,054
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$49,952
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$49,952
Administrative expenses professional fees incurred2020-12-31$0
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$2,000,000
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
Amount of non-exempt transactions with any party-in-interest2020-12-31$0
Contributions received from participants2020-12-31$739,870
Participant contributions at end of year2020-12-31$109,200
Participant contributions at beginning of year2020-12-31$134,382
Participant contributions at end of year2020-12-31$17,615
Participant contributions at beginning of year2020-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2020-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$0
Other income not declared elsewhere2020-12-31$3,482
Administrative expenses (other) incurred2020-12-31$0
Liabilities. Value of operating payables at beginning of year2020-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$1,551,058
Value of net assets at end of year (total assets less liabilities)2020-12-31$17,159,817
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$15,608,759
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
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2020-12-31$0
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2020-12-31$0
Investment advisory and management fees2020-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$3,719,715
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$3,651,493
Value of interest in pooled separate accounts at end of year2020-12-31$12,629,510
Value of interest in pooled separate accounts at beginning of year2020-12-31$11,280,730
Interest on participant loans2020-12-31$6,054
Income. Interest from loans (other than to participants)2020-12-31$0
Interest earned on other investments2020-12-31$0
Income. Interest from US Government securities2020-12-31$0
Income. Interest from corporate debt instruments2020-12-31$0
Value of interest in common/collective trusts at end of year2020-12-31$683,777
Value of interest in common/collective trusts at beginning of year2020-12-31$542,154
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$282,423
Net investment gain/loss from pooled separate accounts2020-12-31$1,769,289
Net investment gain or loss from common/collective trusts2020-12-31$6,154
Net gain/loss from 103.12 investment entities2020-12-31$0
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$0
Employer contributions (assets) at end of year2020-12-31$0
Employer contributions (assets) at beginning of year2020-12-31$0
Income. Dividends from preferred stock2020-12-31$0
Income. Dividends from common stock2020-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,243,896
Contract administrator fees2020-12-31$52,774
Liabilities. Value of benefit claims payable at beginning of year2020-12-31$0
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
Aggregate proceeds on sale of assets2020-12-31$0
Aggregate carrying amount (costs) on sale of assets2020-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2020-12-31$0
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31CROWE LP
Accountancy firm EIN2020-12-31350921680

Form 5500 Responses for THE WILLIAMSON GROUP, INC. 401(K) SAVINGS PLAN

2023: THE WILLIAMSON GROUP, INC. 401(K) SAVINGS PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – InsuranceYes
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement – InsuranceYes
2023-01-01Plan benefit arrangement - TrustYes
2022: THE WILLIAMSON GROUP, INC. 401(K) SAVINGS PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
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 – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: THE WILLIAMSON GROUP, INC. 401(K) SAVINGS PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
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 – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: THE WILLIAMSON GROUP, INC. 401(K) SAVINGS PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
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

Insurance Providers Used on plan

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number610911
Policy instance 1
Insurance contract or identification number610911
Number of Individuals Covered104
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number610911
Policy instance 1
Insurance contract or identification number610911
Number of Individuals Covered109
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number610911
Policy instance 1
Insurance contract or identification number610911
Number of Individuals Covered113
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number610911
Policy instance 1
Insurance contract or identification number610911
Number of Individuals Covered107
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
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

Potentially related plans

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S1