WILLIAMS & ASSOCIATES RETIREMENT PLAN 401k Plan overview

WILLIAMS & ASSOCIATES RETIREMENT PLAN Benefits

401k Sponsoring company profile

Company Name:	WILLIAMS & ASSOCIATES
Employer identification number (EIN):	134202844
NAIC Classification:	541110
NAIC Description:	Offices of Lawyers

Form 5500 Filing Information

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2019-01-01	KATHLEEN WILLIAMS	2020-10-12
002	2018-01-01	KATHLEEN WILLIAMS	2019-10-08
002	2017-01-01	KATHLEEN WILLIAMS	2018-10-14
002	2016-01-01	KATHLEEN WILLIAMS	2017-10-14
002	2015-01-01	KATHLEEN WILLIAMS	2016-10-05
002	2014-01-01	KATHLEEN WILLIAMS	2016-10-05
002	2014-01-01	KATHLEEN WILLIAMS	2015-07-01
002	2013-01-01	KATHLEEN WILLIAMS	2014-10-11
002	2012-01-01	KATHLEEN WILLIAMS	2013-09-25
002	2011-01-01	KATHLEEN WILLIAMS	2012-10-09

Plan Statistics for WILLIAMS & ASSOCIATES RETIREMENT PLAN

Measure	Date	Value
2018: WILLIAMS & ASSOCIATES RETIREMENT PLAN 2018 401k membership
Market value of plan assets	2018-12-31	1,516,959
Acturial value of plan assets	2018-12-31	1,516,959
Funding target for retired participants and beneficiaries receiving payment	2018-12-31	0
Number of terminated vested participants	2018-12-31	2
Fundng target for terminated vested participants	2018-12-31	11,292
Active participant vested funding target	2018-12-31	1,101,388
Number of active participants	2018-12-31	1
Total funding liabilities for active participants	2018-12-31	1,101,388
Total participant count	2018-12-31	3
Total funding target for all participants	2018-12-31	1,112,680
Balance at beginning of prior year after applicable adjustments	2018-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2018-12-31	281,376
Prefunding balanced used to offset prior years funding requirement	2018-12-31	122,429
Amount remaining of carryover balance	2018-12-31	0
Amount remaining of prefunding balance	2018-12-31	158,947
Present value of excess contributions	2018-12-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2018-12-31	0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2018-12-31	0
Reductions in caryover balances due to elections or deemed elections	2018-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2018-12-31	0
Balance of carryovers at beginning of current year	2018-12-31	0
Balance of prefunding at beginning of current year	2018-12-31	186,032
Total employer contributions	2018-12-31	0
Total employee contributions	2018-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2018-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2018-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2018-12-31	0
Unpaid minimum required contributions for all prior years	2018-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2018-12-31	0
Remaining amount of unpaid minimum required contributions	2018-12-31	0
Minimum required contributions for current year target normal cost	2018-12-31	39,839
Net shortfall amortization installment of oustanding balance	2018-12-31	0
Waiver amortization installment	2018-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2018-12-31	39,839
Prefunding balance elected to use to offset funding requirement	2018-12-31	39,839
Additional cash requirement	2018-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2018-12-31	0
Unpaid minimum required contributions for current year	2018-12-31	0
Unpaid minimum required contributions for all years	2018-12-31	0
2017: WILLIAMS & ASSOCIATES RETIREMENT PLAN 2017 401k membership
Market value of plan assets	2017-12-31	1,308,902
Acturial value of plan assets	2017-12-31	1,308,902
Funding target for retired participants and beneficiaries receiving payment	2017-12-31	0
Number of terminated vested participants	2017-12-31	3
Fundng target for terminated vested participants	2017-12-31	8,206
Active participant vested funding target	2017-12-31	997,067
Number of active participants	2017-12-31	2
Total funding liabilities for active participants	2017-12-31	997,067
Total participant count	2017-12-31	5
Total funding target for all participants	2017-12-31	1,005,273
Balance at beginning of prior year after applicable adjustments	2017-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2017-12-31	260,243
Carryover balanced portion elected for use to offset prior years funding requirement	2017-12-31	0
Prefunding balanced used to offset prior years funding requirement	2017-12-31	12,291
Amount remaining of carryover balance	2017-12-31	0
Amount remaining of prefunding balance	2017-12-31	247,952
Present value of excess contributions	2017-12-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-12-31	0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2017-12-31	0
Reductions in caryover balances due to elections or deemed elections	2017-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2017-12-31	0
Balance of carryovers at beginning of current year	2017-12-31	0
Balance of prefunding at beginning of current year	2017-12-31	281,376
Total employer contributions	2017-12-31	0
Total employee contributions	2017-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2017-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2017-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2017-12-31	0
Unpaid minimum required contributions for all prior years	2017-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2017-12-31	0
Remaining amount of unpaid minimum required contributions	2017-12-31	0
Minimum required contributions for current year target normal cost	2017-12-31	144,682
Net shortfall amortization installment of oustanding balance	2017-12-31	0
Waiver amortization installment	2017-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2017-12-31	122,429
Prefunding balance elected to use to offset funding requirement	2017-12-31	122,429
Additional cash requirement	2017-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2017-12-31	0
Unpaid minimum required contributions for current year	2017-12-31	0
Unpaid minimum required contributions for all years	2017-12-31	0
2016: WILLIAMS & ASSOCIATES RETIREMENT PLAN 2016 401k membership
Market value of plan assets	2016-12-31	1,057,163
Acturial value of plan assets	2016-12-31	1,057,163
Funding target for retired participants and beneficiaries receiving payment	2016-12-31	0
Number of terminated vested participants	2016-12-31	2
Fundng target for terminated vested participants	2016-12-31	4,653
Active participant vested funding target	2016-12-31	792,208
Number of active participants	2016-12-31	3
Total funding liabilities for active participants	2016-12-31	792,208
Total participant count	2016-12-31	5
Total funding target for all participants	2016-12-31	796,861
Balance at beginning of prior year after applicable adjustments	2016-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2016-12-31	407,056
Prefunding balanced used to offset prior years funding requirement	2016-12-31	9,462
Amount remaining of carryover balance	2016-12-31	0
Amount remaining of prefunding balance	2016-12-31	397,594
Present value of excess contributions	2016-12-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2016-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2016-12-31	102,800
Balance of carryovers at beginning of current year	2016-12-31	0
Balance of prefunding at beginning of current year	2016-12-31	260,243
Total employer contributions	2016-12-31	140,000
Total employee contributions	2016-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2016-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2016-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2016-12-31	130,227
Unpaid minimum required contributions for all prior years	2016-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2016-12-31	0
Remaining amount of unpaid minimum required contributions	2016-12-31	0
Minimum required contributions for current year target normal cost	2016-12-31	142,577
Net shortfall amortization installment of oustanding balance	2016-12-31	0
Waiver amortization installment	2016-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2016-12-31	142,518
Carryover balance elected to use to offset funding requirement	2016-12-31	0
Prefunding balance elected to use to offset funding requirement	2016-12-31	12,291
Additional cash requirement	2016-12-31	130,227
Contributions allocatedtoward minimum required contributions for current year	2016-12-31	130,227
Unpaid minimum required contributions for current year	2016-12-31	0
Unpaid minimum required contributions for all years	2016-12-31	0

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