401k Plan data: KEMPER AND LEILA WILLIAMS FOUNDATION, INC., CASH OR DEFERRED PROFIT SHARING PLAN AND TRUST plan

KEMPER AND LEILA WILLIAMS FOUNDATION, INC., CASH OR DEFERRED PROFIT SHARING PLAN AND TRUST 401k Plan overview

Plan Name	KEMPER AND LEILA WILLIAMS FOUNDATION, INC., CASH OR DEFERRED PROFIT SHARING PLAN AND TRUST
Plan identification number	001

KEMPER AND LEILA WILLIAMS FOUNDATION, INC., CASH OR DEFERRED PROFIT SHARING PLAN AND TRUST Benefits

401k Plan Type

Defined 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.

401k Sponsoring company profile

KEMPER & LEILA WILLIAMS FOUNDATION, INC. has sponsored the creation of one or more 401k plans.

Company Name: KEMPER & LEILA WILLIAMS FOUNDATION, INC.

Employer identification number (EIN): 237336090

NAIC Classification: 712100
NAIC Description: Museums, Historical Sites, and Similar Institutions

Form 5500 Filing Information

Submission information for form 5500 for 401k plan KEMPER AND LEILA WILLIAMS FOUNDATION, INC., CASH OR DEFERRED PROFIT SHARING PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-04-01
001 2021-04-01
001 2020-04-01
001 2019-04-01 MICHAEL COHN 2020-10-23
001 2018-04-01 MICHAEL COHN 2020-01-15
001 2018-04-01 MICHAEL COHN 2020-01-02
001 2017-04-01 MICHAEL COHN 2020-01-15
001 2017-04-01 MICHAEL COHN 2020-01-02
001 2016-04-01 MICHAEL COHN 2017-12-04
001 2015-04-01 MICHAEL COHN 2016-10-18
001 2014-04-01 MICHAEL COHN 2015-10-02
001 2013-04-01 MICHAEL COHN 2014-12-12
001 2012-04-01 MICHAEL COHN 2013-06-26
001 2011-04-01 MICHAEL COHN MICHAEL COHN 2012-10-16
001 2010-04-01 MICHAEL COHN
001 2009-04-01 MICHAEL COHN

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2022-04-01
001	2021-04-01
001	2020-04-01
001	2019-04-01	MICHAEL COHN	2020-10-23
001	2018-04-01	MICHAEL COHN	2020-01-15
001	2018-04-01	MICHAEL COHN	2020-01-02
001	2017-04-01	MICHAEL COHN	2020-01-15
001	2017-04-01	MICHAEL COHN	2020-01-02
001	2016-04-01	MICHAEL COHN	2017-12-04
001	2015-04-01	MICHAEL COHN	2016-10-18
001	2014-04-01	MICHAEL COHN	2015-10-02
001	2013-04-01	MICHAEL COHN	2014-12-12
001	2012-04-01	MICHAEL COHN	2013-06-26
001	2011-04-01	MICHAEL COHN		MICHAEL COHN	2012-10-16
001	2010-04-01	MICHAEL COHN
001	2009-04-01	MICHAEL COHN

Plan Statistics for KEMPER AND LEILA WILLIAMS FOUNDATION, INC., CASH OR DEFERRED PROFIT SHARING PLAN AND TRUST

401k plan membership statisitcs for KEMPER AND LEILA WILLIAMS FOUNDATION, INC., CASH OR DEFERRED PROFIT SHARING PLAN AND TRUST

Measure Date Value
2022: KEMPER AND LEILA WILLIAMS FOUNDATION, INC., CASH OR DEFERRED PROFIT SHARING PLAN AND TRUST 2022 401k membership
Total participants, beginning-of-year 2022-04-01 136
Total number of active participants reported on line 7a of the Form 5500 2022-04-01 117
Number of retired or separated participants receiving benefits 2022-04-01 2
Number of other retired or separated participants entitled to future benefits 2022-04-01 19
Total of all active and inactive participants 2022-04-01 138
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-04-01 0
Total participants 2022-04-01 138
Number of participants with account balances 2022-04-01 111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-04-01 0
2021: KEMPER AND LEILA WILLIAMS FOUNDATION, INC., CASH OR DEFERRED PROFIT SHARING PLAN AND TRUST 2021 401k membership
Total participants, beginning-of-year 2021-04-01 142
Total number of active participants reported on line 7a of the Form 5500 2021-04-01 113
Number of retired or separated participants receiving benefits 2021-04-01 2
Number of other retired or separated participants entitled to future benefits 2021-04-01 20
Total of all active and inactive participants 2021-04-01 135
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-04-01 0
Total participants 2021-04-01 135
Number of participants with account balances 2021-04-01 106
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-04-01 0
2020: KEMPER AND LEILA WILLIAMS FOUNDATION, INC., CASH OR DEFERRED PROFIT SHARING PLAN AND TRUST 2020 401k membership
Total participants, beginning-of-year 2020-04-01 141
Total number of active participants reported on line 7a of the Form 5500 2020-04-01 122
Number of retired or separated participants receiving benefits 2020-04-01 0
Number of other retired or separated participants entitled to future benefits 2020-04-01 19
Total of all active and inactive participants 2020-04-01 141
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-04-01 0
Total participants 2020-04-01 141
Number of participants with account balances 2020-04-01 104
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-04-01 0
2011: KEMPER AND LEILA WILLIAMS FOUNDATION, INC., CASH OR DEFERRED PROFIT SHARING PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year 2011-04-01 75
Total number of active participants reported on line 7a of the Form 5500 2011-04-01 84
Number of retired or separated participants receiving benefits 2011-04-01 1
Number of other retired or separated participants entitled to future benefits 2011-04-01 6
Total of all active and inactive participants 2011-04-01 91
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-04-01 1
Total participants 2011-04-01 92
Number of participants with account balances 2011-04-01 78
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-04-01 0
2010: KEMPER AND LEILA WILLIAMS FOUNDATION, INC., CASH OR DEFERRED PROFIT SHARING PLAN AND TRUST 2010 401k membership
Total participants, beginning-of-year 2010-04-01 78
Total number of active participants reported on line 7a of the Form 5500 2010-04-01 67
Number of retired or separated participants receiving benefits 2010-04-01 1
Number of other retired or separated participants entitled to future benefits 2010-04-01 11
Total of all active and inactive participants 2010-04-01 79
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-04-01 1
Total participants 2010-04-01 80
Number of participants with account balances 2010-04-01 72
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-04-01 0
2009: KEMPER AND LEILA WILLIAMS FOUNDATION, INC., CASH OR DEFERRED PROFIT SHARING PLAN AND TRUST 2009 401k membership
Total participants, beginning-of-year 2009-04-01 96
Total number of active participants reported on line 7a of the Form 5500 2009-04-01 70
Number of retired or separated participants receiving benefits 2009-04-01 0
Number of other retired or separated participants entitled to future benefits 2009-04-01 5
Total of all active and inactive participants 2009-04-01 75
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-04-01 1
Total participants 2009-04-01 76
Number of participants with account balances 2009-04-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-04-01 0

Measure	Date	Value
2022: KEMPER AND LEILA WILLIAMS FOUNDATION, INC., CASH OR DEFERRED PROFIT SHARING PLAN AND TRUST 2022 401k membership
Total participants, beginning-of-year	2022-04-01	136
Total number of active participants reported on line 7a of the Form 5500	2022-04-01	117
Number of retired or separated participants receiving benefits	2022-04-01	2
Number of other retired or separated participants entitled to future benefits	2022-04-01	19
Total of all active and inactive participants	2022-04-01	138
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-04-01	0
Total participants	2022-04-01	138
Number of participants with account balances	2022-04-01	111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-04-01	0
2021: KEMPER AND LEILA WILLIAMS FOUNDATION, INC., CASH OR DEFERRED PROFIT SHARING PLAN AND TRUST 2021 401k membership
Total participants, beginning-of-year	2021-04-01	142
Total number of active participants reported on line 7a of the Form 5500	2021-04-01	113
Number of retired or separated participants receiving benefits	2021-04-01	2
Number of other retired or separated participants entitled to future benefits	2021-04-01	20
Total of all active and inactive participants	2021-04-01	135
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-04-01	0
Total participants	2021-04-01	135
Number of participants with account balances	2021-04-01	106
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-04-01	0
2020: KEMPER AND LEILA WILLIAMS FOUNDATION, INC., CASH OR DEFERRED PROFIT SHARING PLAN AND TRUST 2020 401k membership
Total participants, beginning-of-year	2020-04-01	141
Total number of active participants reported on line 7a of the Form 5500	2020-04-01	122
Number of retired or separated participants receiving benefits	2020-04-01	0
Number of other retired or separated participants entitled to future benefits	2020-04-01	19
Total of all active and inactive participants	2020-04-01	141
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-04-01	0
Total participants	2020-04-01	141
Number of participants with account balances	2020-04-01	104
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-04-01	0
2011: KEMPER AND LEILA WILLIAMS FOUNDATION, INC., CASH OR DEFERRED PROFIT SHARING PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year	2011-04-01	75
Total number of active participants reported on line 7a of the Form 5500	2011-04-01	84
Number of retired or separated participants receiving benefits	2011-04-01	1
Number of other retired or separated participants entitled to future benefits	2011-04-01	6
Total of all active and inactive participants	2011-04-01	91
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-04-01	1
Total participants	2011-04-01	92
Number of participants with account balances	2011-04-01	78
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-04-01	0
2010: KEMPER AND LEILA WILLIAMS FOUNDATION, INC., CASH OR DEFERRED PROFIT SHARING PLAN AND TRUST 2010 401k membership
Total participants, beginning-of-year	2010-04-01	78
Total number of active participants reported on line 7a of the Form 5500	2010-04-01	67
Number of retired or separated participants receiving benefits	2010-04-01	1
Number of other retired or separated participants entitled to future benefits	2010-04-01	11
Total of all active and inactive participants	2010-04-01	79
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-04-01	1
Total participants	2010-04-01	80
Number of participants with account balances	2010-04-01	72
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-04-01	0
2009: KEMPER AND LEILA WILLIAMS FOUNDATION, INC., CASH OR DEFERRED PROFIT SHARING PLAN AND TRUST 2009 401k membership
Total participants, beginning-of-year	2009-04-01	96
Total number of active participants reported on line 7a of the Form 5500	2009-04-01	70
Number of retired or separated participants receiving benefits	2009-04-01	0
Number of other retired or separated participants entitled to future benefits	2009-04-01	5
Total of all active and inactive participants	2009-04-01	75
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-04-01	1
Total participants	2009-04-01	76
Number of participants with account balances	2009-04-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-04-01	0

Financial Data on KEMPER AND LEILA WILLIAMS FOUNDATION, INC., CASH OR DEFERRED PROFIT SHARING PLAN AND TRUST

Measure	Date	Value
2023 : KEMPER AND LEILA WILLIAMS FOUNDATION, INC., CASH OR DEFERRED PROFIT SHARING PLAN AND TRUST 2023 401k financial data
Unrealized appreciation/depreciation of real estate assets	2023-03-31	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2023-03-31	$0
Total unrealized appreciation/depreciation of assets	2023-03-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-03-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-03-31	$0
Expenses. Interest paid	2023-03-31	$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2023-03-31	$0
Total income from all sources (including contributions)	2023-03-31	$26,184
Total loss/gain on sale of assets	2023-03-31	$0
Total of all expenses incurred	2023-03-31	$1,277,457
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2023-03-31	$1,277,457
Expenses. Certain deemed distributions of participant loans	2023-03-31	$0
Value of total corrective distributions	2023-03-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2023-03-31	$747,953
Value of total assets at end of year	2023-03-31	$9,310,244
Value of total assets at beginning of year	2023-03-31	$10,561,517
Total of administrative expenses incurred including professional, contract, advisory and management fees	2023-03-31	$0
Total income from rents	2023-03-31	$0
Total interest from all sources	2023-03-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2023-03-31	$600,425
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2023-03-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2023-03-31	$600,425
Assets. Real estate other than employer real property at end of year	2023-03-31	$0
Assets. Real estate other than employer real property at beginning of year	2023-03-31	$0
Administrative expenses professional fees incurred	2023-03-31	$0
Assets. Corporate prefeered stocks other than exployer securities at end of year	2023-03-31	$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2023-03-31	$0
Was this plan covered by a fidelity bond	2023-03-31	Yes
Value of fidelity bond cover	2023-03-31	$500,000
If this is an individual account plan, was there a blackout period	2023-03-31	No
Were there any nonexempt tranactions with any party-in-interest	2023-03-31	No
Contributions received from participants	2023-03-31	$463,048
Participant contributions at end of year	2023-03-31	$0
Participant contributions at beginning of year	2023-03-31	$0
Participant contributions at end of year	2023-03-31	$0
Participant contributions at beginning of year	2023-03-31	$0
Assets. Other investments not covered elsewhere at end of year	2023-03-31	$0
Assets. Other investments not covered elsewhere at beginning of year	2023-03-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2023-03-31	$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2023-03-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2023-03-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2023-03-31	$0
Assets. Loans (other than to participants) at end of year	2023-03-31	$0
Assets. Loans (other than to participants) at beginning of year	2023-03-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2023-03-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2023-03-31	$0
Other income not declared elsewhere	2023-03-31	$0
Administrative expenses (other) incurred	2023-03-31	$0
Total non interest bearing cash at end of year	2023-03-31	$0
Total non interest bearing cash at beginning of year	2023-03-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-03-31	No
Income. Non cash contributions	2023-03-31	$0
Value of net income/loss	2023-03-31	$-1,251,273
Value of net assets at end of year (total assets less liabilities)	2023-03-31	$9,310,244
Value of net assets at beginning of year (total assets less liabilities)	2023-03-31	$10,561,517
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2023-03-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2023-03-31	No
Were any leases to which the plan was party in default or uncollectible	2023-03-31	No
Assets. partnership/joint venture interests at end of year	2023-03-31	$0
Assets. partnership/joint venture interests at beginning of year	2023-03-31	$0
Investment advisory and management fees	2023-03-31	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2023-03-31	$9,310,244
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2023-03-31	$10,561,517
Interest on participant loans	2023-03-31	$0
Income. Interest from loans (other than to participants)	2023-03-31	$0
Interest earned on other investments	2023-03-31	$0
Income. Interest from US Government securities	2023-03-31	$0
Income. Interest from corporate debt instruments	2023-03-31	$0
Value of interest in master investment trust accounts at end of year	2023-03-31	$0
Value of interest in master investment trust accounts at beginning of year	2023-03-31	$0
Value of interest in common/collective trusts at end of year	2023-03-31	$0
Value of interest in common/collective trusts at beginning of year	2023-03-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2023-03-31	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2023-03-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2023-03-31	$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2023-03-31	$0
Assets. Value of investments in 103.12 investment entities at end of year	2023-03-31	$0
Assets. Value of investments in 103.12 investment entities at beginning of year	2023-03-31	$0
Expenses. Payments to insurance carriers foe the provision of benefits	2023-03-31	$0
Asset value of US Government securities at end of year	2023-03-31	$0
Asset value of US Government securities at beginning of year	2023-03-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2023-03-31	$-1,322,194
Net investment gain/loss from pooled separate accounts	2023-03-31	$0
Net investment gain or loss from common/collective trusts	2023-03-31	$0
Net gain/loss from 103.12 investment entities	2023-03-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2023-03-31	No
Was there a failure to transmit to the plan any participant contributions	2023-03-31	Yes
Has the plan failed to provide any benefit when due under the plan	2023-03-31	No
Assets. Invements in employer securities at end of year	2023-03-31	$0
Assets. Invements in employer securities at beginning of year	2023-03-31	$0
Assets. Value of employer real property at end of year	2023-03-31	$0
Assets. Value of employer real property at beginning of year	2023-03-31	$0
Contributions received in cash from employer	2023-03-31	$284,905
Employer contributions (assets) at end of year	2023-03-31	$0
Employer contributions (assets) at beginning of year	2023-03-31	$0
Income. Dividends from preferred stock	2023-03-31	$0
Income. Dividends from common stock	2023-03-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2023-03-31	$1,277,457
Asset. Corporate debt instrument preferred debt at end of year	2023-03-31	$0
Asset. Corporate debt instrument preferred debt at beginning of year	2023-03-31	$0
Asset. Corporate debt instrument debt (other) at end of year	2023-03-31	$0
Asset. Corporate debt instrument debt (other) at beginning of year	2023-03-31	$0
Contract administrator fees	2023-03-31	$0
Assets. Corporate common stocks other than exployer securities at end of year	2023-03-31	$0
Assets. Corporate common stocks other than exployer securities at beginning of year	2023-03-31	$0
Liabilities. Value of benefit claims payable at end of year	2023-03-31	$0
Liabilities. Value of benefit claims payable at beginning of year	2023-03-31	$0
Assets. Value of buildings and other operty used in plan operation at end of year	2023-03-31	$0
Assets. Value of buildings and other operty used in plan operation at beginning of year	2023-03-31	$0
Did the plan have assets held for investment	2023-03-31	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	2023-03-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2023-03-31	No
Aggregate proceeds on sale of assets	2023-03-31	$0
Aggregate carrying amount (costs) on sale of assets	2023-03-31	$0
Liabilities. Value of acquisition indebtedness at end of year	2023-03-31	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2023-03-31	$0
Opinion of an independent qualified public accountant for this plan	2023-03-31	Unqualified
Accountancy firm name	2023-03-31	LAPORTE
Accountancy firm EIN	2023-03-31	721088864
2022 : KEMPER AND LEILA WILLIAMS FOUNDATION, INC., CASH OR DEFERRED PROFIT SHARING PLAN AND TRUST 2022 401k financial data
Unrealized appreciation/depreciation of real estate assets	2022-03-31	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2022-03-31	$0
Total unrealized appreciation/depreciation of assets	2022-03-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-03-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-03-31	$0
Expenses. Interest paid	2022-03-31	$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2022-03-31	$0
Total income from all sources (including contributions)	2022-03-31	$1,138,671
Total loss/gain on sale of assets	2022-03-31	$0
Total of all expenses incurred	2022-03-31	$1,575,883
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-03-31	$1,575,868
Expenses. Certain deemed distributions of participant loans	2022-03-31	$0
Value of total corrective distributions	2022-03-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-03-31	$786,251
Value of total assets at end of year	2022-03-31	$10,561,517
Value of total assets at beginning of year	2022-03-31	$10,998,729
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-03-31	$15
Total income from rents	2022-03-31	$0
Total interest from all sources	2022-03-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2022-03-31	$957,881
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-03-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-03-31	$957,881
Assets. Real estate other than employer real property at end of year	2022-03-31	$0
Assets. Real estate other than employer real property at beginning of year	2022-03-31	$0
Administrative expenses professional fees incurred	2022-03-31	$0
Assets. Corporate prefeered stocks other than exployer securities at end of year	2022-03-31	$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2022-03-31	$0
Was this plan covered by a fidelity bond	2022-03-31	Yes
Value of fidelity bond cover	2022-03-31	$500,000
If this is an individual account plan, was there a blackout period	2022-03-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2022-03-31	$0
Were there any nonexempt tranactions with any party-in-interest	2022-03-31	No
Contributions received from participants	2022-03-31	$494,512
Participant contributions at end of year	2022-03-31	$0
Participant contributions at beginning of year	2022-03-31	$0
Participant contributions at end of year	2022-03-31	$0
Participant contributions at beginning of year	2022-03-31	$0
Assets. Other investments not covered elsewhere at end of year	2022-03-31	$0
Assets. Other investments not covered elsewhere at beginning of year	2022-03-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2022-03-31	$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2022-03-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2022-03-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2022-03-31	$0
Assets. Loans (other than to participants) at end of year	2022-03-31	$0
Assets. Loans (other than to participants) at beginning of year	2022-03-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2022-03-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2022-03-31	$0
Other income not declared elsewhere	2022-03-31	$0
Administrative expenses (other) incurred	2022-03-31	$0
Total non interest bearing cash at end of year	2022-03-31	$0
Total non interest bearing cash at beginning of year	2022-03-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-03-31	No
Income. Non cash contributions	2022-03-31	$0
Value of net income/loss	2022-03-31	$-437,212
Value of net assets at end of year (total assets less liabilities)	2022-03-31	$10,561,517
Value of net assets at beginning of year (total assets less liabilities)	2022-03-31	$10,998,729
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-03-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-03-31	No
Were any leases to which the plan was party in default or uncollectible	2022-03-31	No
Assets. partnership/joint venture interests at end of year	2022-03-31	$0
Assets. partnership/joint venture interests at beginning of year	2022-03-31	$0
Investment advisory and management fees	2022-03-31	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-03-31	$10,561,517
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-03-31	$10,998,729
Interest on participant loans	2022-03-31	$0
Income. Interest from loans (other than to participants)	2022-03-31	$0
Interest earned on other investments	2022-03-31	$0
Income. Interest from US Government securities	2022-03-31	$0
Income. Interest from corporate debt instruments	2022-03-31	$0
Value of interest in master investment trust accounts at end of year	2022-03-31	$0
Value of interest in master investment trust accounts at beginning of year	2022-03-31	$0
Value of interest in common/collective trusts at end of year	2022-03-31	$0
Value of interest in common/collective trusts at beginning of year	2022-03-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2022-03-31	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2022-03-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2022-03-31	$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2022-03-31	$0
Assets. Value of investments in 103.12 investment entities at end of year	2022-03-31	$0
Assets. Value of investments in 103.12 investment entities at beginning of year	2022-03-31	$0
Expenses. Payments to insurance carriers foe the provision of benefits	2022-03-31	$0
Asset value of US Government securities at end of year	2022-03-31	$0
Asset value of US Government securities at beginning of year	2022-03-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-03-31	$-605,461
Net investment gain/loss from pooled separate accounts	2022-03-31	$0
Net investment gain or loss from common/collective trusts	2022-03-31	$0
Net gain/loss from 103.12 investment entities	2022-03-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-03-31	No
Was there a failure to transmit to the plan any participant contributions	2022-03-31	No
Has the plan failed to provide any benefit when due under the plan	2022-03-31	No
Assets. Invements in employer securities at end of year	2022-03-31	$0
Assets. Invements in employer securities at beginning of year	2022-03-31	$0
Assets. Value of employer real property at end of year	2022-03-31	$0
Assets. Value of employer real property at beginning of year	2022-03-31	$0
Contributions received in cash from employer	2022-03-31	$291,739
Employer contributions (assets) at end of year	2022-03-31	$0
Employer contributions (assets) at beginning of year	2022-03-31	$0
Income. Dividends from preferred stock	2022-03-31	$0
Income. Dividends from common stock	2022-03-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-03-31	$1,575,868
Asset. Corporate debt instrument preferred debt at end of year	2022-03-31	$0
Asset. Corporate debt instrument preferred debt at beginning of year	2022-03-31	$0
Asset. Corporate debt instrument debt (other) at end of year	2022-03-31	$0
Asset. Corporate debt instrument debt (other) at beginning of year	2022-03-31	$0
Contract administrator fees	2022-03-31	$15
Assets. Corporate common stocks other than exployer securities at end of year	2022-03-31	$0
Assets. Corporate common stocks other than exployer securities at beginning of year	2022-03-31	$0
Liabilities. Value of benefit claims payable at end of year	2022-03-31	$0
Liabilities. Value of benefit claims payable at beginning of year	2022-03-31	$0
Assets. Value of buildings and other operty used in plan operation at end of year	2022-03-31	$0
Assets. Value of buildings and other operty used in plan operation at beginning of year	2022-03-31	$0
Did the plan have assets held for investment	2022-03-31	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	2022-03-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-03-31	No
Aggregate proceeds on sale of assets	2022-03-31	$0
Aggregate carrying amount (costs) on sale of assets	2022-03-31	$0
Liabilities. Value of acquisition indebtedness at end of year	2022-03-31	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2022-03-31	$0
Opinion of an independent qualified public accountant for this plan	2022-03-31	Unqualified
Accountancy firm name	2022-03-31	LAPORTE
Accountancy firm EIN	2022-03-31	721088864
2021 : KEMPER AND LEILA WILLIAMS FOUNDATION, INC., CASH OR DEFERRED PROFIT SHARING PLAN AND TRUST 2021 401k financial data
Unrealized appreciation/depreciation of real estate assets	2021-03-31	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2021-03-31	$0
Total unrealized appreciation/depreciation of assets	2021-03-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-03-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-03-31	$0
Expenses. Interest paid	2021-03-31	$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2021-03-31	$0
Total income from all sources (including contributions)	2021-03-31	$4,122,552
Total loss/gain on sale of assets	2021-03-31	$0
Total of all expenses incurred	2021-03-31	$2,552,712
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-03-31	$2,552,071
Expenses. Certain deemed distributions of participant loans	2021-03-31	$0
Value of total corrective distributions	2021-03-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-03-31	$760,722
Value of total assets at end of year	2021-03-31	$10,998,729
Value of total assets at beginning of year	2021-03-31	$9,428,889
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-03-31	$641
Total income from rents	2021-03-31	$0
Total interest from all sources	2021-03-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2021-03-31	$491,468
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-03-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-03-31	$491,468
Assets. Real estate other than employer real property at end of year	2021-03-31	$0
Assets. Real estate other than employer real property at beginning of year	2021-03-31	$0
Administrative expenses professional fees incurred	2021-03-31	$0
Assets. Corporate prefeered stocks other than exployer securities at end of year	2021-03-31	$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2021-03-31	$0
Was this plan covered by a fidelity bond	2021-03-31	Yes
Value of fidelity bond cover	2021-03-31	$500,000
If this is an individual account plan, was there a blackout period	2021-03-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-03-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-03-31	No
Contributions received from participants	2021-03-31	$487,546
Participant contributions at end of year	2021-03-31	$0
Participant contributions at beginning of year	2021-03-31	$0
Participant contributions at end of year	2021-03-31	$0
Participant contributions at beginning of year	2021-03-31	$0
Assets. Other investments not covered elsewhere at end of year	2021-03-31	$0
Assets. Other investments not covered elsewhere at beginning of year	2021-03-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2021-03-31	$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2021-03-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2021-03-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2021-03-31	$0
Assets. Loans (other than to participants) at end of year	2021-03-31	$0
Assets. Loans (other than to participants) at beginning of year	2021-03-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2021-03-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2021-03-31	$0
Other income not declared elsewhere	2021-03-31	$0
Administrative expenses (other) incurred	2021-03-31	$0
Total non interest bearing cash at end of year	2021-03-31	$0
Total non interest bearing cash at beginning of year	2021-03-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-03-31	No
Income. Non cash contributions	2021-03-31	$0
Value of net income/loss	2021-03-31	$1,569,840
Value of net assets at end of year (total assets less liabilities)	2021-03-31	$10,998,729
Value of net assets at beginning of year (total assets less liabilities)	2021-03-31	$9,428,889
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-03-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-03-31	No
Were any leases to which the plan was party in default or uncollectible	2021-03-31	No
Assets. partnership/joint venture interests at end of year	2021-03-31	$0
Assets. partnership/joint venture interests at beginning of year	2021-03-31	$0
Investment advisory and management fees	2021-03-31	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-03-31	$10,998,729
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-03-31	$9,428,889
Interest on participant loans	2021-03-31	$0
Income. Interest from loans (other than to participants)	2021-03-31	$0
Interest earned on other investments	2021-03-31	$0
Income. Interest from US Government securities	2021-03-31	$0
Income. Interest from corporate debt instruments	2021-03-31	$0
Value of interest in master investment trust accounts at end of year	2021-03-31	$0
Value of interest in master investment trust accounts at beginning of year	2021-03-31	$0
Value of interest in common/collective trusts at end of year	2021-03-31	$0
Value of interest in common/collective trusts at beginning of year	2021-03-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2021-03-31	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2021-03-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2021-03-31	$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2021-03-31	$0
Assets. Value of investments in 103.12 investment entities at end of year	2021-03-31	$0
Assets. Value of investments in 103.12 investment entities at beginning of year	2021-03-31	$0
Expenses. Payments to insurance carriers foe the provision of benefits	2021-03-31	$0
Asset value of US Government securities at end of year	2021-03-31	$0
Asset value of US Government securities at beginning of year	2021-03-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-03-31	$2,870,362
Net investment gain/loss from pooled separate accounts	2021-03-31	$0
Net investment gain or loss from common/collective trusts	2021-03-31	$0
Net gain/loss from 103.12 investment entities	2021-03-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-03-31	No
Was there a failure to transmit to the plan any participant contributions	2021-03-31	No
Has the plan failed to provide any benefit when due under the plan	2021-03-31	No
Assets. Invements in employer securities at end of year	2021-03-31	$0
Assets. Invements in employer securities at beginning of year	2021-03-31	$0
Assets. Value of employer real property at end of year	2021-03-31	$0
Assets. Value of employer real property at beginning of year	2021-03-31	$0
Contributions received in cash from employer	2021-03-31	$273,176
Employer contributions (assets) at end of year	2021-03-31	$0
Employer contributions (assets) at beginning of year	2021-03-31	$0
Income. Dividends from preferred stock	2021-03-31	$0
Income. Dividends from common stock	2021-03-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-03-31	$2,552,071
Asset. Corporate debt instrument preferred debt at end of year	2021-03-31	$0
Asset. Corporate debt instrument preferred debt at beginning of year	2021-03-31	$0
Asset. Corporate debt instrument debt (other) at end of year	2021-03-31	$0
Asset. Corporate debt instrument debt (other) at beginning of year	2021-03-31	$0
Contract administrator fees	2021-03-31	$641
Assets. Corporate common stocks other than exployer securities at end of year	2021-03-31	$0
Assets. Corporate common stocks other than exployer securities at beginning of year	2021-03-31	$0
Liabilities. Value of benefit claims payable at end of year	2021-03-31	$0
Liabilities. Value of benefit claims payable at beginning of year	2021-03-31	$0
Assets. Value of buildings and other operty used in plan operation at end of year	2021-03-31	$0
Assets. Value of buildings and other operty used in plan operation at beginning of year	2021-03-31	$0
Did the plan have assets held for investment	2021-03-31	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	2021-03-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-03-31	No
Aggregate proceeds on sale of assets	2021-03-31	$0
Aggregate carrying amount (costs) on sale of assets	2021-03-31	$0
Liabilities. Value of acquisition indebtedness at end of year	2021-03-31	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2021-03-31	$0
Opinion of an independent qualified public accountant for this plan	2021-03-31	Disclaimer
Accountancy firm name	2021-03-31	LAPORTE
Accountancy firm EIN	2021-03-31	721088864
2012 : KEMPER AND LEILA WILLIAMS FOUNDATION, INC., CASH OR DEFERRED PROFIT SHARING PLAN AND TRUST 2012 401k financial data
Total income from all sources	2012-03-31	$703,073
Expenses. Total of all expenses incurred	2012-03-31	$596,676
Benefits paid (including direct rollovers)	2012-03-31	$596,676
Total plan assets at end of year	2012-03-31	$5,622,715
Total plan assets at beginning of year	2012-03-31	$5,516,318
Value of fidelity bond covering the plan	2012-03-31	$500,000
Total contributions received or receivable from participants	2012-03-31	$315,893
Other income received	2012-03-31	$243,656
Net income (gross income less expenses)	2012-03-31	$106,397
Net plan assets at end of year (total assets less liabilities)	2012-03-31	$5,622,715
Net plan assets at beginning of year (total assets less liabilities)	2012-03-31	$5,516,318
Total contributions received or receivable from employer(s)	2012-03-31	$143,524
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-03-31	$0
2011 : KEMPER AND LEILA WILLIAMS FOUNDATION, INC., CASH OR DEFERRED PROFIT SHARING PLAN AND TRUST 2011 401k financial data
Total income from all sources	2011-03-31	$1,073,442
Expenses. Total of all expenses incurred	2011-03-31	$27,008
Benefits paid (including direct rollovers)	2011-03-31	$27,008
Total plan assets at end of year	2011-03-31	$5,516,318
Total plan assets at beginning of year	2011-03-31	$4,469,884
Value of fidelity bond covering the plan	2011-03-31	$500,000
Total contributions received or receivable from participants	2011-03-31	$321,645
Other income received	2011-03-31	$607,846
Net income (gross income less expenses)	2011-03-31	$1,046,434
Net plan assets at end of year (total assets less liabilities)	2011-03-31	$5,516,318
Net plan assets at beginning of year (total assets less liabilities)	2011-03-31	$4,469,884
Assets. Value of participant loans	2011-03-31	$0
Total contributions received or receivable from employer(s)	2011-03-31	$143,951
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-03-31	$0
2010 : KEMPER AND LEILA WILLIAMS FOUNDATION, INC., CASH OR DEFERRED PROFIT SHARING PLAN AND TRUST 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-03-31	$0

Form 5500 Responses for KEMPER AND LEILA WILLIAMS FOUNDATION, INC., CASH OR DEFERRED PROFIT SHARING PLAN AND TRUST

2022: KEMPER AND LEILA WILLIAMS FOUNDATION, INC., CASH OR DEFERRED PROFIT SHARING PLAN AND TRUST 2022 form 5500 responses
2022-04-01	Type of plan entity	Single employer plan
2022-04-01	Submission has been amended	No
2022-04-01	This submission is the final filing	No
2022-04-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-04-01	Plan is a collectively bargained plan	No
2022-04-01	Plan funding arrangement – Trust	Yes
2022-04-01	Plan benefit arrangement - Trust	Yes
2021: KEMPER AND LEILA WILLIAMS FOUNDATION, INC., CASH OR DEFERRED PROFIT SHARING PLAN AND TRUST 2021 form 5500 responses
2021-04-01	Type of plan entity	Single employer plan
2021-04-01	Submission has been amended	No
2021-04-01	This submission is the final filing	No
2021-04-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-04-01	Plan is a collectively bargained plan	No
2021-04-01	Plan funding arrangement – Trust	Yes
2021-04-01	Plan benefit arrangement - Trust	Yes
2020: KEMPER AND LEILA WILLIAMS FOUNDATION, INC., CASH OR DEFERRED PROFIT SHARING PLAN AND TRUST 2020 form 5500 responses
2020-04-01	Type of plan entity	Single employer plan
2020-04-01	Submission has been amended	No
2020-04-01	This submission is the final filing	No
2020-04-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-04-01	Plan is a collectively bargained plan	No
2020-04-01	Plan funding arrangement – Trust	Yes
2020-04-01	Plan benefit arrangement - Trust	Yes
2011: KEMPER AND LEILA WILLIAMS FOUNDATION, INC., CASH OR DEFERRED PROFIT SHARING PLAN AND TRUST 2011 form 5500 responses
2011-04-01	Type of plan entity	Single employer plan
2011-04-01	Submission has been amended	No
2011-04-01	This submission is the final filing	No
2011-04-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-04-01	Plan is a collectively bargained plan	No
2011-04-01	Plan funding arrangement – Trust	Yes
2011-04-01	Plan benefit arrangement - Trust	Yes
2010: KEMPER AND LEILA WILLIAMS FOUNDATION, INC., CASH OR DEFERRED PROFIT SHARING PLAN AND TRUST 2010 form 5500 responses
2010-04-01	Type of plan entity	Single employer plan
2010-04-01	Submission has been amended	No
2010-04-01	This submission is the final filing	No
2010-04-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-04-01	Plan is a collectively bargained plan	No
2010-04-01	Plan funding arrangement – Trust	Yes
2010-04-01	Plan benefit arrangement - Trust	Yes
2009: KEMPER AND LEILA WILLIAMS FOUNDATION, INC., CASH OR DEFERRED PROFIT SHARING PLAN AND TRUST 2009 form 5500 responses
2009-04-01	Type of plan entity	Single employer plan
2009-04-01	Submission has been amended	No
2009-04-01	This submission is the final filing	No
2009-04-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-04-01	Plan is a collectively bargained plan	No
2009-04-01	Plan funding arrangement – Trust	Yes
2009-04-01	Plan benefit arrangement - Trust	Yes

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KEMPER AND LEILA WILLIAMS FOUNDATION GROUP HEALTH AND WELFARE PLAN [EIN = 237336096]

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Company Name:	KEMPER & LEILA WILLIAMS FOUNDATION, INC.
Employer identification number (EIN):	237336090
NAIC Classification:	712100
NAIC Description:	Museums, Historical Sites, and Similar Institutions