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| Plan Name | ROBERT C. WILLIAMS INSURANCE AGENCY, INC. SAVINGS PLAN |
| Plan identification number | 001 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
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| Company Name: | ROBERT C. WILLIAMS INSURANCE |
| Employer identification number (EIN): | 240866428 |
| NAIC Classification: | 524210 |
| NAIC Description: | Insurance Agencies and Brokerages |
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 001 | 2023-01-01 | BARBARA WILLIAMS | 2024-09-30 | ||
| 001 | 2022-01-01 | BARBARA WILLIAMS | 2023-05-25 | ||
| 001 | 2021-01-01 | BARBARA WILLIAMS | 2022-06-06 | ||
| 001 | 2020-01-01 | BARBARA WILLIAMS | 2021-07-01 | ||
| 001 | 2019-01-01 | BARBARA WILLIAMS | 2020-06-30 | ||
| 001 | 2018-01-01 | BARBARA WILLIAMS | 2019-06-07 | ||
| 001 | 2017-01-01 | BARBARA WILLIAMS | 2018-06-15 | ||
| 001 | 2016-01-01 | BARBARA WILLIAMS | 2017-06-12 | ||
| 001 | 2015-01-01 | BARBARA WILLIAMS | 2016-06-13 | ||
| 001 | 2014-01-01 | BARBARA WILLIAMS | 2015-07-13 | ||
| 001 | 2013-01-01 | BARBARA WILLIAMS | 2014-06-19 | ||
| 001 | 2012-01-01 | BARBARA WILLIAMS | 2013-06-06 | ||
| 001 | 2011-01-01 | BARBARA WILLIAMS | 2012-06-18 | ||
| 001 | 2010-01-01 | BARBARA WILLIAMS | 2011-06-22 | ||
| 001 | 2009-01-01 | BARBARA A. WILLIAMS |
| Measure | Date | Value |
|---|---|---|
| 2009: ROBERT C. WILLIAMS INSURANCE AGENCY, INC. SAVINGS PLAN 2009 401k membership | ||
| Total participants, beginning-of-year | 2009-01-01 | 6 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 3 |
| Number of retired or separated participants receiving benefits | 2009-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 2 |
| Total of all active and inactive participants | 2009-01-01 | 5 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
| Total participants | 2009-01-01 | 5 |
| Number of participants with account balances | 2009-01-01 | 5 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 1 |
| Measure | Date | Value |
|---|---|---|
| 2009 : ROBERT C. WILLIAMS INSURANCE AGENCY, INC. SAVINGS PLAN 2009 401k financial data | ||
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |
| 2009: ROBERT C. WILLIAMS INSURANCE AGENCY, INC. SAVINGS PLAN 2009 form 5500 responses | ||
|---|---|---|
| 2009-01-01 | Type of plan entity | Single employer plan |
| 2009-01-01 | Submission has been amended | No |
| 2009-01-01 | This submission is the final filing | No |
| 2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2009-01-01 | Plan is a collectively bargained plan | No |
| 2009-01-01 | Plan funding arrangement – Trust | Yes |
| 2009-01-01 | Plan benefit arrangement - Trust | Yes |
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