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R. J. WILLIAMS C.P.A. 401(K)PROFIT SHARING PLAN 401k Plan overview

Plan NameR. J. WILLIAMS C.P.A. 401(K)PROFIT SHARING PLAN
Plan identification number 002

R. J. WILLIAMS C.P.A. 401(K)PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • 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.
  • Plan covering Self-Employed individuals.
  • Prototype plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion or notification letter; and under which a seperate funding medium (for example, a seperate trust or custodial account) is established for the use of each adopting employer.

401k Sponsoring company profile

R. J. WILLIAMS has sponsored the creation of one or more 401k plans.

Company Name:R. J. WILLIAMS
Employer identification number (EIN):251271277
NAIC Classification:541211
NAIC Description:Offices of Certified Public Accountants

Form 5500 Filing Information

Submission information for form 5500 for 401k plan R. J. WILLIAMS C.P.A. 401(K)PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022020-01-01
0022019-01-01
0022018-01-01R. J. WILLIAMS RJ WILLIAMS2019-05-22
0022017-01-01R. J. WILLIAMS RJ WILLIAMS2018-07-27
0022017-01-01R. J. WILLIAMS RJ WILLIAMS
0022016-01-01R. J. WILLIAMS RJ WILLIAMS2017-07-28
0022015-01-01R. J. WILLIAMS
0022014-01-01R. J. WILLIAMS
0022013-01-01R. J. WILLIAMS
0022012-01-01R. J. WILLIAMS
0022011-01-01R. J. WILLIAMS
0022010-01-01R. J. WILLIAMS
0022009-01-01R. J. WILLIAMS

Plan Statistics for R. J. WILLIAMS C.P.A. 401(K)PROFIT SHARING PLAN

401k plan membership statisitcs for R. J. WILLIAMS C.P.A. 401(K)PROFIT SHARING PLAN

Measure Date Value
2020: R. J. WILLIAMS C.P.A. 401(K)PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-011
Total number of active participants reported on line 7a of the Form 55002020-01-011
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-010
Total of all active and inactive participants2020-01-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-011
Number of participants with account balances2020-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: R. J. WILLIAMS C.P.A. 401(K)PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-014
Total number of active participants reported on line 7a of the Form 55002019-01-011
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-010
Total of all active and inactive participants2019-01-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-011
Number of participants with account balances2019-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: R. J. WILLIAMS C.P.A. 401(K)PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-014
Total number of active participants reported on line 7a of the Form 55002018-01-014
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-010
Total of all active and inactive participants2018-01-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-014
Number of participants with account balances2018-01-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: R. J. WILLIAMS C.P.A. 401(K)PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-015
Total number of active participants reported on line 7a of the Form 55002017-01-014
Number of retired or separated participants receiving benefits2017-01-011
Number of other retired or separated participants entitled to future benefits2017-01-010
Total of all active and inactive participants2017-01-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-015
Number of participants with account balances2017-01-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: R. J. WILLIAMS C.P.A. 401(K)PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-015
Total number of active participants reported on line 7a of the Form 55002016-01-014
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-011
Total of all active and inactive participants2016-01-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-015
Number of participants with account balances2016-01-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: R. J. WILLIAMS C.P.A. 401(K)PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-015
Total number of active participants reported on line 7a of the Form 55002015-01-015
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-010
Total of all active and inactive participants2015-01-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-015
Number of participants with account balances2015-01-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: R. J. WILLIAMS C.P.A. 401(K)PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-015
Total number of active participants reported on line 7a of the Form 55002014-01-015
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-010
Total of all active and inactive participants2014-01-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-015
Number of participants with account balances2014-01-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: R. J. WILLIAMS C.P.A. 401(K)PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-015
Total number of active participants reported on line 7a of the Form 55002013-01-015
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-010
Total of all active and inactive participants2013-01-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-015
Number of participants with account balances2013-01-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: R. J. WILLIAMS C.P.A. 401(K)PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-015
Total number of active participants reported on line 7a of the Form 55002012-01-015
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-010
Total of all active and inactive participants2012-01-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-015
Number of participants with account balances2012-01-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: R. J. WILLIAMS C.P.A. 401(K)PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-015
Total number of active participants reported on line 7a of the Form 55002011-01-015
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-010
Total of all active and inactive participants2011-01-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-015
Number of participants with account balances2011-01-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: R. J. WILLIAMS C.P.A. 401(K)PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-015
Total number of active participants reported on line 7a of the Form 55002010-01-015
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-010
Total of all active and inactive participants2010-01-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-015
Number of participants with account balances2010-01-015
2009: R. J. WILLIAMS C.P.A. 401(K)PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-014
Total number of active participants reported on line 7a of the Form 55002009-01-015
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-010
Total of all active and inactive participants2009-01-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-015
Number of participants with account balances2009-01-015

Financial Data on R. J. WILLIAMS C.P.A. 401(K)PROFIT SHARING PLAN

Measure Date Value
2020 : R. J. WILLIAMS C.P.A. 401(K)PROFIT SHARING PLAN 2020 401k financial data
Total income from all sources2020-12-31$288,297
Total plan assets at end of year2020-12-31$3,641,407
Total plan assets at beginning of year2020-12-31$3,353,110
Value of fidelity bond covering the plan2020-12-31$365,000
Total contributions received or receivable from participants2020-12-31$8,396
Other income received2020-12-31$279,901
Net income (gross income less expenses)2020-12-31$288,297
Net plan assets at end of year (total assets less liabilities)2020-12-31$3,641,407
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$3,353,110
2019 : R. J. WILLIAMS C.P.A. 401(K)PROFIT SHARING PLAN 2019 401k financial data
Total income from all sources2019-12-31$739,503
Expenses. Total of all expenses incurred2019-12-31$962,100
Benefits paid (including direct rollovers)2019-12-31$962,100
Total plan assets at end of year2019-12-31$3,353,110
Total plan assets at beginning of year2019-12-31$3,575,707
Value of fidelity bond covering the plan2019-12-31$365,000
Total contributions received or receivable from participants2019-12-31$17,792
Other income received2019-12-31$720,503
Noncash contributions received2019-12-31$1,208
Net income (gross income less expenses)2019-12-31$-222,597
Net plan assets at end of year (total assets less liabilities)2019-12-31$3,353,110
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$3,575,707
2018 : R. J. WILLIAMS C.P.A. 401(K)PROFIT SHARING PLAN 2018 401k financial data
Total income from all sources2018-12-31$70,234
Total plan assets at end of year2018-12-31$3,575,707
Total plan assets at beginning of year2018-12-31$3,505,473
Value of fidelity bond covering the plan2018-12-31$360,000
Total contributions received or receivable from participants2018-12-31$55,898
Other income received2018-12-31$-43,706
Net income (gross income less expenses)2018-12-31$70,234
Net plan assets at end of year (total assets less liabilities)2018-12-31$3,575,707
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$3,505,473
Total contributions received or receivable from employer(s)2018-12-31$58,042
2017 : R. J. WILLIAMS C.P.A. 401(K)PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources2017-12-31$652,822
Expenses. Total of all expenses incurred2017-12-31$682,723
Benefits paid (including direct rollovers)2017-12-31$682,723
Total plan assets at end of year2017-12-31$3,505,473
Total plan assets at beginning of year2017-12-31$3,535,374
Value of fidelity bond covering the plan2017-12-31$355,000
Total contributions received or receivable from participants2017-12-31$41,333
Other income received2017-12-31$551,880
Net income (gross income less expenses)2017-12-31$-29,901
Net plan assets at end of year (total assets less liabilities)2017-12-31$3,505,473
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$3,535,374
Total contributions received or receivable from employer(s)2017-12-31$59,609
2016 : R. J. WILLIAMS C.P.A. 401(K)PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources2016-12-31$388,579
Expenses. Total of all expenses incurred2016-12-31$818
Total plan assets at end of year2016-12-31$3,535,374
Total plan assets at beginning of year2016-12-31$3,147,613
Total contributions received or receivable from participants2016-12-31$47,870
Expenses. Other expenses not covered elsewhere2016-12-31$818
Other income received2016-12-31$293,523
Net income (gross income less expenses)2016-12-31$387,761
Net plan assets at end of year (total assets less liabilities)2016-12-31$3,535,374
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$3,147,613
Total contributions received or receivable from employer(s)2016-12-31$47,186
2015 : R. J. WILLIAMS C.P.A. 401(K)PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources2015-12-31$128,426
Expenses. Total of all expenses incurred2015-12-31$1,946
Benefits paid (including direct rollovers)2015-12-31$1,518
Total plan assets at end of year2015-12-31$3,147,613
Total plan assets at beginning of year2015-12-31$3,021,133
Value of fidelity bond covering the plan2015-12-31$315,000
Total contributions received or receivable from participants2015-12-31$45,723
Expenses. Other expenses not covered elsewhere2015-12-31$428
Other income received2015-12-31$32,379
Net income (gross income less expenses)2015-12-31$126,480
Net plan assets at end of year (total assets less liabilities)2015-12-31$3,147,613
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$3,021,133
Total contributions received or receivable from employer(s)2015-12-31$50,324
2014 : R. J. WILLIAMS C.P.A. 401(K)PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources2014-12-31$318,075
Expenses. Total of all expenses incurred2014-12-31$50
Total plan assets at end of year2014-12-31$3,021,133
Total plan assets at beginning of year2014-12-31$2,703,108
Value of fidelity bond covering the plan2014-12-31$305,000
Total contributions received or receivable from participants2014-12-31$44,050
Expenses. Other expenses not covered elsewhere2014-12-31$50
Other income received2014-12-31$221,759
Net income (gross income less expenses)2014-12-31$318,025
Net plan assets at end of year (total assets less liabilities)2014-12-31$3,021,133
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$2,703,108
Total contributions received or receivable from employer(s)2014-12-31$52,266
2013 : R. J. WILLIAMS C.P.A. 401(K)PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources2013-12-31$410,030
Expenses. Total of all expenses incurred2013-12-31$50
Total plan assets at end of year2013-12-31$2,703,108
Total plan assets at beginning of year2013-12-31$2,293,128
Value of fidelity bond covering the plan2013-12-31$275,000
Total contributions received or receivable from participants2013-12-31$42,491
Expenses. Other expenses not covered elsewhere2013-12-31$50
Other income received2013-12-31$319,913
Net income (gross income less expenses)2013-12-31$409,980
Net plan assets at end of year (total assets less liabilities)2013-12-31$2,703,108
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$2,293,128
Total contributions received or receivable from employer(s)2013-12-31$47,626
2012 : R. J. WILLIAMS C.P.A. 401(K)PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources2012-12-31$272,121
Expenses. Total of all expenses incurred2012-12-31$50
Total plan assets at end of year2012-12-31$2,293,128
Total plan assets at beginning of year2012-12-31$2,021,057
Value of fidelity bond covering the plan2012-12-31$230,000
Total contributions received or receivable from participants2012-12-31$41,747
Expenses. Other expenses not covered elsewhere2012-12-31$50
Other income received2012-12-31$187,053
Net income (gross income less expenses)2012-12-31$272,071
Net plan assets at end of year (total assets less liabilities)2012-12-31$2,293,128
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$2,021,057
Total contributions received or receivable from employer(s)2012-12-31$43,321
2011 : R. J. WILLIAMS C.P.A. 401(K)PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources2011-12-31$39,025
Total plan assets at end of year2011-12-31$2,021,057
Total plan assets at beginning of year2011-12-31$1,982,032
Value of fidelity bond covering the plan2011-12-31$210,000
Total contributions received or receivable from participants2011-12-31$39,786
Other income received2011-12-31$-46,611
Net income (gross income less expenses)2011-12-31$39,025
Net plan assets at end of year (total assets less liabilities)2011-12-31$2,021,057
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$1,982,032
Total contributions received or receivable from employer(s)2011-12-31$45,850
2010 : R. J. WILLIAMS C.P.A. 401(K)PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources2010-12-31$236,586
Expenses. Total of all expenses incurred2010-12-31$150
Total plan assets at end of year2010-12-31$1,982,032
Total plan assets at beginning of year2010-12-31$1,745,596
Value of fidelity bond covering the plan2010-12-31$200,000
Total contributions received or receivable from participants2010-12-31$39,505
Expenses. Other expenses not covered elsewhere2010-12-31$150
Other income received2010-12-31$150,394
Net income (gross income less expenses)2010-12-31$236,436
Net plan assets at end of year (total assets less liabilities)2010-12-31$1,982,032
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$1,745,596
Total contributions received or receivable from employer(s)2010-12-31$46,687

Form 5500 Responses for R. J. WILLIAMS C.P.A. 401(K)PROFIT SHARING PLAN

2020: R. J. WILLIAMS C.P.A. 401(K)PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: R. J. WILLIAMS C.P.A. 401(K)PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: R. J. WILLIAMS C.P.A. 401(K)PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: R. J. WILLIAMS C.P.A. 401(K)PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: R. J. WILLIAMS C.P.A. 401(K)PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: R. J. WILLIAMS C.P.A. 401(K)PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: R. J. WILLIAMS C.P.A. 401(K)PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: R. J. WILLIAMS C.P.A. 401(K)PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: R. J. WILLIAMS C.P.A. 401(K)PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: R. J. WILLIAMS C.P.A. 401(K)PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: R. J. WILLIAMS C.P.A. 401(K)PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: R. J. WILLIAMS C.P.A. 401(K)PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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