EDWARD A. WILLIAMS & ASSOCIATES, LTD. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan EDWARD A. WILLIAMS & ASSOCIATES, LTD. PROFIT SHARING PLAN AND TRUST
401k plan membership statisitcs for EDWARD A. WILLIAMS & ASSOCIATES, LTD. PROFIT SHARING PLAN AND TRUST
| Measure | Date | Value |
|---|
| 2021: EDWARD A. WILLIAMS & ASSOCIATES, LTD. PROFIT SHARING PLAN AND TRUST 2021 401k membership |
|---|
| Total participants, beginning-of-year | 2021-01-01 | 2 |
| Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 1 |
| Number of retired or separated participants receiving benefits | 2021-01-01 | 1 |
| Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 0 |
| Total of all active and inactive participants | 2021-01-01 | 2 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
| Total participants | 2021-01-01 | 2 |
| Number of participants with account balances | 2021-01-01 | 2 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 0 |
| 2020: EDWARD A. WILLIAMS & ASSOCIATES, LTD. PROFIT SHARING PLAN AND TRUST 2020 401k membership |
|---|
| Total participants, beginning-of-year | 2020-01-01 | 2 |
| Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 1 |
| Number of retired or separated participants receiving benefits | 2020-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 1 |
| Total of all active and inactive participants | 2020-01-01 | 2 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
| Total participants | 2020-01-01 | 2 |
| Number of participants with account balances | 2020-01-01 | 2 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 0 |
| 2019: EDWARD A. WILLIAMS & ASSOCIATES, LTD. PROFIT SHARING PLAN AND TRUST 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-01-01 | 2 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 1 |
| Number of retired or separated participants receiving benefits | 2019-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 1 |
| Total of all active and inactive participants | 2019-01-01 | 2 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
| Total participants | 2019-01-01 | 2 |
| Number of participants with account balances | 2019-01-01 | 2 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 0 |
| 2018: EDWARD A. WILLIAMS & ASSOCIATES, LTD. PROFIT SHARING PLAN AND TRUST 2018 401k membership |
|---|
| Total participants, beginning-of-year | 2018-01-01 | 2 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 1 |
| Number of retired or separated participants receiving benefits | 2018-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 1 |
| Total of all active and inactive participants | 2018-01-01 | 2 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
| Total participants | 2018-01-01 | 2 |
| Number of participants with account balances | 2018-01-01 | 2 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 0 |
| Measure | Date | Value |
|---|
| 2021 : EDWARD A. WILLIAMS & ASSOCIATES, LTD. PROFIT SHARING PLAN AND TRUST 2021 401k financial data |
|---|
| Transfers to/from the plan | 2021-12-31 | $0 |
| Total plan liabilities at end of year | 2021-12-31 | $0 |
| Total plan liabilities at beginning of year | 2021-12-31 | $0 |
| Total income from all sources | 2021-12-31 | $67,097 |
| Expenses. Total of all expenses incurred | 2021-12-31 | $140,059 |
| Benefits paid (including direct rollovers) | 2021-12-31 | $139,819 |
| Total plan assets at end of year | 2021-12-31 | $358,506 |
| Total plan assets at beginning of year | 2021-12-31 | $431,468 |
| Value of fidelity bond covering the plan | 2021-12-31 | $43,147 |
| Total contributions received or receivable from participants | 2021-12-31 | $0 |
| Assets. Value of loans (other than to participants) | 2021-12-31 | $156,880 |
| Expenses. Other expenses not covered elsewhere | 2021-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2021-12-31 | $0 |
| Other income received | 2021-12-31 | $67,097 |
| Noncash contributions received | 2021-12-31 | $0 |
| Net income (gross income less expenses) | 2021-12-31 | $-72,962 |
| Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $358,506 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $431,468 |
| Assets. Value of participant loans | 2021-12-31 | $5,051 |
| Total contributions received or receivable from employer(s) | 2021-12-31 | $0 |
| Value of certain deemed distributions of participant loans | 2021-12-31 | $240 |
| Value of corrective distributions | 2021-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2021-12-31 | $0 |
| 2020 : EDWARD A. WILLIAMS & ASSOCIATES, LTD. PROFIT SHARING PLAN AND TRUST 2020 401k financial data |
|---|
| Transfers to/from the plan | 2020-12-31 | $0 |
| Total plan liabilities at end of year | 2020-12-31 | $0 |
| Total plan liabilities at beginning of year | 2020-12-31 | $0 |
| Total income from all sources | 2020-12-31 | $19,395 |
| Expenses. Total of all expenses incurred | 2020-12-31 | $51,509 |
| Benefits paid (including direct rollovers) | 2020-12-31 | $50,419 |
| Total plan assets at end of year | 2020-12-31 | $431,468 |
| Total plan assets at beginning of year | 2020-12-31 | $463,582 |
| Value of fidelity bond covering the plan | 2020-12-31 | $46,359 |
| Total contributions received or receivable from participants | 2020-12-31 | $0 |
| Assets. Value of loans (other than to participants) | 2020-12-31 | $156,880 |
| Expenses. Other expenses not covered elsewhere | 2020-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2020-12-31 | $0 |
| Other income received | 2020-12-31 | $19,395 |
| Noncash contributions received | 2020-12-31 | $0 |
| Net income (gross income less expenses) | 2020-12-31 | $-32,114 |
| Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $431,468 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $463,582 |
| Assets. Value of participant loans | 2020-12-31 | $8,191 |
| Total contributions received or receivable from employer(s) | 2020-12-31 | $0 |
| Value of certain deemed distributions of participant loans | 2020-12-31 | $1,090 |
| Value of corrective distributions | 2020-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2020-12-31 | $0 |
| 2019 : EDWARD A. WILLIAMS & ASSOCIATES, LTD. PROFIT SHARING PLAN AND TRUST 2019 401k financial data |
|---|
| Total plan liabilities at end of year | 2019-12-31 | $0 |
| Total plan liabilities at beginning of year | 2019-12-31 | $0 |
| Total income from all sources | 2019-12-31 | $183 |
| Expenses. Total of all expenses incurred | 2019-12-31 | $68,899 |
| Benefits paid (including direct rollovers) | 2019-12-31 | $68,452 |
| Total plan assets at end of year | 2019-12-31 | $463,582 |
| Total plan assets at beginning of year | 2019-12-31 | $532,298 |
| Value of fidelity bond covering the plan | 2019-12-31 | $53,230 |
| Total contributions received or receivable from participants | 2019-12-31 | $0 |
| Assets. Value of loans (other than to participants) | 2019-12-31 | $163,040 |
| Expenses. Other expenses not covered elsewhere | 2019-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2019-12-31 | $0 |
| Other income received | 2019-12-31 | $183 |
| Noncash contributions received | 2019-12-31 | $0 |
| Net income (gross income less expenses) | 2019-12-31 | $-68,716 |
| Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $463,582 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $532,298 |
| Total contributions received or receivable from employer(s) | 2019-12-31 | $0 |
| Value of certain deemed distributions of participant loans | 2019-12-31 | $0 |
| Value of corrective distributions | 2019-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2019-12-31 | $447 |
| 2018 : EDWARD A. WILLIAMS & ASSOCIATES, LTD. PROFIT SHARING PLAN AND TRUST 2018 401k financial data |
|---|
| Transfers to/from the plan | 2018-12-31 | $0 |
| Total plan liabilities at end of year | 2018-12-31 | $0 |
| Total plan liabilities at beginning of year | 2018-12-31 | $0 |
| Total income from all sources | 2018-12-31 | $-48,479 |
| Expenses. Total of all expenses incurred | 2018-12-31 | $110,232 |
| Benefits paid (including direct rollovers) | 2018-12-31 | $85,067 |
| Total plan assets at end of year | 2018-12-31 | $532,298 |
| Total plan assets at beginning of year | 2018-12-31 | $691,009 |
| Value of fidelity bond covering the plan | 2018-12-31 | $69,101 |
| Total contributions received or receivable from participants | 2018-12-31 | $0 |
| Expenses. Other expenses not covered elsewhere | 2018-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2018-12-31 | $0 |
| Other income received | 2018-12-31 | $-48,479 |
| Noncash contributions received | 2018-12-31 | $0 |
| Net income (gross income less expenses) | 2018-12-31 | $-158,711 |
| Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $532,298 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $691,009 |
| Assets. Value of real-estate (other than employer real property) | 2018-12-31 | $43,968 |
| Total contributions received or receivable from employer(s) | 2018-12-31 | $0 |
| Value of certain deemed distributions of participant loans | 2018-12-31 | $0 |
| Value of corrective distributions | 2018-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2018-12-31 | $25,165 |
| 2021: EDWARD A. WILLIAMS & ASSOCIATES, LTD. PROFIT SHARING PLAN AND TRUST 2021 form 5500 responses |
|---|
| 2021-01-01 | Type of plan entity | Single employer plan |
| 2021-01-01 | Submission has been amended | No |
| 2021-01-01 | This submission is the final filing | No |
| 2021-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2021-01-01 | Plan is a collectively bargained plan | No |
| 2021-01-01 | Plan funding arrangement – Trust | Yes |
| 2021-01-01 | Plan benefit arrangement - Trust | Yes |
| 2020: EDWARD A. WILLIAMS & ASSOCIATES, LTD. PROFIT SHARING PLAN AND TRUST 2020 form 5500 responses |
|---|
| 2020-01-01 | Type of plan entity | Single employer plan |
| 2020-01-01 | Submission has been amended | No |
| 2020-01-01 | This submission is the final filing | No |
| 2020-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2020-01-01 | Plan is a collectively bargained plan | No |
| 2020-01-01 | Plan funding arrangement – Trust | Yes |
| 2020-01-01 | Plan benefit arrangement - Trust | Yes |
| 2019: EDWARD A. WILLIAMS & ASSOCIATES, LTD. PROFIT SHARING PLAN AND TRUST 2019 form 5500 responses |
|---|
| 2019-01-01 | Type of plan entity | Single employer plan |
| 2019-01-01 | Submission has been amended | No |
| 2019-01-01 | This submission is the final filing | No |
| 2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2019-01-01 | Plan is a collectively bargained plan | No |
| 2019-01-01 | Plan funding arrangement – Trust | Yes |
| 2019-01-01 | Plan benefit arrangement - Trust | Yes |
| 2018: EDWARD A. WILLIAMS & ASSOCIATES, LTD. PROFIT SHARING PLAN AND TRUST 2018 form 5500 responses |
|---|
| 2018-01-01 | Type of plan entity | Single employer plan |
| 2018-01-01 | Submission has been amended | No |
| 2018-01-01 | This submission is the final filing | No |
| 2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2018-01-01 | Plan is a collectively bargained plan | No |
| 2018-01-01 | Plan funding arrangement – Trust | Yes |
| 2018-01-01 | Plan benefit arrangement - Trust | Yes |
