ROBERT E. WILLIAMS, AN ACCOUNTANCY CORPORATION DEFINED BENEFIT PENSION PLAN 401k Plan overview

ROBERT E. WILLIAMS, AN ACCOUNTANCY CORPORATION DEFINED BENEFIT PENSION PLAN Benefits

401k Sponsoring company profile

Company Name:	ROBERT E. WILLIAMS, AN ACCOUNTANCY CORPORATION
Employer identification number (EIN):	953374072
NAIC Classification:	541211
NAIC Description:	Offices of Certified Public Accountants

Form 5500 Filing Information

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2018-01-01	ROBERT E. WILLIAMS	2019-02-07	ROBERT E. WILLIAMS	2019-02-07
001	2017-01-01	ROBERT E. WILLIAMS	2018-04-02	ROBERT E. WILLIAMS	2018-04-02
001	2016-01-01	ROBERT E. WILLIAMS	2017-02-15	ROBERT E. WILLIAMS	2017-02-15
001	2016-01-01	ROBERT E. WILLIAMS	2017-02-15	ROBERT E. WILLIAMS	2017-02-15
001	2015-01-01	ROBERT E. WILLIAMS	2016-03-09	ROBERT E. WILLIAMS	2016-03-09
001	2014-01-01	ROBERT E. WILLIAMS	2015-06-26	ROBERT E. WILLIAMS	2015-06-26
001	2013-01-01	ROBERT E. WILLIAMS	2014-07-23	ROBERT E. WILLIAMS	2014-07-23
001	2012-01-01	ROBERT WILLIAMS		ROBERT WILLIAMS	2013-10-04
001	2011-01-01	ROBERT WILLIAMS		ROBERT WILLIAMS	2012-07-27
001	2010-01-01	ROBERT WILLIAMS		ROBERT WILLIAMS	2012-11-13
001	2009-01-01	ROBERT WILLIAMS		ROBERT WILLIAMS	2010-09-13
001	2009-01-01	ROBERT WILLIAMS		ROBERT WILLIAMS	2012-11-13

Plan Statistics for ROBERT E. WILLIAMS, AN ACCOUNTANCY CORPORATION DEFINED BENEFIT PENSION PLAN

Measure	Date	Value
2017: ROBERT E. WILLIAMS, AN ACCOUNTANCY CORPORATION DEFINED BENEFIT PENSION PLAN 2017 401k membership
Market value of plan assets	2017-12-31	1,270,983
Acturial value of plan assets	2017-12-31	1,270,983
Funding target for retired participants and beneficiaries receiving payment	2017-12-31	0
Number of terminated vested participants	2017-12-31	0
Fundng target for terminated vested participants	2017-12-31	0
Active participant vested funding target	2017-12-31	656,616
Number of active participants	2017-12-31	1
Total funding liabilities for active participants	2017-12-31	656,616
Total participant count	2017-12-31	1
Total funding target for all participants	2017-12-31	656,616
Balance at beginning of prior year after applicable adjustments	2017-12-31	3,543
Prefunding balance at beginning of prior year after applicable adjustments	2017-12-31	42,811
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	0
Amount remaining of carryover balance	2017-12-31	3,543
Amount remaining of prefunding balance	2017-12-31	42,811
Present value of excess contributions	2017-12-31	37,511
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-12-31	37,511
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	3,676
Balance of prefunding at beginning of current year	2017-12-31	44,416
Total employer contributions	2017-12-31	48,000
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	47,749
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	0
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	0
Carryover balance elected to use to offset funding requirement	2017-12-31	0
Prefunding balance elected to use to offset funding requirement	2017-12-31	0
Additional cash requirement	2017-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2017-12-31	47,749
Unpaid minimum required contributions for current year	2017-12-31	0
Unpaid minimum required contributions for all years	2017-12-31	0
2016: ROBERT E. WILLIAMS, AN ACCOUNTANCY CORPORATION DEFINED BENEFIT PENSION PLAN 2016 401k membership
Market value of plan assets	2016-12-31	1,115,751
Acturial value of plan assets	2016-12-31	1,115,751
Funding target for retired participants and beneficiaries receiving payment	2016-12-31	0
Number of terminated vested participants	2016-12-31	0
Fundng target for terminated vested participants	2016-12-31	0
Active participant vested funding target	2016-12-31	671,619
Number of active participants	2016-12-31	1
Total funding liabilities for active participants	2016-12-31	671,619
Total participant count	2016-12-31	1
Total funding target for all participants	2016-12-31	671,619
Balance at beginning of prior year after applicable adjustments	2016-12-31	3,573
Prefunding balance at beginning of prior year after applicable adjustments	2016-12-31	43,178
Carryover balanced portion elected for use to offset prior years funding requirement	2016-12-31	0
Prefunding balanced used to offset prior years funding requirement	2016-12-31	0
Amount remaining of carryover balance	2016-12-31	3,573
Amount remaining of prefunding balance	2016-12-31	43,178
Present value of excess contributions	2016-12-31	50,029
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2016-12-31	50,029
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2016-12-31	0
Reductions in caryover balances due to elections or deemed elections	2016-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2016-12-31	0
Balance of carryovers at beginning of current year	2016-12-31	3,543
Balance of prefunding at beginning of current year	2016-12-31	42,811
Total employer contributions	2016-12-31	37,500
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	37,511
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	0
Net shortfall amortization installment of oustanding balance	2016-12-31	0
Waiver amortization installment	2016-12-31	0
Waived amount of outstanding balance	2016-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2016-12-31	0
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	0
Additional cash requirement	2016-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2016-12-31	37,511
Unpaid minimum required contributions for current year	2016-12-31	0
Unpaid minimum required contributions for all years	2016-12-31	0
2012: ROBERT E. WILLIAMS, AN ACCOUNTANCY CORPORATION DEFINED BENEFIT PENSION PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	2
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	0
Total of all active and inactive participants	2012-01-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: ROBERT E. WILLIAMS, AN ACCOUNTANCY CORPORATION DEFINED BENEFIT PENSION PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	2
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	0
Total of all active and inactive participants	2011-01-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2010: ROBERT E. WILLIAMS, AN ACCOUNTANCY CORPORATION DEFINED BENEFIT PENSION PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	3
Number of retired or separated participants receiving benefits	2010-01-01	0
Number of other retired or separated participants entitled to future benefits	2010-01-01	0
Total of all active and inactive participants	2010-01-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	0
2009: ROBERT E. WILLIAMS, AN ACCOUNTANCY CORPORATION DEFINED BENEFIT PENSION PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	2
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	0
Total of all active and inactive participants	2009-01-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on ROBERT E. WILLIAMS, AN ACCOUNTANCY CORPORATION DEFINED BENEFIT PENSION PLAN

Form 5500 Responses for ROBERT E. WILLIAMS, AN ACCOUNTANCY CORPORATION DEFINED BENEFIT PENSION PLAN

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• ROBERT E. KAROL, D.M.D., P.A. 401(K) PROFIT SHARING PLAN AND TRUST [EIN = 592710777]
• ROBERT E. CAMPBELL DEFINED BENEFIT PLAN [EIN = 480923241]
• ROBERT E. FORD, DMD 401(K) PROFIT SHARING PLAN [EIN = 592441452]
• ROBERT E. LEE AGENCY 401(K) PROFIT SHARING PLAN [EIN = 251533187]
• ROBERT E. BROWN, PC PENSION PLAN [EIN = 412193328]
• ROBERT E. BROWN, PC RETIREMENT PLAN [EIN = 412193328]
• ROBERT E. NOGA, DDS RETIREMENT PLAN [EIN = 232936552]
• ROBERT E. LAMB, INC. EMPLOYEES' PROFIT SHARING PLAN [EIN = 562419484]
• ROBERT E. AND EVELYN MCKEE FOUNDATION 403(B) PLAN [EIN = 746036675]
• ROBERT E. SCHEIBER, DDS, INC. PROFIT SHARING 401(K) PLAN [EIN = 341349894]
• ROBERT E. GARBER DMD PROFIT SHARING PLAN [EIN = 042804261]
• ROBERT E. HESS, JR., D.V.M., P.A. 401(K) PROFIT SHARING PLAN [EIN = 592452656]
• ROBERT E. SULLIVAN, CPA, INC 401(K) P/S PLAN [EIN = 680262953]
• ROBERT E. LEE MEMORIAL ASSOCIATION, INCORPORATED DEFINED BENEFIT PLAN [EIN = 540536105]
• ROBERT E. TORTI, M.D., P.A. CASH BALANCE PENSION PLAN AND TRUST [EIN = 752415520]
• ROBERT E. PATE, DMD, PC [EIN = 631148561]
• ROBERT E. BEACH ARCHITECTS, LLC 401(K) PLAN [EIN = 541717615]
• ROBERT E. WOODRUFF II OD, INC. 401K PROFIT SHARING PLAN AND TRU [EIN = 341793205]
• ROBERT E. WEBER MONEY PURCHASE PLAN [EIN = 770082561]
• ROBERT E. HYMAN CHAPTER 13 TRUSTEE PROFIT SHARING PLAN [EIN = 541429642]
• ROBERT E. COURTNEY, INC. PROFIT SHARING PLAN [EIN = 952923867]
• ROBERT E. STINSON, D.D.S. PROFIT SHARING PLAN [EIN = 620522902]
• ROBERT E. FARBER, D.M.D., P.A. PROFIT SHARING PLAN [EIN = 591837260]
• ROBERT E. BLUE CONSULTING ENGINEERS, P.C. 401(K) PROFIT SHARING PLAN [EIN = 232430723]
• ROBERT E. PASTOR, P.L.L.C. 401(K) PROFIT SHARING PLAN AND TRUST [EIN = 460825265]
• ROBERT E. HRUBY, M.D., P.A. 401K PLAN [EIN = 522367610]
• ROBERT E. GROVER, D.D.S. PROFIT SHARING PLAN [EIN = 208669943]
• ROBERT E. HENDRY II, DMD, PA 401(K) PROFIT SHARING PLAN [EIN = 650385227]
• ROBERT E. MURPHY, D.D.S, APDC PROFIT SHARING PLAN [EIN = 204039858]
• ROBERT E. LEE AGENCY 401(K) PROFIT SHARING PLAN [EIN = 454185069]
• ROBERT E. TODD, M.D., P.C. 401(K) PLAN [EIN = 161516940]
• ROBERT E. LEBER, M.D., P.C. PROFIT SHARING PLAN [EIN = 860366672]
• ROBERT E. OLSON, JR. DEFINED BENEFIT PENSION PLAN [EIN = 943330046]
• ROBERT E. CARTER, MD, INC. PROFIT SFARING PLAN [EIN = 942830192]
• ROBERT E. DETRICH DBA R E DETRICH DDS DEFINED BENEFIT PENSION PLAN [EIN = 202462906]
• ROBERT E. MC FADDEN D.D.S., INC. PROFIT SHARING PLAN [EIN = 742179775]
• ROBERT E. BARKETT, M.D., INC. 401(K) PROFIT SHARING PLAN [EIN = 341095826]
• ROBERT E. WARD AND ASSOCIATES, P.C. PROFIT SHARING PLAN [EIN = 521956498]
• ROBERT E. TEDROW PROFIT SHARING PLAN [EIN = 631030946]
• ROBERT E. MCGILL, III, PA SIMPLE 401 (K) SALARY DEFERRAL PLAN [EIN = 593200775]
• ROBERT E. LANGFORD, DDS PROFIT SHARING PLAN [EIN = 112480351]
• ROBERT E. WAILES MD APC [EIN = 330789137]
• ROBERT E. BARBEREE, DDS. 401(K) PLAN [EIN = 752783731]
• ROBERT E. WHITEHEAD, D.D.S. RETIREMENT PLAN & TRUST [EIN = 710482058]
• ROBERT E. HARDY, M.D. PROFIT SHARING PLAN AND TRUST [EIN = 060924303]
• ROBERT E. NOLAN COMPANY, INC. PROFIT SHARING PLAN [EIN = 261205572]
• ROBERT E. ROBBINS PROFIT SHARING PLAN [EIN = 382811682]
• ROBERT E. CATON, M.D. PROFIT SHARING 401(K) PLAN [EIN = 770220492]
• ROBERT E. GARCIA & ASSOCIATES RETIREMENT PLAN [EIN = 472828252]
• ROBERT E. ROBBINS, P.C. MONEY PURCHASE PLAN [EIN = 382811682]
• ROBERT E. LAMB, INC. ROBERT E. LAMB, INC. EMPLOYEE BENEFIT PLAN [EIN = 562419484]
• ROBERT E. CARROLL, CPA 401(K) PLAN [EIN = 352492680]
• ROBERT E. MASON & ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN [EIN = 560904341]
• ROBERT E. VOLLMER, DDS, INC. EMPLOYEE PROFIT SHARING PLAN [EIN = 351469767]
• ROBERT E. RHUE AND COMPANY PROFIT SHARING PLAN [EIN = 860366058]
• ROBERT E. FRAZIER, MD PC PROFIT SHARING PLAN [EIN = 431080053]
• ROBERT E. MILLER, M.D., F.A.A.P., P.A. 401K PLAN [EIN = 521237896]
• ROBERT E. MOSES, III, DDS, INC. DEFINED BENEFIT PLAN [EIN = 731010594]
• ROBERT E. SOUTHARD III [EIN = 222363670]
• ROBERT E. WHITLEY, JR., P.A. 401(K) PLAN [EIN = 562229612]
• ROBERT E. THOMPSON, MD, APC PROFIT SHARING RETIREMENT PLAN [EIN = 953444460]
• ROBERT E. CURRY, M.D., INC. PROFIT SHARING PLAN & TRUST [EIN = 942489891]
• ROBERT E. JARVIS, II, DDS PROFIT SHARING PLAN [EIN = 680102359]
• ROBERT E. MCCORKLE, CPA PROFIT SHARING [EIN = 330006930]
• ROBERT E. DAY, JR., D.M.D., P.C. PROFIT SHARING PLAN [EIN = 222132998]
• ROBERT E. ENG, D.D.S., P.A. PROFIT SHARING PLAN [EIN = 411382399]
• ROBERT E. BLAKE, DDS, MS, PC PROFIT SHARING PLAN [EIN = 581479700]
• ROBERT E. MABEE RETIREMENT PLAN [EIN = 340976346]
• ROBERT E. JARVIS, II, DDS, A SOLE PROPRIETOR DEFINED BENEFIT PENSION PLAN [EIN = 680102359]
• ROBERT E. LEWIS DBA STATE FARM INSURANCE MONEY PURCHASE PENSION PLAN [EIN = 330030939]
• ROBERT E. HILLBERG M.D., A MEDICAL CORP. PROFIT SHARING PLAN [EIN = 042861188]
• ROBERT E. PARSONS, INC. 401(K) PROFIT SHARING PLAN [EIN = 060616794]
• ROBERT E. FUCHS, D.D.S. 401(K) PROFIT SHARING PLAN [EIN = 841674673]
• ROBERT E. ZAIGER, D.M.D. DEFINED BENEFIT PENSION PLAN [EIN = 042548027]
• ROBERT E. FRAZIER PROFIT SHARING PLAN [EIN = 720773845]
• ROBERT E. SULZBACH,D.D.S. PROFIT SHARING RETIREMENT PLAN [EIN = 221764615]
• ROBERT E. JAMES D/B/A TALBOT COMPANY PROFIT SHARING PLAN [EIN = 592656464]
• ROBERT E. CHRISENBERY LC, 401(K)PROFIT SHARING [EIN = 832192504]
• ROBERT E. WEISS ADVOCACY CENTER FOR CHILDREN & YOUTH 401(K) PLAN [EIN = 432031361]
• ROBERT E. SCHACK, P.A. CASH BALANCE PLAN [EIN = 592127311]
• ROBERT E. RIESENBERGER, DDS, PC CASH BALANCE PLAN [EIN = 233087836]
• ROBERT E. STINSON, D.D.S. PC PROFIT SHARING PLAN [EIN = 621111379]
• ROBERT E. PASTOR, P.L.L.C. DEFINED BENEFIT PLAN [EIN = 460825265]
• ROBERT E. BUTLER, D.D.S. PROFIT SHARING PLAN AND TRUST [EIN = 831578757]
• ROBERT E. MASON & ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN [EIN = 561782982]
• ROBERT E. MASON & ASSOCIATES, INC. PROFIT SHARING PLAN [EIN = 561782982]
• ROBERT E. WOODS, III, INC. 401(K) PROFIT SHARING PLAN [EIN = 247633516]
• ROBERT E. BOFF, DMD CASH BALANCE PLAN [EIN = 223473700]
• ROBERT E. STOVER, D.D.S., P.C. CASH BALANCE PLAN [EIN = 262717755]
• ROBERT E. TUTLAND EAP PLAN [EIN = 911117234]
• ROBERT E. TUTLAND HEALTH PLAN [EIN = 911117234]
• ROBERT E. TUTLAND DENTAL PLAN [EIN = 911117234]
• ROBERT E. TUTLAND VISION PLAN [EIN = 911117234]
• ROBERT E. TUTLAND LIFE PLAN [EIN = 911117234]
• ROBERT E. TUTLAND VOLUNTARY LIFE PLAN [EIN = 911117234]
• ROBERT E. TUTLAND LTD PLAN [EIN = 911117234]
• ROBERT E. TUTLAND STD PLAN [EIN = 911117234]
• ROBERT E. LEONARD, II, M.D., PLLC 401(K) PLAN [EIN = 821534894]
• ROBERT E. SCOTT, M.D., INC., APMC 401(K) PROFIT SHARING PLAN [EIN = 874629264]

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