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DANIEL T WILLIAMS MONEY PURCHASE PLAN 401k Plan overview

Plan NameDANIEL T WILLIAMS MONEY PURCHASE PLAN
Plan identification number 004

DANIEL T WILLIAMS MONEY PURCHASE PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Money purchase (other than target benefit)

401k Sponsoring company profile

DANIEL T WILLIAMS has sponsored the creation of one or more 401k plans.

Company Name:DANIEL T WILLIAMS
Employer identification number (EIN):112337879
NAIC Classification:621112
NAIC Description:Offices of Physicians, Mental Health Specialists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DANIEL T WILLIAMS MONEY PURCHASE PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0042023-01-01DANIEL T. WILLIAMS2023-08-07
0042022-01-01DANIEL T. WILLIAMS2023-06-30
0042021-01-01DANIEL T. WILLIAMS2022-06-30
0042020-01-01DANIEL T. WILLIAMS2021-07-06
0042019-01-01DANIEL T. WILLIAMS2020-08-11
0042018-01-01DAN T WILLIAMS2019-07-31
0042017-01-01
0042016-01-01
0042015-01-01
0042014-01-01DANIEL WILLIAMS
0042013-01-01MITCHELL KAHN
0042012-01-01MITCHELL KAHN
0042011-01-01MITCHELL KAHN
0042009-01-01MITCHELL KAHN

Plan Statistics for DANIEL T WILLIAMS MONEY PURCHASE PLAN

401k plan membership statisitcs for DANIEL T WILLIAMS MONEY PURCHASE PLAN

Measure Date Value
2023: DANIEL T WILLIAMS MONEY PURCHASE PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-011
Total number of active participants reported on line 7a of the Form 55002023-01-011
Total of all active and inactive participants2023-01-011
Total participants2023-01-011
Number of participants with account balances2023-01-011
2022: DANIEL T WILLIAMS MONEY PURCHASE PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-011
Total number of active participants reported on line 7a of the Form 55002022-01-011
Total of all active and inactive participants2022-01-011
Total participants2022-01-011
Number of participants with account balances2022-01-011
2021: DANIEL T WILLIAMS MONEY PURCHASE PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-011
Total number of active participants reported on line 7a of the Form 55002021-01-011
Total of all active and inactive participants2021-01-011
Total participants2021-01-011
Number of participants with account balances2021-01-011
2020: DANIEL T WILLIAMS MONEY PURCHASE 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
Total of all active and inactive participants2020-01-011
Total participants2020-01-011
Number of participants with account balances2020-01-011
2019: DANIEL T WILLIAMS MONEY PURCHASE PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-011
Total number of active participants reported on line 7a of the Form 55002019-01-011
Total of all active and inactive participants2019-01-011
Total participants2019-01-011
Number of participants with account balances2019-01-011
2018: DANIEL T WILLIAMS MONEY PURCHASE PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-011
Total number of active participants reported on line 7a of the Form 55002018-01-011
Total of all active and inactive participants2018-01-011
Total participants2018-01-011
2017: DANIEL T WILLIAMS MONEY PURCHASE PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-011
Total number of active participants reported on line 7a of the Form 55002017-01-011
Total of all active and inactive participants2017-01-011
Total participants2017-01-011
2016: DANIEL T WILLIAMS MONEY PURCHASE PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-011
Total number of active participants reported on line 7a of the Form 55002016-01-011
Total of all active and inactive participants2016-01-011
Total participants2016-01-011
Number of participants with account balances2016-01-011
2015: DANIEL T WILLIAMS MONEY PURCHASE PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-011
Total number of active participants reported on line 7a of the Form 55002015-01-011
Total of all active and inactive participants2015-01-011
Total participants2015-01-011
Number of participants with account balances2015-01-011
2014: DANIEL T WILLIAMS MONEY PURCHASE PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-011
Total number of active participants reported on line 7a of the Form 55002014-01-011
Total of all active and inactive participants2014-01-011
Total participants2014-01-011
Number of participants with account balances2014-01-011
2013: DANIEL T WILLIAMS MONEY PURCHASE PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-011
Total number of active participants reported on line 7a of the Form 55002013-01-011
Total of all active and inactive participants2013-01-011
Total participants2013-01-011
Number of participants with account balances2013-01-011
2012: DANIEL T WILLIAMS MONEY PURCHASE PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-011
Total number of active participants reported on line 7a of the Form 55002012-01-011
Total of all active and inactive participants2012-01-011
Total participants2012-01-011
Number of participants with account balances2012-01-011
2011: DANIEL T WILLIAMS MONEY PURCHASE PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-011
Total number of active participants reported on line 7a of the Form 55002011-01-011
Total of all active and inactive participants2011-01-011
Total participants2011-01-011
Number of participants with account balances2011-01-011
2009: DANIEL T WILLIAMS MONEY PURCHASE PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-011
Total number of active participants reported on line 7a of the Form 55002009-01-011
Total of all active and inactive participants2009-01-011
Total participants2009-01-011
Number of participants with account balances2009-01-011

Financial Data on DANIEL T WILLIAMS MONEY PURCHASE PLAN

Measure Date Value
2023 : DANIEL T WILLIAMS MONEY PURCHASE PLAN 2023 401k financial data
Total income from all sources2023-12-31$233,013
Expenses. Total of all expenses incurred2023-12-31$109,844
Benefits paid (including direct rollovers)2023-12-31$104,128
Total plan assets at end of year2023-12-31$1,996,753
Total plan assets at beginning of year2023-12-31$1,873,584
Other income received2023-12-31$177,745
Net income (gross income less expenses)2023-12-31$123,169
Net plan assets at end of year (total assets less liabilities)2023-12-31$1,996,753
Net plan assets at beginning of year (total assets less liabilities)2023-12-31$1,873,584
Total contributions received or receivable from employer(s)2023-12-31$55,268
Expenses. Administrative service providers (salaries,fees and commissions)2023-12-31$5,716
2022 : DANIEL T WILLIAMS MONEY PURCHASE PLAN 2022 401k financial data
Total income from all sources2022-12-31$-255,318
Expenses. Total of all expenses incurred2022-12-31$136,213
Benefits paid (including direct rollovers)2022-12-31$130,049
Total plan assets at end of year2022-12-31$1,873,584
Total plan assets at beginning of year2022-12-31$2,265,115
Other income received2022-12-31$-307,643
Net income (gross income less expenses)2022-12-31$-391,531
Net plan assets at end of year (total assets less liabilities)2022-12-31$1,873,584
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$2,265,115
Total contributions received or receivable from employer(s)2022-12-31$52,325
Expenses. Administrative service providers (salaries,fees and commissions)2022-12-31$6,164
2021 : DANIEL T WILLIAMS MONEY PURCHASE PLAN 2021 401k financial data
Total income from all sources2021-12-31$28,829
Expenses. Total of all expenses incurred2021-12-31$154,104
Benefits paid (including direct rollovers)2021-12-31$146,361
Total plan assets at end of year2021-12-31$2,265,115
Total plan assets at beginning of year2021-12-31$2,390,390
Other income received2021-12-31$-1,291
Net income (gross income less expenses)2021-12-31$-125,275
Net plan assets at end of year (total assets less liabilities)2021-12-31$2,265,115
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$2,390,390
Total contributions received or receivable from employer(s)2021-12-31$30,120
Expenses. Administrative service providers (salaries,fees and commissions)2021-12-31$7,743
2020 : DANIEL T WILLIAMS MONEY PURCHASE PLAN 2020 401k financial data
Total income from all sources2020-12-31$219,497
Expenses. Total of all expenses incurred2020-12-31$50,778
Benefits paid (including direct rollovers)2020-12-31$44,039
Total plan assets at end of year2020-12-31$2,390,390
Total plan assets at beginning of year2020-12-31$2,221,671
Other income received2020-12-31$190,398
Net income (gross income less expenses)2020-12-31$168,719
Net plan assets at end of year (total assets less liabilities)2020-12-31$2,390,390
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$2,221,671
Total contributions received or receivable from employer(s)2020-12-31$29,099
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$6,739
2019 : DANIEL T WILLIAMS MONEY PURCHASE PLAN 2019 401k financial data
Total income from all sources2019-12-31$277,246
Expenses. Total of all expenses incurred2019-12-31$122,347
Benefits paid (including direct rollovers)2019-12-31$115,491
Total plan assets at end of year2019-12-31$2,221,671
Total plan assets at beginning of year2019-12-31$2,066,772
Other income received2019-12-31$222,414
Net income (gross income less expenses)2019-12-31$154,899
Net plan assets at end of year (total assets less liabilities)2019-12-31$2,221,671
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$2,066,772
Total contributions received or receivable from employer(s)2019-12-31$54,832
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$6,856
2018 : DANIEL T WILLIAMS MONEY PURCHASE PLAN 2018 401k financial data
Total income from all sources2018-12-31$104,498
Expenses. Total of all expenses incurred2018-12-31$115,830
Benefits paid (including direct rollovers)2018-12-31$112,703
Total plan assets at end of year2018-12-31$2,066,772
Total plan assets at beginning of year2018-12-31$2,078,104
Other income received2018-12-31$59,425
Net income (gross income less expenses)2018-12-31$-11,332
Net plan assets at end of year (total assets less liabilities)2018-12-31$2,066,772
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$2,078,104
Total contributions received or receivable from employer(s)2018-12-31$45,073
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$3,127
2017 : DANIEL T WILLIAMS MONEY PURCHASE PLAN 2017 401k financial data
Total income from all sources2017-12-31$110,572
Expenses. Total of all expenses incurred2017-12-31$103,326
Benefits paid (including direct rollovers)2017-12-31$103,326
Total plan assets at end of year2017-12-31$2,078,104
Total plan assets at beginning of year2017-12-31$2,070,858
Other income received2017-12-31$61,968
Net income (gross income less expenses)2017-12-31$7,246
Net plan assets at end of year (total assets less liabilities)2017-12-31$2,078,104
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$2,070,858
Total contributions received or receivable from employer(s)2017-12-31$48,604
2016 : DANIEL T WILLIAMS MONEY PURCHASE PLAN 2016 401k financial data
Total income from all sources2016-12-31$171,848
Expenses. Total of all expenses incurred2016-12-31$90,551
Benefits paid (including direct rollovers)2016-12-31$90,304
Total plan assets at end of year2016-12-31$2,070,858
Total plan assets at beginning of year2016-12-31$1,989,561
Other income received2016-12-31$119,848
Net income (gross income less expenses)2016-12-31$81,297
Net plan assets at end of year (total assets less liabilities)2016-12-31$2,070,858
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$1,989,561
Total contributions received or receivable from employer(s)2016-12-31$52,000
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$247
2015 : DANIEL T WILLIAMS MONEY PURCHASE PLAN 2015 401k financial data
Total income from all sources2015-12-31$27,867
Expenses. Total of all expenses incurred2015-12-31$119,021
Benefits paid (including direct rollovers)2015-12-31$95,000
Total plan assets at end of year2015-12-31$1,989,561
Total plan assets at beginning of year2015-12-31$2,080,715
Other income received2015-12-31$-24,133
Net income (gross income less expenses)2015-12-31$-91,154
Net plan assets at end of year (total assets less liabilities)2015-12-31$1,989,561
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$2,080,715
Total contributions received or receivable from employer(s)2015-12-31$52,000
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$24,021
2014 : DANIEL T WILLIAMS MONEY PURCHASE PLAN 2014 401k financial data
Total income from all sources2014-12-31$206,404
Expenses. Total of all expenses incurred2014-12-31$22,874
Total plan assets at end of year2014-12-31$2,080,715
Total plan assets at beginning of year2014-12-31$1,897,185
Expenses. Other expenses not covered elsewhere2014-12-31$22,874
Other income received2014-12-31$154,404
Net income (gross income less expenses)2014-12-31$183,530
Net plan assets at end of year (total assets less liabilities)2014-12-31$2,080,715
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$1,897,185
Total contributions received or receivable from employer(s)2014-12-31$52,000
2013 : DANIEL T WILLIAMS MONEY PURCHASE PLAN 2013 401k financial data
Total income from all sources2013-12-31$304,858
Expenses. Total of all expenses incurred2013-12-31$19,248
Total plan assets at end of year2013-12-31$1,897,185
Total plan assets at beginning of year2013-12-31$1,611,575
Expenses. Other expenses not covered elsewhere2013-12-31$19,248
Other income received2013-12-31$255,241
Net income (gross income less expenses)2013-12-31$285,610
Net plan assets at end of year (total assets less liabilities)2013-12-31$1,897,185
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$1,611,575
Total contributions received or receivable from employer(s)2013-12-31$49,617
2012 : DANIEL T WILLIAMS MONEY PURCHASE PLAN 2012 401k financial data
Total income from all sources2012-12-31$170,656
Expenses. Total of all expenses incurred2012-12-31$13,638
Total plan assets at end of year2012-12-31$1,561,575
Total plan assets at beginning of year2012-12-31$1,404,557
Expenses. Other expenses not covered elsewhere2012-12-31$13,638
Other income received2012-12-31$120,656
Net income (gross income less expenses)2012-12-31$157,018
Net plan assets at end of year (total assets less liabilities)2012-12-31$1,561,575
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$1,404,557
Total contributions received or receivable from employer(s)2012-12-31$50,000
2011 : DANIEL T WILLIAMS MONEY PURCHASE PLAN 2011 401k financial data
Total income from all sources2011-12-31$17,877
Expenses. Total of all expenses incurred2011-12-31$12,178
Total plan assets at end of year2011-12-31$1,404,557
Total plan assets at beginning of year2011-12-31$1,398,858
Expenses. Other expenses not covered elsewhere2011-12-31$12,178
Other income received2011-12-31$-31,123
Net income (gross income less expenses)2011-12-31$5,699
Net plan assets at end of year (total assets less liabilities)2011-12-31$1,404,557
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$1,398,858
Total contributions received or receivable from employer(s)2011-12-31$49,000
2010 : DANIEL T WILLIAMS MONEY PURCHASE PLAN 2010 401k financial data
Total income from all sources2010-12-31$161,926
Expenses. Total of all expenses incurred2010-12-31$10,591
Total plan assets at end of year2010-12-31$1,398,858
Total plan assets at beginning of year2010-12-31$1,247,523
Expenses. Other expenses not covered elsewhere2010-12-31$10,591
Other income received2010-12-31$112,926
Net income (gross income less expenses)2010-12-31$151,335
Net plan assets at end of year (total assets less liabilities)2010-12-31$1,398,858
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$1,247,523
Total contributions received or receivable from employer(s)2010-12-31$49,000

Form 5500 Responses for DANIEL T WILLIAMS MONEY PURCHASE PLAN

2023: DANIEL T WILLIAMS MONEY PURCHASE PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: DANIEL T WILLIAMS MONEY PURCHASE PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: DANIEL T WILLIAMS MONEY PURCHASE PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: DANIEL T WILLIAMS MONEY PURCHASE 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: DANIEL T WILLIAMS MONEY PURCHASE 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: DANIEL T WILLIAMS MONEY PURCHASE 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: DANIEL T WILLIAMS MONEY PURCHASE PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: DANIEL T WILLIAMS MONEY PURCHASE 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: DANIEL T WILLIAMS MONEY PURCHASE 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: DANIEL T WILLIAMS MONEY PURCHASE 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: DANIEL T WILLIAMS MONEY PURCHASE 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: DANIEL T WILLIAMS MONEY PURCHASE 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: DANIEL T WILLIAMS MONEY PURCHASE 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
2009: DANIEL T WILLIAMS MONEY PURCHASE 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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