DANIEL T WILLIAMS has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan DANIEL T WILLIAMS MONEY PURCHASE PLAN
Measure | Date | Value |
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2023: DANIEL T WILLIAMS MONEY PURCHASE PLAN 2023 401k membership |
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Total participants, beginning-of-year | 2023-01-01 | 1 |
Total number of active participants reported on line 7a of the Form 5500 | 2023-01-01 | 1 |
Total of all active and inactive participants | 2023-01-01 | 1 |
Total participants | 2023-01-01 | 1 |
Number of participants with account balances | 2023-01-01 | 1 |
2022: DANIEL T WILLIAMS MONEY PURCHASE PLAN 2022 401k membership |
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Total participants, beginning-of-year | 2022-01-01 | 1 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 1 |
Total of all active and inactive participants | 2022-01-01 | 1 |
Total participants | 2022-01-01 | 1 |
Number of participants with account balances | 2022-01-01 | 1 |
2021: DANIEL T WILLIAMS MONEY PURCHASE PLAN 2021 401k membership |
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Total participants, beginning-of-year | 2021-01-01 | 1 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 1 |
Total of all active and inactive participants | 2021-01-01 | 1 |
Total participants | 2021-01-01 | 1 |
Number of participants with account balances | 2021-01-01 | 1 |
2020: DANIEL T WILLIAMS MONEY PURCHASE PLAN 2020 401k membership |
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Total participants, beginning-of-year | 2020-01-01 | 1 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 1 |
Total of all active and inactive participants | 2020-01-01 | 1 |
Total participants | 2020-01-01 | 1 |
Number of participants with account balances | 2020-01-01 | 1 |
2019: DANIEL T WILLIAMS MONEY PURCHASE PLAN 2019 401k membership |
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Total participants, beginning-of-year | 2019-01-01 | 1 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 1 |
Total of all active and inactive participants | 2019-01-01 | 1 |
Total participants | 2019-01-01 | 1 |
Number of participants with account balances | 2019-01-01 | 1 |
2018: DANIEL T WILLIAMS MONEY PURCHASE PLAN 2018 401k membership |
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Total participants, beginning-of-year | 2018-01-01 | 1 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 1 |
Total of all active and inactive participants | 2018-01-01 | 1 |
Total participants | 2018-01-01 | 1 |
2017: DANIEL T WILLIAMS MONEY PURCHASE PLAN 2017 401k membership |
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Total participants, beginning-of-year | 2017-01-01 | 1 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 1 |
Total of all active and inactive participants | 2017-01-01 | 1 |
Total participants | 2017-01-01 | 1 |
2016: DANIEL T WILLIAMS MONEY PURCHASE PLAN 2016 401k membership |
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Total participants, beginning-of-year | 2016-01-01 | 1 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 1 |
Total of all active and inactive participants | 2016-01-01 | 1 |
Total participants | 2016-01-01 | 1 |
Number of participants with account balances | 2016-01-01 | 1 |
2015: DANIEL T WILLIAMS MONEY PURCHASE PLAN 2015 401k membership |
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Total participants, beginning-of-year | 2015-01-01 | 1 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 1 |
Total of all active and inactive participants | 2015-01-01 | 1 |
Total participants | 2015-01-01 | 1 |
Number of participants with account balances | 2015-01-01 | 1 |
2014: DANIEL T WILLIAMS MONEY PURCHASE PLAN 2014 401k membership |
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Total participants, beginning-of-year | 2014-01-01 | 1 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 1 |
Total of all active and inactive participants | 2014-01-01 | 1 |
Total participants | 2014-01-01 | 1 |
Number of participants with account balances | 2014-01-01 | 1 |
2013: DANIEL T WILLIAMS MONEY PURCHASE PLAN 2013 401k membership |
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Total participants, beginning-of-year | 2013-01-01 | 1 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 1 |
Total of all active and inactive participants | 2013-01-01 | 1 |
Total participants | 2013-01-01 | 1 |
Number of participants with account balances | 2013-01-01 | 1 |
2012: DANIEL T WILLIAMS MONEY PURCHASE PLAN 2012 401k membership |
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Total participants, beginning-of-year | 2012-01-01 | 1 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 1 |
Total of all active and inactive participants | 2012-01-01 | 1 |
Total participants | 2012-01-01 | 1 |
Number of participants with account balances | 2012-01-01 | 1 |
2011: DANIEL T WILLIAMS MONEY PURCHASE PLAN 2011 401k membership |
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Total participants, beginning-of-year | 2011-01-01 | 1 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 1 |
Total of all active and inactive participants | 2011-01-01 | 1 |
Total participants | 2011-01-01 | 1 |
Number of participants with account balances | 2011-01-01 | 1 |
2009: DANIEL T WILLIAMS MONEY PURCHASE PLAN 2009 401k membership |
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Total participants, beginning-of-year | 2009-01-01 | 1 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 1 |
Total of all active and inactive participants | 2009-01-01 | 1 |
Total participants | 2009-01-01 | 1 |
Number of participants with account balances | 2009-01-01 | 1 |
Measure | Date | Value |
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2023 : DANIEL T WILLIAMS MONEY PURCHASE PLAN 2023 401k financial data |
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Total income from all sources | 2023-12-31 | $233,013 |
Expenses. Total of all expenses incurred | 2023-12-31 | $109,844 |
Benefits paid (including direct rollovers) | 2023-12-31 | $104,128 |
Total plan assets at end of year | 2023-12-31 | $1,996,753 |
Total plan assets at beginning of year | 2023-12-31 | $1,873,584 |
Other income received | 2023-12-31 | $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 |
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Total income from all sources | 2022-12-31 | $-255,318 |
Expenses. Total of all expenses incurred | 2022-12-31 | $136,213 |
Benefits paid (including direct rollovers) | 2022-12-31 | $130,049 |
Total plan assets at end of year | 2022-12-31 | $1,873,584 |
Total plan assets at beginning of year | 2022-12-31 | $2,265,115 |
Other income received | 2022-12-31 | $-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 |
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Total income from all sources | 2021-12-31 | $28,829 |
Expenses. Total of all expenses incurred | 2021-12-31 | $154,104 |
Benefits paid (including direct rollovers) | 2021-12-31 | $146,361 |
Total plan assets at end of year | 2021-12-31 | $2,265,115 |
Total plan assets at beginning of year | 2021-12-31 | $2,390,390 |
Other income received | 2021-12-31 | $-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 |
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Total income from all sources | 2020-12-31 | $219,497 |
Expenses. Total of all expenses incurred | 2020-12-31 | $50,778 |
Benefits paid (including direct rollovers) | 2020-12-31 | $44,039 |
Total plan assets at end of year | 2020-12-31 | $2,390,390 |
Total plan assets at beginning of year | 2020-12-31 | $2,221,671 |
Other income received | 2020-12-31 | $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 |
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Total income from all sources | 2019-12-31 | $277,246 |
Expenses. Total of all expenses incurred | 2019-12-31 | $122,347 |
Benefits paid (including direct rollovers) | 2019-12-31 | $115,491 |
Total plan assets at end of year | 2019-12-31 | $2,221,671 |
Total plan assets at beginning of year | 2019-12-31 | $2,066,772 |
Other income received | 2019-12-31 | $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 |
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Total income from all sources | 2018-12-31 | $104,498 |
Expenses. Total of all expenses incurred | 2018-12-31 | $115,830 |
Benefits paid (including direct rollovers) | 2018-12-31 | $112,703 |
Total plan assets at end of year | 2018-12-31 | $2,066,772 |
Total plan assets at beginning of year | 2018-12-31 | $2,078,104 |
Other income received | 2018-12-31 | $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 |
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Total income from all sources | 2017-12-31 | $110,572 |
Expenses. Total of all expenses incurred | 2017-12-31 | $103,326 |
Benefits paid (including direct rollovers) | 2017-12-31 | $103,326 |
Total plan assets at end of year | 2017-12-31 | $2,078,104 |
Total plan assets at beginning of year | 2017-12-31 | $2,070,858 |
Other income received | 2017-12-31 | $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 |
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Total income from all sources | 2016-12-31 | $171,848 |
Expenses. Total of all expenses incurred | 2016-12-31 | $90,551 |
Benefits paid (including direct rollovers) | 2016-12-31 | $90,304 |
Total plan assets at end of year | 2016-12-31 | $2,070,858 |
Total plan assets at beginning of year | 2016-12-31 | $1,989,561 |
Other income received | 2016-12-31 | $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 |
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Total income from all sources | 2015-12-31 | $27,867 |
Expenses. Total of all expenses incurred | 2015-12-31 | $119,021 |
Benefits paid (including direct rollovers) | 2015-12-31 | $95,000 |
Total plan assets at end of year | 2015-12-31 | $1,989,561 |
Total plan assets at beginning of year | 2015-12-31 | $2,080,715 |
Other income received | 2015-12-31 | $-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 |
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Total income from all sources | 2014-12-31 | $206,404 |
Expenses. Total of all expenses incurred | 2014-12-31 | $22,874 |
Total plan assets at end of year | 2014-12-31 | $2,080,715 |
Total plan assets at beginning of year | 2014-12-31 | $1,897,185 |
Expenses. Other expenses not covered elsewhere | 2014-12-31 | $22,874 |
Other income received | 2014-12-31 | $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 |
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Total income from all sources | 2013-12-31 | $304,858 |
Expenses. Total of all expenses incurred | 2013-12-31 | $19,248 |
Total plan assets at end of year | 2013-12-31 | $1,897,185 |
Total plan assets at beginning of year | 2013-12-31 | $1,611,575 |
Expenses. Other expenses not covered elsewhere | 2013-12-31 | $19,248 |
Other income received | 2013-12-31 | $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 |
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Total income from all sources | 2012-12-31 | $170,656 |
Expenses. Total of all expenses incurred | 2012-12-31 | $13,638 |
Total plan assets at end of year | 2012-12-31 | $1,561,575 |
Total plan assets at beginning of year | 2012-12-31 | $1,404,557 |
Expenses. Other expenses not covered elsewhere | 2012-12-31 | $13,638 |
Other income received | 2012-12-31 | $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 |
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Total income from all sources | 2011-12-31 | $17,877 |
Expenses. Total of all expenses incurred | 2011-12-31 | $12,178 |
Total plan assets at end of year | 2011-12-31 | $1,404,557 |
Total plan assets at beginning of year | 2011-12-31 | $1,398,858 |
Expenses. Other expenses not covered elsewhere | 2011-12-31 | $12,178 |
Other income received | 2011-12-31 | $-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 |
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Total income from all sources | 2010-12-31 | $161,926 |
Expenses. Total of all expenses incurred | 2010-12-31 | $10,591 |
Total plan assets at end of year | 2010-12-31 | $1,398,858 |
Total plan assets at beginning of year | 2010-12-31 | $1,247,523 |
Expenses. Other expenses not covered elsewhere | 2010-12-31 | $10,591 |
Other income received | 2010-12-31 | $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 |