401k Plan data: YORK WILLIAMS, L.L.P. PROFIT SHARING 401(K) PLAN plan

YORK WILLIAMS, L.L.P. PROFIT SHARING 401(K) PLAN 401k Plan overview

Plan Name	YORK WILLIAMS, L.L.P. PROFIT SHARING 401(K) PLAN
Plan identification number	001

YORK WILLIAMS, L.L.P. PROFIT SHARING 401(K) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
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.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Plan covering Self-Employed individuals.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

YORK WILLIAMS & LEWIS, LLP has sponsored the creation of one or more 401k plans.

Company Name: YORK WILLIAMS & LEWIS, LLP

Employer identification number (EIN): 561854105

NAIC Classification: 541110
NAIC Description: Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan YORK WILLIAMS, L.L.P. PROFIT SHARING 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01 DAVID HARMON 2024-07-31
001 2022-01-01 DAVID HARMON 2023-04-05
001 2021-01-01 GREG YORK 2022-04-12
001 2020-01-01 GREGORY C. YORK 2021-04-20
001 2019-01-01 KRISTI MEDLIN 2020-05-04
001 2018-01-01 KELLEY BALLARD 2019-07-18
001 2017-01-01 KELLEY BALLARD 2018-05-18 KELLEY BALLARD 2018-05-18
001 2016-01-01 KELLEY BALLARD 2017-07-27 KELLEY BALLARD 2017-07-27
001 2015-01-01 KELLEY BALLARD 2016-07-14 KELLEY BALLARD 2016-07-14
001 2014-01-01 KELLEY BALLARD 2015-10-13 KELLEY BALLARD 2015-10-13
001 2013-01-01 KELLEY BALLARD 2014-07-10
001 2012-01-01 LINDA MARTIN 2013-04-11
001 2011-01-01 LINDA MARTIN 2012-04-25
001 2010-01-01 LINDA MARTIN 2011-06-17
001 2008-01-01 LINDA MARTIN

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2023-01-01	DAVID HARMON	2024-07-31
001	2022-01-01	DAVID HARMON	2023-04-05
001	2021-01-01	GREG YORK	2022-04-12
001	2020-01-01	GREGORY C. YORK	2021-04-20
001	2019-01-01	KRISTI MEDLIN	2020-05-04
001	2018-01-01	KELLEY BALLARD	2019-07-18
001	2017-01-01	KELLEY BALLARD	2018-05-18	KELLEY BALLARD	2018-05-18
001	2016-01-01	KELLEY BALLARD	2017-07-27	KELLEY BALLARD	2017-07-27
001	2015-01-01	KELLEY BALLARD	2016-07-14	KELLEY BALLARD	2016-07-14
001	2014-01-01	KELLEY BALLARD	2015-10-13	KELLEY BALLARD	2015-10-13
001	2013-01-01	KELLEY BALLARD	2014-07-10
001	2012-01-01	LINDA MARTIN	2013-04-11
001	2011-01-01	LINDA MARTIN	2012-04-25
001	2010-01-01	LINDA MARTIN	2011-06-17
001	2008-01-01	LINDA MARTIN

Plan Statistics for YORK WILLIAMS, L.L.P. PROFIT SHARING 401(K) PLAN

401k plan membership statisitcs for YORK WILLIAMS, L.L.P. PROFIT SHARING 401(K) PLAN

Measure Date Value
2008: YORK WILLIAMS, L.L.P. PROFIT SHARING 401(K) PLAN 2008 401k membership
Total participants, beginning-of-year 2008-01-01 37
Total number of active participants reported on line 7a of the Form 5500 2008-01-01 11
Number of retired or separated participants receiving benefits 2008-01-01 0
Number of other retired or separated participants entitled to future benefits 2008-01-01 14
Total of all active and inactive participants 2008-01-01 25
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2008-01-01 0
Total participants 2008-01-01 25
Number of participants with account balances 2008-01-01 25
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2008-01-01 12

Measure	Date	Value
2008: YORK WILLIAMS, L.L.P. PROFIT SHARING 401(K) PLAN 2008 401k membership
Total participants, beginning-of-year	2008-01-01	37
Total number of active participants reported on line 7a of the Form 5500	2008-01-01	11
Number of retired or separated participants receiving benefits	2008-01-01	0
Number of other retired or separated participants entitled to future benefits	2008-01-01	14
Total of all active and inactive participants	2008-01-01	25
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2008-01-01	0
Total participants	2008-01-01	25
Number of participants with account balances	2008-01-01	25
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2008-01-01	12

Financial Data on YORK WILLIAMS, L.L.P. PROFIT SHARING 401(K) PLAN

Measure	Date	Value
2008 : YORK WILLIAMS, L.L.P. PROFIT SHARING 401(K) PLAN 2008 401k financial data
Total income from all sources	2008-12-31	$-582,656
Expenses. Total of all expenses incurred	2008-12-31	$508,353
Benefits paid (including direct rollovers)	2008-12-31	$507,634
Total plan assets at end of year	2008-12-31	$1,231,803
Total plan assets at beginning of year	2008-12-31	$2,322,812
Value of fidelity bond covering the plan	2008-12-31	$1,000,000
Total contributions received or receivable from participants	2008-12-31	$142,754
Expenses. Other expenses not covered elsewhere	2008-12-31	$719
Other income received	2008-12-31	$-738,926
Net income (gross income less expenses)	2008-12-31	$-1,091,009
Net plan assets at end of year (total assets less liabilities)	2008-12-31	$1,231,803
Net plan assets at beginning of year (total assets less liabilities)	2008-12-31	$2,322,812
Total contributions received or receivable from employer(s)	2008-12-31	$13,516

Form 5500 Responses for YORK WILLIAMS, L.L.P. PROFIT SHARING 401(K) PLAN

2008: YORK WILLIAMS, L.L.P. PROFIT SHARING 401(K) PLAN 2008 form 5500 responses
2008-01-01	Type of plan entity	Single employer plan
2008-01-01	Submission has been amended	Yes
2008-01-01	This submission is the final filing	No
2008-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2008-01-01	Plan is a collectively bargained plan	No
2008-01-01	Plan funding arrangement – Insurance	Yes
2008-01-01	Plan funding arrangement – Trust	Yes
2008-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )

Policy contract number

RM 81319 - 1

Policy instance

Insurance contract or identification number	RM 81319 - 1
Number of Individuals Covered	25
Insurance policy start date	2008-01-01
Insurance policy end date	2008-12-31
Total amount of commissions paid to insurance broker	USD $11,578
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	Yes

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Company Name:	YORK WILLIAMS & LEWIS, LLP
Employer identification number (EIN):	561854105
NAIC Classification:	541110
NAIC Description:	Offices of Lawyers