401k Plan data: WILLIAMSON & ASSOCIATES, INC. PROFIT SHARING 401(K) PLAN plan

WILLIAMSON & ASSOCIATES, INC. PROFIT SHARING 401(K) PLAN 401k Plan overview

Plan Name	WILLIAMSON & ASSOCIATES, INC. PROFIT SHARING 401(K) PLAN
Plan identification number	001

WILLIAMSON & ASSOCIATES, INC. PROFIT SHARING 401(K) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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.
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

WILLIAMSON & ASSOCIATES, INC. has sponsored the creation of one or more 401k plans.

Company Name: WILLIAMSON & ASSOCIATES, INC.

Employer identification number (EIN): 581145651

NAIC Classification: 541330
NAIC Description: Engineering Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WILLIAMSON & ASSOCIATES, INC. PROFIT SHARING 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2019-09-01 AMY MWIYA 2021-01-26
001 2019-01-01 AMY MWIYA 2020-05-20
001 2018-01-01 MICHAEL WILSON 2019-10-09
001 2017-01-01 MICHAEL WILSON 2018-07-24
001 2016-01-01 MICHAEL WILSON 2017-07-24
001 2015-01-01 MICHAEL WILSON 2016-07-27
001 2014-01-01 LIBBY BELKEIR 2015-07-01
001 2013-01-01 WILLIAM A RICE 2014-07-01
001 2012-01-01 WILLIAM A. RICE 2013-07-19
001 2011-01-01 WILLIAM A. RICE 2012-07-30
001 2010-01-01 WILLIAM RICE
001 2009-01-01 WILLIAM RICE

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2019-09-01	AMY MWIYA	2021-01-26
001	2019-01-01	AMY MWIYA	2020-05-20
001	2018-01-01	MICHAEL WILSON	2019-10-09
001	2017-01-01	MICHAEL WILSON	2018-07-24
001	2016-01-01	MICHAEL WILSON	2017-07-24
001	2015-01-01	MICHAEL WILSON	2016-07-27
001	2014-01-01	LIBBY BELKEIR	2015-07-01
001	2013-01-01	WILLIAM A RICE	2014-07-01
001	2012-01-01	WILLIAM A. RICE	2013-07-19
001	2011-01-01	WILLIAM A. RICE	2012-07-30
001	2010-01-01	WILLIAM RICE
001	2009-01-01	WILLIAM RICE

Plan Statistics for WILLIAMSON & ASSOCIATES, INC. PROFIT SHARING 401(K) PLAN

401k plan membership statisitcs for WILLIAMSON & ASSOCIATES, INC. PROFIT SHARING 401(K) PLAN

Measure Date Value
2010: WILLIAMSON & ASSOCIATES, INC. PROFIT SHARING 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 26
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 26
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 26
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 26
Number of participants with account balances 2010-01-01 23
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 1
2009: WILLIAMSON & ASSOCIATES, INC. PROFIT SHARING 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 23
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 26
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 26
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 26
Number of participants with account balances 2009-01-01 21
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2010: WILLIAMSON & ASSOCIATES, INC. PROFIT SHARING 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	26
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	26
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	26
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	26
Number of participants with account balances	2010-01-01	23
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	1
2009: WILLIAMSON & ASSOCIATES, INC. PROFIT SHARING 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	23
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	26
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	26
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	26
Number of participants with account balances	2009-01-01	21
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on WILLIAMSON & ASSOCIATES, INC. PROFIT SHARING 401(K) PLAN

Measure	Date	Value
2010 : WILLIAMSON & ASSOCIATES, INC. PROFIT SHARING 401(K) PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$321,716
Expenses. Total of all expenses incurred	2010-12-31	$153,580
Benefits paid (including direct rollovers)	2010-12-31	$152,333
Total plan assets at end of year	2010-12-31	$2,241,826
Total plan assets at beginning of year	2010-12-31	$2,073,690
Value of fidelity bond covering the plan	2010-12-31	$250,000
Total contributions received or receivable from participants	2010-12-31	$160,214
Expenses. Other expenses not covered elsewhere	2010-12-31	$500
Contributions received from other sources (not participants or employers)	2010-12-31	$0
Other income received	2010-12-31	$161,502
Noncash contributions received	2010-12-31	$0
Net income (gross income less expenses)	2010-12-31	$168,136
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$2,241,826
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$2,073,690
Assets. Value of participant loans	2010-12-31	$21,812
Total contributions received or receivable from employer(s)	2010-12-31	$0
Value of certain deemed distributions of participant loans	2010-12-31	$0
Value of corrective distributions	2010-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$747
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
2009 : WILLIAMSON & ASSOCIATES, INC. PROFIT SHARING 401(K) PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for WILLIAMSON & ASSOCIATES, INC. PROFIT SHARING 401(K) PLAN

2010: WILLIAMSON & ASSOCIATES, INC. PROFIT SHARING 401(K) PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Plan funding arrangement – Insurance	Yes
2010-01-01	Plan benefit arrangement – Insurance	Yes
2009: WILLIAMSON & ASSOCIATES, INC. PROFIT SHARING 401(K) PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Plan funding arrangement – Insurance	Yes
2009-01-01	Plan benefit arrangement – Insurance	Yes

Insurance Providers Used on plan

AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62944 )

Policy contract number

653005

Policy instance

Insurance contract or identification number	653005
Number of Individuals Covered	26
Insurance policy start date	2010-01-01
Insurance policy end date	2010-12-31
Total amount of commissions paid to insurance broker	USD $6,238
Total amount of fees paid to insurance company	USD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $6,238
Amount paid for insurance broker fees	0
Insurance broker organization code?	3
Insurance broker name	JAMES IZETT, CHFC, CLU

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Company Name:	WILLIAMSON & ASSOCIATES, INC.
Employer identification number (EIN):	581145651
NAIC Classification:	541330
NAIC Description:	Engineering Services