Creative Wealth Strategies Williams Group Inc.
Plan context: Creative Wealth Strategies Williams Group Inc. Profit Sharing Plan
EIN 33-0594936 • Newport Beach, CA • 28 filings • 3 plans
Current Snapshot
Latest Year
2024
2024 Participants
1
2024 Assets
$86,217
2024 Contributions
$69,500
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
Company Timeline
Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.
| Year / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2024 | 1 | 1 | $86,217 | $69,500 | $69,500iApproximate average salary by contribution assumption: employee only about $1,737,500 at 4% or $1,158,333 at 6%; with 50% employer match about $1,158,333 at 4% or $772,222 at 6%; with 100% employer match about $868,750 at 4% or $579,167 at 6%. |
| Creative Wealth Strategies Williams Group Inc. Profit Sharing Plan | - | 1 | $86,217 | $69,500 | $69,500iApproximate average salary by contribution assumption: employee only about $1,737,500 at 4% or $1,158,333 at 6%; with 50% employer match about $1,158,333 at 4% or $772,222 at 6%; with 100% employer match about $868,750 at 4% or $579,167 at 6%. |
| 2023 | 1 | 2 | $111,504 | $69,000 | $34,500iApproximate average salary by contribution assumption: employee only about $862,500 at 4% or $575,000 at 6%; with 50% employer match about $575,000 at 4% or $383,333 at 6%; with 100% employer match about $431,250 at 4% or $287,500 at 6%. |
| Creative Wealth Strategies Williams Group Inc. Profit Sharing Plan | - | 2 | $111,504 | $69,000 | $34,500iApproximate average salary by contribution assumption: employee only about $862,500 at 4% or $575,000 at 6%; with 50% employer match about $575,000 at 4% or $383,333 at 6%; with 100% employer match about $431,250 at 4% or $287,500 at 6%. |
| 2022 | 1 | 3 | $247,075 | $43,000 | $14,333iApproximate average salary by contribution assumption: employee only about $358,333 at 4% or $238,889 at 6%; with 50% employer match about $238,889 at 4% or $159,259 at 6%; with 100% employer match about $179,167 at 4% or $119,444 at 6%. |
| Creative Wealth Strategies Williams Group Inc. Profit Sharing Plan | - | 3 | $247,075 | $43,000 | $14,333iApproximate average salary by contribution assumption: employee only about $358,333 at 4% or $238,889 at 6%; with 50% employer match about $238,889 at 4% or $159,259 at 6%; with 100% employer match about $179,167 at 4% or $119,444 at 6%. |
| 2021 | 1 | 3 | $294,309 | $98,331 | $32,777iApproximate average salary by contribution assumption: employee only about $819,425 at 4% or $546,283 at 6%; with 50% employer match about $546,283 at 4% or $364,189 at 6%; with 100% employer match about $409,713 at 4% or $273,142 at 6%. |
| Creative Wealth Strategies Williams Group Inc. Profit Sharing Plan | - | 3 | $294,309 | $98,331 | $32,777iApproximate average salary by contribution assumption: employee only about $819,425 at 4% or $546,283 at 6%; with 50% employer match about $546,283 at 4% or $364,189 at 6%; with 100% employer match about $409,713 at 4% or $273,142 at 6%. |
| 2020 | 1 | 3 | $355,643 | $75,000 | $25,000iApproximate average salary by contribution assumption: employee only about $625,000 at 4% or $416,667 at 6%; with 50% employer match about $416,667 at 4% or $277,778 at 6%; with 100% employer match about $312,500 at 4% or $208,333 at 6%. |
| Creative Wealth Strategies Williams Group Inc. Profit Sharing Plan | - | 3 | $355,643 | $75,000 | $25,000iApproximate average salary by contribution assumption: employee only about $625,000 at 4% or $416,667 at 6%; with 50% employer match about $416,667 at 4% or $277,778 at 6%; with 100% employer match about $312,500 at 4% or $208,333 at 6%. |
| 2019 | 1 | 3 | $314,240 | $99,020 | $33,007iApproximate average salary by contribution assumption: employee only about $825,167 at 4% or $550,111 at 6%; with 50% employer match about $550,111 at 4% or $366,741 at 6%; with 100% employer match about $412,583 at 4% or $275,056 at 6%. |
| Creative Wealth Strategies Williams Group Inc. Profit Sharing Plan | - | 3 | $314,240 | $99,020 | $33,007iApproximate average salary by contribution assumption: employee only about $825,167 at 4% or $550,111 at 6%; with 50% employer match about $550,111 at 4% or $366,741 at 6%; with 100% employer match about $412,583 at 4% or $275,056 at 6%. |
| 2018 | 1 | 3 | $173,576 | $97,305 | $32,435iApproximate average salary by contribution assumption: employee only about $810,875 at 4% or $540,583 at 6%; with 50% employer match about $540,583 at 4% or $360,389 at 6%; with 100% employer match about $405,438 at 4% or $270,292 at 6%. |
| Creative Wealth Strategies Williams Group Inc. Profit Sharing Plan | - | 3 | $173,576 | $97,305 | $32,435iApproximate average salary by contribution assumption: employee only about $810,875 at 4% or $540,583 at 6%; with 50% employer match about $540,583 at 4% or $360,389 at 6%; with 100% employer match about $405,438 at 4% or $270,292 at 6%. |
| 2017 | 1 | 3 | $152,447 | $84,000 | $28,000iApproximate average salary by contribution assumption: employee only about $700,000 at 4% or $466,667 at 6%; with 50% employer match about $466,667 at 4% or $311,111 at 6%; with 100% employer match about $350,000 at 4% or $233,333 at 6%. |
| Creative Wealth Strategies Williams Group Inc. Profit Sharing Plan | - | 3 | $152,447 | $84,000 | $28,000iApproximate average salary by contribution assumption: employee only about $700,000 at 4% or $466,667 at 6%; with 50% employer match about $466,667 at 4% or $311,111 at 6%; with 100% employer match about $350,000 at 4% or $233,333 at 6%. |
| 2016 | 1 | 3 | $162,517 | $77,612 | $25,871iApproximate average salary by contribution assumption: employee only about $646,767 at 4% or $431,178 at 6%; with 50% employer match about $431,178 at 4% or $287,452 at 6%; with 100% employer match about $323,383 at 4% or $215,589 at 6%. |
| Creative Wealth Strategies Williams Group Inc. Profit Sharing Plan | - | 3 | $162,517 | $77,612 | $25,871iApproximate average salary by contribution assumption: employee only about $646,767 at 4% or $431,178 at 6%; with 50% employer match about $431,178 at 4% or $287,452 at 6%; with 100% employer match about $323,383 at 4% or $215,589 at 6%. |
| 2015 | 1 | 2 | $120,780 | $43,000 | $21,500iApproximate average salary by contribution assumption: employee only about $537,500 at 4% or $358,333 at 6%; with 50% employer match about $358,333 at 4% or $238,889 at 6%; with 100% employer match about $268,750 at 4% or $179,167 at 6%. |
| Creative Wealth Strategies Williams Group Inc. Profit Sharing Plan | - | 2 | $120,780 | $43,000 | $21,500iApproximate average salary by contribution assumption: employee only about $537,500 at 4% or $358,333 at 6%; with 50% employer match about $358,333 at 4% or $238,889 at 6%; with 100% employer match about $268,750 at 4% or $179,167 at 6%. |
| 2014 | 1 | 2 | $101,021 | $43,000 | $21,500iApproximate average salary by contribution assumption: employee only about $537,500 at 4% or $358,333 at 6%; with 50% employer match about $358,333 at 4% or $238,889 at 6%; with 100% employer match about $268,750 at 4% or $179,167 at 6%. |
| Creative Wealth Strategies Williams Group Inc. Profit Sharing Plan | - | 2 | $101,021 | $43,000 | $21,500iApproximate average salary by contribution assumption: employee only about $537,500 at 4% or $358,333 at 6%; with 50% employer match about $358,333 at 4% or $238,889 at 6%; with 100% employer match about $268,750 at 4% or $179,167 at 6%. |
| 2013 | 1 | 2 | $185,095 | $43,000 | $21,500iApproximate average salary by contribution assumption: employee only about $537,500 at 4% or $358,333 at 6%; with 50% employer match about $358,333 at 4% or $238,889 at 6%; with 100% employer match about $268,750 at 4% or $179,167 at 6%. |
| Creative Wealth Strategies Williams Group Inc. Profit Sharing Plan | - | 2 | $185,095 | $43,000 | $21,500iApproximate average salary by contribution assumption: employee only about $537,500 at 4% or $358,333 at 6%; with 50% employer match about $358,333 at 4% or $238,889 at 6%; with 100% employer match about $268,750 at 4% or $179,167 at 6%. |
| 2012 | 1 | 2 | $460,308 | $43,000 | $21,500iApproximate average salary by contribution assumption: employee only about $537,500 at 4% or $358,333 at 6%; with 50% employer match about $358,333 at 4% or $238,889 at 6%; with 100% employer match about $268,750 at 4% or $179,167 at 6%. |
| Creative Wealth Strategies Williams Group Inc. Profit Sharing Plan | - | 2 | $460,308 | $43,000 | $21,500iApproximate average salary by contribution assumption: employee only about $537,500 at 4% or $358,333 at 6%; with 50% employer match about $358,333 at 4% or $238,889 at 6%; with 100% employer match about $268,750 at 4% or $179,167 at 6%. |
| 2011 | 1 | 2 | $471,790 | $43,000 | $21,500iApproximate average salary by contribution assumption: employee only about $537,500 at 4% or $358,333 at 6%; with 50% employer match about $358,333 at 4% or $238,889 at 6%; with 100% employer match about $268,750 at 4% or $179,167 at 6%. |
| Creative Wealth Strategies Williams Group Inc. Profit Sharing Plan | - | 2 | $471,790 | $43,000 | $21,500iApproximate average salary by contribution assumption: employee only about $537,500 at 4% or $358,333 at 6%; with 50% employer match about $358,333 at 4% or $238,889 at 6%; with 100% employer match about $268,750 at 4% or $179,167 at 6%. |
| 2010 | 1 | 2 | $438,380 | $33,250 | $16,625iApproximate average salary by contribution assumption: employee only about $415,625 at 4% or $277,083 at 6%; with 50% employer match about $277,083 at 4% or $184,722 at 6%; with 100% employer match about $207,813 at 4% or $138,542 at 6%. |
| Creative Wealth Strategies Williams Group Inc. Profit Sharing Plan | - | 2 | $438,380 | $33,250 | $16,625iApproximate average salary by contribution assumption: employee only about $415,625 at 4% or $277,083 at 6%; with 50% employer match about $277,083 at 4% or $184,722 at 6%; with 100% employer match about $207,813 at 4% or $138,542 at 6%. |
| 2009 | 1 | 2 | $2,725,875 | $43,000 | $21,500iApproximate average salary by contribution assumption: employee only about $537,500 at 4% or $358,333 at 6%; with 50% employer match about $358,333 at 4% or $238,889 at 6%; with 100% employer match about $268,750 at 4% or $179,167 at 6%. |
| Creative Wealth Strategies Williams Group Inc. Profit Sharing Plan | - | 2 | $2,725,875 | $43,000 | $21,500iApproximate average salary by contribution assumption: employee only about $537,500 at 4% or $358,333 at 6%; with 50% employer match about $358,333 at 4% or $238,889 at 6%; with 100% employer match about $268,750 at 4% or $179,167 at 6%. |
| 2008 | 1 | 2 | $2,157,708 | $34,000 | $17,000iApproximate average salary by contribution assumption: employee only about $425,000 at 4% or $283,333 at 6%; with 50% employer match about $283,333 at 4% or $188,889 at 6%; with 100% employer match about $212,500 at 4% or $141,667 at 6%. |
| Creative Wealth Strategies Williams Group Inc. Profit Sharing Plan | - | 2 | $2,157,708 | $34,000 | $17,000iApproximate average salary by contribution assumption: employee only about $425,000 at 4% or $283,333 at 6%; with 50% employer match about $283,333 at 4% or $188,889 at 6%; with 100% employer match about $212,500 at 4% or $141,667 at 6%. |
| 2007 | 1 | 2 | $2,386,375 | $34,000 | $17,000iApproximate average salary by contribution assumption: employee only about $425,000 at 4% or $283,333 at 6%; with 50% employer match about $283,333 at 4% or $188,889 at 6%; with 100% employer match about $212,500 at 4% or $141,667 at 6%. |
| Creative Wealth Strategies Williams Group Inc. Profit Sharing Plan | - | 2 | $2,386,375 | $34,000 | $17,000iApproximate average salary by contribution assumption: employee only about $425,000 at 4% or $283,333 at 6%; with 50% employer match about $283,333 at 4% or $188,889 at 6%; with 100% employer match about $212,500 at 4% or $141,667 at 6%. |
| 2006 | 1 | 2 | $2,349,831 | $35,500 | $17,750iApproximate average salary by contribution assumption: employee only about $443,750 at 4% or $295,833 at 6%; with 50% employer match about $295,833 at 4% or $197,222 at 6%; with 100% employer match about $221,875 at 4% or $147,917 at 6%. |
| Creative Wealth Strategies Williams Group Inc. Profit Sharing Plan | - | 2 | $2,349,831 | $35,500 | $17,750iApproximate average salary by contribution assumption: employee only about $443,750 at 4% or $295,833 at 6%; with 50% employer match about $295,833 at 4% or $197,222 at 6%; with 100% employer match about $221,875 at 4% or $147,917 at 6%. |
| 2005 | 1 | 2 | $2,158,480 | $33,500 | $16,750iApproximate average salary by contribution assumption: employee only about $418,750 at 4% or $279,167 at 6%; with 50% employer match about $279,167 at 4% or $186,111 at 6%; with 100% employer match about $209,375 at 4% or $139,583 at 6%. |
| Creative Wealth Strategies Williams Group Inc. Profit Sharing Plan | - | 2 | $2,158,480 | $33,500 | $16,750iApproximate average salary by contribution assumption: employee only about $418,750 at 4% or $279,167 at 6%; with 50% employer match about $279,167 at 4% or $186,111 at 6%; with 100% employer match about $209,375 at 4% or $139,583 at 6%. |
| 2004 | 1 | 2 | $2,136,991 | $32,250 | $16,125iApproximate average salary by contribution assumption: employee only about $403,125 at 4% or $268,750 at 6%; with 50% employer match about $268,750 at 4% or $179,167 at 6%; with 100% employer match about $201,563 at 4% or $134,375 at 6%. |
| Creative Wealth Strategies Williams Group Inc. Profit Sharing Plan | - | 2 | $2,136,991 | $32,250 | $16,125iApproximate average salary by contribution assumption: employee only about $403,125 at 4% or $268,750 at 6%; with 50% employer match about $268,750 at 4% or $179,167 at 6%; with 100% employer match about $201,563 at 4% or $134,375 at 6%. |
| 2003 | 2 | 4 | $2,181,619 | $1,809,512 | $452,378iApproximate average salary by contribution assumption: employee only about $11,309,450 at 4% or $7,539,633 at 6%; with 50% employer match about $7,539,633 at 4% or $5,026,422 at 6%; with 100% employer match about $5,654,725 at 4% or $3,769,817 at 6%. |
| Creative Wealth Strategies Williams Group Inc. Profit Sharing Plan | - | 4 | $2,181,619 | $1,809,512 | $452,378iApproximate average salary by contribution assumption: employee only about $11,309,450 at 4% or $7,539,633 at 6%; with 50% employer match about $7,539,633 at 4% or $5,026,422 at 6%; with 100% employer match about $5,654,725 at 4% or $3,769,817 at 6%. |
| Williams Added Value Enterprises Inc. Defined Benefit Pension Plan | - | 0 | - | - | - |
| 2002 | 2 | 3 | $2,056,217 | $235,783 | $78,594iApproximate average salary by contribution assumption: employee only about $1,964,858 at 4% or $1,309,906 at 6%; with 50% employer match about $1,309,906 at 4% or $873,270 at 6%; with 100% employer match about $982,429 at 4% or $654,953 at 6%. |
| Williams Added Value Enterprises Inc. Defined Benefit Pension Plan | - | 1 | $1,820,434 | - | - |
| Creative Wealth Strategies Williams Group Inc. Profit Sharing Plan | - | 3 | $235,783 | $235,783 | $78,594iApproximate average salary by contribution assumption: employee only about $1,964,858 at 4% or $1,309,906 at 6%; with 50% employer match about $1,309,906 at 4% or $873,270 at 6%; with 100% employer match about $982,429 at 4% or $654,953 at 6%. |
| 2001 | 1 | 3 | $0 | $0 | - |
| Williams Added Value Enterprises Inc. Defined Benefit Pension Plan | - | 3 | - | - | - |
| 2000 | 1 | 3 | $1,665,229 | $179,516 | $59,839iApproximate average salary by contribution assumption: employee only about $1,495,967 at 4% or $997,311 at 6%; with 50% employer match about $997,311 at 4% or $664,874 at 6%; with 100% employer match about $747,983 at 4% or $498,656 at 6%. |
| Williams Added Value Enterprises Inc. Defined Benefit Pension Plan | - | 3 | $1,665,229 | $179,516 | $59,839iApproximate average salary by contribution assumption: employee only about $1,495,967 at 4% or $997,311 at 6%; with 50% employer match about $997,311 at 4% or $664,874 at 6%; with 100% employer match about $747,983 at 4% or $498,656 at 6%. |
| 1999 | 1 | 3 | $1,338,693 | $166,447 | $55,482iApproximate average salary by contribution assumption: employee only about $1,387,058 at 4% or $924,706 at 6%; with 50% employer match about $924,706 at 4% or $616,470 at 6%; with 100% employer match about $693,529 at 4% or $462,353 at 6%. |
| Williams Added Value Enterprises Inc. Defined Benefit Pension Plan | - | 3 | $1,338,693 | $166,447 | $55,482iApproximate average salary by contribution assumption: employee only about $1,387,058 at 4% or $924,706 at 6%; with 50% employer match about $924,706 at 4% or $616,470 at 6%; with 100% employer match about $693,529 at 4% or $462,353 at 6%. |