Civic Intelligence

Williams & Company CPA PC.

Plan context: Williams & Company CPA PC. 401(K) Profit Sharing Plan

EIN 42-1377056 • Sioux City, IA • 25 filings • 6 plans

4280 Sergeant Road Suite 250Sioux City, IA 51106
Current Snapshot

Latest Year

2024

2024 Participants

86

2024 Assets

$12,556,666

2024 Contributions

$1,161,517

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$13,110,368$6,555,184$0200120132024YearValue
$12,556,666Latest year 2024

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

86430200020122024YearValue
86Latest year 2024

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 / FilingFilingsParticipantsAssetsContributionsContrib./Participant
2024186$12,556,666$1,161,517$13,506iApproximate average salary by contribution assumption: employee only about $337,650 at 4% or $225,100 at 6%; with 50% employer match about $225,100 at 4% or $150,067 at 6%; with 100% employer match about $168,825 at 4% or $112,550 at 6%.
Williams & Company CPA PC. 401(K) Profit Sharing Plan-86$12,556,666$1,161,517$13,506iApproximate average salary by contribution assumption: employee only about $337,650 at 4% or $225,100 at 6%; with 50% employer match about $225,100 at 4% or $150,067 at 6%; with 100% employer match about $168,825 at 4% or $112,550 at 6%.
2023186$10,152,108$1,160,286$13,492iApproximate average salary by contribution assumption: employee only about $337,292 at 4% or $224,862 at 6%; with 50% employer match about $224,862 at 4% or $149,908 at 6%; with 100% employer match about $168,646 at 4% or $112,431 at 6%.
Williams & Company CPA PC. 401(K) Profit Sharing Plan-86$10,152,108$1,160,286$13,492iApproximate average salary by contribution assumption: employee only about $337,292 at 4% or $224,862 at 6%; with 50% employer match about $224,862 at 4% or $149,908 at 6%; with 100% employer match about $168,646 at 4% or $112,431 at 6%.
2022178$9,676,754$953,509$12,224iApproximate average salary by contribution assumption: employee only about $305,612 at 4% or $203,741 at 6%; with 50% employer match about $203,741 at 4% or $135,827 at 6%; with 100% employer match about $152,806 at 4% or $101,871 at 6%.
Williams & Company CPA PC. 401(K) Profit Sharing Plan-78$9,676,754$953,509$12,224iApproximate average salary by contribution assumption: employee only about $305,612 at 4% or $203,741 at 6%; with 50% employer match about $203,741 at 4% or $135,827 at 6%; with 100% employer match about $152,806 at 4% or $101,871 at 6%.
2021184$13,110,368$1,010,704$12,032iApproximate average salary by contribution assumption: employee only about $300,805 at 4% or $200,537 at 6%; with 50% employer match about $200,537 at 4% or $133,691 at 6%; with 100% employer match about $150,402 at 4% or $100,268 at 6%.
Williams & Company CPA PC. 401(K) Profit Sharing Plan-84$13,110,368$1,010,704$12,032iApproximate average salary by contribution assumption: employee only about $300,805 at 4% or $200,537 at 6%; with 50% employer match about $200,537 at 4% or $133,691 at 6%; with 100% employer match about $150,402 at 4% or $100,268 at 6%.
2020176$12,936,076$595,164$7,831iApproximate average salary by contribution assumption: employee only about $195,778 at 4% or $130,518 at 6%; with 50% employer match about $130,518 at 4% or $87,012 at 6%; with 100% employer match about $97,889 at 4% or $65,259 at 6%.
Williams & Company CPA PC. 401(K) Profit Sharing Plan-76$12,936,076$595,164$7,831iApproximate average salary by contribution assumption: employee only about $195,778 at 4% or $130,518 at 6%; with 50% employer match about $130,518 at 4% or $87,012 at 6%; with 100% employer match about $97,889 at 4% or $65,259 at 6%.
2019176$10,574,826$694,664$9,140iApproximate average salary by contribution assumption: employee only about $228,508 at 4% or $152,339 at 6%; with 50% employer match about $152,339 at 4% or $101,559 at 6%; with 100% employer match about $114,254 at 4% or $76,169 at 6%.
Williams & Company CPA PC. 401(K) Profit Sharing Plan-76$10,574,826$694,664$9,140iApproximate average salary by contribution assumption: employee only about $228,508 at 4% or $152,339 at 6%; with 50% employer match about $152,339 at 4% or $101,559 at 6%; with 100% employer match about $114,254 at 4% or $76,169 at 6%.
2018170$8,206,193$652,959$9,328iApproximate average salary by contribution assumption: employee only about $233,200 at 4% or $155,466 at 6%; with 50% employer match about $155,466 at 4% or $103,644 at 6%; with 100% employer match about $116,600 at 4% or $77,733 at 6%.
Williams & Company CPA PC. 401(K) Profit Sharing Plan-70$8,206,193$652,959$9,328iApproximate average salary by contribution assumption: employee only about $233,200 at 4% or $155,466 at 6%; with 50% employer match about $155,466 at 4% or $103,644 at 6%; with 100% employer match about $116,600 at 4% or $77,733 at 6%.
2017167$8,328,987$533,479$7,962iApproximate average salary by contribution assumption: employee only about $199,059 at 4% or $132,706 at 6%; with 50% employer match about $132,706 at 4% or $88,471 at 6%; with 100% employer match about $99,530 at 4% or $66,353 at 6%.
Williams & Company CPA PC. 401(K) Profit Sharing Plan-67$8,328,987$533,479$7,962iApproximate average salary by contribution assumption: employee only about $199,059 at 4% or $132,706 at 6%; with 50% employer match about $132,706 at 4% or $88,471 at 6%; with 100% employer match about $99,530 at 4% or $66,353 at 6%.
2016163$6,826,320$601,462$9,547iApproximate average salary by contribution assumption: employee only about $238,675 at 4% or $159,117 at 6%; with 50% employer match about $159,117 at 4% or $106,078 at 6%; with 100% employer match about $119,338 at 4% or $79,558 at 6%.
Williams & Company CPA PC. 401(K) Profit Sharing Plan-63$6,826,320$601,462$9,547iApproximate average salary by contribution assumption: employee only about $238,675 at 4% or $159,117 at 6%; with 50% employer match about $159,117 at 4% or $106,078 at 6%; with 100% employer match about $119,338 at 4% or $79,558 at 6%.
2015162$7,064,930$630,231$10,165iApproximate average salary by contribution assumption: employee only about $254,125 at 4% or $169,417 at 6%; with 50% employer match about $169,417 at 4% or $112,945 at 6%; with 100% employer match about $127,063 at 4% or $84,708 at 6%.
Williams & Company CPA PC. 401(K) Profit Sharing Plan-62$7,064,930$630,231$10,165iApproximate average salary by contribution assumption: employee only about $254,125 at 4% or $169,417 at 6%; with 50% employer match about $169,417 at 4% or $112,945 at 6%; with 100% employer match about $127,063 at 4% or $84,708 at 6%.
2014161$6,864,353$511,332$8,382iApproximate average salary by contribution assumption: employee only about $209,562 at 4% or $139,708 at 6%; with 50% employer match about $139,708 at 4% or $93,139 at 6%; with 100% employer match about $104,781 at 4% or $69,854 at 6%.
Williams & Company CPA PC. 401(K) Profit Sharing Plan-61$6,864,353$511,332$8,382iApproximate average salary by contribution assumption: employee only about $209,562 at 4% or $139,708 at 6%; with 50% employer match about $139,708 at 4% or $93,139 at 6%; with 100% employer match about $104,781 at 4% or $69,854 at 6%.
2013160$6,797,578$521,446$8,691iApproximate average salary by contribution assumption: employee only about $217,269 at 4% or $144,846 at 6%; with 50% employer match about $144,846 at 4% or $96,564 at 6%; with 100% employer match about $108,635 at 4% or $72,423 at 6%.
Williams & Company CPA PC. 401(K) Profit Sharing Plan-60$6,797,578$521,446$8,691iApproximate average salary by contribution assumption: employee only about $217,269 at 4% or $144,846 at 6%; with 50% employer match about $144,846 at 4% or $96,564 at 6%; with 100% employer match about $108,635 at 4% or $72,423 at 6%.
2012165$5,567,034$496,525$7,639iApproximate average salary by contribution assumption: employee only about $190,971 at 4% or $127,314 at 6%; with 50% employer match about $127,314 at 4% or $84,876 at 6%; with 100% employer match about $95,486 at 4% or $63,657 at 6%.
Williams & Company CPA PC. 401(K) Profit Sharing Plan-65$5,567,034$496,525$7,639iApproximate average salary by contribution assumption: employee only about $190,971 at 4% or $127,314 at 6%; with 50% employer match about $127,314 at 4% or $84,876 at 6%; with 100% employer match about $95,486 at 4% or $63,657 at 6%.
2011161$4,548,853$443,545$7,271iApproximate average salary by contribution assumption: employee only about $181,781 at 4% or $121,187 at 6%; with 50% employer match about $121,187 at 4% or $80,791 at 6%; with 100% employer match about $90,890 at 4% or $60,594 at 6%.
Williams & Company CPA PC. 401(K) Profit Sharing Plan-61$4,548,853$443,545$7,271iApproximate average salary by contribution assumption: employee only about $181,781 at 4% or $121,187 at 6%; with 50% employer match about $121,187 at 4% or $80,791 at 6%; with 100% employer match about $90,890 at 4% or $60,594 at 6%.
2010156$4,498,476$544,327$9,720iApproximate average salary by contribution assumption: employee only about $243,003 at 4% or $162,002 at 6%; with 50% employer match about $162,002 at 4% or $108,001 at 6%; with 100% employer match about $121,502 at 4% or $81,001 at 6%.
Williams & Company CPA PC. 401(K) Profit Sharing Plan-56$4,498,476$544,327$9,720iApproximate average salary by contribution assumption: employee only about $243,003 at 4% or $162,002 at 6%; with 50% employer match about $162,002 at 4% or $108,001 at 6%; with 100% employer match about $121,502 at 4% or $81,001 at 6%.
2009161$3,515,010$370,846$6,079iApproximate average salary by contribution assumption: employee only about $151,986 at 4% or $101,324 at 6%; with 50% employer match about $101,324 at 4% or $67,549 at 6%; with 100% employer match about $75,993 at 4% or $50,662 at 6%.
Williams & Company CPA PC. 401(K) Profit Sharing Plan-61$3,515,010$370,846$6,079iApproximate average salary by contribution assumption: employee only about $151,986 at 4% or $101,324 at 6%; with 50% employer match about $101,324 at 4% or $67,549 at 6%; with 100% employer match about $75,993 at 4% or $50,662 at 6%.
2008147$2,408,495$391,752$8,335iApproximate average salary by contribution assumption: employee only about $208,379 at 4% or $138,919 at 6%; with 50% employer match about $138,919 at 4% or $92,613 at 6%; with 100% employer match about $104,189 at 4% or $69,460 at 6%.
Williams & Company CPA PC. 401(K) Profit Sharing Plan-47$2,408,495$391,752$8,335iApproximate average salary by contribution assumption: employee only about $208,379 at 4% or $138,919 at 6%; with 50% employer match about $138,919 at 4% or $92,613 at 6%; with 100% employer match about $104,189 at 4% or $69,460 at 6%.
2007145$3,336,949$342,671$7,615iApproximate average salary by contribution assumption: employee only about $190,373 at 4% or $126,915 at 6%; with 50% employer match about $126,915 at 4% or $84,610 at 6%; with 100% employer match about $95,186 at 4% or $63,458 at 6%.
Williams & Company CPA PC. 401(K) Profit Sharing Plan-45$3,336,949$342,671$7,615iApproximate average salary by contribution assumption: employee only about $190,373 at 4% or $126,915 at 6%; with 50% employer match about $126,915 at 4% or $84,610 at 6%; with 100% employer match about $95,186 at 4% or $63,458 at 6%.
2006148$3,145,916$365,370$7,612iApproximate average salary by contribution assumption: employee only about $190,297 at 4% or $126,865 at 6%; with 50% employer match about $126,865 at 4% or $84,576 at 6%; with 100% employer match about $95,148 at 4% or $63,432 at 6%.
Williams & Company CPA PC. 401(K) Profit Sharing Plan-48$3,145,916$365,370$7,612iApproximate average salary by contribution assumption: employee only about $190,297 at 4% or $126,865 at 6%; with 50% employer match about $126,865 at 4% or $84,576 at 6%; with 100% employer match about $95,148 at 4% or $63,432 at 6%.
2005140$2,541,483$321,379$8,034iApproximate average salary by contribution assumption: employee only about $200,862 at 4% or $133,908 at 6%; with 50% employer match about $133,908 at 4% or $89,272 at 6%; with 100% employer match about $100,431 at 4% or $66,954 at 6%.
Williams & Company CPA PC. 401(K) Profit Sharing Plan-40$2,541,483$321,379$8,034iApproximate average salary by contribution assumption: employee only about $200,862 at 4% or $133,908 at 6%; with 50% employer match about $133,908 at 4% or $89,272 at 6%; with 100% employer match about $100,431 at 4% or $66,954 at 6%.
2004139$2,250,457$294,568$7,553iApproximate average salary by contribution assumption: employee only about $188,826 at 4% or $125,884 at 6%; with 50% employer match about $125,884 at 4% or $83,923 at 6%; with 100% employer match about $94,413 at 4% or $62,942 at 6%.
Williams & Company CPA PC. 401(K) Profit Sharing Plan-39$2,250,457$294,568$7,553iApproximate average salary by contribution assumption: employee only about $188,826 at 4% or $125,884 at 6%; with 50% employer match about $125,884 at 4% or $83,923 at 6%; with 100% employer match about $94,413 at 4% or $62,942 at 6%.
2003139$1,763,257$278,544$7,142iApproximate average salary by contribution assumption: employee only about $178,554 at 4% or $119,036 at 6%; with 50% employer match about $119,036 at 4% or $79,357 at 6%; with 100% employer match about $89,277 at 4% or $59,518 at 6%.
Williams & Company CPA PC. 401(K) Profit Sharing Plan-39$1,763,257$278,544$7,142iApproximate average salary by contribution assumption: employee only about $178,554 at 4% or $119,036 at 6%; with 50% employer match about $119,036 at 4% or $79,357 at 6%; with 100% employer match about $89,277 at 4% or $59,518 at 6%.
2002145$1,318,122$255,146$5,670iApproximate average salary by contribution assumption: employee only about $141,748 at 4% or $94,499 at 6%; with 50% employer match about $94,499 at 4% or $62,999 at 6%; with 100% employer match about $70,874 at 4% or $47,249 at 6%.
Williams & Company CPA PC. 401(K) Profit Sharing Plan-45$1,318,122$255,146$5,670iApproximate average salary by contribution assumption: employee only about $141,748 at 4% or $94,499 at 6%; with 50% employer match about $94,499 at 4% or $62,999 at 6%; with 100% employer match about $70,874 at 4% or $47,249 at 6%.
2001118$28,082$14,708$817iApproximate average salary by contribution assumption: employee only about $20,428 at 4% or $13,619 at 6%; with 50% employer match about $13,619 at 4% or $9,079 at 6%; with 100% employer match about $10,214 at 4% or $6,809 at 6%.
Williams & Company CPA PC. 401(K) Profit Sharing Plan-18$28,082$14,708$817iApproximate average salary by contribution assumption: employee only about $20,428 at 4% or $13,619 at 6%; with 50% employer match about $13,619 at 4% or $9,079 at 6%; with 100% employer match about $10,214 at 4% or $6,809 at 6%.
2000124$0$0-
Williams & Company CPA PC. 401(K) Profit Sharing Plan-24---