Civic Intelligence

Williams Financial Services Inc.

Plan context: Williams Financial Services Inc.401K Plan

EIN 59-1302314 • Boca Raton, FL • 23 filings • 4 plans

902 Clint Moore RdSuite 124Boca Raton, FL 33487
Current Snapshot

Latest Year

2024

2024 Participants

4

2024 Assets

$1,750,933

2024 Contributions

$116,972

Historical Graphs

Total Assets Over Time

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

$1,750,933$875,467$0199920142024YearValue
$1,750,933Latest year 2024

Participants Over Time

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

740199920132024YearValue
4Latest 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
202414$1,750,933$116,972$29,243iApproximate average salary by contribution assumption: employee only about $731,075 at 4% or $487,383 at 6%; with 50% employer match about $487,383 at 4% or $324,922 at 6%; with 100% employer match about $365,538 at 4% or $243,692 at 6%.
Williams Financial Services Inc.401K Plan-4$1,750,933$116,972$29,243iApproximate average salary by contribution assumption: employee only about $731,075 at 4% or $487,383 at 6%; with 50% employer match about $487,383 at 4% or $324,922 at 6%; with 100% employer match about $365,538 at 4% or $243,692 at 6%.
202314$1,462,911$91,116$22,779iApproximate average salary by contribution assumption: employee only about $569,475 at 4% or $379,650 at 6%; with 50% employer match about $379,650 at 4% or $253,100 at 6%; with 100% employer match about $284,738 at 4% or $189,825 at 6%.
Williams Financial Services Inc.401K Plan-4$1,462,911$91,116$22,779iApproximate average salary by contribution assumption: employee only about $569,475 at 4% or $379,650 at 6%; with 50% employer match about $379,650 at 4% or $253,100 at 6%; with 100% employer match about $284,738 at 4% or $189,825 at 6%.
202214$1,227,666$85,109$21,277iApproximate average salary by contribution assumption: employee only about $531,931 at 4% or $354,621 at 6%; with 50% employer match about $354,621 at 4% or $236,414 at 6%; with 100% employer match about $265,966 at 4% or $177,310 at 6%.
Williams Financial Services Inc.401K Plan-4$1,227,666$85,109$21,277iApproximate average salary by contribution assumption: employee only about $531,931 at 4% or $354,621 at 6%; with 50% employer match about $354,621 at 4% or $236,414 at 6%; with 100% employer match about $265,966 at 4% or $177,310 at 6%.
202114$1,418,241$82,542$20,636iApproximate average salary by contribution assumption: employee only about $515,888 at 4% or $343,925 at 6%; with 50% employer match about $343,925 at 4% or $229,283 at 6%; with 100% employer match about $257,944 at 4% or $171,963 at 6%.
Williams Financial Services Inc.401K Plan-4$1,418,241$82,542$20,636iApproximate average salary by contribution assumption: employee only about $515,888 at 4% or $343,925 at 6%; with 50% employer match about $343,925 at 4% or $229,283 at 6%; with 100% employer match about $257,944 at 4% or $171,963 at 6%.
202014$1,213,876$81,961$20,490iApproximate average salary by contribution assumption: employee only about $512,256 at 4% or $341,504 at 6%; with 50% employer match about $341,504 at 4% or $227,669 at 6%; with 100% employer match about $256,128 at 4% or $170,752 at 6%.
Williams Financial Services Inc.401K Plan-4$1,213,876$81,961$20,490iApproximate average salary by contribution assumption: employee only about $512,256 at 4% or $341,504 at 6%; with 50% employer match about $341,504 at 4% or $227,669 at 6%; with 100% employer match about $256,128 at 4% or $170,752 at 6%.
201915$1,635,774$107,551$21,510iApproximate average salary by contribution assumption: employee only about $537,755 at 4% or $358,503 at 6%; with 50% employer match about $358,503 at 4% or $239,002 at 6%; with 100% employer match about $268,878 at 4% or $179,252 at 6%.
Williams Financial Services Inc.401K Plan-5$1,635,774$107,551$21,510iApproximate average salary by contribution assumption: employee only about $537,755 at 4% or $358,503 at 6%; with 50% employer match about $358,503 at 4% or $239,002 at 6%; with 100% employer match about $268,878 at 4% or $179,252 at 6%.
201815$1,257,300$101,359$20,272iApproximate average salary by contribution assumption: employee only about $506,795 at 4% or $337,863 at 6%; with 50% employer match about $337,863 at 4% or $225,242 at 6%; with 100% employer match about $253,398 at 4% or $168,932 at 6%.
Williams Financial Services Inc.401K Plan-5$1,257,300$101,359$20,272iApproximate average salary by contribution assumption: employee only about $506,795 at 4% or $337,863 at 6%; with 50% employer match about $337,863 at 4% or $225,242 at 6%; with 100% employer match about $253,398 at 4% or $168,932 at 6%.
201715$1,239,408$84,758$16,952iApproximate average salary by contribution assumption: employee only about $423,790 at 4% or $282,527 at 6%; with 50% employer match about $282,527 at 4% or $188,351 at 6%; with 100% employer match about $211,895 at 4% or $141,263 at 6%.
Williams Financial Services Inc.401K Plan-5$1,239,408$84,758$16,952iApproximate average salary by contribution assumption: employee only about $423,790 at 4% or $282,527 at 6%; with 50% employer match about $282,527 at 4% or $188,351 at 6%; with 100% employer match about $211,895 at 4% or $141,263 at 6%.
201614$996,860$69,146$17,287iApproximate average salary by contribution assumption: employee only about $432,163 at 4% or $288,108 at 6%; with 50% employer match about $288,108 at 4% or $192,072 at 6%; with 100% employer match about $216,081 at 4% or $144,054 at 6%.
Williams Financial Services Inc.401K Plan-4$996,860$69,146$17,287iApproximate average salary by contribution assumption: employee only about $432,163 at 4% or $288,108 at 6%; with 50% employer match about $288,108 at 4% or $192,072 at 6%; with 100% employer match about $216,081 at 4% or $144,054 at 6%.
201514$866,276$72,352$18,088iApproximate average salary by contribution assumption: employee only about $452,200 at 4% or $301,467 at 6%; with 50% employer match about $301,467 at 4% or $200,978 at 6%; with 100% employer match about $226,100 at 4% or $150,733 at 6%.
Williams Financial Services Inc.401K Plan-4$866,276$72,352$18,088iApproximate average salary by contribution assumption: employee only about $452,200 at 4% or $301,467 at 6%; with 50% employer match about $301,467 at 4% or $200,978 at 6%; with 100% employer match about $226,100 at 4% or $150,733 at 6%.
201414$804,023$65,218$16,305iApproximate average salary by contribution assumption: employee only about $407,613 at 4% or $271,742 at 6%; with 50% employer match about $271,742 at 4% or $181,161 at 6%; with 100% employer match about $203,806 at 4% or $135,871 at 6%.
Williams Financial Services Inc.401K Plan-4$804,023$65,218$16,305iApproximate average salary by contribution assumption: employee only about $407,613 at 4% or $271,742 at 6%; with 50% employer match about $271,742 at 4% or $181,161 at 6%; with 100% employer match about $203,806 at 4% or $135,871 at 6%.
201315$1,372,256$62,375$12,475iApproximate average salary by contribution assumption: employee only about $311,875 at 4% or $207,917 at 6%; with 50% employer match about $207,917 at 4% or $138,611 at 6%; with 100% employer match about $155,938 at 4% or $103,958 at 6%.
Williams Financial Services Inc.401K Plan-5$1,372,256$62,375$12,475iApproximate average salary by contribution assumption: employee only about $311,875 at 4% or $207,917 at 6%; with 50% employer match about $207,917 at 4% or $138,611 at 6%; with 100% employer match about $155,938 at 4% or $103,958 at 6%.
201215$1,111,940$63,698$12,740iApproximate average salary by contribution assumption: employee only about $318,490 at 4% or $212,327 at 6%; with 50% employer match about $212,327 at 4% or $141,551 at 6%; with 100% employer match about $159,245 at 4% or $106,163 at 6%.
Williams Financial Services Inc.401K Plan-5$1,111,940$63,698$12,740iApproximate average salary by contribution assumption: employee only about $318,490 at 4% or $212,327 at 6%; with 50% employer match about $212,327 at 4% or $141,551 at 6%; with 100% employer match about $159,245 at 4% or $106,163 at 6%.
201115$958,109$70,818$14,164iApproximate average salary by contribution assumption: employee only about $354,090 at 4% or $236,060 at 6%; with 50% employer match about $236,060 at 4% or $157,373 at 6%; with 100% employer match about $177,045 at 4% or $118,030 at 6%.
Williams Financial Services Inc.401K Plan-5$958,109$70,818$14,164iApproximate average salary by contribution assumption: employee only about $354,090 at 4% or $236,060 at 6%; with 50% employer match about $236,060 at 4% or $157,373 at 6%; with 100% employer match about $177,045 at 4% or $118,030 at 6%.
201015$916,464$70,830$14,166iApproximate average salary by contribution assumption: employee only about $354,150 at 4% or $236,100 at 6%; with 50% employer match about $236,100 at 4% or $157,400 at 6%; with 100% employer match about $177,075 at 4% or $118,050 at 6%.
Williams Financial Services Inc.401K Plan-5$916,464$70,830$14,166iApproximate average salary by contribution assumption: employee only about $354,150 at 4% or $236,100 at 6%; with 50% employer match about $236,100 at 4% or $157,400 at 6%; with 100% employer match about $177,075 at 4% or $118,050 at 6%.
200916$762,431$67,691$11,282iApproximate average salary by contribution assumption: employee only about $282,046 at 4% or $188,031 at 6%; with 50% employer match about $188,031 at 4% or $125,354 at 6%; with 100% employer match about $141,023 at 4% or $94,015 at 6%.
Williams Financial Services Inc.401K Plan-6$762,431$67,691$11,282iApproximate average salary by contribution assumption: employee only about $282,046 at 4% or $188,031 at 6%; with 50% employer match about $188,031 at 4% or $125,354 at 6%; with 100% employer match about $141,023 at 4% or $94,015 at 6%.
200816$590,546$71,645$11,941iApproximate average salary by contribution assumption: employee only about $298,521 at 4% or $199,014 at 6%; with 50% employer match about $199,014 at 4% or $132,676 at 6%; with 100% employer match about $149,260 at 4% or $99,507 at 6%.
Williams Financial Services Inc.401K Plan-6$590,546$71,645$11,941iApproximate average salary by contribution assumption: employee only about $298,521 at 4% or $199,014 at 6%; with 50% employer match about $199,014 at 4% or $132,676 at 6%; with 100% employer match about $149,260 at 4% or $99,507 at 6%.
200716$781,559$70,729$11,788iApproximate average salary by contribution assumption: employee only about $294,704 at 4% or $196,469 at 6%; with 50% employer match about $196,469 at 4% or $130,980 at 6%; with 100% employer match about $147,352 at 4% or $98,235 at 6%.
Williams Financial Services Inc.401K Plan-6$781,559$70,729$11,788iApproximate average salary by contribution assumption: employee only about $294,704 at 4% or $196,469 at 6%; with 50% employer match about $196,469 at 4% or $130,980 at 6%; with 100% employer match about $147,352 at 4% or $98,235 at 6%.
200315$652,850$35,065$7,013iApproximate average salary by contribution assumption: employee only about $175,325 at 4% or $116,883 at 6%; with 50% employer match about $116,883 at 4% or $77,922 at 6%; with 100% employer match about $87,663 at 4% or $58,442 at 6%.
Williams Financial Services Inc.401K Plan-5$652,850$35,065$7,013iApproximate average salary by contribution assumption: employee only about $175,325 at 4% or $116,883 at 6%; with 50% employer match about $116,883 at 4% or $77,922 at 6%; with 100% employer match about $87,663 at 4% or $58,442 at 6%.
200214$520,422$28,719$7,180iApproximate average salary by contribution assumption: employee only about $179,494 at 4% or $119,663 at 6%; with 50% employer match about $119,663 at 4% or $79,775 at 6%; with 100% employer match about $89,747 at 4% or $59,831 at 6%.
Williams Financial Services Inc.401K Plan-4$520,422$28,719$7,180iApproximate average salary by contribution assumption: employee only about $179,494 at 4% or $119,663 at 6%; with 50% employer match about $119,663 at 4% or $79,775 at 6%; with 100% employer match about $89,747 at 4% or $59,831 at 6%.
200117$0$0-
Williams Financial Services Inc.401K Plan-7---
200016$649,317$30,211$5,035iApproximate average salary by contribution assumption: employee only about $125,879 at 4% or $83,919 at 6%; with 50% employer match about $83,919 at 4% or $55,946 at 6%; with 100% employer match about $62,940 at 4% or $41,960 at 6%.
Williams Financial Services Inc.401K Plan-6$649,317$30,211$5,035iApproximate average salary by contribution assumption: employee only about $125,879 at 4% or $83,919 at 6%; with 50% employer match about $83,919 at 4% or $55,946 at 6%; with 100% employer match about $62,940 at 4% or $41,960 at 6%.
199914$657,770$27,739$6,935iApproximate average salary by contribution assumption: employee only about $173,369 at 4% or $115,579 at 6%; with 50% employer match about $115,579 at 4% or $77,053 at 6%; with 100% employer match about $86,684 at 4% or $57,790 at 6%.
Williams Financial Services Inc.401K Plan-4$657,770$27,739$6,935iApproximate average salary by contribution assumption: employee only about $173,369 at 4% or $115,579 at 6%; with 50% employer match about $115,579 at 4% or $77,053 at 6%; with 100% employer match about $86,684 at 4% or $57,790 at 6%.