Civic Intelligence

The Williams Firm

Plan context: THE WILLIAMS FIRM 401(K) PLAN & TRUST

EIN 68-0401522 • Walnut Creek, CA • 26 filings • 3 plans

P.O. Box 5516Walnut Creek, CA 94596
Current Snapshot

Latest Year

2022

2022 Participants

10

2022 Assets

$5,524,801

2022 Contributions

$91,166

Historical Graphs

Total Assets Over Time

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

$5,524,801$2,762,401$0200920152021YearValue
$5,524,801Latest year 2021

Participants Over Time

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

1050200920152020YearValue
10Latest year 2020

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
202210$0$0-
THE WILLIAMS FIRM 401(K) PLAN & TRUST-0$0$0-
202110$5,524,801$91,166-
THE WILLIAMS FIRM 401(K) PLAN & TRUST-0$5,524,801$91,166-
2020210$4,750,474$2,992,838$299,284iApproximate average salary by contribution assumption: employee only about $7,482,095 at 4% or $4,988,063 at 6%; with 50% employer match about $4,988,063 at 4% or $3,325,376 at 6%; with 100% employer match about $3,741,048 at 4% or $2,494,032 at 6%.
THE WILLIAMS FIRM 401(K) PLAN & TRUST-10$4,750,474$2,992,838$299,284iApproximate average salary by contribution assumption: employee only about $7,482,095 at 4% or $4,988,063 at 6%; with 50% employer match about $4,988,063 at 4% or $3,325,376 at 6%; with 100% employer match about $3,741,048 at 4% or $2,494,032 at 6%.
The Williams Firm Defined Benefit Plan & Trust-0$0$0-
2019210$4,021,729$290,731$29,073iApproximate average salary by contribution assumption: employee only about $726,828 at 4% or $484,552 at 6%; with 50% employer match about $484,552 at 4% or $323,034 at 6%; with 100% employer match about $363,414 at 4% or $242,276 at 6%.
The Williams Firm Defined Benefit Plan & Trust-4$2,533,567$196,450$49,113iApproximate average salary by contribution assumption: employee only about $1,227,813 at 4% or $818,542 at 6%; with 50% employer match about $818,542 at 4% or $545,694 at 6%; with 100% employer match about $613,906 at 4% or $409,271 at 6%.
THE WILLIAMS FIRM 401(K) PLAN & TRUST-10$1,488,162$94,281$9,428iApproximate average salary by contribution assumption: employee only about $235,703 at 4% or $157,135 at 6%; with 50% employer match about $157,135 at 4% or $104,757 at 6%; with 100% employer match about $117,851 at 4% or $78,568 at 6%.
201829$3,067,330$278,381$30,931iApproximate average salary by contribution assumption: employee only about $773,281 at 4% or $515,520 at 6%; with 50% employer match about $515,520 at 4% or $343,680 at 6%; with 100% employer match about $386,640 at 4% or $257,760 at 6%.
The Williams Firm Defined Benefit Plan & Trust-5$1,937,941$158,760$31,752iApproximate average salary by contribution assumption: employee only about $793,800 at 4% or $529,200 at 6%; with 50% employer match about $529,200 at 4% or $352,800 at 6%; with 100% employer match about $396,900 at 4% or $264,600 at 6%.
THE WILLIAMS FIRM 401(K) PLAN & TRUST-9$1,129,389$119,621$13,291iApproximate average salary by contribution assumption: employee only about $332,281 at 4% or $221,520 at 6%; with 50% employer match about $221,520 at 4% or $147,680 at 6%; with 100% employer match about $166,140 at 4% or $110,760 at 6%.
201729$2,967,803$285,794$31,755iApproximate average salary by contribution assumption: employee only about $793,872 at 4% or $529,248 at 6%; with 50% employer match about $529,248 at 4% or $352,832 at 6%; with 100% employer match about $396,936 at 4% or $264,624 at 6%.
The Williams Firm Defined Benefit Plan & Trust-6$1,903,553$150,759$25,127iApproximate average salary by contribution assumption: employee only about $628,163 at 4% or $418,775 at 6%; with 50% employer match about $418,775 at 4% or $279,183 at 6%; with 100% employer match about $314,081 at 4% or $209,388 at 6%.
THE WILLIAMS FIRM 401(K) PLAN & TRUST-9$1,064,250$135,035$15,004iApproximate average salary by contribution assumption: employee only about $375,097 at 4% or $250,065 at 6%; with 50% employer match about $250,065 at 4% or $166,710 at 6%; with 100% employer match about $187,549 at 4% or $125,032 at 6%.
201629$2,195,082$272,456$30,273iApproximate average salary by contribution assumption: employee only about $756,822 at 4% or $504,548 at 6%; with 50% employer match about $504,548 at 4% or $336,365 at 6%; with 100% employer match about $378,411 at 4% or $252,274 at 6%.
The Williams Firm Defined Benefit Plan & Trust-5$1,433,676$155,902$31,180iApproximate average salary by contribution assumption: employee only about $779,510 at 4% or $519,673 at 6%; with 50% employer match about $519,673 at 4% or $346,449 at 6%; with 100% employer match about $389,755 at 4% or $259,837 at 6%.
THE WILLIAMS FIRM 401(K) PLAN & TRUST-9$761,406$116,554$12,950iApproximate average salary by contribution assumption: employee only about $323,761 at 4% or $215,841 at 6%; with 50% employer match about $215,841 at 4% or $143,894 at 6%; with 100% employer match about $161,881 at 4% or $107,920 at 6%.
201529$1,741,063$261,652$29,072iApproximate average salary by contribution assumption: employee only about $726,811 at 4% or $484,541 at 6%; with 50% employer match about $484,541 at 4% or $323,027 at 6%; with 100% employer match about $363,406 at 4% or $242,270 at 6%.
The Williams Firm Defined Benefit Plan & Trust-5$1,151,594$159,576$31,915iApproximate average salary by contribution assumption: employee only about $797,880 at 4% or $531,920 at 6%; with 50% employer match about $531,920 at 4% or $354,613 at 6%; with 100% employer match about $398,940 at 4% or $265,960 at 6%.
THE WILLIAMS FIRM 401(K) PLAN & TRUST-9$589,469$102,076$11,342iApproximate average salary by contribution assumption: employee only about $283,544 at 4% or $189,030 at 6%; with 50% employer match about $189,030 at 4% or $126,020 at 6%; with 100% employer match about $141,772 at 4% or $94,515 at 6%.
201429$1,621,017$252,865$28,096iApproximate average salary by contribution assumption: employee only about $702,403 at 4% or $468,269 at 6%; with 50% employer match about $468,269 at 4% or $312,179 at 6%; with 100% employer match about $351,201 at 4% or $234,134 at 6%.
The Williams Firm Defined Benefit Plan & Trust-6$1,096,801$156,393$26,066iApproximate average salary by contribution assumption: employee only about $651,638 at 4% or $434,425 at 6%; with 50% employer match about $434,425 at 4% or $289,617 at 6%; with 100% employer match about $325,819 at 4% or $217,213 at 6%.
THE WILLIAMS FIRM 401(K) PLAN & TRUST-9$524,216$96,472$10,719iApproximate average salary by contribution assumption: employee only about $267,978 at 4% or $178,652 at 6%; with 50% employer match about $178,652 at 4% or $119,101 at 6%; with 100% employer match about $133,989 at 4% or $89,326 at 6%.
201328$1,327,640$214,727$26,841iApproximate average salary by contribution assumption: employee only about $671,022 at 4% or $447,348 at 6%; with 50% employer match about $447,348 at 4% or $298,232 at 6%; with 100% employer match about $335,511 at 4% or $223,674 at 6%.
The Williams Firm Defined Benefit Plan & Trust-4$899,955$113,899$28,475iApproximate average salary by contribution assumption: employee only about $711,869 at 4% or $474,579 at 6%; with 50% employer match about $474,579 at 4% or $316,386 at 6%; with 100% employer match about $355,934 at 4% or $237,290 at 6%.
THE WILLIAMS FIRM 401(K) PLAN & TRUST-8$427,685$100,828$12,604iApproximate average salary by contribution assumption: employee only about $315,088 at 4% or $210,058 at 6%; with 50% employer match about $210,058 at 4% or $140,039 at 6%; with 100% employer match about $157,544 at 4% or $105,029 at 6%.
201227$916,695$196,165$28,024iApproximate average salary by contribution assumption: employee only about $700,589 at 4% or $467,060 at 6%; with 50% employer match about $467,060 at 4% or $311,373 at 6%; with 100% employer match about $350,295 at 4% or $233,530 at 6%.
The Williams Firm Defined Benefit Plan & Trust-6$638,026$114,750$19,125iApproximate average salary by contribution assumption: employee only about $478,125 at 4% or $318,750 at 6%; with 50% employer match about $318,750 at 4% or $212,500 at 6%; with 100% employer match about $239,063 at 4% or $159,375 at 6%.
THE WILLIAMS FIRM 401(K) PLAN & TRUST-7$278,669$81,415$11,631iApproximate average salary by contribution assumption: employee only about $290,768 at 4% or $193,845 at 6%; with 50% employer match about $193,845 at 4% or $129,230 at 6%; with 100% employer match about $145,384 at 4% or $96,923 at 6%.
201126$689,818$190,649$31,775iApproximate average salary by contribution assumption: employee only about $794,371 at 4% or $529,581 at 6%; with 50% employer match about $529,581 at 4% or $353,054 at 6%; with 100% employer match about $397,185 at 4% or $264,790 at 6%.
The Williams Firm Defined Benefit Plan & Trust-6$496,699$112,017$18,670iApproximate average salary by contribution assumption: employee only about $466,738 at 4% or $311,158 at 6%; with 50% employer match about $311,158 at 4% or $207,439 at 6%; with 100% employer match about $233,369 at 4% or $155,579 at 6%.
THE WILLIAMS FIRM 401(K) PLAN & TRUST-6$193,119$78,632$13,105iApproximate average salary by contribution assumption: employee only about $327,633 at 4% or $218,422 at 6%; with 50% employer match about $218,422 at 4% or $145,615 at 6%; with 100% employer match about $163,817 at 4% or $109,211 at 6%.
201025$508,389$152,154$30,431iApproximate average salary by contribution assumption: employee only about $760,770 at 4% or $507,180 at 6%; with 50% employer match about $507,180 at 4% or $338,120 at 6%; with 100% employer match about $380,385 at 4% or $253,590 at 6%.
The Williams Firm Defined Benefit Plan & Trust-5$387,235$90,561$18,112iApproximate average salary by contribution assumption: employee only about $452,805 at 4% or $301,870 at 6%; with 50% employer match about $301,870 at 4% or $201,247 at 6%; with 100% employer match about $226,403 at 4% or $150,935 at 6%.
THE WILLIAMS FIRM-5$121,154$61,593$12,319iApproximate average salary by contribution assumption: employee only about $307,965 at 4% or $205,310 at 6%; with 50% employer match about $205,310 at 4% or $136,873 at 6%; with 100% employer match about $153,983 at 4% or $102,655 at 6%.
200925$310,470$310,957$62,191iApproximate average salary by contribution assumption: employee only about $1,554,785 at 4% or $1,036,523 at 6%; with 50% employer match about $1,036,523 at 4% or $691,016 at 6%; with 100% employer match about $777,393 at 4% or $518,262 at 6%.
The Williams Firm Defined Benefit Plan & Trust-5$254,398$254,885$50,977iApproximate average salary by contribution assumption: employee only about $1,274,425 at 4% or $849,617 at 6%; with 50% employer match about $849,617 at 4% or $566,411 at 6%; with 100% employer match about $637,213 at 4% or $424,808 at 6%.
THE WILLIAMS FIRM 401(K) PLAN & TRUST-5$56,072$56,072$11,214iApproximate average salary by contribution assumption: employee only about $280,360 at 4% or $186,907 at 6%; with 50% employer match about $186,907 at 4% or $124,604 at 6%; with 100% employer match about $140,180 at 4% or $93,453 at 6%.