Civic Intelligence

Williams Financial Group Inc.

Plan context: Williams Financial Group 401K Savings Plan

EIN 75-2237860 • 13 filings • 3 plans

Current Snapshot

Latest Year

2011

2011 Participants

81

2011 Assets

$1,689,020

2011 Contributions

$365,956

Historical Graphs

Total Assets Over Time

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

$1,689,020$844,510$0199920052011YearValue
$1,689,020Latest year 2011

Participants Over Time

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

81410199920052011YearValue
81Latest year 2011

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
2011181$1,689,020$365,956$4,518iApproximate average salary by contribution assumption: employee only about $112,949 at 4% or $75,300 at 6%; with 50% employer match about $75,300 at 4% or $50,200 at 6%; with 100% employer match about $56,475 at 4% or $37,650 at 6%.
Williams Financial Group 401K Savings Plan-81$1,689,020$365,956$4,518iApproximate average salary by contribution assumption: employee only about $112,949 at 4% or $75,300 at 6%; with 50% employer match about $75,300 at 4% or $50,200 at 6%; with 100% employer match about $56,475 at 4% or $37,650 at 6%.
2010158$1,611,187$377,647$6,511iApproximate average salary by contribution assumption: employee only about $162,779 at 4% or $108,519 at 6%; with 50% employer match about $108,519 at 4% or $72,346 at 6%; with 100% employer match about $81,389 at 4% or $54,260 at 6%.
Williams Financial Group 401K Savings Plan-58$1,611,187$377,647$6,511iApproximate average salary by contribution assumption: employee only about $162,779 at 4% or $108,519 at 6%; with 50% employer match about $108,519 at 4% or $72,346 at 6%; with 100% employer match about $81,389 at 4% or $54,260 at 6%.
2009147$1,505,300$300,159$6,386iApproximate average salary by contribution assumption: employee only about $159,659 at 4% or $106,439 at 6%; with 50% employer match about $106,439 at 4% or $70,960 at 6%; with 100% employer match about $79,830 at 4% or $53,220 at 6%.
Williams Financial Group 401K Savings Plan-47$1,505,300$300,159$6,386iApproximate average salary by contribution assumption: employee only about $159,659 at 4% or $106,439 at 6%; with 50% employer match about $106,439 at 4% or $70,960 at 6%; with 100% employer match about $79,830 at 4% or $53,220 at 6%.
2008138$1,186,067$211,503$5,566iApproximate average salary by contribution assumption: employee only about $139,147 at 4% or $92,764 at 6%; with 50% employer match about $92,764 at 4% or $61,843 at 6%; with 100% employer match about $69,573 at 4% or $46,382 at 6%.
Williams Financial Group 401K Savings Plan-38$1,186,067$211,503$5,566iApproximate average salary by contribution assumption: employee only about $139,147 at 4% or $92,764 at 6%; with 50% employer match about $92,764 at 4% or $61,843 at 6%; with 100% employer match about $69,573 at 4% or $46,382 at 6%.
2007135$0$0-
Williams Financial Group 401K Savings Plan-35---
2006138$1,127,093$166,823$4,390iApproximate average salary by contribution assumption: employee only about $109,752 at 4% or $73,168 at 6%; with 50% employer match about $73,168 at 4% or $48,779 at 6%; with 100% employer match about $54,876 at 4% or $36,584 at 6%.
Williams Financial Group 401K Savings Plan-38$1,127,093$166,823$4,390iApproximate average salary by contribution assumption: employee only about $109,752 at 4% or $73,168 at 6%; with 50% employer match about $73,168 at 4% or $48,779 at 6%; with 100% employer match about $54,876 at 4% or $36,584 at 6%.
2005128$848,582$136,220$4,865iApproximate average salary by contribution assumption: employee only about $121,625 at 4% or $81,083 at 6%; with 50% employer match about $81,083 at 4% or $54,056 at 6%; with 100% employer match about $60,813 at 4% or $40,542 at 6%.
Williams Financial Group 401K Savings Plan-28$848,582$136,220$4,865iApproximate average salary by contribution assumption: employee only about $121,625 at 4% or $81,083 at 6%; with 50% employer match about $81,083 at 4% or $54,056 at 6%; with 100% employer match about $60,813 at 4% or $40,542 at 6%.
2004124$673,813$102,085$4,254iApproximate average salary by contribution assumption: employee only about $106,339 at 4% or $70,892 at 6%; with 50% employer match about $70,892 at 4% or $47,262 at 6%; with 100% employer match about $53,169 at 4% or $35,446 at 6%.
Williams Financial Group 401K Savings Plan-24$673,813$102,085$4,254iApproximate average salary by contribution assumption: employee only about $106,339 at 4% or $70,892 at 6%; with 50% employer match about $70,892 at 4% or $47,262 at 6%; with 100% employer match about $53,169 at 4% or $35,446 at 6%.
2003122$656,751$65,469$2,976iApproximate average salary by contribution assumption: employee only about $74,397 at 4% or $49,598 at 6%; with 50% employer match about $49,598 at 4% or $33,065 at 6%; with 100% employer match about $37,198 at 4% or $24,799 at 6%.
Williams Financial Group 401K Savings Plan-22$656,751$65,469$2,976iApproximate average salary by contribution assumption: employee only about $74,397 at 4% or $49,598 at 6%; with 50% employer match about $49,598 at 4% or $33,065 at 6%; with 100% employer match about $37,198 at 4% or $24,799 at 6%.
2002123$546,942$112,573$4,894iApproximate average salary by contribution assumption: employee only about $122,362 at 4% or $81,575 at 6%; with 50% employer match about $81,575 at 4% or $54,383 at 6%; with 100% employer match about $61,181 at 4% or $40,787 at 6%.
Williams Financial Group 401K Savings Plan-23$546,942$112,573$4,894iApproximate average salary by contribution assumption: employee only about $122,362 at 4% or $81,575 at 6%; with 50% employer match about $81,575 at 4% or $54,383 at 6%; with 100% employer match about $61,181 at 4% or $40,787 at 6%.
2001119$0$0-
Williams Financial Group 401K Savings Plan-19---
2000114$381,804$104,094$7,435iApproximate average salary by contribution assumption: employee only about $185,882 at 4% or $123,921 at 6%; with 50% employer match about $123,921 at 4% or $82,614 at 6%; with 100% employer match about $92,941 at 4% or $61,961 at 6%.
Williams Financial Group 401K Savings Plan-14$381,804$104,094$7,435iApproximate average salary by contribution assumption: employee only about $185,882 at 4% or $123,921 at 6%; with 50% employer match about $123,921 at 4% or $82,614 at 6%; with 100% employer match about $92,941 at 4% or $61,961 at 6%.
1999114$374,857$99,072$7,077iApproximate average salary by contribution assumption: employee only about $176,914 at 4% or $117,943 at 6%; with 50% employer match about $117,943 at 4% or $78,629 at 6%; with 100% employer match about $88,457 at 4% or $58,971 at 6%.
Williams Financial Group 401K Savings Plan-14$374,857$99,072$7,077iApproximate average salary by contribution assumption: employee only about $176,914 at 4% or $117,943 at 6%; with 50% employer match about $117,943 at 4% or $78,629 at 6%; with 100% employer match about $88,457 at 4% or $58,971 at 6%.