Williams Financial Services Incorporated
Plan context: Williams Financial Services Retirement Plan
EIN 84-2892988 • 7 filings • 1 plans
Current Snapshot
Latest Year
2025
2025 Participants
3
2025 Assets
$299,704
2025 Contributions
$220,000
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 |
|---|---|---|---|---|---|
| 2025 | 1 | 3 | $299,704 | $0 | - |
| Williams Financial Services Retirement Plan | - | 3 | $299,704 | - | - |
| 2024 | 1 | 3 | $347,888 | $0 | - |
| Williams Financial Services Retirement Plan | - | 3 | $347,888 | - | - |
| 2023 | 1 | 5 | $125,671 | $0 | - |
| Williams Financial Services Retirement Plan | - | 5 | $125,671 | - | - |
| 2022 | 1 | 4 | $200,225 | $0 | - |
| Williams Financial Services Retirement Plan | - | 4 | $200,225 | - | - |
| 2021 | 1 | 3 | $105,821 | $0 | - |
| Williams Financial Services Retirement Plan | - | 3 | $105,821 | - | - |
| 2020 | 1 | 1 | $167,957 | $0 | - |
| Williams Financial Services Retirement Plan | - | 1 | $167,957 | - | - |
| 2019 | 1 | 1 | $212,899 | $220,000 | $220,000iApproximate average salary by contribution assumption: employee only about $5,500,000 at 4% or $3,666,667 at 6%; with 50% employer match about $3,666,667 at 4% or $2,444,444 at 6%; with 100% employer match about $2,750,000 at 4% or $1,833,333 at 6%. |
| Williams Financial Services Retirement Plan | - | 1 | $212,899 | $220,000 | $220,000iApproximate average salary by contribution assumption: employee only about $5,500,000 at 4% or $3,666,667 at 6%; with 50% employer match about $3,666,667 at 4% or $2,444,444 at 6%; with 100% employer match about $2,750,000 at 4% or $1,833,333 at 6%. |