Civic Intelligence

R B. Williams Inc.

Plan context: R.B. Williams Retirement Plan & Trust

EIN 94-3382528 • Orinda, CA • 29 filings • 5 plans

P.O. Box 415Orinda, CA 94104
Current Snapshot

Latest Year

2024

2024 Participants

7

2024 Assets

$4,048,409

2024 Contributions

$157,884

Historical Graphs

Total Assets Over Time

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

$4,190,030$2,095,015$0200520162024YearValue
$4,048,409Latest year 2024

Participants Over Time

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

740200520152024YearValue
7Latest 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
202427$4,048,409$157,884$22,555iApproximate average salary by contribution assumption: employee only about $563,871 at 4% or $375,914 at 6%; with 50% employer match about $375,914 at 4% or $250,610 at 6%; with 100% employer match about $281,936 at 4% or $187,957 at 6%.
R.B. Williams Retirement Plan & Trust-4$3,439,870--
KEIRETSU FORUM 401(K) RETIREMENT PLAN-7$608,539$157,884$22,555iApproximate average salary by contribution assumption: employee only about $563,871 at 4% or $375,914 at 6%; with 50% employer match about $375,914 at 4% or $250,610 at 6%; with 100% employer match about $281,936 at 4% or $187,957 at 6%.
202326$3,749,671$108,620$18,103iApproximate average salary by contribution assumption: employee only about $452,583 at 4% or $301,722 at 6%; with 50% employer match about $301,722 at 4% or $201,148 at 6%; with 100% employer match about $226,292 at 4% or $150,861 at 6%.
R.B. Williams Retirement Plan & Trust-4$3,310,156--
KEIRETSU FORUM 401(K) RETIREMENT PLAN-6$439,515$108,620$18,103iApproximate average salary by contribution assumption: employee only about $452,583 at 4% or $301,722 at 6%; with 50% employer match about $301,722 at 4% or $201,148 at 6%; with 100% employer match about $226,292 at 4% or $150,861 at 6%.
202225$3,606,455$95,619$19,124iApproximate average salary by contribution assumption: employee only about $478,095 at 4% or $318,730 at 6%; with 50% employer match about $318,730 at 4% or $212,487 at 6%; with 100% employer match about $239,048 at 4% or $159,365 at 6%.
R.B. Williams Retirement Plan & Trust-5$3,292,556--
KEIRETSU FORUM 401(K) RETIREMENT PLAN-5$313,899$95,619$19,124iApproximate average salary by contribution assumption: employee only about $478,095 at 4% or $318,730 at 6%; with 50% employer match about $318,730 at 4% or $212,487 at 6%; with 100% employer match about $239,048 at 4% or $159,365 at 6%.
202126$3,850,980$92,907$15,485iApproximate average salary by contribution assumption: employee only about $387,113 at 4% or $258,075 at 6%; with 50% employer match about $258,075 at 4% or $172,050 at 6%; with 100% employer match about $193,556 at 4% or $129,038 at 6%.
R.B. Williams Retirement Plan & Trust-5$3,602,497--
KEIRETSU FORUM 401(K) RETIREMENT PLAN-6$248,483$92,907$15,485iApproximate average salary by contribution assumption: employee only about $387,113 at 4% or $258,075 at 6%; with 50% employer match about $258,075 at 4% or $172,050 at 6%; with 100% employer match about $193,556 at 4% or $129,038 at 6%.
202025$3,663,852$13,953$2,791iApproximate average salary by contribution assumption: employee only about $69,765 at 4% or $46,510 at 6%; with 50% employer match about $46,510 at 4% or $31,007 at 6%; with 100% employer match about $34,883 at 4% or $23,255 at 6%.
R.B. Williams Retirement Plan & Trust-4$3,520,198--
KEIRETSU FORUM 401(K) RETIREMENT PLAN-5$143,654$13,953$2,791iApproximate average salary by contribution assumption: employee only about $69,765 at 4% or $46,510 at 6%; with 50% employer match about $46,510 at 4% or $31,007 at 6%; with 100% employer match about $34,883 at 4% or $23,255 at 6%.
201926$4,005,727$38,428$6,405iApproximate average salary by contribution assumption: employee only about $160,117 at 4% or $106,744 at 6%; with 50% employer match about $106,744 at 4% or $71,163 at 6%; with 100% employer match about $80,058 at 4% or $53,372 at 6%.
R.B. Williams Retirement Plan & Trust-4$3,865,787--
KEIRETSU FORUM 401(K) RETIREMENT PLAN-6$139,940$38,428$6,405iApproximate average salary by contribution assumption: employee only about $160,117 at 4% or $106,744 at 6%; with 50% employer match about $106,744 at 4% or $71,163 at 6%; with 100% employer match about $80,058 at 4% or $53,372 at 6%.
201826$3,898,141$50,443$8,407iApproximate average salary by contribution assumption: employee only about $210,179 at 4% or $140,119 at 6%; with 50% employer match about $140,119 at 4% or $93,413 at 6%; with 100% employer match about $105,090 at 4% or $70,060 at 6%.
R.B. Williams Retirement Plan & Trust-6$3,814,183--
KEIRETSU FORUM 401(K) RETIREMENT PLAN-6$83,958$50,443$8,407iApproximate average salary by contribution assumption: employee only about $210,179 at 4% or $140,119 at 6%; with 50% employer match about $140,119 at 4% or $93,413 at 6%; with 100% employer match about $105,090 at 4% or $70,060 at 6%.
201725$4,190,030$33,540$6,708iApproximate average salary by contribution assumption: employee only about $167,700 at 4% or $111,800 at 6%; with 50% employer match about $111,800 at 4% or $74,533 at 6%; with 100% employer match about $83,850 at 4% or $55,900 at 6%.
R.B. Williams Retirement Plan & Trust-5$4,154,436--
KEIRETSU FORUM 401(K) RETIREMENT PLAN-3$35,594$33,540$11,180iApproximate average salary by contribution assumption: employee only about $279,500 at 4% or $186,333 at 6%; with 50% employer match about $186,333 at 4% or $124,222 at 6%; with 100% employer match about $139,750 at 4% or $93,167 at 6%.
201613$2,556,435$400,000$133,333iApproximate average salary by contribution assumption: employee only about $3,333,333 at 4% or $2,222,222 at 6%; with 50% employer match about $2,222,222 at 4% or $1,481,481 at 6%; with 100% employer match about $1,666,667 at 4% or $1,111,111 at 6%.
R.B. Williams Retirement Plan & Trust-3$2,556,435$400,000$133,333iApproximate average salary by contribution assumption: employee only about $3,333,333 at 4% or $2,222,222 at 6%; with 50% employer match about $2,222,222 at 4% or $1,481,481 at 6%; with 100% employer match about $1,666,667 at 4% or $1,111,111 at 6%.
201513$2,567,915$400,000$133,333iApproximate average salary by contribution assumption: employee only about $3,333,333 at 4% or $2,222,222 at 6%; with 50% employer match about $2,222,222 at 4% or $1,481,481 at 6%; with 100% employer match about $1,666,667 at 4% or $1,111,111 at 6%.
R.B. Williams Retirement Plan & Trust-3$2,567,915$400,000$133,333iApproximate average salary by contribution assumption: employee only about $3,333,333 at 4% or $2,222,222 at 6%; with 50% employer match about $2,222,222 at 4% or $1,481,481 at 6%; with 100% employer match about $1,666,667 at 4% or $1,111,111 at 6%.
201413$2,379,702$400,000$133,333iApproximate average salary by contribution assumption: employee only about $3,333,333 at 4% or $2,222,222 at 6%; with 50% employer match about $2,222,222 at 4% or $1,481,481 at 6%; with 100% employer match about $1,666,667 at 4% or $1,111,111 at 6%.
R.B. Williams Retirement Plan & Trust-3$2,379,702$400,000$133,333iApproximate average salary by contribution assumption: employee only about $3,333,333 at 4% or $2,222,222 at 6%; with 50% employer match about $2,222,222 at 4% or $1,481,481 at 6%; with 100% employer match about $1,666,667 at 4% or $1,111,111 at 6%.
201313$1,902,947$330,000$110,000iApproximate average salary by contribution assumption: employee only about $2,750,000 at 4% or $1,833,333 at 6%; with 50% employer match about $1,833,333 at 4% or $1,222,222 at 6%; with 100% employer match about $1,375,000 at 4% or $916,667 at 6%.
R.B. Williams Retirement Plan & Trust-3$1,902,947$330,000$110,000iApproximate average salary by contribution assumption: employee only about $2,750,000 at 4% or $1,833,333 at 6%; with 50% employer match about $1,833,333 at 4% or $1,222,222 at 6%; with 100% employer match about $1,375,000 at 4% or $916,667 at 6%.
201213$1,807,221$375,000$125,000iApproximate average salary by contribution assumption: employee only about $3,125,000 at 4% or $2,083,333 at 6%; with 50% employer match about $2,083,333 at 4% or $1,388,889 at 6%; with 100% employer match about $1,562,500 at 4% or $1,041,667 at 6%.
R.B. Williams Retirement Plan & Trust-3$1,807,221$375,000$125,000iApproximate average salary by contribution assumption: employee only about $3,125,000 at 4% or $2,083,333 at 6%; with 50% employer match about $2,083,333 at 4% or $1,388,889 at 6%; with 100% employer match about $1,562,500 at 4% or $1,041,667 at 6%.
201111$1,413,636$265,000$265,000iApproximate average salary by contribution assumption: employee only about $6,625,000 at 4% or $4,416,667 at 6%; with 50% employer match about $4,416,667 at 4% or $2,944,444 at 6%; with 100% employer match about $3,312,500 at 4% or $2,208,333 at 6%.
R.B. Williams Retirement Plan & Trust-1$1,413,636$265,000$265,000iApproximate average salary by contribution assumption: employee only about $6,625,000 at 4% or $4,416,667 at 6%; with 50% employer match about $4,416,667 at 4% or $2,944,444 at 6%; with 100% employer match about $3,312,500 at 4% or $2,208,333 at 6%.
201011$1,203,643$200,000$200,000iApproximate average salary by contribution assumption: employee only about $5,000,000 at 4% or $3,333,333 at 6%; with 50% employer match about $3,333,333 at 4% or $2,222,222 at 6%; with 100% employer match about $2,500,000 at 4% or $1,666,667 at 6%.
R.B. Williams Retirement Plan & Trust-1$1,203,643$200,000$200,000iApproximate average salary by contribution assumption: employee only about $5,000,000 at 4% or $3,333,333 at 6%; with 50% employer match about $3,333,333 at 4% or $2,222,222 at 6%; with 100% employer match about $2,500,000 at 4% or $1,666,667 at 6%.
200914$992,945$164,000$41,000iApproximate average salary by contribution assumption: employee only about $1,025,000 at 4% or $683,333 at 6%; with 50% employer match about $683,333 at 4% or $455,556 at 6%; with 100% employer match about $512,500 at 4% or $341,667 at 6%.
R.B. Williams Retirement Plan & Trust-4$992,945$164,000$41,000iApproximate average salary by contribution assumption: employee only about $1,025,000 at 4% or $683,333 at 6%; with 50% employer match about $683,333 at 4% or $455,556 at 6%; with 100% employer match about $512,500 at 4% or $341,667 at 6%.
200812$0$0-
R.B. Williams Retirement Plan & Trust-2---
200722$0$0-
WILLIAMS COMPANIES EMPLOYEE WELFARE BENEFIT PLAN AND TRUST TRUSTEE, PROFESSIONAL BENEFIT TRUST, LTD-1---
R.B. Williams Retirement Plan & Trust-2---
200613$407,437$232,647$77,549iApproximate average salary by contribution assumption: employee only about $1,938,725 at 4% or $1,292,483 at 6%; with 50% employer match about $1,292,483 at 4% or $861,656 at 6%; with 100% employer match about $969,363 at 4% or $646,242 at 6%.
R.B. Williams Retirement Plan & Trust-3$407,437$232,647$77,549iApproximate average salary by contribution assumption: employee only about $1,938,725 at 4% or $1,292,483 at 6%; with 50% employer match about $1,292,483 at 4% or $861,656 at 6%; with 100% employer match about $969,363 at 4% or $646,242 at 6%.
200512$172,849$172,849$86,425iApproximate average salary by contribution assumption: employee only about $2,160,613 at 4% or $1,440,408 at 6%; with 50% employer match about $1,440,408 at 4% or $960,272 at 6%; with 100% employer match about $1,080,306 at 4% or $720,204 at 6%.
R.B. Williams Retirement Plan & Trust-2$172,849$172,849$86,425iApproximate average salary by contribution assumption: employee only about $2,160,613 at 4% or $1,440,408 at 6%; with 50% employer match about $1,440,408 at 4% or $960,272 at 6%; with 100% employer match about $1,080,306 at 4% or $720,204 at 6%.