How big is Williams Financial Group's plan?

Williams Financial Group's plan reported $571K in assets and 2 participants for 2023.

Original filing (PDF)20241014142508NAL0015097779001

Williams Financial Group

Name: Williams Financial Group — Christopher J. Williams, Form 5500 (2023)
Creator: Williams Financial Group
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Christopher J. Williams 401(k) Plan

401(k) retirement plan · Williams Financial Group's Christopher J. Williams 401(k) Plan held $571K in plan assets for 2 participants in 2023.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$571K

Net assets (EOY)

$571K

Plan identifiers

Williams Financial Group's EIN is 46-3689817.

EIN 46-3689817

Plan number 001

Plan year 2023

ACK ID 20241014142508NAL0015097779001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Williams Financial Group from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Williams Financial Group's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for WILLIAMS FINANCIAL GROUP.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score