Dan Williams Company 401(k) Plan (terminated 2023): Login, Facts & Contact Information
This plan was terminated. Its final Form 5500 covers plan year 2023, when $3.12 million was transferred out of the plan. Assets moved to the CHOICE POOLED EMPLOYER PLAN I (sponsored by SMART RETIREMENT SOLUTIONS, INC.). If you had an account, your balance was transferred or paid out; Beagle can help you find where it went.
Dan Williams Company 401(k) Login
Retirement plan providers can change. This information is from the plan's 2023 filing.
Dan Williams Company 401(k) Plan Facts (plan year 2023)
Source: Form 5500 for plan year 2023 (Jan 1, 2023 – Jul 1, 2023), filed Apr 15, 2024. Public filing with the U.S. Department of Labor.
Money in and out in plan year 2023
- $313,693 went into the plan in contributions, $120,467 of it from the employer (38%).
- $149,747 was paid out to participants.
- Investment and other income added $274,659.
How the Dan Williams Company 401(k) changed, 2018–2023
| Plan year | Participants | Plan assets | Employer contributions | Benefits paid |
|---|---|---|---|---|
| 2018 | 174 | $944,751 | $202,997 | $111,836 |
| 2019 | 233 | $1.70 million | $283,654 | $169,320 |
| 2020 | 241 | $2.46 million | $260,833 | $242,198 |
| 2021 | 247 | $2.92 million | $253,961 | $458,907 |
| 2022 | 235 | $2.69 million | $240,322 | $313,164 |
| 2023 (final) | 233 | $0 | $120,467 | $149,747 |
Dan Williams Company 401(k) Contact Information
Questions about the Dan Williams Company 401(k)
Is the Dan Williams Company 401(k) plan still active?
No. The plan's final Form 5500 was filed for plan year 2023. Its assets were transferred to the CHOICE POOLED EMPLOYER PLAN I.
Does Dan Williams Company contribute to the 401(k)?
Yes. The plan reports an employer contribution arrangement. In plan year 2023 the employer contributed $120,467, 38% of all contributions.
Does the Dan Williams Company 401(k) have automatic enrollment?
No. The plan does not report automatic enrollment; employees enroll themselves.
How many people are in the Dan Williams Company 401(k) plan?
233 participants at the start of plan year 2023.
Who manages the Dan Williams Company 401(k) accounts?
Transamerica (listed on the filing as TRANSAMERICA FINANCIAL LIFE INSURAN) is the plan's recordkeeper, which is where participants log in to see their balance.