401(k)
2022 plan-year 401(k) DOL Form 5500

KEMPER AND LEILA WILLIAMS FOUNDATION, INC., CASH OR DEFERRED PROFIT SHARING PLAN AND TRUST

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

KEMPER & LEILA WILLIAMS FOUNDATION, INC.

This 401(k) plan holds $9M in total assets and serves 114 participants as of 2022. It is sponsored by KEMPER & LEILA WILLIAMS FOUNDATION, INC. in Louisiana. The plan reported a net loss of $1M for the year.

Total Assets (2023)
$9M
Participants
114
State
Industry
Arts, Entertainment & Recreation

What the Filing Says About KEMPER AND LEILA WILLIAMS FOUNDATION, INC., CASH OR DEFERRED PROFIT SHARING PLAN AND TRUST

KEMPER AND LEILA WILLIAMS FOUNDATION, INC., CASH OR DEFERRED PROFIT SHARING PLAN AND TRUST is a 401(k) retirement plan sponsored by KEMPER & LEILA WILLIAMS FOUNDATION, INC., headquartered in Louisiana. As of the 2022 Form 5500 filing, the plan reports $9M in total end-of-year assets and covers 114 participants across the Arts, Entertainment & Recreation industry. The sponsor's EIN on file with the U.S. Department of Labor is 237336090, and the plan has been effective since 1984-04-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $11M at the beginning of 2022 to $9M at year-end — a decline of 11.8%. Net assets (after liabilities) closed the year at $9M, with reported net income of $-1,251,273 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$11M
Total Assets (End of Year)$9M
Net Assets (End of Year)$9M
Net Income$-1,251,273
Plan Type401(k)
Employer EIN237336090
Plan Effective Date1984-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (KEMPER & LEILA WILLIAMS FOUNDATION, INC.)

Year Plans Participants Total Assets
2022 1 114 $9M
2023 1 118 $12M
2024 1 115 $13M

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Frequently Asked Questions

How much money is in the KEMPER AND LEILA WILLIAMS FOUNDATION, INC., CASH OR DEFERRED PROFIT SHARING PLAN AND TRUST?
As of the 2022 Form 5500 filing, KEMPER AND LEILA WILLIAMS FOUNDATION, INC., CASH OR DEFERRED PROFIT SHARING PLAN AND TRUST holds $9M in total assets with 114 participants. It is sponsored by KEMPER & LEILA WILLIAMS FOUNDATION, INC..
What type of plan is KEMPER AND LEILA WILLIAMS FOUNDATION, INC., CASH OR DEFERRED PROFIT SHARING PLAN AND TRUST?
KEMPER AND LEILA WILLIAMS FOUNDATION, INC., CASH OR DEFERRED PROFIT SHARING PLAN AND TRUST is a 401(k) plan. It has been effective since 1984-04-01. The plan is filed with the U.S. Department of Labor under EIN 237336090.
Who sponsors the KEMPER AND LEILA WILLIAMS FOUNDATION, INC., CASH OR DEFERRED PROFIT SHARING PLAN AND TRUST?
KEMPER AND LEILA WILLIAMS FOUNDATION, INC., CASH OR DEFERRED PROFIT SHARING PLAN AND TRUST is sponsored by KEMPER & LEILA WILLIAMS FOUNDATION, INC., located in Louisiana. The sponsor's EIN is 237336090 and the plan operates in the Arts, Entertainment & Recreation industry.
How did KEMPER AND LEILA WILLIAMS FOUNDATION, INC., CASH OR DEFERRED PROFIT SHARING PLAN AND TRUST perform in 2022?
KEMPER AND LEILA WILLIAMS FOUNDATION, INC., CASH OR DEFERRED PROFIT SHARING PLAN AND TRUST declined by 11.8% during 2022, moving from $11M to $9M in total assets. Net income was $-1,251,273.
Where can I find official filings for KEMPER AND LEILA WILLIAMS FOUNDATION, INC., CASH OR DEFERRED PROFIT SHARING PLAN AND TRUST?
Official Form 5500 filings for KEMPER AND LEILA WILLIAMS FOUNDATION, INC., CASH OR DEFERRED PROFIT SHARING PLAN AND TRUST are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 237336090 or plan name at efast.dol.gov.
How does KEMPER AND LEILA WILLIAMS FOUNDATION, INC., CASH OR DEFERRED PROFIT SHARING PLAN AND TRUST compare to other plans?
You can compare KEMPER AND LEILA WILLIAMS FOUNDATION, INC., CASH OR DEFERRED PROFIT SHARING PLAN AND TRUST against other 401(k) plans on the plan type page, or view plans in Louisiana on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) — original filing retrieval by EIN 237336090.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from official public datasets. See our methodology for details.