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JOHN G. WAITE ASSOCIATES PLLC 401(K) PLAN 401k Plan overview

Plan NameJOHN G. WAITE ASSOCIATES PLLC 401(K) PLAN
Plan identification number 001

JOHN G. WAITE ASSOCIATES PLLC 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Plan covering Self-Employed individuals.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

JOHN G. WAITE ASSOCIATES, PLLC has sponsored the creation of one or more 401k plans.

Company Name:JOHN G. WAITE ASSOCIATES, PLLC
Employer identification number (EIN):141779665
NAIC Classification:541310
NAIC Description:Architectural Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JOHN G. WAITE ASSOCIATES PLLC 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01
0012016-01-01
0012015-01-01JOHN G. WAITE
0012014-01-01JOHN G WAITE
0012013-01-01JOHN G WAITE
0012012-01-01JOHN WAITE JOHN WAITE2013-08-02
0012011-01-01JOHN WAITE
0012009-01-01 JOHN WAITE2010-06-10
0012009-01-01JOHN WAITE

Plan Statistics for JOHN G. WAITE ASSOCIATES PLLC 401(K) PLAN

401k plan membership statisitcs for JOHN G. WAITE ASSOCIATES PLLC 401(K) PLAN

Measure Date Value
2015: JOHN G. WAITE ASSOCIATES PLLC 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-0130
Total number of active participants reported on line 7a of the Form 55002015-01-0126
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-016
Total of all active and inactive participants2015-01-0132
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-0132
Number of participants with account balances2015-01-0125
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: JOHN G. WAITE ASSOCIATES PLLC 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0127
Total number of active participants reported on line 7a of the Form 55002014-01-0121
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-019
Total of all active and inactive participants2014-01-0130
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-0130
Number of participants with account balances2014-01-0126
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: JOHN G. WAITE ASSOCIATES PLLC 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0128
Total number of active participants reported on line 7a of the Form 55002013-01-0120
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-017
Total of all active and inactive participants2013-01-0127
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-0127
Number of participants with account balances2013-01-0120
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: JOHN G. WAITE ASSOCIATES PLLC 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0129
Total number of active participants reported on line 7a of the Form 55002012-01-0119
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-019
Total of all active and inactive participants2012-01-0128
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-0128
Number of participants with account balances2012-01-0122
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: JOHN G. WAITE ASSOCIATES PLLC 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0124
Total number of active participants reported on line 7a of the Form 55002011-01-0120
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-019
Total of all active and inactive participants2011-01-0129
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-0129
Number of participants with account balances2011-01-0122
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: JOHN G. WAITE ASSOCIATES PLLC 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0127
Total number of active participants reported on line 7a of the Form 55002009-01-0118
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-018
Total of all active and inactive participants2009-01-0126
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-0126
Number of participants with account balances2009-01-0118
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on JOHN G. WAITE ASSOCIATES PLLC 401(K) PLAN

Measure Date Value
2015 : JOHN G. WAITE ASSOCIATES PLLC 401(K) PLAN 2015 401k financial data
Transfers to/from the plan2015-12-31$0
Total plan liabilities at end of year2015-12-31$0
Total plan liabilities at beginning of year2015-12-31$0
Total income from all sources2015-12-31$147,862
Expenses. Total of all expenses incurred2015-12-31$103,585
Benefits paid (including direct rollovers)2015-12-31$103,560
Total plan assets at end of year2015-12-31$2,602,903
Total plan assets at beginning of year2015-12-31$2,558,626
Value of fidelity bond covering the plan2015-12-31$300,000
Total contributions received or receivable from participants2015-12-31$115,750
Expenses. Other expenses not covered elsewhere2015-12-31$0
Contributions received from other sources (not participants or employers)2015-12-31$0
Other income received2015-12-31$-10,953
Noncash contributions received2015-12-31$0
Net income (gross income less expenses)2015-12-31$44,277
Net plan assets at end of year (total assets less liabilities)2015-12-31$2,602,903
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$2,558,626
Assets. Value of participant loans2015-12-31$814
Total contributions received or receivable from employer(s)2015-12-31$43,065
Value of certain deemed distributions of participant loans2015-12-31$0
Value of corrective distributions2015-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$25
2014 : JOHN G. WAITE ASSOCIATES PLLC 401(K) PLAN 2014 401k financial data
Transfers to/from the plan2014-12-31$0
Total plan liabilities at end of year2014-12-31$0
Total plan liabilities at beginning of year2014-12-31$0
Total income from all sources2014-12-31$385,612
Expenses. Total of all expenses incurred2014-12-31$30,106
Benefits paid (including direct rollovers)2014-12-31$29,956
Total plan assets at end of year2014-12-31$2,558,626
Total plan assets at beginning of year2014-12-31$2,203,120
Value of fidelity bond covering the plan2014-12-31$300,000
Total contributions received or receivable from participants2014-12-31$105,019
Expenses. Other expenses not covered elsewhere2014-12-31$0
Contributions received from other sources (not participants or employers)2014-12-31$0
Other income received2014-12-31$180,593
Noncash contributions received2014-12-31$0
Net income (gross income less expenses)2014-12-31$355,506
Net plan assets at end of year (total assets less liabilities)2014-12-31$2,558,626
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$2,203,120
Assets. Value of participant loans2014-12-31$1,484
Total contributions received or receivable from employer(s)2014-12-31$100,000
Value of certain deemed distributions of participant loans2014-12-31$0
Value of corrective distributions2014-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$150
2013 : JOHN G. WAITE ASSOCIATES PLLC 401(K) PLAN 2013 401k financial data
Transfers to/from the plan2013-12-31$0
Total plan liabilities at end of year2013-12-31$0
Total income from all sources2013-12-31$545,995
Expenses. Total of all expenses incurred2013-12-31$101,508
Benefits paid (including direct rollovers)2013-12-31$96,011
Total plan assets at end of year2013-12-31$2,203,120
Total plan assets at beginning of year2013-12-31$1,758,633
Value of fidelity bond covering the plan2013-12-31$300,000
Total contributions received or receivable from participants2013-12-31$95,896
Expenses. Other expenses not covered elsewhere2013-12-31$0
Contributions received from other sources (not participants or employers)2013-12-31$0
Other income received2013-12-31$450,099
Noncash contributions received2013-12-31$0
Net income (gross income less expenses)2013-12-31$444,487
Net plan assets at end of year (total assets less liabilities)2013-12-31$2,203,120
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$1,758,633
Assets. Value of participant loans2013-12-31$1,715
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022013-12-31$0
Total contributions received or receivable from employer(s)2013-12-31$0
Value of certain deemed distributions of participant loans2013-12-31$0
Value of corrective distributions2013-12-31$5,497
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$0
2012 : JOHN G. WAITE ASSOCIATES PLLC 401(K) PLAN 2012 401k financial data
Total income from all sources2012-12-31$300,063
Expenses. Total of all expenses incurred2012-12-31$504
Benefits paid (including direct rollovers)2012-12-31$-506
Total plan assets at end of year2012-12-31$1,758,633
Total plan assets at beginning of year2012-12-31$1,459,074
Value of fidelity bond covering the plan2012-12-31$200,000
Total contributions received or receivable from participants2012-12-31$81,666
Other income received2012-12-31$218,397
Net income (gross income less expenses)2012-12-31$299,559
Net plan assets at end of year (total assets less liabilities)2012-12-31$1,758,633
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$1,459,074
Assets. Value of participant loans2012-12-31$3,143
Value of corrective distributions2012-12-31$710
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$300
2011 : JOHN G. WAITE ASSOCIATES PLLC 401(K) PLAN 2011 401k financial data
Total income from all sources2011-12-31$12,278
Expenses. Total of all expenses incurred2011-12-31$101,852
Benefits paid (including direct rollovers)2011-12-31$101,852
Total plan assets at end of year2011-12-31$1,459,074
Total plan assets at beginning of year2011-12-31$1,548,648
Value of fidelity bond covering the plan2011-12-31$200,000
Total contributions received or receivable from participants2011-12-31$89,721
Other income received2011-12-31$-77,443
Net income (gross income less expenses)2011-12-31$-89,574
Net plan assets at end of year (total assets less liabilities)2011-12-31$1,459,074
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$1,548,648
Assets. Value of participant loans2011-12-31$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022011-12-31$148
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
2010 : JOHN G. WAITE ASSOCIATES PLLC 401(K) PLAN 2010 401k financial data
Total income from all sources2010-12-31$216,215
Expenses. Total of all expenses incurred2010-12-31$1
Total plan assets at end of year2010-12-31$1,548,648
Total plan assets at beginning of year2010-12-31$1,332,434
Value of fidelity bond covering the plan2010-12-31$200,000
Total contributions received or receivable from participants2010-12-31$32,126
Other income received2010-12-31$184,089
Net income (gross income less expenses)2010-12-31$216,214
Net plan assets at end of year (total assets less liabilities)2010-12-31$1,548,648
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$1,332,434
Assets. Value of participant loans2010-12-31$5,977
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$1
2009 : JOHN G. WAITE ASSOCIATES PLLC 401(K) PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for JOHN G. WAITE ASSOCIATES PLLC 401(K) PLAN

2015: JOHN G. WAITE ASSOCIATES PLLC 401(K) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: JOHN G. WAITE ASSOCIATES PLLC 401(K) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: JOHN G. WAITE ASSOCIATES PLLC 401(K) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: JOHN G. WAITE ASSOCIATES PLLC 401(K) PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: JOHN G. WAITE ASSOCIATES PLLC 401(K) PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: JOHN G. WAITE ASSOCIATES PLLC 401(K) PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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