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L & A WILSON ENTERPRISES, LLC EMPLOYEE STOCK OWNERSHIP PLAN 401k Plan overview

Plan NameL & A WILSON ENTERPRISES, LLC EMPLOYEE STOCK OWNERSHIP PLAN
Plan identification number 001

L & A WILSON ENTERPRISES, LLC EMPLOYEE STOCK OWNERSHIP PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Stock bonus
  • 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.
  • ESOP other than a leveraged ESOP - A completed Schedule E must be attached to a Form 5500 filed for an Employee Stock Ownership Plan (ESOP).

401k Sponsoring company profile

L & A WILSON ENTERPRISES, LLC has sponsored the creation of one or more 401k plans.

Company Name:L & A WILSON ENTERPRISES, LLC
Employer identification number (EIN):261401149
NAIC Classification:525990
NAIC Description:Other Financial Vehicles

Form 5500 Filing Information

Submission information for form 5500 for 401k plan L & A WILSON ENTERPRISES, LLC EMPLOYEE STOCK OWNERSHIP PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012019-01-01
0012018-01-01
0012017-01-01LARRY WILSON
0012016-01-01LARRY WILSON
0012015-01-01LARRY WILSON
0012014-01-01LARRY WILSON
0012013-01-01LARRY WILSON
0012012-01-01LARRY WILSON
0012011-01-01LARRY WILSON
0012010-01-01LARRY WILSON
0012009-01-01LARRY WILSON

Plan Statistics for L & A WILSON ENTERPRISES, LLC EMPLOYEE STOCK OWNERSHIP PLAN

401k plan membership statisitcs for L & A WILSON ENTERPRISES, LLC EMPLOYEE STOCK OWNERSHIP PLAN

Measure Date Value
2019: L & A WILSON ENTERPRISES, LLC EMPLOYEE STOCK OWNERSHIP PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-012
Total number of active participants reported on line 7a of the Form 55002019-01-012
Total of all active and inactive participants2019-01-012
Total participants2019-01-012
Number of participants with account balances2019-01-012
2018: L & A WILSON ENTERPRISES, LLC EMPLOYEE STOCK OWNERSHIP PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-012
Total number of active participants reported on line 7a of the Form 55002018-01-012
Total of all active and inactive participants2018-01-012
Total participants2018-01-012
2017: L & A WILSON ENTERPRISES, LLC EMPLOYEE STOCK OWNERSHIP PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-012
Total number of active participants reported on line 7a of the Form 55002017-01-012
Total of all active and inactive participants2017-01-012
Total participants2017-01-012
2016: L & A WILSON ENTERPRISES, LLC EMPLOYEE STOCK OWNERSHIP PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-012
Total number of active participants reported on line 7a of the Form 55002016-01-012
Total of all active and inactive participants2016-01-012
Total participants2016-01-012
2015: L & A WILSON ENTERPRISES, LLC EMPLOYEE STOCK OWNERSHIP PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-012
Total number of active participants reported on line 7a of the Form 55002015-01-012
Total of all active and inactive participants2015-01-012
Total participants2015-01-012
2014: L & A WILSON ENTERPRISES, LLC EMPLOYEE STOCK OWNERSHIP PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-012
Total number of active participants reported on line 7a of the Form 55002014-01-012
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-010
Total of all active and inactive participants2014-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-012
Number of participants with account balances2014-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: L & A WILSON ENTERPRISES, LLC EMPLOYEE STOCK OWNERSHIP PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-012
Total number of active participants reported on line 7a of the Form 55002013-01-012
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-010
Total of all active and inactive participants2013-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-012
Number of participants with account balances2013-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: L & A WILSON ENTERPRISES, LLC EMPLOYEE STOCK OWNERSHIP PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-012
Total number of active participants reported on line 7a of the Form 55002012-01-012
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-010
Total of all active and inactive participants2012-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-012
Number of participants with account balances2012-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: L & A WILSON ENTERPRISES, LLC EMPLOYEE STOCK OWNERSHIP PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-010
Total number of active participants reported on line 7a of the Form 55002011-01-012
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-010
Total of all active and inactive participants2011-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-012
Number of participants with account balances2011-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: L & A WILSON ENTERPRISES, LLC EMPLOYEE STOCK OWNERSHIP PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-010
Total number of active participants reported on line 7a of the Form 55002010-01-012
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-010
Total of all active and inactive participants2010-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-012
Number of participants with account balances2010-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: L & A WILSON ENTERPRISES, LLC EMPLOYEE STOCK OWNERSHIP PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-010
Total number of active participants reported on line 7a of the Form 55002009-01-011
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-010
Total of all active and inactive participants2009-01-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-011
Number of participants with account balances2009-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on L & A WILSON ENTERPRISES, LLC EMPLOYEE STOCK OWNERSHIP PLAN

Measure Date Value
2019 : L & A WILSON ENTERPRISES, LLC EMPLOYEE STOCK OWNERSHIP PLAN 2019 401k financial data
Transfers to/from the plan2019-12-31$0
Total plan liabilities at end of year2019-12-31$830
Total plan liabilities at beginning of year2019-12-31$830
Total income from all sources2019-12-31$0
Expenses. Total of all expenses incurred2019-12-31$51,834
Benefits paid (including direct rollovers)2019-12-31$51,834
Total plan assets at end of year2019-12-31$305,909
Total plan assets at beginning of year2019-12-31$357,743
Net income (gross income less expenses)2019-12-31$-51,834
Net plan assets at end of year (total assets less liabilities)2019-12-31$305,079
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$356,913
2018 : L & A WILSON ENTERPRISES, LLC EMPLOYEE STOCK OWNERSHIP PLAN 2018 401k financial data
Total plan liabilities at end of year2018-12-31$830
Total plan liabilities at beginning of year2018-12-31$830
Total plan assets at end of year2018-12-31$357,743
Total plan assets at beginning of year2018-12-31$357,743
Net plan assets at end of year (total assets less liabilities)2018-12-31$356,913
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$356,913
2017 : L & A WILSON ENTERPRISES, LLC EMPLOYEE STOCK OWNERSHIP PLAN 2017 401k financial data
Total plan liabilities at end of year2017-12-31$830
Total plan liabilities at beginning of year2017-12-31$830
Total income from all sources2017-12-31$15,401
Expenses. Total of all expenses incurred2017-12-31$0
Total plan assets at end of year2017-12-31$357,743
Total plan assets at beginning of year2017-12-31$342,342
Other income received2017-12-31$15,401
Net income (gross income less expenses)2017-12-31$15,401
Net plan assets at end of year (total assets less liabilities)2017-12-31$356,913
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$341,512
Assets. Value of employer securities2017-12-31$15,401
2016 : L & A WILSON ENTERPRISES, LLC EMPLOYEE STOCK OWNERSHIP PLAN 2016 401k financial data
Total plan liabilities at end of year2016-12-31$830
Total plan liabilities at beginning of year2016-12-31$830
Total income from all sources2016-12-31$15,463
Expenses. Total of all expenses incurred2016-12-31$0
Total plan assets at end of year2016-12-31$342,342
Total plan assets at beginning of year2016-12-31$326,879
Other income received2016-12-31$15,463
Net income (gross income less expenses)2016-12-31$15,463
Net plan assets at end of year (total assets less liabilities)2016-12-31$341,512
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$326,049
Assets. Value of employer securities2016-12-31$15,463
2015 : L & A WILSON ENTERPRISES, LLC EMPLOYEE STOCK OWNERSHIP PLAN 2015 401k financial data
Total plan liabilities at end of year2015-12-31$830
Total plan liabilities at beginning of year2015-12-31$830
Total income from all sources2015-12-31$13,830
Expenses. Total of all expenses incurred2015-12-31$0
Total plan assets at end of year2015-12-31$326,879
Total plan assets at beginning of year2015-12-31$313,049
Other income received2015-12-31$13,830
Net income (gross income less expenses)2015-12-31$13,830
Net plan assets at end of year (total assets less liabilities)2015-12-31$326,049
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$312,219
Assets. Value of employer securities2015-12-31$326,049
2014 : L & A WILSON ENTERPRISES, LLC EMPLOYEE STOCK OWNERSHIP PLAN 2014 401k financial data
Total plan liabilities at end of year2014-12-31$830
Total plan liabilities at beginning of year2014-12-31$830
Total income from all sources2014-12-31$9,220
Expenses. Total of all expenses incurred2014-12-31$0
Total plan assets at end of year2014-12-31$313,049
Total plan assets at beginning of year2014-12-31$303,829
Other income received2014-12-31$9,220
Net income (gross income less expenses)2014-12-31$9,220
Net plan assets at end of year (total assets less liabilities)2014-12-31$312,219
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$302,999
Assets. Value of employer securities2014-12-31$313,049
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
2013 : L & A WILSON ENTERPRISES, LLC EMPLOYEE STOCK OWNERSHIP PLAN 2013 401k financial data
Total plan liabilities at end of year2013-12-31$830
Total plan liabilities at beginning of year2013-12-31$830
Total income from all sources2013-12-31$14,716
Expenses. Total of all expenses incurred2013-12-31$0
Total plan assets at end of year2013-12-31$303,829
Total plan assets at beginning of year2013-12-31$289,113
Other income received2013-12-31$14,716
Net income (gross income less expenses)2013-12-31$14,716
Net plan assets at end of year (total assets less liabilities)2013-12-31$302,999
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$288,283
Assets. Value of employer securities2013-12-31$303,829
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
2012 : L & A WILSON ENTERPRISES, LLC EMPLOYEE STOCK OWNERSHIP PLAN 2012 401k financial data
Total plan liabilities at end of year2012-12-31$830
Total plan liabilities at beginning of year2012-12-31$980
Total income from all sources2012-12-31$14,386
Total plan assets at end of year2012-12-31$289,118
Total plan assets at beginning of year2012-12-31$274,877
Other income received2012-12-31$14,236
Net income (gross income less expenses)2012-12-31$14,386
Net plan assets at end of year (total assets less liabilities)2012-12-31$288,288
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$273,897
Assets. Value of employer securities2012-12-31$289,118
Total contributions received or receivable from employer(s)2012-12-31$150
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
2011 : L & A WILSON ENTERPRISES, LLC EMPLOYEE STOCK OWNERSHIP PLAN 2011 401k financial data
Total plan liabilities at end of year2011-12-31$980
Total plan liabilities at beginning of year2011-12-31$980
Total income from all sources2011-12-31$10,528
Total plan assets at end of year2011-12-31$274,877
Total plan assets at beginning of year2011-12-31$264,349
Other income received2011-12-31$10,528
Net income (gross income less expenses)2011-12-31$10,528
Net plan assets at end of year (total assets less liabilities)2011-12-31$273,897
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$263,369
Assets. Value of employer securities2011-12-31$274,877
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
2010 : L & A WILSON ENTERPRISES, LLC EMPLOYEE STOCK OWNERSHIP PLAN 2010 401k financial data
Total plan liabilities at end of year2010-12-31$980
Total plan liabilities at beginning of year2010-12-31$980
Total income from all sources2010-12-31$17,757
Total plan assets at end of year2010-12-31$264,349
Total plan assets at beginning of year2010-12-31$246,592
Other income received2010-12-31$17,757
Net income (gross income less expenses)2010-12-31$17,757
Net plan assets at end of year (total assets less liabilities)2010-12-31$263,369
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$245,612
Assets. Value of employer securities2010-12-31$264,349
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
2009 : L & A WILSON ENTERPRISES, LLC EMPLOYEE STOCK OWNERSHIP 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 L & A WILSON ENTERPRISES, LLC EMPLOYEE STOCK OWNERSHIP PLAN

2019: L & A WILSON ENTERPRISES, LLC EMPLOYEE STOCK OWNERSHIP PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan funding arrangement – General assets of the sponsorYes
2019-01-01Plan benefit arrangement - TrustYes
2019-01-01Plan benefit arrangement – General assets of the sponsorYes
2018: L & A WILSON ENTERPRISES, LLC EMPLOYEE STOCK OWNERSHIP PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – General assets of the sponsorYes
2018-01-01Plan benefit arrangement - TrustYes
2018-01-01Plan benefit arrangement – General assets of the sponsorYes
2017: L & A WILSON ENTERPRISES, LLC EMPLOYEE STOCK OWNERSHIP PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – General assets of the sponsorYes
2017-01-01Plan benefit arrangement - TrustYes
2017-01-01Plan benefit arrangement – General assets of the sponsorYes
2016: L & A WILSON ENTERPRISES, LLC EMPLOYEE STOCK OWNERSHIP PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – General assets of the sponsorYes
2016-01-01Plan benefit arrangement - TrustYes
2016-01-01Plan benefit arrangement – General assets of the sponsorYes
2015: L & A WILSON ENTERPRISES, LLC EMPLOYEE STOCK OWNERSHIP 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 – General assets of the sponsorYes
2015-01-01Plan benefit arrangement - TrustYes
2015-01-01Plan benefit arrangement – General assets of the sponsorYes
2014: L & A WILSON ENTERPRISES, LLC EMPLOYEE STOCK OWNERSHIP 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 funding arrangement – General assets of the sponsorYes
2014-01-01Plan benefit arrangement - TrustYes
2014-01-01Plan benefit arrangement – General assets of the sponsorYes
2013: L & A WILSON ENTERPRISES, LLC EMPLOYEE STOCK OWNERSHIP 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 funding arrangement – General assets of the sponsorYes
2013-01-01Plan benefit arrangement - TrustYes
2013-01-01Plan benefit arrangement – General assets of the sponsorYes
2012: L & A WILSON ENTERPRISES, LLC EMPLOYEE STOCK OWNERSHIP 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 is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan funding arrangement – General assets of the sponsorYes
2012-01-01Plan benefit arrangement - TrustYes
2012-01-01Plan benefit arrangement – General assets of the sponsorYes
2011: L & A WILSON ENTERPRISES, LLC EMPLOYEE STOCK OWNERSHIP 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 is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan funding arrangement – General assets of the sponsorYes
2011-01-01Plan benefit arrangement - TrustYes
2011-01-01Plan benefit arrangement – General assets of the sponsorYes
2010: L & A WILSON ENTERPRISES, LLC EMPLOYEE STOCK OWNERSHIP PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan funding arrangement – General assets of the sponsorYes
2010-01-01Plan benefit arrangement - TrustYes
2010-01-01Plan benefit arrangement – General assets of the sponsorYes
2009: L & A WILSON ENTERPRISES, LLC EMPLOYEE STOCK OWNERSHIP 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 funding arrangement – General assets of the sponsorYes
2009-01-01Plan benefit arrangement - TrustYes
2009-01-01Plan benefit arrangement – General assets of the sponsorYes

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