401k Plan data: WILLIAM STILES MONEY PURCHASE plan

WILLIAM STILES MONEY PURCHASE 401k Plan overview

Plan Name	WILLIAM STILES MONEY PURCHASE
Plan identification number	001

WILLIAM STILES MONEY PURCHASE Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Money purchase (other than target benefit)
Profit-sharing
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.
Participant-directed brokerage accounts provided as an investment option under the plan.
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.
Prototype plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion or notification letter; and under which a seperate funding medium (for example, a seperate trust or custodial account) is established for the use of each adopting employer.

401k Sponsoring company profile

WILLIAM STILES has sponsored the creation of one or more 401k plans.

Company Name: WILLIAM STILES

Employer identification number (EIN): 362872238

NAIC Classification: 621111
NAIC Description: Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WILLIAM STILES MONEY PURCHASE

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2020-01-01
001 2019-01-01
001 2018-01-01 WILLIAM STILES WILLIAM STILES 2019-05-03
001 2017-01-01 WILLIAM STILES WILLIAM STILES 2018-06-11
001 2016-01-01 WILLIAM STILES WILLIAM STILES 2017-05-01
001 2015-01-01 WILLIAM STILES WILLIAM STILES 2016-04-28
001 2014-01-01 WILLIAM STILES WILLIAM STILES 2015-04-13
001 2013-01-01 WILLIAM STILES
001 2012-01-01 WILLIAM STILES
001 2011-01-01 WILLIAM STILES
001 2010-01-01 WILLIAM STILES
001 2009-01-01 WILLIAM STILES

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
001	2020-01-01
001	2019-01-01
001	2018-01-01	WILLIAM STILES	WILLIAM STILES	2019-05-03
001	2017-01-01	WILLIAM STILES	WILLIAM STILES	2018-06-11
001	2016-01-01	WILLIAM STILES	WILLIAM STILES	2017-05-01
001	2015-01-01	WILLIAM STILES	WILLIAM STILES	2016-04-28
001	2014-01-01	WILLIAM STILES	WILLIAM STILES	2015-04-13
001	2013-01-01	WILLIAM STILES
001	2012-01-01	WILLIAM STILES
001	2011-01-01	WILLIAM STILES
001	2010-01-01	WILLIAM STILES
001	2009-01-01	WILLIAM STILES

Plan Statistics for WILLIAM STILES MONEY PURCHASE

401k plan membership statisitcs for WILLIAM STILES MONEY PURCHASE

Measure Date Value
2020: WILLIAM STILES MONEY PURCHASE 2020 401k membership
Total participants, beginning-of-year 2020-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 1
Total of all active and inactive participants 2020-01-01 1
Total participants 2020-01-01 1
Number of participants with account balances 2020-01-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
Number of employers contributing to the scheme 2020-01-01 1
2019: WILLIAM STILES MONEY PURCHASE 2019 401k membership
Total participants, beginning-of-year 2019-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 2
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 0
Total of all active and inactive participants 2019-01-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 2
Number of participants with account balances 2019-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
Number of employers contributing to the scheme 2019-01-01 1
2018: WILLIAM STILES MONEY PURCHASE 2018 401k membership
Total participants, beginning-of-year 2018-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 2
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 0
Total of all active and inactive participants 2018-01-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 2
Number of participants with account balances 2018-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: WILLIAM STILES MONEY PURCHASE 2017 401k membership
Total participants, beginning-of-year 2017-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 2
Number of retired or separated participants receiving benefits 2017-01-01 0
Total of all active and inactive participants 2017-01-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 2
Number of participants with account balances 2017-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
Number of employers contributing to the scheme 2017-01-01 1
2016: WILLIAM STILES MONEY PURCHASE 2016 401k membership
Total participants, beginning-of-year 2016-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 2
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 0
Total of all active and inactive participants 2016-01-01 2
Total participants 2016-01-01 2
Number of participants with account balances 2016-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: WILLIAM STILES MONEY PURCHASE 2015 401k membership
Total participants, beginning-of-year 2015-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 2
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 0
Total of all active and inactive participants 2015-01-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 2
Number of participants with account balances 2015-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: WILLIAM STILES MONEY PURCHASE 2014 401k membership
Total participants, beginning-of-year 2014-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 2
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 0
Total of all active and inactive participants 2014-01-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 2
Number of participants with account balances 2014-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: WILLIAM STILES MONEY PURCHASE 2013 401k membership
Total participants, beginning-of-year 2013-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 2
Number of retired or separated participants receiving benefits 2013-01-01 0
Total of all active and inactive participants 2013-01-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 2
Number of participants with account balances 2013-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: WILLIAM STILES MONEY PURCHASE 2012 401k membership
Total participants, beginning-of-year 2012-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 3
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 1
Total of all active and inactive participants 2012-01-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 4
Number of participants with account balances 2012-01-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: WILLIAM STILES MONEY PURCHASE 2011 401k membership
Total participants, beginning-of-year 2011-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 2
Number of other retired or separated participants entitled to future benefits 2011-01-01 1
Total of all active and inactive participants 2011-01-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 3
Number of participants with account balances 2011-01-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2010: WILLIAM STILES MONEY PURCHASE 2010 401k membership
Total participants, beginning-of-year 2010-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 2
Number of retired or separated participants receiving benefits 2010-01-01 0
Total of all active and inactive participants 2010-01-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 2
Number of participants with account balances 2010-01-01 2
2009: WILLIAM STILES MONEY PURCHASE 2009 401k membership
Total participants, beginning-of-year 2009-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 2
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 0
Total of all active and inactive participants 2009-01-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 1
Total participants 2009-01-01 3
Number of participants with account balances 2009-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0
Number of employers contributing to the scheme 2009-01-01 1

Measure	Date	Value
2020: WILLIAM STILES MONEY PURCHASE 2020 401k membership
Total participants, beginning-of-year	2020-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	1
Total of all active and inactive participants	2020-01-01	1
Total participants	2020-01-01	1
Number of participants with account balances	2020-01-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
Number of employers contributing to the scheme	2020-01-01	1
2019: WILLIAM STILES MONEY PURCHASE 2019 401k membership
Total participants, beginning-of-year	2019-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	2
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	0
Total of all active and inactive participants	2019-01-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	2
Number of participants with account balances	2019-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
Number of employers contributing to the scheme	2019-01-01	1
2018: WILLIAM STILES MONEY PURCHASE 2018 401k membership
Total participants, beginning-of-year	2018-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	2
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	0
Total of all active and inactive participants	2018-01-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	2
Number of participants with account balances	2018-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: WILLIAM STILES MONEY PURCHASE 2017 401k membership
Total participants, beginning-of-year	2017-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	2
Number of retired or separated participants receiving benefits	2017-01-01	0
Total of all active and inactive participants	2017-01-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	2
Number of participants with account balances	2017-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
Number of employers contributing to the scheme	2017-01-01	1
2016: WILLIAM STILES MONEY PURCHASE 2016 401k membership
Total participants, beginning-of-year	2016-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	2
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	0
Total of all active and inactive participants	2016-01-01	2
Total participants	2016-01-01	2
Number of participants with account balances	2016-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: WILLIAM STILES MONEY PURCHASE 2015 401k membership
Total participants, beginning-of-year	2015-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	2
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	0
Total of all active and inactive participants	2015-01-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	2
Number of participants with account balances	2015-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: WILLIAM STILES MONEY PURCHASE 2014 401k membership
Total participants, beginning-of-year	2014-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	2
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	0
Total of all active and inactive participants	2014-01-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	2
Number of participants with account balances	2014-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: WILLIAM STILES MONEY PURCHASE 2013 401k membership
Total participants, beginning-of-year	2013-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	2
Number of retired or separated participants receiving benefits	2013-01-01	0
Total of all active and inactive participants	2013-01-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	2
Number of participants with account balances	2013-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: WILLIAM STILES MONEY PURCHASE 2012 401k membership
Total participants, beginning-of-year	2012-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	3
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	1
Total of all active and inactive participants	2012-01-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	4
Number of participants with account balances	2012-01-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: WILLIAM STILES MONEY PURCHASE 2011 401k membership
Total participants, beginning-of-year	2011-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	2
Number of other retired or separated participants entitled to future benefits	2011-01-01	1
Total of all active and inactive participants	2011-01-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	3
Number of participants with account balances	2011-01-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2010: WILLIAM STILES MONEY PURCHASE 2010 401k membership
Total participants, beginning-of-year	2010-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	2
Number of retired or separated participants receiving benefits	2010-01-01	0
Total of all active and inactive participants	2010-01-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	2
Number of participants with account balances	2010-01-01	2
2009: WILLIAM STILES MONEY PURCHASE 2009 401k membership
Total participants, beginning-of-year	2009-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	2
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	0
Total of all active and inactive participants	2009-01-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	1
Total participants	2009-01-01	3
Number of participants with account balances	2009-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0
Number of employers contributing to the scheme	2009-01-01	1

Financial Data on WILLIAM STILES MONEY PURCHASE

Measure	Date	Value
2020 : WILLIAM STILES MONEY PURCHASE 2020 401k financial data
Total income from all sources	2020-12-31	$18,585
Expenses. Total of all expenses incurred	2020-12-31	$165,934
Benefits paid (including direct rollovers)	2020-12-31	$165,934
Total plan assets at end of year	2020-12-31	$736,674
Total plan assets at beginning of year	2020-12-31	$884,023
Other income received	2020-12-31	$12,837
Net income (gross income less expenses)	2020-12-31	$-147,349
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$736,674
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$884,023
Total contributions received or receivable from employer(s)	2020-12-31	$5,748
2019 : WILLIAM STILES MONEY PURCHASE 2019 401k financial data
Total income from all sources	2019-12-31	$42,607
Expenses. Total of all expenses incurred	2019-12-31	$144,000
Benefits paid (including direct rollovers)	2019-12-31	$144,000
Total plan assets at end of year	2019-12-31	$884,023
Total plan assets at beginning of year	2019-12-31	$985,416
Other income received	2019-12-31	$39,868
Net income (gross income less expenses)	2019-12-31	$-101,393
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$884,023
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$985,416
Total contributions received or receivable from employer(s)	2019-12-31	$2,739
2018 : WILLIAM STILES MONEY PURCHASE 2018 401k financial data
Total income from all sources	2018-12-31	$-49,460
Expenses. Total of all expenses incurred	2018-12-31	$144,000
Benefits paid (including direct rollovers)	2018-12-31	$144,000
Total plan assets at end of year	2018-12-31	$985,416
Total plan assets at beginning of year	2018-12-31	$1,178,876
Other income received	2018-12-31	$-58,315
Net income (gross income less expenses)	2018-12-31	$-193,460
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$985,416
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$1,178,876
Total contributions received or receivable from employer(s)	2018-12-31	$8,855
2017 : WILLIAM STILES MONEY PURCHASE 2017 401k financial data
Transfers to/from the plan	2017-12-31	$0
Total income from all sources	2017-12-31	$-100,710
Expenses. Total of all expenses incurred	2017-12-31	$144,000
Benefits paid (including direct rollovers)	2017-12-31	$144,000
Total plan assets at end of year	2017-12-31	$1,145,876
Total plan assets at beginning of year	2017-12-31	$1,390,586
Total contributions received or receivable from participants	2017-12-31	$0
Other income received	2017-12-31	$-113,998
Net income (gross income less expenses)	2017-12-31	$-244,710
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$1,145,876
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$1,390,586
Total contributions received or receivable from employer(s)	2017-12-31	$13,288
2016 : WILLIAM STILES MONEY PURCHASE 2016 401k financial data
Total income from all sources	2016-12-31	$17,920
Expenses. Total of all expenses incurred	2016-12-31	$0
Total plan assets at end of year	2016-12-31	$1,390,586
Total plan assets at beginning of year	2016-12-31	$1,372,666
Other income received	2016-12-31	$1,086
Net income (gross income less expenses)	2016-12-31	$17,920
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$1,390,586
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$1,372,666
Total contributions received or receivable from employer(s)	2016-12-31	$16,834
2015 : WILLIAM STILES MONEY PURCHASE 2015 401k financial data
Total income from all sources	2015-12-31	$-219,672
Expenses. Total of all expenses incurred	2015-12-31	$144,000
Benefits paid (including direct rollovers)	2015-12-31	$144,000
Total plan assets at end of year	2015-12-31	$1,372,662
Total plan assets at beginning of year	2015-12-31	$1,736,334
Total contributions received or receivable from participants	2015-12-31	$0
Other income received	2015-12-31	$-233,824
Net income (gross income less expenses)	2015-12-31	$-363,672
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$1,372,662
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$1,736,334
Total contributions received or receivable from employer(s)	2015-12-31	$14,152
2014 : WILLIAM STILES MONEY PURCHASE 2014 401k financial data
Total income from all sources	2014-12-31	$19,185
Expenses. Total of all expenses incurred	2014-12-31	$269,375
Benefits paid (including direct rollovers)	2014-12-31	$138,925
Total plan assets at end of year	2014-12-31	$1,739,054
Total plan assets at beginning of year	2014-12-31	$1,989,244
Expenses. Other expenses not covered elsewhere	2014-12-31	$130,450
Net income (gross income less expenses)	2014-12-31	$-250,190
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$1,739,054
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$1,989,244
Total contributions received or receivable from employer(s)	2014-12-31	$19,185
2013 : WILLIAM STILES MONEY PURCHASE 2013 401k financial data
Transfers to/from the plan	2013-12-31	$0
Total income from all sources	2013-12-31	$110,348
Expenses. Total of all expenses incurred	2013-12-31	$162,847
Benefits paid (including direct rollovers)	2013-12-31	$162,847
Total plan assets at end of year	2013-12-31	$1,989,244
Total plan assets at beginning of year	2013-12-31	$2,041,743
Total contributions received or receivable from participants	2013-12-31	$0
Other income received	2013-12-31	$95,387
Net income (gross income less expenses)	2013-12-31	$-52,499
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$1,989,244
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$2,041,743
Total contributions received or receivable from employer(s)	2013-12-31	$14,961
2012 : WILLIAM STILES MONEY PURCHASE 2012 401k financial data
Total income from all sources	2012-12-31	$14,715
Expenses. Total of all expenses incurred	2012-12-31	$133,436
Benefits paid (including direct rollovers)	2012-12-31	$133,436
Total plan assets at end of year	2012-12-31	$2,041,785
Total plan assets at beginning of year	2012-12-31	$2,155,668
Net income (gross income less expenses)	2012-12-31	$-118,721
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$2,041,785
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$2,155,668
Total contributions received or receivable from employer(s)	2012-12-31	$14,715
2011 : WILLIAM STILES MONEY PURCHASE 2011 401k financial data
Total income from all sources	2011-12-31	$26,505
Expenses. Total of all expenses incurred	2011-12-31	$108,708
Benefits paid (including direct rollovers)	2011-12-31	$108,708
Total plan assets at end of year	2011-12-31	$2,155,668
Total plan assets at beginning of year	2011-12-31	$2,572,784
Net income (gross income less expenses)	2011-12-31	$-82,203
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$2,155,668
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$2,572,784
Total contributions received or receivable from employer(s)	2011-12-31	$26,505
2010 : WILLIAM STILES MONEY PURCHASE 2010 401k financial data
Total plan liabilities at end of year	2010-12-31	$0
Total plan liabilities at beginning of year	2010-12-31	$0
Total income from all sources	2010-12-31	$175,642
Total plan assets at end of year	2010-12-31	$2,560,139
Total plan assets at beginning of year	2010-12-31	$2,384,497
Other income received	2010-12-31	$155,114
Net income (gross income less expenses)	2010-12-31	$175,642
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$2,560,139
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$2,384,497
Total contributions received or receivable from employer(s)	2010-12-31	$20,528

Form 5500 Responses for WILLIAM STILES MONEY PURCHASE

2020: WILLIAM STILES MONEY PURCHASE 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: WILLIAM STILES MONEY PURCHASE 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: WILLIAM STILES MONEY PURCHASE 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: WILLIAM STILES MONEY PURCHASE 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: WILLIAM STILES MONEY PURCHASE 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: WILLIAM STILES MONEY PURCHASE 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: WILLIAM STILES MONEY PURCHASE 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: WILLIAM STILES MONEY PURCHASE 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: WILLIAM STILES MONEY PURCHASE 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan funding arrangement – General assets of the sponsor	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: WILLIAM STILES MONEY PURCHASE 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: WILLIAM STILES MONEY PURCHASE 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	First time form 5500 has been submitted	Yes
2010-01-01	Submission has been amended	No
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: WILLIAM STILES MONEY PURCHASE 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	WILLIAM STILES
Employer identification number (EIN):	362872238
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)