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WILLIAM R. STILES PROFIT SHARING 401k Plan overview

Plan NameWILLIAM R. STILES PROFIT SHARING
Plan identification number 002

WILLIAM R. STILES PROFIT SHARING Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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 R. STILES PROFIT SHARING

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022020-01-01
0022019-01-01
0022018-01-01WILLIAM STILES WILLIAM STILES2019-05-03
0022017-01-01WILLIAM STILES WILLIAM STILES2018-06-11
0022016-01-01WILLIAM STILES WILLIAM STILES2017-05-01
0022015-01-01WILLIAM STILES WILLIAM STILES2016-04-28
0022014-01-01WILLIAM STILES WILLIAM STILES2015-04-13
0022013-01-01WILLIAM STILES
0022012-01-01WILLIAM STILES
0022011-01-01WILLIAM STILES
0022009-01-01WILLIAM STILES

Plan Statistics for WILLIAM R. STILES PROFIT SHARING

401k plan membership statisitcs for WILLIAM R. STILES PROFIT SHARING

Measure Date Value
2020: WILLIAM R. STILES PROFIT SHARING 2020 401k membership
Total participants, beginning-of-year2020-01-012
Total number of active participants reported on line 7a of the Form 55002020-01-011
Number of other retired or separated participants entitled to future benefits2020-01-010
Total of all active and inactive participants2020-01-011
Total participants2020-01-011
Number of participants with account balances2020-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: WILLIAM R. STILES PROFIT SHARING 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
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-010
Total of all active and inactive participants2019-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-012
Number of participants with account balances2019-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-012
2018: WILLIAM R. STILES PROFIT SHARING 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
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-012
Number of participants with account balances2018-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: WILLIAM R. STILES PROFIT SHARING 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
Number of retired or separated participants receiving benefits2017-01-010
Total of all active and inactive participants2017-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-012
Number of participants with account balances2017-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: WILLIAM R. STILES PROFIT SHARING 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
Number of retired or separated participants receiving benefits2016-01-010
Total of all active and inactive participants2016-01-012
Total participants2016-01-012
Number of participants with account balances2016-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: WILLIAM R. STILES PROFIT SHARING 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
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-010
Total of all active and inactive participants2015-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-012
Number of participants with account balances2015-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: WILLIAM R. STILES PROFIT SHARING 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
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: WILLIAM R. STILES PROFIT SHARING 2013 401k membership
Total participants, beginning-of-year2013-01-013
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: WILLIAM R. STILES PROFIT SHARING 2012 401k membership
Total participants, beginning-of-year2012-01-013
Total number of active participants reported on line 7a of the Form 55002012-01-012
Number of retired or separated participants receiving benefits2012-01-011
Number of other retired or separated participants entitled to future benefits2012-01-011
Total of all active and inactive participants2012-01-014
Total participants2012-01-014
Number of participants with account balances2012-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: WILLIAM R. STILES PROFIT SHARING 2011 401k membership
Total participants, beginning-of-year2011-01-014
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 benefits2011-01-011
Total of all active and inactive participants2011-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-013
Number of participants with account balances2011-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: WILLIAM R. STILES PROFIT SHARING 2009 401k membership
Total participants, beginning-of-year2009-01-014
Total number of active participants reported on line 7a of the Form 55002009-01-012
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 participants2009-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-011
Total participants2009-01-013
Number of participants with account balances2009-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on WILLIAM R. STILES PROFIT SHARING

Measure Date Value
2020 : WILLIAM R. STILES PROFIT SHARING 2020 401k financial data
Total income from all sources2020-12-31$-62,328
Expenses. Total of all expenses incurred2020-12-31$69,901
Benefits paid (including direct rollovers)2020-12-31$69,901
Total plan assets at end of year2020-12-31$440,050
Total plan assets at beginning of year2020-12-31$572,279
Other income received2020-12-31$-68,156
Net income (gross income less expenses)2020-12-31$-132,229
Net plan assets at end of year (total assets less liabilities)2020-12-31$440,050
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$572,279
Total contributions received or receivable from employer(s)2020-12-31$5,828
2019 : WILLIAM R. STILES PROFIT SHARING 2019 401k financial data
Total income from all sources2019-12-31$-12,105
Expenses. Total of all expenses incurred2019-12-31$36,000
Benefits paid (including direct rollovers)2019-12-31$36,000
Total plan assets at end of year2019-12-31$572,279
Total plan assets at beginning of year2019-12-31$620,384
Other income received2019-12-31$-16,253
Net income (gross income less expenses)2019-12-31$-48,105
Net plan assets at end of year (total assets less liabilities)2019-12-31$572,279
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$620,384
Total contributions received or receivable from employer(s)2019-12-31$4,148
2018 : WILLIAM R. STILES PROFIT SHARING 2018 401k financial data
Total income from all sources2018-12-31$3,842
Expenses. Total of all expenses incurred2018-12-31$36,000
Benefits paid (including direct rollovers)2018-12-31$36,000
Total plan assets at end of year2018-12-31$621,854
Total plan assets at beginning of year2018-12-31$654,012
Other income received2018-12-31$-9,441
Net income (gross income less expenses)2018-12-31$-32,158
Net plan assets at end of year (total assets less liabilities)2018-12-31$621,854
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$654,012
Total contributions received or receivable from employer(s)2018-12-31$13,283
2017 : WILLIAM R. STILES PROFIT SHARING 2017 401k financial data
Total income from all sources2017-12-31$-62,039
Expenses. Total of all expenses incurred2017-12-31$36,000
Benefits paid (including direct rollovers)2017-12-31$36,000
Total plan assets at end of year2017-12-31$654,012
Total plan assets at beginning of year2017-12-31$752,051
Total contributions received or receivable from participants2017-12-31$0
Other income received2017-12-31$-75,693
Net income (gross income less expenses)2017-12-31$-98,039
Net plan assets at end of year (total assets less liabilities)2017-12-31$654,012
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$752,051
Total contributions received or receivable from employer(s)2017-12-31$13,654
2016 : WILLIAM R. STILES PROFIT SHARING 2016 401k financial data
Total income from all sources2016-12-31$39,558
Expenses. Total of all expenses incurred2016-12-31$0
Total plan assets at end of year2016-12-31$752,051
Total plan assets at beginning of year2016-12-31$712,493
Other income received2016-12-31$21,462
Net income (gross income less expenses)2016-12-31$39,558
Net plan assets at end of year (total assets less liabilities)2016-12-31$752,051
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$712,493
Total contributions received or receivable from employer(s)2016-12-31$18,096
2015 : WILLIAM R. STILES PROFIT SHARING 2015 401k financial data
Total income from all sources2015-12-31$-35,537
Expenses. Total of all expenses incurred2015-12-31$31,933
Benefits paid (including direct rollovers)2015-12-31$31,933
Total plan assets at end of year2015-12-31$709,094
Total plan assets at beginning of year2015-12-31$776,564
Total contributions received or receivable from participants2015-12-31$0
Other income received2015-12-31$-49,689
Net income (gross income less expenses)2015-12-31$-67,470
Net plan assets at end of year (total assets less liabilities)2015-12-31$709,094
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$776,564
Total contributions received or receivable from employer(s)2015-12-31$14,152
2014 : WILLIAM R. STILES PROFIT SHARING 2014 401k financial data
Total income from all sources2014-12-31$25,673
Expenses. Total of all expenses incurred2014-12-31$40,486
Benefits paid (including direct rollovers)2014-12-31$40,486
Total plan assets at end of year2014-12-31$776,564
Total plan assets at beginning of year2014-12-31$791,377
Other income received2014-12-31$6,570
Net income (gross income less expenses)2014-12-31$-14,813
Net plan assets at end of year (total assets less liabilities)2014-12-31$776,564
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$791,377
Total contributions received or receivable from employer(s)2014-12-31$19,103
2013 : WILLIAM R. STILES PROFIT SHARING 2013 401k financial data
Total income from all sources2013-12-31$112,474
Expenses. Total of all expenses incurred2013-12-31$53,479
Benefits paid (including direct rollovers)2013-12-31$53,479
Total plan assets at end of year2013-12-31$791,377
Total plan assets at beginning of year2013-12-31$732,382
Total contributions received or receivable from participants2013-12-31$0
Other income received2013-12-31$90,299
Net income (gross income less expenses)2013-12-31$58,995
Net plan assets at end of year (total assets less liabilities)2013-12-31$791,377
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$732,382
Total contributions received or receivable from employer(s)2013-12-31$22,175
2012 : WILLIAM R. STILES PROFIT SHARING 2012 401k financial data
Total income from all sources2012-12-31$20,289
Expenses. Total of all expenses incurred2012-12-31$27,088
Benefits paid (including direct rollovers)2012-12-31$27,088
Total plan assets at end of year2012-12-31$728,489
Total plan assets at beginning of year2012-12-31$746,762
Net income (gross income less expenses)2012-12-31$-6,799
Net plan assets at end of year (total assets less liabilities)2012-12-31$728,489
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$746,762
Total contributions received or receivable from employer(s)2012-12-31$20,289
2011 : WILLIAM R. STILES PROFIT SHARING 2011 401k financial data
Total income from all sources2011-12-31$27,286
Expenses. Total of all expenses incurred2011-12-31$42,127
Benefits paid (including direct rollovers)2011-12-31$42,127
Total plan assets at end of year2011-12-31$746,762
Total plan assets at beginning of year2011-12-31$893,813
Net income (gross income less expenses)2011-12-31$-14,841
Net plan assets at end of year (total assets less liabilities)2011-12-31$746,762
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$893,813
Total contributions received or receivable from employer(s)2011-12-31$27,286
2010 : WILLIAM R. STILES PROFIT SHARING 2010 401k financial data
Total income from all sources2010-12-31$125,890
Total plan assets at end of year2010-12-31$888,937
Total plan assets at beginning of year2010-12-31$763,047
Other income received2010-12-31$102,443
Net income (gross income less expenses)2010-12-31$125,890
Net plan assets at end of year (total assets less liabilities)2010-12-31$888,937
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$763,047
Total contributions received or receivable from employer(s)2010-12-31$23,447

Form 5500 Responses for WILLIAM R. STILES PROFIT SHARING

2020: WILLIAM R. STILES PROFIT SHARING 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: WILLIAM R. STILES PROFIT SHARING 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 benefit arrangement - TrustYes
2018: WILLIAM R. STILES PROFIT SHARING 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 – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: WILLIAM R. STILES PROFIT SHARING 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 – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: WILLIAM R. STILES PROFIT SHARING 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 – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: WILLIAM R. STILES PROFIT SHARING 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: WILLIAM R. STILES PROFIT SHARING 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: WILLIAM R. STILES PROFIT SHARING 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: WILLIAM R. STILES PROFIT SHARING 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 benefit arrangement - TrustYes
2011: WILLIAM R. STILES PROFIT SHARING 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 benefit arrangement - TrustYes
2009: WILLIAM R. STILES PROFIT SHARING 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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