BANKS & WATSON has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan BANKS & WATSON 401(K) PROFIT SHARING PLAN & TRUST
401k plan membership statisitcs for BANKS & WATSON 401(K) PROFIT SHARING PLAN & TRUST
Measure | Date | Value |
---|
2023: BANKS & WATSON 401(K) PROFIT SHARING PLAN & TRUST 2023 401k membership |
---|
Total participants, beginning-of-year | 2023-01-01 | 8 |
Total number of active participants reported on line 7a of the Form 5500 | 2023-01-01 | 5 |
Number of retired or separated participants receiving benefits | 2023-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2023-01-01 | 1 |
Total of all active and inactive participants | 2023-01-01 | 6 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2023-01-01 | 0 |
Total participants | 2023-01-01 | 6 |
Number of participants with account balances | 2023-01-01 | 5 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2023-01-01 | 0 |
2022: BANKS & WATSON 401(K) PROFIT SHARING PLAN & TRUST 2022 401k membership |
---|
Total participants, beginning-of-year | 2022-01-01 | 11 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 4 |
Number of retired or separated participants receiving benefits | 2022-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 4 |
Total of all active and inactive participants | 2022-01-01 | 8 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 0 |
Total participants | 2022-01-01 | 8 |
Number of participants with account balances | 2022-01-01 | 7 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 0 |
2021: BANKS & WATSON 401(K) PROFIT SHARING PLAN & TRUST 2021 401k membership |
---|
Total participants, beginning-of-year | 2021-01-01 | 16 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 3 |
Number of retired or separated participants receiving benefits | 2021-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 8 |
Total of all active and inactive participants | 2021-01-01 | 11 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
Total participants | 2021-01-01 | 11 |
Number of participants with account balances | 2021-01-01 | 11 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 1 |
2020: BANKS & WATSON 401(K) PROFIT SHARING PLAN & TRUST 2020 401k membership |
---|
Total participants, beginning-of-year | 2020-01-01 | 17 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 7 |
Number of retired or separated participants receiving benefits | 2020-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 9 |
Total of all active and inactive participants | 2020-01-01 | 16 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
Total participants | 2020-01-01 | 16 |
Number of participants with account balances | 2020-01-01 | 16 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 0 |
2019: BANKS & WATSON 401(K) PROFIT SHARING PLAN & TRUST 2019 401k membership |
---|
Total participants, beginning-of-year | 2019-01-01 | 15 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 9 |
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 | 8 |
Total of all active and inactive participants | 2019-01-01 | 17 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
Total participants | 2019-01-01 | 17 |
Number of participants with account balances | 2019-01-01 | 17 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 0 |
2018: BANKS & WATSON 401(K) PROFIT SHARING PLAN & TRUST 2018 401k membership |
---|
Total participants, beginning-of-year | 2018-01-01 | 18 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 8 |
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 | 7 |
Total of all active and inactive participants | 2018-01-01 | 15 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
Total participants | 2018-01-01 | 15 |
Number of participants with account balances | 2018-01-01 | 15 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 0 |
2017: BANKS & WATSON 401(K) PROFIT SHARING PLAN & TRUST 2017 401k membership |
---|
Total participants, beginning-of-year | 2017-01-01 | 17 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 11 |
Number of retired or separated participants receiving benefits | 2017-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 7 |
Total of all active and inactive participants | 2017-01-01 | 18 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
Total participants | 2017-01-01 | 18 |
Number of participants with account balances | 2017-01-01 | 18 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 0 |
2016: BANKS & WATSON 401(K) PROFIT SHARING PLAN & TRUST 2016 401k membership |
---|
Total participants, beginning-of-year | 2016-01-01 | 14 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 10 |
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 | 7 |
Total of all active and inactive participants | 2016-01-01 | 17 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
Total participants | 2016-01-01 | 17 |
Number of participants with account balances | 2016-01-01 | 16 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 0 |
2015: BANKS & WATSON 401(K) PROFIT SHARING PLAN & TRUST 2015 401k membership |
---|
Total participants, beginning-of-year | 2015-01-01 | 18 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 8 |
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 | 6 |
Total of all active and inactive participants | 2015-01-01 | 14 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
Total participants | 2015-01-01 | 14 |
Number of participants with account balances | 2015-01-01 | 14 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
2014: BANKS & WATSON 401(K) PROFIT SHARING PLAN & TRUST 2014 401k membership |
---|
Total participants, beginning-of-year | 2014-01-01 | 22 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 10 |
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 | 8 |
Total of all active and inactive participants | 2014-01-01 | 18 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
Total participants | 2014-01-01 | 18 |
Number of participants with account balances | 2014-01-01 | 17 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
2013: BANKS & WATSON 401(K) PROFIT SHARING PLAN & TRUST 2013 401k membership |
---|
Total participants, beginning-of-year | 2013-01-01 | 21 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 10 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 11 |
Total of all active and inactive participants | 2013-01-01 | 21 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
Total participants | 2013-01-01 | 21 |
Number of participants with account balances | 2013-01-01 | 20 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 2 |
2012: BANKS & WATSON 401(K) PROFIT SHARING PLAN & TRUST 2012 401k membership |
---|
Total participants, beginning-of-year | 2012-01-01 | 20 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 14 |
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 | 7 |
Total of all active and inactive participants | 2012-01-01 | 21 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
Total participants | 2012-01-01 | 21 |
Number of participants with account balances | 2012-01-01 | 20 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 1 |
2011: BANKS & WATSON 401(K) PROFIT SHARING PLAN & TRUST 2011 401k membership |
---|
Total participants, beginning-of-year | 2011-01-01 | 17 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 14 |
Number of retired or separated participants receiving benefits | 2011-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 6 |
Total of all active and inactive participants | 2011-01-01 | 20 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
Total participants | 2011-01-01 | 20 |
Number of participants with account balances | 2011-01-01 | 17 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
Number of employers contributing to the scheme | 2011-01-01 | 0 |
2010: BANKS & WATSON 401(K) PROFIT SHARING PLAN & TRUST 2010 401k membership |
---|
Total participants, beginning-of-year | 2010-01-01 | 14 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 17 |
Number of retired or separated participants receiving benefits | 2010-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2010-01-01 | 0 |
Total of all active and inactive participants | 2010-01-01 | 17 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-01-01 | 0 |
Total participants | 2010-01-01 | 17 |
Number of participants with account balances | 2010-01-01 | 14 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-01-01 | 0 |
2009: BANKS & WATSON 401(K) PROFIT SHARING PLAN & TRUST 2009 401k membership |
---|
Total participants, beginning-of-year | 2009-01-01 | 22 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 13 |
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 | 13 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
Total participants | 2009-01-01 | 13 |
Number of participants with account balances | 2009-01-01 | 10 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 2 |
Measure | Date | Value |
---|
2023 : BANKS & WATSON 401(K) PROFIT SHARING PLAN & TRUST 2023 401k financial data |
---|
Transfers to/from the plan | 2023-12-31 | $0 |
Total plan liabilities at end of year | 2023-12-31 | $0 |
Total plan liabilities at beginning of year | 2023-12-31 | $0 |
Total income from all sources | 2023-12-31 | $1,076,384 |
Expenses. Total of all expenses incurred | 2023-12-31 | $231,915 |
Benefits paid (including direct rollovers) | 2023-12-31 | $231,621 |
Total plan assets at end of year | 2023-12-31 | $3,173,786 |
Total plan assets at beginning of year | 2023-12-31 | $2,329,317 |
Value of fidelity bond covering the plan | 2023-12-31 | $0 |
Total contributions received or receivable from participants | 2023-12-31 | $38,670 |
Expenses. Other expenses not covered elsewhere | 2023-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2023-12-31 | $0 |
Other income received | 2023-12-31 | $983,135 |
Net income (gross income less expenses) | 2023-12-31 | $844,469 |
Net plan assets at end of year (total assets less liabilities) | 2023-12-31 | $3,173,786 |
Net plan assets at beginning of year (total assets less liabilities) | 2023-12-31 | $2,329,317 |
Assets. Value of participant loans | 2023-12-31 | $28,930 |
Total contributions received or receivable from employer(s) | 2023-12-31 | $54,579 |
Value of certain deemed distributions of participant loans | 2023-12-31 | $0 |
Value of corrective distributions | 2023-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2023-12-31 | $294 |
2022 : BANKS & WATSON 401(K) PROFIT SHARING PLAN & TRUST 2022 401k financial data |
---|
Transfers to/from the plan | 2022-12-31 | $0 |
Total plan liabilities at end of year | 2022-12-31 | $0 |
Total plan liabilities at beginning of year | 2022-12-31 | $0 |
Total income from all sources | 2022-12-31 | $-397,816 |
Expenses. Total of all expenses incurred | 2022-12-31 | $569,421 |
Benefits paid (including direct rollovers) | 2022-12-31 | $569,151 |
Total plan assets at end of year | 2022-12-31 | $2,329,317 |
Total plan assets at beginning of year | 2022-12-31 | $3,296,554 |
Value of fidelity bond covering the plan | 2022-12-31 | $0 |
Total contributions received or receivable from participants | 2022-12-31 | $33,751 |
Expenses. Other expenses not covered elsewhere | 2022-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2022-12-31 | $0 |
Other income received | 2022-12-31 | $-464,199 |
Net income (gross income less expenses) | 2022-12-31 | $-967,237 |
Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $2,329,317 |
Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $3,296,554 |
Assets. Value of participant loans | 2022-12-31 | $8,918 |
Total contributions received or receivable from employer(s) | 2022-12-31 | $32,632 |
Value of certain deemed distributions of participant loans | 2022-12-31 | $0 |
Value of corrective distributions | 2022-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2022-12-31 | $270 |
2021 : BANKS & WATSON 401(K) PROFIT SHARING PLAN & TRUST 2021 401k financial data |
---|
Transfers to/from the plan | 2021-12-31 | $0 |
Total plan liabilities at end of year | 2021-12-31 | $0 |
Total plan liabilities at beginning of year | 2021-12-31 | $0 |
Total income from all sources | 2021-12-31 | $1,100,732 |
Expenses. Total of all expenses incurred | 2021-12-31 | $1,336,527 |
Benefits paid (including direct rollovers) | 2021-12-31 | $1,336,167 |
Total plan assets at end of year | 2021-12-31 | $3,296,554 |
Total plan assets at beginning of year | 2021-12-31 | $3,532,349 |
Value of fidelity bond covering the plan | 2021-12-31 | $0 |
Total contributions received or receivable from participants | 2021-12-31 | $61,871 |
Expenses. Other expenses not covered elsewhere | 2021-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2021-12-31 | $0 |
Other income received | 2021-12-31 | $969,039 |
Net income (gross income less expenses) | 2021-12-31 | $-235,795 |
Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $3,296,554 |
Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $3,532,349 |
Assets. Value of participant loans | 2021-12-31 | $19,001 |
Total contributions received or receivable from employer(s) | 2021-12-31 | $69,822 |
Value of certain deemed distributions of participant loans | 2021-12-31 | $0 |
Value of corrective distributions | 2021-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2021-12-31 | $360 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
Funding deficiency by the employer to the plan for this plan year | 2021-12-31 | $0 |
Minimum employer required contribution for this plan year | 2021-12-31 | $0 |
Amount contributed by the employer to the plan for this plan year | 2021-12-31 | $0 |
2020 : BANKS & WATSON 401(K) PROFIT SHARING PLAN & TRUST 2020 401k financial data |
---|
Transfers to/from the plan | 2020-12-31 | $0 |
Total plan liabilities at end of year | 2020-12-31 | $0 |
Total plan liabilities at beginning of year | 2020-12-31 | $0 |
Total income from all sources | 2020-12-31 | $604,279 |
Expenses. Total of all expenses incurred | 2020-12-31 | $717,612 |
Benefits paid (including direct rollovers) | 2020-12-31 | $717,507 |
Total plan assets at end of year | 2020-12-31 | $3,532,349 |
Total plan assets at beginning of year | 2020-12-31 | $3,645,682 |
Value of fidelity bond covering the plan | 2020-12-31 | $0 |
Total contributions received or receivable from participants | 2020-12-31 | $84,328 |
Expenses. Other expenses not covered elsewhere | 2020-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2020-12-31 | $0 |
Other income received | 2020-12-31 | $416,089 |
Net income (gross income less expenses) | 2020-12-31 | $-113,333 |
Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $3,532,349 |
Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $3,645,682 |
Assets. Value of participant loans | 2020-12-31 | $32,720 |
Total contributions received or receivable from employer(s) | 2020-12-31 | $103,862 |
Value of certain deemed distributions of participant loans | 2020-12-31 | $0 |
Value of corrective distributions | 2020-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2020-12-31 | $105 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
Funding deficiency by the employer to the plan for this plan year | 2020-12-31 | $0 |
Minimum employer required contribution for this plan year | 2020-12-31 | $0 |
Amount contributed by the employer to the plan for this plan year | 2020-12-31 | $0 |
2019 : BANKS & WATSON 401(K) PROFIT SHARING PLAN & TRUST 2019 401k financial data |
---|
Transfers to/from the plan | 2019-12-31 | $0 |
Total plan liabilities at end of year | 2019-12-31 | $0 |
Total plan liabilities at beginning of year | 2019-12-31 | $0 |
Total income from all sources | 2019-12-31 | $737,123 |
Expenses. Total of all expenses incurred | 2019-12-31 | $555,208 |
Benefits paid (including direct rollovers) | 2019-12-31 | $555,208 |
Total plan assets at end of year | 2019-12-31 | $3,645,682 |
Total plan assets at beginning of year | 2019-12-31 | $3,463,767 |
Value of fidelity bond covering the plan | 2019-12-31 | $0 |
Total contributions received or receivable from participants | 2019-12-31 | $80,881 |
Expenses. Other expenses not covered elsewhere | 2019-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2019-12-31 | $0 |
Other income received | 2019-12-31 | $556,034 |
Net income (gross income less expenses) | 2019-12-31 | $181,915 |
Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $3,645,682 |
Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $3,463,767 |
Assets. Value of participant loans | 2019-12-31 | $49,137 |
Total contributions received or receivable from employer(s) | 2019-12-31 | $100,208 |
Value of certain deemed distributions of participant loans | 2019-12-31 | $0 |
Value of corrective distributions | 2019-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2019-12-31 | $0 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
Funding deficiency by the employer to the plan for this plan year | 2019-12-31 | $0 |
Minimum employer required contribution for this plan year | 2019-12-31 | $0 |
Amount contributed by the employer to the plan for this plan year | 2019-12-31 | $0 |
2018 : BANKS & WATSON 401(K) PROFIT SHARING PLAN & TRUST 2018 401k financial data |
---|
Transfers to/from the plan | 2018-12-31 | $0 |
Total plan liabilities at end of year | 2018-12-31 | $0 |
Total plan liabilities at beginning of year | 2018-12-31 | $0 |
Total income from all sources | 2018-12-31 | $-61,123 |
Expenses. Total of all expenses incurred | 2018-12-31 | $183,657 |
Benefits paid (including direct rollovers) | 2018-12-31 | $183,432 |
Total plan assets at end of year | 2018-12-31 | $3,463,767 |
Total plan assets at beginning of year | 2018-12-31 | $3,708,547 |
Value of fidelity bond covering the plan | 2018-12-31 | $0 |
Total contributions received or receivable from participants | 2018-12-31 | $92,230 |
Expenses. Other expenses not covered elsewhere | 2018-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2018-12-31 | $0 |
Other income received | 2018-12-31 | $-276,510 |
Net income (gross income less expenses) | 2018-12-31 | $-244,780 |
Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $3,463,767 |
Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $3,708,547 |
Assets. Value of participant loans | 2018-12-31 | $20,094 |
Total contributions received or receivable from employer(s) | 2018-12-31 | $123,157 |
Value of certain deemed distributions of participant loans | 2018-12-31 | $0 |
Value of corrective distributions | 2018-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2018-12-31 | $225 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
Funding deficiency by the employer to the plan for this plan year | 2018-12-31 | $0 |
Minimum employer required contribution for this plan year | 2018-12-31 | $0 |
Amount contributed by the employer to the plan for this plan year | 2018-12-31 | $0 |
2017 : BANKS & WATSON 401(K) PROFIT SHARING PLAN & TRUST 2017 401k financial data |
---|
Transfers to/from the plan | 2017-12-31 | $0 |
Total plan liabilities at end of year | 2017-12-31 | $0 |
Total plan liabilities at beginning of year | 2017-12-31 | $0 |
Total income from all sources | 2017-12-31 | $719,492 |
Expenses. Total of all expenses incurred | 2017-12-31 | $0 |
Benefits paid (including direct rollovers) | 2017-12-31 | $0 |
Total plan assets at end of year | 2017-12-31 | $3,708,547 |
Total plan assets at beginning of year | 2017-12-31 | $2,989,055 |
Value of fidelity bond covering the plan | 2017-12-31 | $0 |
Total contributions received or receivable from participants | 2017-12-31 | $79,996 |
Expenses. Other expenses not covered elsewhere | 2017-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2017-12-31 | $0 |
Other income received | 2017-12-31 | $525,430 |
Net income (gross income less expenses) | 2017-12-31 | $719,492 |
Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $3,708,547 |
Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $2,989,055 |
Assets. Value of participant loans | 2017-12-31 | $54,801 |
Total contributions received or receivable from employer(s) | 2017-12-31 | $114,066 |
Value of certain deemed distributions of participant loans | 2017-12-31 | $0 |
Value of corrective distributions | 2017-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2017-12-31 | $0 |
2016 : BANKS & WATSON 401(K) PROFIT SHARING PLAN & TRUST 2016 401k financial data |
---|
Transfers to/from the plan | 2016-12-31 | $0 |
Total plan liabilities at end of year | 2016-12-31 | $0 |
Total plan liabilities at beginning of year | 2016-12-31 | $0 |
Total income from all sources | 2016-12-31 | $501,360 |
Expenses. Total of all expenses incurred | 2016-12-31 | $0 |
Benefits paid (including direct rollovers) | 2016-12-31 | $0 |
Total plan assets at end of year | 2016-12-31 | $2,989,055 |
Total plan assets at beginning of year | 2016-12-31 | $2,487,695 |
Value of fidelity bond covering the plan | 2016-12-31 | $0 |
Total contributions received or receivable from participants | 2016-12-31 | $98,415 |
Expenses. Other expenses not covered elsewhere | 2016-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2016-12-31 | $0 |
Other income received | 2016-12-31 | $302,599 |
Net income (gross income less expenses) | 2016-12-31 | $501,360 |
Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $2,989,055 |
Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $2,487,695 |
Assets. Value of participant loans | 2016-12-31 | $48,256 |
Total contributions received or receivable from employer(s) | 2016-12-31 | $100,346 |
Value of certain deemed distributions of participant loans | 2016-12-31 | $0 |
Value of corrective distributions | 2016-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2016-12-31 | $0 |
2015 : BANKS & WATSON 401(K) PROFIT SHARING PLAN & TRUST 2015 401k financial data |
---|
Transfers to/from the plan | 2015-12-31 | $0 |
Total plan liabilities at end of year | 2015-12-31 | $0 |
Total plan liabilities at beginning of year | 2015-12-31 | $0 |
Total income from all sources | 2015-12-31 | $131,654 |
Expenses. Total of all expenses incurred | 2015-12-31 | $121,921 |
Benefits paid (including direct rollovers) | 2015-12-31 | $121,763 |
Total plan assets at end of year | 2015-12-31 | $2,487,695 |
Total plan assets at beginning of year | 2015-12-31 | $2,477,962 |
Value of fidelity bond covering the plan | 2015-12-31 | $0 |
Total contributions received or receivable from participants | 2015-12-31 | $87,157 |
Expenses. Other expenses not covered elsewhere | 2015-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2015-12-31 | $0 |
Other income received | 2015-12-31 | $-55,319 |
Net income (gross income less expenses) | 2015-12-31 | $9,733 |
Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $2,487,695 |
Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $2,477,962 |
Assets. Value of participant loans | 2015-12-31 | $43,940 |
Total contributions received or receivable from employer(s) | 2015-12-31 | $99,816 |
Value of certain deemed distributions of participant loans | 2015-12-31 | $0 |
Value of corrective distributions | 2015-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $158 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
Funding deficiency by the employer to the plan for this plan year | 2015-12-31 | $0 |
Minimum employer required contribution for this plan year | 2015-12-31 | $0 |
Amount contributed by the employer to the plan for this plan year | 2015-12-31 | $0 |
2014 : BANKS & WATSON 401(K) PROFIT SHARING PLAN & TRUST 2014 401k financial data |
---|
Transfers to/from the plan | 2014-12-31 | $0 |
Total plan liabilities at end of year | 2014-12-31 | $0 |
Total plan liabilities at beginning of year | 2014-12-31 | $0 |
Total income from all sources | 2014-12-31 | $375,388 |
Expenses. Total of all expenses incurred | 2014-12-31 | $171,999 |
Benefits paid (including direct rollovers) | 2014-12-31 | $171,851 |
Total plan assets at end of year | 2014-12-31 | $2,477,962 |
Total plan assets at beginning of year | 2014-12-31 | $2,274,573 |
Value of fidelity bond covering the plan | 2014-12-31 | $0 |
Total contributions received or receivable from participants | 2014-12-31 | $82,551 |
Expenses. Other expenses not covered elsewhere | 2014-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2014-12-31 | $0 |
Other income received | 2014-12-31 | $197,690 |
Net income (gross income less expenses) | 2014-12-31 | $203,389 |
Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $2,477,962 |
Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $2,274,573 |
Assets. Value of participant loans | 2014-12-31 | $53,052 |
Total contributions received or receivable from employer(s) | 2014-12-31 | $95,147 |
Value of certain deemed distributions of participant loans | 2014-12-31 | $0 |
Value of corrective distributions | 2014-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $148 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
Funding deficiency by the employer to the plan for this plan year | 2014-12-31 | $0 |
Minimum employer required contribution for this plan year | 2014-12-31 | $0 |
Amount contributed by the employer to the plan for this plan year | 2014-12-31 | $0 |
2013 : BANKS & WATSON 401(K) PROFIT SHARING PLAN & TRUST 2013 401k financial data |
---|
Transfers to/from the plan | 2013-12-31 | $0 |
Total plan liabilities at end of year | 2013-12-31 | $0 |
Total plan liabilities at beginning of year | 2013-12-31 | $0 |
Total income from all sources | 2013-12-31 | $466,987 |
Expenses. Total of all expenses incurred | 2013-12-31 | $49,105 |
Benefits paid (including direct rollovers) | 2013-12-31 | $48,975 |
Total plan assets at end of year | 2013-12-31 | $2,274,573 |
Total plan assets at beginning of year | 2013-12-31 | $1,856,691 |
Value of fidelity bond covering the plan | 2013-12-31 | $0 |
Total contributions received or receivable from participants | 2013-12-31 | $93,999 |
Expenses. Other expenses not covered elsewhere | 2013-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2013-12-31 | $0 |
Other income received | 2013-12-31 | $330,262 |
Net income (gross income less expenses) | 2013-12-31 | $417,882 |
Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $2,274,573 |
Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $1,856,691 |
Assets. Value of participant loans | 2013-12-31 | $13,926 |
Total contributions received or receivable from employer(s) | 2013-12-31 | $42,726 |
Value of certain deemed distributions of participant loans | 2013-12-31 | $0 |
Value of corrective distributions | 2013-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2013-12-31 | $130 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
Funding deficiency by the employer to the plan for this plan year | 2013-12-31 | $0 |
Minimum employer required contribution for this plan year | 2013-12-31 | $0 |
Amount contributed by the employer to the plan for this plan year | 2013-12-31 | $0 |
2012 : BANKS & WATSON 401(K) PROFIT SHARING PLAN & TRUST 2012 401k financial data |
---|
Transfers to/from the plan | 2012-12-31 | $0 |
Total plan liabilities at end of year | 2012-12-31 | $0 |
Total plan liabilities at beginning of year | 2012-12-31 | $0 |
Total income from all sources | 2012-12-31 | $423,869 |
Expenses. Total of all expenses incurred | 2012-12-31 | $30,156 |
Benefits paid (including direct rollovers) | 2012-12-31 | $30,091 |
Total plan assets at end of year | 2012-12-31 | $1,856,691 |
Total plan assets at beginning of year | 2012-12-31 | $1,462,978 |
Value of fidelity bond covering the plan | 2012-12-31 | $0 |
Total contributions received or receivable from participants | 2012-12-31 | $109,202 |
Expenses. Other expenses not covered elsewhere | 2012-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2012-12-31 | $0 |
Other income received | 2012-12-31 | $176,422 |
Net income (gross income less expenses) | 2012-12-31 | $393,713 |
Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $1,856,691 |
Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $1,462,978 |
Assets. Value of participant loans | 2012-12-31 | $22,765 |
Total contributions received or receivable from employer(s) | 2012-12-31 | $138,245 |
Value of certain deemed distributions of participant loans | 2012-12-31 | $0 |
Value of corrective distributions | 2012-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2012-12-31 | $65 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
Funding deficiency by the employer to the plan for this plan year | 2012-12-31 | $0 |
Minimum employer required contribution for this plan year | 2012-12-31 | $0 |
Amount contributed by the employer to the plan for this plan year | 2012-12-31 | $0 |
2011 : BANKS & WATSON 401(K) PROFIT SHARING PLAN & TRUST 2011 401k financial data |
---|
Transfers to/from the plan | 2011-12-31 | $0 |
Total plan liabilities at end of year | 2011-12-31 | $0 |
Total plan liabilities at beginning of year | 2011-12-31 | $0 |
Total income from all sources | 2011-12-31 | $234,166 |
Expenses. Total of all expenses incurred | 2011-12-31 | $18,552 |
Benefits paid (including direct rollovers) | 2011-12-31 | $18,292 |
Total plan assets at end of year | 2011-12-31 | $1,462,978 |
Total plan assets at beginning of year | 2011-12-31 | $1,247,364 |
Value of fidelity bond covering the plan | 2011-12-31 | $0 |
Total contributions received or receivable from participants | 2011-12-31 | $113,110 |
Expenses. Other expenses not covered elsewhere | 2011-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2011-12-31 | $0 |
Other income received | 2011-12-31 | $-10,746 |
Net income (gross income less expenses) | 2011-12-31 | $215,614 |
Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $1,462,978 |
Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $1,247,364 |
Assets. Value of participant loans | 2011-12-31 | $40,032 |
Total contributions received or receivable from employer(s) | 2011-12-31 | $131,802 |
Value of certain deemed distributions of participant loans | 2011-12-31 | $0 |
Value of corrective distributions | 2011-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2011-12-31 | $260 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
Funding deficiency by the employer to the plan for this plan year | 2011-12-31 | $0 |
Minimum employer required contribution for this plan year | 2011-12-31 | $0 |
Amount contributed by the employer to the plan for this plan year | 2011-12-31 | $0 |
2010 : BANKS & WATSON 401(K) PROFIT SHARING PLAN & TRUST 2010 401k financial data |
---|
Transfers to/from the plan | 2010-12-31 | $0 |
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 | $319,514 |
Expenses. Total of all expenses incurred | 2010-12-31 | $1,525 |
Benefits paid (including direct rollovers) | 2010-12-31 | $1,485 |
Total plan assets at end of year | 2010-12-31 | $1,247,364 |
Total plan assets at beginning of year | 2010-12-31 | $929,375 |
Value of fidelity bond covering the plan | 2010-12-31 | $0 |
Total contributions received or receivable from participants | 2010-12-31 | $96,476 |
Expenses. Other expenses not covered elsewhere | 2010-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2010-12-31 | $0 |
Other income received | 2010-12-31 | $112,949 |
Net income (gross income less expenses) | 2010-12-31 | $317,989 |
Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $1,247,364 |
Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $929,375 |
Assets. Value of participant loans | 2010-12-31 | $48,562 |
Total contributions received or receivable from employer(s) | 2010-12-31 | $110,089 |
Value of certain deemed distributions of participant loans | 2010-12-31 | $0 |
Value of corrective distributions | 2010-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2010-12-31 | $40 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
Funding deficiency by the employer to the plan for this plan year | 2010-12-31 | $0 |
Minimum employer required contribution for this plan year | 2010-12-31 | $0 |
Amount contributed by the employer to the plan for this plan year | 2010-12-31 | $0 |
2009 : BANKS & WATSON 401(K) PROFIT SHARING PLAN & TRUST 2009 401k financial data |
---|
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |
Funding deficiency by the employer to the plan for this plan year | 2009-12-31 | $0 |
Minimum employer required contribution for this plan year | 2009-12-31 | $0 |
Amount contributed by the employer to the plan for this plan year | 2009-12-31 | $0 |
2023: BANKS & WATSON 401(K) PROFIT SHARING PLAN & TRUST 2023 form 5500 responses |
---|
2023-01-01 | Type of plan entity | Single employer plan |
2023-01-01 | Submission has been amended | No |
2023-01-01 | This submission is the final filing | No |
2023-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2023-01-01 | Plan is a collectively bargained plan | No |
2023-01-01 | Plan funding arrangement – Trust | Yes |
2023-01-01 | Plan benefit arrangement - Trust | Yes |
2022: BANKS & WATSON 401(K) PROFIT SHARING PLAN & TRUST 2022 form 5500 responses |
---|
2022-01-01 | Type of plan entity | Single employer plan |
2022-01-01 | Submission has been amended | No |
2022-01-01 | This submission is the final filing | No |
2022-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2022-01-01 | Plan is a collectively bargained plan | No |
2022-01-01 | Plan funding arrangement – Trust | Yes |
2022-01-01 | Plan benefit arrangement - Trust | Yes |
2021: BANKS & WATSON 401(K) PROFIT SHARING PLAN & TRUST 2021 form 5500 responses |
---|
2021-01-01 | Type of plan entity | Single employer plan |
2021-01-01 | Submission has been amended | No |
2021-01-01 | This submission is the final filing | No |
2021-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2021-01-01 | Plan is a collectively bargained plan | No |
2021-01-01 | Plan funding arrangement – Trust | Yes |
2021-01-01 | Plan benefit arrangement - Trust | Yes |
2020: BANKS & WATSON 401(K) PROFIT SHARING PLAN & TRUST 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: BANKS & WATSON 401(K) PROFIT SHARING PLAN & TRUST 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: BANKS & WATSON 401(K) PROFIT SHARING PLAN & TRUST 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: BANKS & WATSON 401(K) PROFIT SHARING PLAN & TRUST 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: BANKS & WATSON 401(K) PROFIT SHARING PLAN & TRUST 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: BANKS & WATSON 401(K) PROFIT SHARING PLAN & TRUST 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: BANKS & WATSON 401(K) PROFIT SHARING PLAN & TRUST 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: BANKS & WATSON 401(K) PROFIT SHARING PLAN & TRUST 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: BANKS & WATSON 401(K) PROFIT SHARING PLAN & TRUST 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 benefit arrangement - Trust | Yes |
2011: BANKS & WATSON 401(K) PROFIT SHARING PLAN & TRUST 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: BANKS & WATSON 401(K) PROFIT SHARING PLAN & TRUST 2010 form 5500 responses |
---|
2010-01-01 | Type of plan entity | Single employer plan |
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: BANKS & WATSON 401(K) PROFIT SHARING PLAN & TRUST 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 |