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WILSON & COMPANY 401(K) PLAN 401k Plan overview

Plan NameWILSON & COMPANY 401(K) PLAN
Plan identification number 001

WILSON & COMPANY 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • 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.
  • Plan sponsor(s) received services of leased employees, as defined in Code section 414(n), during the plan year.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

WILSON AND COMPANY, INC. ENGINEERS AND ARCHITECTS has sponsored the creation of one or more 401k plans.

Company Name:WILSON AND COMPANY, INC. ENGINEERS AND ARCHITECTS
Employer identification number (EIN):481176300
NAIC Classification:541330
NAIC Description:Engineering Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WILSON & COMPANY 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012018-01-01
0012018-01-01
0012017-01-01BRENDA E. BEVINGTON JAMES E. ROSS2018-07-30
0012016-01-01JAMES E. ROSS JAMES E. ROSS2017-07-28
0012015-01-01JAMES E ROSS JAMES E ROSS2016-07-11
0012014-01-01JAMES ROSS JAMES ROSS2015-10-12
0012013-01-01JAMES ROSS JAMES ROSS2014-09-26
0012012-01-01JAMES ROSS JAMES ROSS2013-09-23
0012011-01-01JAMES ROSS JAMES ROSS2012-07-19
0012009-01-01JAMES ROSS STEVEN WATT2010-08-31

Plan Statistics for WILSON & COMPANY 401(K) PLAN

401k plan membership statisitcs for WILSON & COMPANY 401(K) PLAN

Measure Date Value
2023: WILSON & COMPANY 401(K) PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-01846
Total number of active participants reported on line 7a of the Form 55002023-01-01643
Number of retired or separated participants receiving benefits2023-01-0196
Number of other retired or separated participants entitled to future benefits2023-01-01196
Total of all active and inactive participants2023-01-01935
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-010
Total participants2023-01-01935
Number of participants with account balances2023-01-01914
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-0163
2022: WILSON & COMPANY 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01716
Total number of active participants reported on line 7a of the Form 55002022-01-01591
Number of retired or separated participants receiving benefits2022-01-0112
Number of other retired or separated participants entitled to future benefits2022-01-01209
Total of all active and inactive participants2022-01-01812
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01812
Number of participants with account balances2022-01-01789
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0180
2021: WILSON & COMPANY 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01677
Total number of active participants reported on line 7a of the Form 55002021-01-01537
Number of retired or separated participants receiving benefits2021-01-019
Number of other retired or separated participants entitled to future benefits2021-01-01168
Total of all active and inactive participants2021-01-01714
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-012
Total participants2021-01-01716
Number of participants with account balances2021-01-01697
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0139
2020: WILSON & COMPANY 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01627
Total number of active participants reported on line 7a of the Form 55002020-01-01492
Number of retired or separated participants receiving benefits2020-01-017
Number of other retired or separated participants entitled to future benefits2020-01-01159
Total of all active and inactive participants2020-01-01658
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-011
Total participants2020-01-01659
Number of participants with account balances2020-01-01637
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0123
2019: WILSON & COMPANY 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01574
Total number of active participants reported on line 7a of the Form 55002019-01-01449
Number of retired or separated participants receiving benefits2019-01-017
Number of other retired or separated participants entitled to future benefits2019-01-01149
Total of all active and inactive participants2019-01-01605
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01605
Number of participants with account balances2019-01-01582
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0141
2018: WILSON & COMPANY 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01557
Total number of active participants reported on line 7a of the Form 55002018-01-01405
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-01147
Total of all active and inactive participants2018-01-01552
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-011
Total participants2018-01-01553
Number of participants with account balances2018-01-01527
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0122
2017: WILSON & COMPANY 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01542
Total number of active participants reported on line 7a of the Form 55002017-01-01434
Number of retired or separated participants receiving benefits2017-01-012
Number of other retired or separated participants entitled to future benefits2017-01-01117
Total of all active and inactive participants2017-01-01553
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01553
Number of participants with account balances2017-01-01514
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: WILSON & COMPANY 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01549
Total number of active participants reported on line 7a of the Form 55002016-01-01364
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-01166
Total of all active and inactive participants2016-01-01530
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01530
Number of participants with account balances2016-01-01505
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0151
2015: WILSON & COMPANY 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01598
Total number of active participants reported on line 7a of the Form 55002015-01-01374
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01161
Total of all active and inactive participants2015-01-01535
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01535
Number of participants with account balances2015-01-01514
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0113
2014: WILSON & COMPANY 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01606
Total number of active participants reported on line 7a of the Form 55002014-01-01382
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01194
Total of all active and inactive participants2014-01-01576
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01576
Number of participants with account balances2014-01-01551
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0127
2013: WILSON & COMPANY 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01567
Total number of active participants reported on line 7a of the Form 55002013-01-01401
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-01189
Total of all active and inactive participants2013-01-01590
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-011
Total participants2013-01-01591
Number of participants with account balances2013-01-01560
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0114
2012: WILSON & COMPANY 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01571
Total number of active participants reported on line 7a of the Form 55002012-01-01370
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-01186
Total of all active and inactive participants2012-01-01556
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-011
Total participants2012-01-01557
Number of participants with account balances2012-01-01534
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0118
2011: WILSON & COMPANY 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01575
Total number of active participants reported on line 7a of the Form 55002011-01-01397
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-01172
Total of all active and inactive participants2011-01-01569
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01569
Number of participants with account balances2011-01-01540
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0118
2009: WILSON & COMPANY 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01604
Total number of active participants reported on line 7a of the Form 55002009-01-01432
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-01164
Total of all active and inactive participants2009-01-01596
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01596
Number of participants with account balances2009-01-01576
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0120

Financial Data on WILSON & COMPANY 401(K) PLAN

Measure Date Value
2023 : WILSON & COMPANY 401(K) PLAN 2023 401k financial data
Unrealized appreciation/depreciation of real estate assets2023-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2023-12-31$0
Total unrealized appreciation/depreciation of assets2023-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Expenses. Interest paid2023-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022023-12-31$0
Total income from all sources (including contributions)2023-12-31$23,788,759
Total loss/gain on sale of assets2023-12-31$0
Total of all expenses incurred2023-12-31$6,488,281
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$6,363,549
Expenses. Certain deemed distributions of participant loans2023-12-31$30,339
Value of total corrective distributions2023-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$7,571,768
Value of total assets at end of year2023-12-31$96,103,925
Value of total assets at beginning of year2023-12-31$78,803,447
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$94,393
Total income from rents2023-12-31$0
Total interest from all sources2023-12-31$201,252
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$2,834,131
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2023-12-31$2,834,131
Assets. Real estate other than employer real property at end of year2023-12-31$0
Assets. Real estate other than employer real property at beginning of year2023-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2023-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2023-12-31$0
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$1,000,000,000
If this is an individual account plan, was there a blackout period2023-12-31No
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Contributions received from participants2023-12-31$5,070,699
Participant contributions at end of year2023-12-31$594,366
Participant contributions at beginning of year2023-12-31$386,715
Participant contributions at end of year2023-12-31$0
Participant contributions at beginning of year2023-12-31$0
Assets. Other investments not covered elsewhere at end of year2023-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2023-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2023-12-31$857,151
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2023-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2023-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2023-12-31$0
Assets. Loans (other than to participants) at end of year2023-12-31$0
Assets. Loans (other than to participants) at beginning of year2023-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2023-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2023-12-31$0
Other income not declared elsewhere2023-12-31$0
Administrative expenses (other) incurred2023-12-31$0
Total non interest bearing cash at end of year2023-12-31$0
Total non interest bearing cash at beginning of year2023-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Income. Non cash contributions2023-12-31$0
Value of net income/loss2023-12-31$17,300,478
Value of net assets at end of year (total assets less liabilities)2023-12-31$96,103,925
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$78,803,447
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-31No
Were any leases to which the plan was party in default or uncollectible2023-12-31No
Assets. partnership/joint venture interests at end of year2023-12-31$0
Assets. partnership/joint venture interests at beginning of year2023-12-31$0
Investment advisory and management fees2023-12-31$94,393
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$82,521,431
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$66,878,494
Interest on participant loans2023-12-31$30,958
Income. Interest from loans (other than to participants)2023-12-31$0
Interest earned on other investments2023-12-31$170,294
Income. Interest from US Government securities2023-12-31$0
Income. Interest from corporate debt instruments2023-12-31$0
Value of interest in master investment trust accounts at end of year2023-12-31$0
Value of interest in master investment trust accounts at beginning of year2023-12-31$0
Value of interest in common/collective trusts at end of year2023-12-31$8,583,281
Value of interest in common/collective trusts at beginning of year2023-12-31$6,291,831
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2023-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2023-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2023-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2023-12-31$0
Assets. Value of investments in 103.12 investment entities at end of year2023-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2023-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2023-12-31$4,377,997
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-12-31$5,220,437
Expenses. Payments to insurance carriers foe the provision of benefits2023-12-31$0
Asset value of US Government securities at end of year2023-12-31$0
Asset value of US Government securities at beginning of year2023-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-12-31$10,705,626
Net investment gain/loss from pooled separate accounts2023-12-31$0
Net investment gain or loss from common/collective trusts2023-12-31$2,475,982
Net gain/loss from 103.12 investment entities2023-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31No
Was there a failure to transmit to the plan any participant contributions2023-12-31No
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Assets. Invements in employer securities at end of year2023-12-31$0
Assets. Invements in employer securities at beginning of year2023-12-31$0
Assets. Value of employer real property at end of year2023-12-31$0
Assets. Value of employer real property at beginning of year2023-12-31$0
Contributions received in cash from employer2023-12-31$1,643,918
Employer contributions (assets) at end of year2023-12-31$26,850
Employer contributions (assets) at beginning of year2023-12-31$25,970
Income. Dividends from preferred stock2023-12-31$0
Income. Dividends from common stock2023-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$6,363,549
Asset. Corporate debt instrument preferred debt at end of year2023-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2023-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2023-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2023-12-31$0
Contract administrator fees2023-12-31$0
Assets. Corporate common stocks other than exployer securities at end of year2023-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2023-12-31$0
Liabilities. Value of benefit claims payable at end of year2023-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2023-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2023-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2023-12-31$0
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Aggregate proceeds on sale of assets2023-12-31$0
Aggregate carrying amount (costs) on sale of assets2023-12-31$0
Liabilities. Value of acquisition indebtedness at end of year2023-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2023-12-31$0
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31MOSS ADAMS LLP
Accountancy firm EIN2023-12-31910189318
2022 : WILSON & COMPANY 401(K) PLAN 2022 401k financial data
Unrealized appreciation/depreciation of real estate assets2022-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$0
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Expenses. Interest paid2022-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022022-12-31$0
Total income from all sources (including contributions)2022-12-31$-12,735,312
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$8,010,703
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$7,823,421
Expenses. Certain deemed distributions of participant loans2022-12-31$3,849
Value of total corrective distributions2022-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$6,719,555
Value of total assets at end of year2022-12-31$78,803,447
Value of total assets at beginning of year2022-12-31$99,549,462
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$183,433
Total income from rents2022-12-31$0
Total interest from all sources2022-12-31$173,366
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$3,347,137
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$3,347,137
Assets. Real estate other than employer real property at end of year2022-12-31$0
Assets. Real estate other than employer real property at beginning of year2022-12-31$0
Administrative expenses professional fees incurred2022-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2022-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2022-12-31$0
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$4,318,810
Participant contributions at end of year2022-12-31$386,715
Participant contributions at beginning of year2022-12-31$323,098
Participant contributions at end of year2022-12-31$0
Participant contributions at beginning of year2022-12-31$0
Assets. Other investments not covered elsewhere at end of year2022-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$1,061,183
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2022-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$0
Assets. Loans (other than to participants) at end of year2022-12-31$0
Assets. Loans (other than to participants) at beginning of year2022-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$0
Administrative expenses (other) incurred2022-12-31$4,653
Liabilities. Value of operating payables at end of year2022-12-31$0
Liabilities. Value of operating payables at beginning of year2022-12-31$0
Total non interest bearing cash at end of year2022-12-31$0
Total non interest bearing cash at beginning of year2022-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Income. Non cash contributions2022-12-31$0
Value of net income/loss2022-12-31$-20,746,015
Value of net assets at end of year (total assets less liabilities)2022-12-31$78,803,447
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$99,549,462
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Assets. partnership/joint venture interests at end of year2022-12-31$0
Assets. partnership/joint venture interests at beginning of year2022-12-31$0
Investment advisory and management fees2022-12-31$153,149
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$66,878,494
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$85,255,622
Value of interest in pooled separate accounts at end of year2022-12-31$0
Value of interest in pooled separate accounts at beginning of year2022-12-31$0
Interest on participant loans2022-12-31$17,056
Income. Interest from loans (other than to participants)2022-12-31$0
Interest earned on other investments2022-12-31$156,310
Income. Interest from US Government securities2022-12-31$0
Income. Interest from corporate debt instruments2022-12-31$0
Value of interest in master investment trust accounts at end of year2022-12-31$0
Value of interest in master investment trust accounts at beginning of year2022-12-31$0
Value of interest in common/collective trusts at end of year2022-12-31$6,291,831
Value of interest in common/collective trusts at beginning of year2022-12-31$8,773,631
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$0
Assets. Value of investments in 103.12 investment entities at end of year2022-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2022-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$5,220,437
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$5,173,406
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$0
Asset value of US Government securities at end of year2022-12-31$0
Asset value of US Government securities at beginning of year2022-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-20,649,704
Net investment gain/loss from pooled separate accounts2022-12-31$0
Net investment gain or loss from common/collective trusts2022-12-31$-2,325,666
Net gain/loss from 103.12 investment entities2022-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Assets. Invements in employer securities at end of year2022-12-31$0
Assets. Invements in employer securities at beginning of year2022-12-31$0
Assets. Value of employer real property at end of year2022-12-31$0
Assets. Value of employer real property at beginning of year2022-12-31$0
Contributions received in cash from employer2022-12-31$1,339,562
Employer contributions (assets) at end of year2022-12-31$25,970
Employer contributions (assets) at beginning of year2022-12-31$23,705
Income. Dividends from preferred stock2022-12-31$0
Income. Dividends from common stock2022-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$7,823,421
Asset. Corporate debt instrument preferred debt at end of year2022-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2022-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2022-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2022-12-31$0
Contract administrator fees2022-12-31$25,631
Assets. Corporate common stocks other than exployer securities at end of year2022-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2022-12-31$0
Liabilities. Value of benefit claims payable at end of year2022-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2022-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2022-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2022-12-31$0
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Aggregate proceeds on sale of assets2022-12-31$0
Aggregate carrying amount (costs) on sale of assets2022-12-31$0
Liabilities. Value of acquisition indebtedness at end of year2022-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2022-12-31$0
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31MOSS ADAMS LLP
Accountancy firm EIN2022-12-31910189318
2021 : WILSON & COMPANY 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$19,604,723
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$8,006,871
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$7,790,782
Expenses. Certain deemed distributions of participant loans2021-12-31$0
Value of total corrective distributions2021-12-31$1,401
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$6,071,711
Value of total assets at end of year2021-12-31$99,549,462
Value of total assets at beginning of year2021-12-31$87,951,610
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$214,688
Total interest from all sources2021-12-31$160,645
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$7,414,916
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$7,414,916
Administrative expenses professional fees incurred2021-12-31$9,062
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$3,702,316
Participant contributions at end of year2021-12-31$323,098
Participant contributions at beginning of year2021-12-31$445,582
Assets. Other investments not covered elsewhere at end of year2021-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$1,224,959
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2021-12-31$0
Other income not declared elsewhere2021-12-31$0
Administrative expenses (other) incurred2021-12-31$5,315
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$11,597,852
Value of net assets at end of year (total assets less liabilities)2021-12-31$99,549,462
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$87,951,610
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$192,171
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$85,255,622
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$75,020,692
Value of interest in pooled separate accounts at end of year2021-12-31$0
Value of interest in pooled separate accounts at beginning of year2021-12-31$0
Interest on participant loans2021-12-31$21,441
Interest earned on other investments2021-12-31$139,204
Value of interest in common/collective trusts at end of year2021-12-31$8,773,631
Value of interest in common/collective trusts at beginning of year2021-12-31$6,837,079
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$5,173,406
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$5,621,391
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$4,094,786
Net investment gain/loss from pooled separate accounts2021-12-31$0
Net investment gain or loss from common/collective trusts2021-12-31$1,862,665
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Assets. Invements in employer securities at end of year2021-12-31$0
Assets. Invements in employer securities at beginning of year2021-12-31$0
Contributions received in cash from employer2021-12-31$1,144,436
Employer contributions (assets) at end of year2021-12-31$23,705
Employer contributions (assets) at beginning of year2021-12-31$26,866
Income. Dividends from common stock2021-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$7,790,782
Contract administrator fees2021-12-31$8,140
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31MOSS ADAMS
Accountancy firm EIN2021-12-31910189318
2020 : WILSON & COMPANY 401(K) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$22,128,560
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$5,300,425
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$5,112,237
Expenses. Certain deemed distributions of participant loans2020-12-31$0
Value of total corrective distributions2020-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$5,371,840
Value of total assets at end of year2020-12-31$87,951,610
Value of total assets at beginning of year2020-12-31$71,123,475
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$188,188
Total interest from all sources2020-12-31$162,945
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$3,821,788
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$3,821,788
Administrative expenses professional fees incurred2020-12-31$9,062
Was this plan covered by a fidelity bond2020-12-31No
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$3,448,217
Participant contributions at end of year2020-12-31$445,582
Participant contributions at beginning of year2020-12-31$551,434
Assets. Other investments not covered elsewhere at end of year2020-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$1,010,566
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2020-12-31$0
Other income not declared elsewhere2020-12-31$0
Administrative expenses (other) incurred2020-12-31$3,463
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$16,828,135
Value of net assets at end of year (total assets less liabilities)2020-12-31$87,951,610
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$71,123,475
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$170,498
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$75,020,692
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$63,249,835
Value of interest in pooled separate accounts at end of year2020-12-31$0
Value of interest in pooled separate accounts at beginning of year2020-12-31$0
Interest on participant loans2020-12-31$27,227
Interest earned on other investments2020-12-31$135,718
Value of interest in common/collective trusts at end of year2020-12-31$6,837,079
Value of interest in common/collective trusts at beginning of year2020-12-31$4,843,973
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$5,621,391
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$2,478,233
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$11,006,750
Net investment gain/loss from pooled separate accounts2020-12-31$0
Net investment gain or loss from common/collective trusts2020-12-31$1,765,237
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Assets. Invements in employer securities at end of year2020-12-31$0
Assets. Invements in employer securities at beginning of year2020-12-31$0
Contributions received in cash from employer2020-12-31$913,057
Employer contributions (assets) at end of year2020-12-31$26,866
Income. Dividends from common stock2020-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$5,112,237
Contract administrator fees2020-12-31$5,165
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31MOSS ADAMS
Accountancy firm EIN2020-12-31910189318
2019 : WILSON & COMPANY 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$19,050,999
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$2,903,935
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$2,739,151
Expenses. Certain deemed distributions of participant loans2019-12-31$0
Value of total corrective distributions2019-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$4,482,761
Value of total assets at end of year2019-12-31$71,123,475
Value of total assets at beginning of year2019-12-31$54,976,411
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$164,784
Total interest from all sources2019-12-31$115,450
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$2,711,034
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$2,711,034
Administrative expenses professional fees incurred2019-12-31$0
Was this plan covered by a fidelity bond2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$3,016,552
Participant contributions at end of year2019-12-31$551,434
Participant contributions at beginning of year2019-12-31$561,143
Assets. Other investments not covered elsewhere at end of year2019-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$483,840
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2019-12-31$0
Other income not declared elsewhere2019-12-31$0
Administrative expenses (other) incurred2019-12-31$2,178
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$16,147,064
Value of net assets at end of year (total assets less liabilities)2019-12-31$71,123,475
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$54,976,411
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$154,894
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$63,249,835
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$48,356,357
Value of interest in pooled separate accounts at end of year2019-12-31$0
Value of interest in pooled separate accounts at beginning of year2019-12-31$0
Interest on participant loans2019-12-31$31,515
Interest earned on other investments2019-12-31$83,935
Value of interest in common/collective trusts at end of year2019-12-31$4,843,973
Value of interest in common/collective trusts at beginning of year2019-12-31$3,417,592
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$2,478,233
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$2,621,236
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$10,490,654
Net investment gain/loss from pooled separate accounts2019-12-31$0
Net investment gain or loss from common/collective trusts2019-12-31$1,251,100
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Assets. Invements in employer securities at end of year2019-12-31$0
Assets. Invements in employer securities at beginning of year2019-12-31$0
Contributions received in cash from employer2019-12-31$982,369
Employer contributions (assets) at beginning of year2019-12-31$20,083
Income. Dividends from common stock2019-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$2,739,151
Contract administrator fees2019-12-31$7,712
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31MOSS ADAMS LLP
Accountancy firm EIN2019-12-31910189318
2018 : WILSON & COMPANY 401(K) PLAN 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$15,748
Total unrealized appreciation/depreciation of assets2018-12-31$15,748
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$2,233,370
Total loss/gain on sale of assets2018-12-31$210
Total of all expenses incurred2018-12-31$6,251,013
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$6,081,517
Expenses. Certain deemed distributions of participant loans2018-12-31$0
Value of total corrective distributions2018-12-31$17,864
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$4,007,117
Value of total assets at end of year2018-12-31$54,976,411
Value of total assets at beginning of year2018-12-31$58,994,054
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$151,632
Total interest from all sources2018-12-31$86,994
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$3,091,850
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$3,091,850
Administrative expenses professional fees incurred2018-12-31$0
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$2,725,597
Participant contributions at end of year2018-12-31$561,143
Participant contributions at beginning of year2018-12-31$529,779
Assets. Other investments not covered elsewhere at end of year2018-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$426,639
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2018-12-31$0
Administrative expenses (other) incurred2018-12-31$2,346
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-4,017,643
Value of net assets at end of year (total assets less liabilities)2018-12-31$54,976,411
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$58,994,054
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$139,756
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$48,356,357
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$52,733,188
Value of interest in pooled separate accounts at end of year2018-12-31$0
Value of interest in pooled separate accounts at beginning of year2018-12-31$0
Interest on participant loans2018-12-31$29,090
Interest earned on other investments2018-12-31$57,904
Value of interest in common/collective trusts at end of year2018-12-31$3,417,592
Value of interest in common/collective trusts at beginning of year2018-12-31$5,193,807
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$2,621,236
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$537,280
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-4,909,114
Net investment gain/loss from pooled separate accounts2018-12-31$0
Net investment gain or loss from common/collective trusts2018-12-31$-59,435
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Assets. Invements in employer securities at end of year2018-12-31$0
Assets. Invements in employer securities at beginning of year2018-12-31$0
Contributions received in cash from employer2018-12-31$854,881
Employer contributions (assets) at end of year2018-12-31$20,083
Income. Dividends from common stock2018-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$6,081,517
Contract administrator fees2018-12-31$9,530
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Aggregate proceeds on sale of assets2018-12-31$34,619
Aggregate carrying amount (costs) on sale of assets2018-12-31$34,409
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31RICCI & COMPANY, LLC
Accountancy firm EIN2018-12-31205949532
2017 : WILSON & COMPANY 401(K) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$13,416,020
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$5,349,783
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$5,164,743
Expenses. Certain deemed distributions of participant loans2017-12-31$63,521
Value of total corrective distributions2017-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$3,148,742
Value of total assets at end of year2017-12-31$58,994,054
Value of total assets at beginning of year2017-12-31$50,927,817
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$121,519
Total interest from all sources2017-12-31$27,541
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$2,019,718
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$2,019,718
Administrative expenses professional fees incurred2017-12-31$0
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,000,000
If this is an individual account plan, was there a blackout period2017-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$2,394,895
Participant contributions at end of year2017-12-31$529,779
Participant contributions at beginning of year2017-12-31$515,010
Assets. Other investments not covered elsewhere at end of year2017-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$21,585
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2017-12-31$0
Other income not declared elsewhere2017-12-31$13,667
Administrative expenses (other) incurred2017-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$8,066,237
Value of net assets at end of year (total assets less liabilities)2017-12-31$58,994,054
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$50,927,817
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$70,107
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$52,733,188
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$48,335,129
Value of interest in pooled separate accounts at end of year2017-12-31$0
Value of interest in pooled separate accounts at beginning of year2017-12-31$0
Interest on participant loans2017-12-31$26,430
Interest earned on other investments2017-12-31$1,111
Value of interest in common/collective trusts at end of year2017-12-31$5,193,807
Value of interest in common/collective trusts at beginning of year2017-12-31$2,077,678
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$537,280
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$8,113,381
Net investment gain/loss from pooled separate accounts2017-12-31$0
Net investment gain or loss from common/collective trusts2017-12-31$92,971
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Assets. Invements in employer securities at end of year2017-12-31$0
Assets. Invements in employer securities at beginning of year2017-12-31$0
Contributions received in cash from employer2017-12-31$732,262
Income. Dividends from common stock2017-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$5,164,743
Contract administrator fees2017-12-31$51,412
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31Yes
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31RICCI & COMPANY
Accountancy firm EIN2017-12-31205949532
2016 : WILSON & COMPANY 401(K) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$5,543,980
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$4,124,028
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$4,015,939
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$3,166,795
Value of total assets at end of year2016-12-31$50,927,818
Value of total assets at beginning of year2016-12-31$49,507,866
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$108,089
Total interest from all sources2016-12-31$25,218
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$603,998
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$603,998
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$2,454,741
Participant contributions at end of year2016-12-31$515,010
Participant contributions at beginning of year2016-12-31$492,090
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$35,711
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$1,419,952
Value of net assets at end of year (total assets less liabilities)2016-12-31$50,927,818
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$49,507,866
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$60,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$48,335,130
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$47,296,775
Interest on participant loans2016-12-31$25,218
Income. Interest from loans (other than to participants)2016-12-31$0
Value of interest in common/collective trusts at end of year2016-12-31$2,077,678
Value of interest in common/collective trusts at beginning of year2016-12-31$1,719,001
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$1,721,791
Net investment gain or loss from common/collective trusts2016-12-31$26,178
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$676,343
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$4,015,939
Contract administrator fees2016-12-31$48,089
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31RICCI & COMPANY, LLC
Accountancy firm EIN2016-12-31205949532
2015 : WILSON & COMPANY 401(K) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$4,921,080
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$2,935,660
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$2,807,380
Expenses. Certain deemed distributions of participant loans2015-12-31$23,968
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$3,585,647
Value of total assets at end of year2015-12-31$49,507,866
Value of total assets at beginning of year2015-12-31$47,522,446
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$104,312
Total interest from all sources2015-12-31$25,644
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$525,690
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$525,690
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$2,517,189
Participant contributions at end of year2015-12-31$492,090
Participant contributions at beginning of year2015-12-31$466,529
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$314,104
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$1,985,420
Value of net assets at end of year (total assets less liabilities)2015-12-31$49,507,866
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$47,522,446
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$60,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$47,296,775
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$45,621,884
Interest on participant loans2015-12-31$25,644
Income. Interest from loans (other than to participants)2015-12-31$0
Value of interest in common/collective trusts at end of year2015-12-31$1,719,001
Value of interest in common/collective trusts at beginning of year2015-12-31$1,412,431
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$21,602
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$21,602
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$765,348
Net investment gain or loss from common/collective trusts2015-12-31$18,751
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$754,354
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$2,807,380
Contract administrator fees2015-12-31$44,312
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31RICCI & COMPANY, LLC
Accountancy firm EIN2015-12-31205949532
2014 : WILSON & COMPANY 401(K) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$6,725,055
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$4,522,769
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$4,421,136
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$3,379,264
Value of total assets at end of year2014-12-31$47,522,446
Value of total assets at beginning of year2014-12-31$45,320,160
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$101,633
Total interest from all sources2014-12-31$27,022
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$504,211
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$504,211
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$1,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$2,446,640
Participant contributions at end of year2014-12-31$466,529
Participant contributions at beginning of year2014-12-31$566,301
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$176,527
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$2,202,286
Value of net assets at end of year (total assets less liabilities)2014-12-31$47,522,446
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$45,320,160
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$60,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$45,621,884
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$42,991,624
Interest on participant loans2014-12-31$27,022
Value of interest in common/collective trusts at end of year2014-12-31$1,412,431
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$21,602
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$1,762,235
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$1,762,235
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$2,798,377
Net investment gain or loss from common/collective trusts2014-12-31$16,181
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$756,097
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$4,421,136
Contract administrator fees2014-12-31$41,633
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31RICCI & COMPANY, LLC
Accountancy firm EIN2014-12-31205949532
2013 : WILSON & COMPANY 401(K) PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$11,502,138
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$2,860,020
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$2,785,781
Value of total corrective distributions2013-12-31$35,221
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$2,794,741
Value of total assets at end of year2013-12-31$45,320,160
Value of total assets at beginning of year2013-12-31$36,678,042
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$39,018
Total interest from all sources2013-12-31$37,567
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$385,032
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$385,032
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$1,000,000
If this is an individual account plan, was there a blackout period2013-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$2,271,291
Participant contributions at end of year2013-12-31$566,301
Participant contributions at beginning of year2013-12-31$513,961
Participant contributions at beginning of year2013-12-31$1,731
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$37,390
Administrative expenses (other) incurred2013-12-31$10
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$8,642,118
Value of net assets at end of year (total assets less liabilities)2013-12-31$45,320,160
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$36,678,042
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$20,110
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$42,991,624
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$34,398,171
Interest on participant loans2013-12-31$29,567
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$1,762,235
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$1,763,990
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$1,763,990
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$8,000
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$8,284,798
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$486,060
Employer contributions (assets) at beginning of year2013-12-31$189
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$2,785,781
Contract administrator fees2013-12-31$18,898
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31Yes
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31RICCI & COMPANY, LLC
Accountancy firm EIN2013-12-31205949532
2012 : WILSON & COMPANY 401(K) PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$7,383,802
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$2,741,506
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$2,733,172
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$2,772,775
Value of total assets at end of year2012-12-31$36,678,042
Value of total assets at beginning of year2012-12-31$32,035,746
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$8,334
Total interest from all sources2012-12-31$31,677
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$468,130
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$468,130
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$1,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$2,173,333
Participant contributions at end of year2012-12-31$513,961
Participant contributions at beginning of year2012-12-31$617,272
Participant contributions at end of year2012-12-31$1,731
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$150,111
Administrative expenses (other) incurred2012-12-31$9
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$4,642,296
Value of net assets at end of year (total assets less liabilities)2012-12-31$36,678,042
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$32,035,746
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$34,398,171
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$29,534,198
Interest on participant loans2012-12-31$31,605
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$1,763,990
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$1,884,276
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$1,884,276
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$72
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$4,111,220
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$449,331
Employer contributions (assets) at end of year2012-12-31$189
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$2,733,172
Contract administrator fees2012-12-31$8,325
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31RICCI, PORCH & COMPANY, LLC
Accountancy firm EIN2012-12-31205949532
2011 : WILSON & COMPANY 401(K) PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$2,736,395
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$2,497,100
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$2,481,098
Expenses. Certain deemed distributions of participant loans2011-12-31$7,305
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$3,515,044
Value of total assets at end of year2011-12-31$32,035,746
Value of total assets at beginning of year2011-12-31$31,796,451
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$8,697
Total interest from all sources2011-12-31$32,955
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$427,718
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$427,718
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$1,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$2,103,215
Participant contributions at end of year2011-12-31$617,272
Participant contributions at beginning of year2011-12-31$578,480
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$976,059
Administrative expenses (other) incurred2011-12-31$102
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$239,295
Value of net assets at end of year (total assets less liabilities)2011-12-31$32,035,746
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$31,796,451
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$29,534,198
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$29,768,923
Interest on participant loans2011-12-31$32,955
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$1,884,276
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$1,449,048
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$1,449,048
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-1,239,322
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$435,770
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$2,481,098
Contract administrator fees2011-12-31$8,595
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31RICCI & COMPANY, LLC
Accountancy firm EIN2011-12-31205949532
2010 : WILSON & COMPANY 401(K) PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$6,024,888
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$4,249,621
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$4,223,083
Expenses. Certain deemed distributions of participant loans2010-12-31$16,808
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$2,689,458
Value of total assets at end of year2010-12-31$31,796,451
Value of total assets at beginning of year2010-12-31$30,021,184
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$9,730
Total interest from all sources2010-12-31$34,681
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$403,268
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$403,268
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$1,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$2,139,518
Participant contributions at end of year2010-12-31$578,480
Participant contributions at beginning of year2010-12-31$514,359
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$32,018
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$1,775,267
Value of net assets at end of year (total assets less liabilities)2010-12-31$31,796,451
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$30,021,184
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$29,768,923
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$26,210,045
Interest on participant loans2010-12-31$34,617
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$1,449,048
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$3,296,780
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$3,296,780
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$64
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$2,897,481
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$517,922
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$4,223,083
Contract administrator fees2010-12-31$9,730
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31RICCI AND COMPANY, LLC
Accountancy firm EIN2010-12-31205949532
2009 : WILSON & COMPANY 401(K) PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for WILSON & COMPANY 401(K) PLAN

2023: WILSON & COMPANY 401(K) PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – InsuranceYes
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement – InsuranceYes
2023-01-01Plan benefit arrangement - TrustYes
2022: WILSON & COMPANY 401(K) PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: WILSON & COMPANY 401(K) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: WILSON & COMPANY 401(K) PLAN 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 – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: WILSON & COMPANY 401(K) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: WILSON & COMPANY 401(K) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: WILSON & COMPANY 401(K) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: WILSON & COMPANY 401(K) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: WILSON & COMPANY 401(K) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: WILSON & COMPANY 401(K) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: WILSON & COMPANY 401(K) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: WILSON & COMPANY 401(K) PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: WILSON & COMPANY 401(K) PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: WILSON & COMPANY 401(K) PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number781107-01
Policy instance 1
Insurance contract or identification number781107-01
Number of Individuals Covered116
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number781107-01
Policy instance 1
Insurance contract or identification number781107-01
Number of Individuals Covered789
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 62622
Policy instance 1
Insurance contract or identification numberMR 62622
Number of Individuals Covered716
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 62622
Policy instance 1
Insurance contract or identification numberMR 62622
Number of Individuals Covered659
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 62622
Policy instance 1
Insurance contract or identification numberMR 62622
Number of Individuals Covered605
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 62622
Policy instance 1
Insurance contract or identification numberMR 62622
Number of Individuals Covered553
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 62622
Policy instance 1
Insurance contract or identification numberMR 62622
Number of Individuals Covered509
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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