WILSON & MCGINNIS P.A. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan WILSON & MCGINNIS PROFIT SHARING PLAN
Measure | Date | Value |
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2020: WILSON & MCGINNIS PROFIT SHARING PLAN 2020 401k membership |
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Total participants, beginning-of-year | 2020-01-01 | 4 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 0 |
Number of retired or separated participants receiving benefits | 2020-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 0 |
Total of all active and inactive participants | 2020-01-01 | 0 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
Total participants | 2020-01-01 | 0 |
Number of participants with account balances | 2020-01-01 | 0 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 0 |
2019: WILSON & MCGINNIS PROFIT SHARING PLAN 2019 401k membership |
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Total participants, beginning-of-year | 2019-01-01 | 4 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 3 |
Number of retired or separated participants receiving benefits | 2019-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 1 |
Total of all active and inactive participants | 2019-01-01 | 4 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
Total participants | 2019-01-01 | 4 |
Number of participants with account balances | 2019-01-01 | 4 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 0 |
2018: WILSON & MCGINNIS PROFIT SHARING PLAN 2018 401k membership |
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Total participants, beginning-of-year | 2018-01-01 | 3 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 3 |
Number of retired or separated participants receiving benefits | 2018-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 1 |
Total of all active and inactive participants | 2018-01-01 | 4 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
Total participants | 2018-01-01 | 4 |
Number of participants with account balances | 2018-01-01 | 4 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 0 |
2017: WILSON & MCGINNIS PROFIT SHARING PLAN 2017 401k membership |
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Total participants, beginning-of-year | 2017-01-01 | 4 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 3 |
Number of retired or separated participants receiving benefits | 2017-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 1 |
Total of all active and inactive participants | 2017-01-01 | 4 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
Total participants | 2017-01-01 | 4 |
Number of participants with account balances | 2017-01-01 | 4 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 0 |
2016: WILSON & MCGINNIS PROFIT SHARING PLAN 2016 401k membership |
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Total participants, beginning-of-year | 2016-01-01 | 4 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 3 |
Number of retired or separated participants receiving benefits | 2016-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 1 |
Total of all active and inactive participants | 2016-01-01 | 4 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
Total participants | 2016-01-01 | 4 |
Number of participants with account balances | 2016-01-01 | 4 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 0 |
2015: WILSON & MCGINNIS PROFIT SHARING PLAN 2015 401k membership |
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Total participants, beginning-of-year | 2015-01-01 | 4 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 3 |
Number of retired or separated participants receiving benefits | 2015-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 1 |
Total of all active and inactive participants | 2015-01-01 | 4 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
Total participants | 2015-01-01 | 4 |
Number of participants with account balances | 2015-01-01 | 4 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
2014: WILSON & MCGINNIS PROFIT SHARING PLAN 2014 401k membership |
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Total participants, beginning-of-year | 2014-01-01 | 3 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 3 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 1 |
Total of all active and inactive participants | 2014-01-01 | 4 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
Total participants | 2014-01-01 | 4 |
Number of participants with account balances | 2014-01-01 | 4 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
2013: WILSON & MCGINNIS PROFIT SHARING PLAN 2013 401k membership |
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Total participants, beginning-of-year | 2013-01-01 | 4 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 3 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 0 |
Total of all active and inactive participants | 2013-01-01 | 3 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
Total participants | 2013-01-01 | 3 |
Number of participants with account balances | 2013-01-01 | 4 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
2012: WILSON & MCGINNIS PROFIT SHARING PLAN 2012 401k membership |
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Total participants, beginning-of-year | 2012-01-01 | 4 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 3 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 1 |
Total of all active and inactive participants | 2012-01-01 | 4 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
Total participants | 2012-01-01 | 4 |
Number of participants with account balances | 2012-01-01 | 4 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
2011: WILSON & MCGINNIS PROFIT SHARING PLAN 2011 401k membership |
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Total participants, beginning-of-year | 2011-01-01 | 4 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 3 |
Number of retired or separated participants receiving benefits | 2011-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 1 |
Total of all active and inactive participants | 2011-01-01 | 4 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
Total participants | 2011-01-01 | 4 |
Number of participants with account balances | 2011-01-01 | 4 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
2009: WILSON & MCGINNIS PROFIT SHARING PLAN 2009 401k membership |
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Total participants, beginning-of-year | 2009-01-01 | 4 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 2 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 0 |
Total of all active and inactive participants | 2009-01-01 | 3 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
Total participants | 2009-01-01 | 3 |
Number of participants with account balances | 2009-01-01 | 4 |
Measure | Date | Value |
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2020 : WILSON & MCGINNIS PROFIT SHARING PLAN 2020 401k financial data |
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Transfers to/from the plan | 2020-12-31 | $-1,106,178 |
Total income from all sources | 2020-12-31 | $113,036 |
Expenses. Total of all expenses incurred | 2020-12-31 | $5 |
Total plan assets at end of year | 2020-12-31 | $0 |
Total plan assets at beginning of year | 2020-12-31 | $993,147 |
Other income received | 2020-12-31 | $113,036 |
Net income (gross income less expenses) | 2020-12-31 | $113,031 |
Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $0 |
Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $993,147 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2020-12-31 | $5 |
2019 : WILSON & MCGINNIS PROFIT SHARING PLAN 2019 401k financial data |
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Total income from all sources | 2019-12-31 | $243,734 |
Expenses. Total of all expenses incurred | 2019-12-31 | $15,710 |
Benefits paid (including direct rollovers) | 2019-12-31 | $15,710 |
Total plan assets at end of year | 2019-12-31 | $993,147 |
Total plan assets at beginning of year | 2019-12-31 | $765,123 |
Other income received | 2019-12-31 | $218,613 |
Net income (gross income less expenses) | 2019-12-31 | $228,024 |
Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $993,147 |
Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $765,123 |
Total contributions received or receivable from employer(s) | 2019-12-31 | $25,121 |
2018 : WILSON & MCGINNIS PROFIT SHARING PLAN 2018 401k financial data |
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Total income from all sources | 2018-12-31 | $-78,271 |
Expenses. Total of all expenses incurred | 2018-12-31 | $17,038 |
Benefits paid (including direct rollovers) | 2018-12-31 | $17,038 |
Total plan assets at end of year | 2018-12-31 | $765,123 |
Total plan assets at beginning of year | 2018-12-31 | $860,432 |
Other income received | 2018-12-31 | $-105,115 |
Net income (gross income less expenses) | 2018-12-31 | $-95,309 |
Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $765,123 |
Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $860,432 |
Total contributions received or receivable from employer(s) | 2018-12-31 | $26,844 |
2017 : WILSON & MCGINNIS PROFIT SHARING PLAN 2017 401k financial data |
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Total income from all sources | 2017-12-31 | $147,753 |
Expenses. Total of all expenses incurred | 2017-12-31 | $14,285 |
Benefits paid (including direct rollovers) | 2017-12-31 | $14,275 |
Total plan assets at end of year | 2017-12-31 | $860,432 |
Total plan assets at beginning of year | 2017-12-31 | $726,964 |
Expenses. Other expenses not covered elsewhere | 2017-12-31 | $10 |
Other income received | 2017-12-31 | $122,202 |
Net income (gross income less expenses) | 2017-12-31 | $133,468 |
Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $860,432 |
Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $726,964 |
Total contributions received or receivable from employer(s) | 2017-12-31 | $25,551 |
2016 : WILSON & MCGINNIS PROFIT SHARING PLAN 2016 401k financial data |
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Total income from all sources | 2016-12-31 | $118,005 |
Expenses. Total of all expenses incurred | 2016-12-31 | $11,835 |
Benefits paid (including direct rollovers) | 2016-12-31 | $11,800 |
Total plan assets at end of year | 2016-12-31 | $726,964 |
Total plan assets at beginning of year | 2016-12-31 | $620,794 |
Expenses. Other expenses not covered elsewhere | 2016-12-31 | $35 |
Other income received | 2016-12-31 | $92,533 |
Net income (gross income less expenses) | 2016-12-31 | $106,170 |
Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $726,964 |
Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $620,794 |
Total contributions received or receivable from employer(s) | 2016-12-31 | $25,472 |
2015 : WILSON & MCGINNIS PROFIT SHARING PLAN 2015 401k financial data |
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Total income from all sources | 2015-12-31 | $-16,890 |
Expenses. Total of all expenses incurred | 2015-12-31 | $12,623 |
Benefits paid (including direct rollovers) | 2015-12-31 | $12,623 |
Total plan assets at end of year | 2015-12-31 | $620,794 |
Total plan assets at beginning of year | 2015-12-31 | $650,307 |
Other income received | 2015-12-31 | $-51,867 |
Net income (gross income less expenses) | 2015-12-31 | $-29,513 |
Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $620,794 |
Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $650,307 |
Total contributions received or receivable from employer(s) | 2015-12-31 | $34,977 |
2014 : WILSON & MCGINNIS PROFIT SHARING PLAN 2014 401k financial data |
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Total income from all sources | 2014-12-31 | $97,160 |
Expenses. Total of all expenses incurred | 2014-12-31 | $10,245 |
Benefits paid (including direct rollovers) | 2014-12-31 | $10,245 |
Total plan assets at end of year | 2014-12-31 | $650,307 |
Total plan assets at beginning of year | 2014-12-31 | $563,392 |
Other income received | 2014-12-31 | $64,070 |
Net income (gross income less expenses) | 2014-12-31 | $86,915 |
Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $650,307 |
Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $563,392 |
Total contributions received or receivable from employer(s) | 2014-12-31 | $33,090 |
2013 : WILSON & MCGINNIS PROFIT SHARING PLAN 2013 401k financial data |
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Total income from all sources | 2013-12-31 | $124,531 |
Total plan assets at end of year | 2013-12-31 | $563,392 |
Total plan assets at beginning of year | 2013-12-31 | $438,861 |
Other income received | 2013-12-31 | $94,303 |
Net income (gross income less expenses) | 2013-12-31 | $124,531 |
Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $563,392 |
Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $438,861 |
Total contributions received or receivable from employer(s) | 2013-12-31 | $30,228 |
2012 : WILSON & MCGINNIS PROFIT SHARING PLAN 2012 401k financial data |
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Total income from all sources | 2012-12-31 | $97,532 |
Total plan assets at end of year | 2012-12-31 | $438,861 |
Total plan assets at beginning of year | 2012-12-31 | $341,329 |
Other income received | 2012-12-31 | $66,127 |
Net income (gross income less expenses) | 2012-12-31 | $97,532 |
Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $438,861 |
Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $341,329 |
Total contributions received or receivable from employer(s) | 2012-12-31 | $31,405 |
2011 : WILSON & MCGINNIS PROFIT SHARING PLAN 2011 401k financial data |
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Total income from all sources | 2011-12-31 | $-19,555 |
Total plan assets at end of year | 2011-12-31 | $341,329 |
Total plan assets at beginning of year | 2011-12-31 | $360,884 |
Other income received | 2011-12-31 | $-50,214 |
Net income (gross income less expenses) | 2011-12-31 | $-19,555 |
Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $341,329 |
Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $360,884 |
Total contributions received or receivable from employer(s) | 2011-12-31 | $30,659 |
2010 : WILSON & MCGINNIS PROFIT SHARING PLAN 2010 401k financial data |
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Total income from all sources | 2010-12-31 | $96,554 |
Total plan assets at end of year | 2010-12-31 | $360,884 |
Total plan assets at beginning of year | 2010-12-31 | $264,330 |
Other income received | 2010-12-31 | $76,729 |
Net income (gross income less expenses) | 2010-12-31 | $96,554 |
Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $360,884 |
Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $264,330 |
Total contributions received or receivable from employer(s) | 2010-12-31 | $19,825 |
2020: WILSON & MCGINNIS PROFIT SHARING PLAN 2020 form 5500 responses |
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2020-01-01 | Type of plan entity | Single employer plan |
2020-01-01 | This submission is the final filing | Yes |
2020-01-01 | Plan funding arrangement – Trust | Yes |
2020-01-01 | Plan benefit arrangement - Trust | Yes |
2019: WILSON & MCGINNIS PROFIT SHARING PLAN 2019 form 5500 responses |
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2019-01-01 | Type of plan entity | Single employer plan |
2019-01-01 | Plan funding arrangement – Trust | Yes |
2019-01-01 | Plan benefit arrangement - Trust | Yes |
2018: WILSON & MCGINNIS PROFIT SHARING PLAN 2018 form 5500 responses |
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2018-01-01 | Type of plan entity | Single employer plan |
2018-01-01 | Plan funding arrangement – Trust | Yes |
2018-01-01 | Plan benefit arrangement - Trust | Yes |
2017: WILSON & MCGINNIS PROFIT SHARING PLAN 2017 form 5500 responses |
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2017-01-01 | Type of plan entity | Single employer plan |
2017-01-01 | Submission has been amended | Yes |
2017-01-01 | Plan funding arrangement – Trust | Yes |
2017-01-01 | Plan benefit arrangement - Trust | Yes |
2016: WILSON & MCGINNIS PROFIT SHARING PLAN 2016 form 5500 responses |
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2016-01-01 | Type of plan entity | Single employer plan |
2016-01-01 | Plan funding arrangement – Trust | Yes |
2016-01-01 | Plan benefit arrangement - Trust | Yes |
2015: WILSON & MCGINNIS PROFIT SHARING PLAN 2015 form 5500 responses |
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2015-01-01 | Type of plan entity | Single employer plan |
2015-01-01 | Plan funding arrangement – Trust | Yes |
2015-01-01 | Plan benefit arrangement - Trust | Yes |
2014: WILSON & MCGINNIS PROFIT SHARING PLAN 2014 form 5500 responses |
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2014-01-01 | Type of plan entity | Single employer plan |
2014-01-01 | Plan funding arrangement – Trust | Yes |
2014-01-01 | Plan benefit arrangement - Trust | Yes |
2013: WILSON & MCGINNIS PROFIT SHARING PLAN 2013 form 5500 responses |
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2013-01-01 | Type of plan entity | Single employer plan |
2013-01-01 | Plan funding arrangement – Trust | Yes |
2013-01-01 | Plan benefit arrangement - Trust | Yes |
2012: WILSON & MCGINNIS PROFIT SHARING PLAN 2012 form 5500 responses |
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2012-01-01 | Type of plan entity | Single employer plan |
2012-01-01 | Submission has been amended | Yes |
2012-01-01 | Plan funding arrangement – Trust | Yes |
2012-01-01 | Plan benefit arrangement - Trust | Yes |
2011: WILSON & MCGINNIS PROFIT SHARING PLAN 2011 form 5500 responses |
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2011-01-01 | Type of plan entity | Single employer plan |
2011-01-01 | Plan funding arrangement – Trust | Yes |
2011-01-01 | Plan benefit arrangement - Trust | Yes |
2009: WILSON & MCGINNIS PROFIT SHARING PLAN 2009 form 5500 responses |
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2009-01-01 | Type of plan entity | Single employer plan |
2009-01-01 | Plan funding arrangement – Trust | Yes |
2009-01-01 | Plan benefit arrangement - Trust | Yes |