401k Plan data: RYAN & WETMORE, PC 401(K) PLAN plan

RYAN & WETMORE, PC 401(K) PLAN 401k Plan overview

Plan Name	RYAN & WETMORE, PC 401(K) PLAN
Plan identification number	002

RYAN & WETMORE, PC 401(K) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
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.
Participant-directed brokerage accounts provided as an investment option under the plan.
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.

401k Sponsoring company profile

RYAN & WETMORE, PC has sponsored the creation of one or more 401k plans.

Company Name: RYAN & WETMORE, PC

Employer identification number (EIN): 521753100

NAIC Classification: 541211
NAIC Description: Offices of Certified Public Accountants

Form 5500 Filing Information

Submission information for form 5500 for 401k plan RYAN & WETMORE, PC 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2022-01-01
002 2021-01-01
002 2020-01-01 TRACI GETZ 2021-09-30
002 2019-01-01 TRACI L GETZ 2020-10-02
002 2018-01-01 TRACI GETZ 2019-09-20
002 2017-01-01 TRACI GETZ 2018-10-08 TRACI GETZ 2018-10-08
002 2016-01-01 TRACI GETZ 2017-09-26
002 2015-01-01 TRACI L GETZ 2016-10-11 TRACI L GETZ 2016-10-11
002 2014-01-01 TRACI GETZ 2015-10-09
002 2013-01-01 TRACI GETZ 2014-09-30
002 2012-01-01 TRACI L GETZ 2013-10-07 TRACI L GETZ 2013-10-07
002 2011-01-01 D.BRIAN BASTIS D. BRIAN BASTIS 2012-10-10
002 2010-01-01 BRIAN BASTIS
002 2009-01-01 D. BRIAN BASTIS D. BRIAN BASTIS 2010-10-11
002 2009-01-01 D. BRIAN BASTIS D. BRIAN BASTIS 2010-10-11

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2022-01-01
002	2021-01-01
002	2020-01-01	TRACI GETZ	2021-09-30
002	2019-01-01	TRACI L GETZ	2020-10-02
002	2018-01-01	TRACI GETZ	2019-09-20
002	2017-01-01	TRACI GETZ	2018-10-08	TRACI GETZ	2018-10-08
002	2016-01-01	TRACI GETZ	2017-09-26
002	2015-01-01	TRACI L GETZ	2016-10-11	TRACI L GETZ	2016-10-11
002	2014-01-01	TRACI GETZ	2015-10-09
002	2013-01-01	TRACI GETZ	2014-09-30
002	2012-01-01	TRACI L GETZ	2013-10-07	TRACI L GETZ	2013-10-07
002	2011-01-01	D.BRIAN BASTIS		D. BRIAN BASTIS	2012-10-10
002	2010-01-01	BRIAN BASTIS
002	2009-01-01	D. BRIAN BASTIS		D. BRIAN BASTIS	2010-10-11
002	2009-01-01	D. BRIAN BASTIS		D. BRIAN BASTIS	2010-10-11

Plan Statistics for RYAN & WETMORE, PC 401(K) PLAN

401k plan membership statisitcs for RYAN & WETMORE, PC 401(K) PLAN

Measure Date Value
2022: RYAN & WETMORE, PC 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 59
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 32
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 17
Total of all active and inactive participants 2022-01-01 49
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 49
Number of participants with account balances 2022-01-01 47
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 1
2021: RYAN & WETMORE, PC 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 55
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 33
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 21
Total of all active and inactive participants 2021-01-01 54
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 54
Number of participants with account balances 2021-01-01 52
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 3
2011: RYAN & WETMORE, PC 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 23
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 23
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 4
Total of all active and inactive participants 2011-01-01 27
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 27
Number of participants with account balances 2011-01-01 26
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2010: RYAN & WETMORE, PC 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 30
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 19
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 4
Total of all active and inactive participants 2010-01-01 23
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 23
Number of participants with account balances 2010-01-01 22
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 1
2009: RYAN & WETMORE, PC 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 27
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 17
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 12
Total of all active and inactive participants 2009-01-01 29
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 29
Number of participants with account balances 2009-01-01 29

Measure	Date	Value
2022: RYAN & WETMORE, PC 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	59
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	32
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	17
Total of all active and inactive participants	2022-01-01	49
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	49
Number of participants with account balances	2022-01-01	47
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	1
2021: RYAN & WETMORE, PC 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	55
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	33
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	21
Total of all active and inactive participants	2021-01-01	54
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	54
Number of participants with account balances	2021-01-01	52
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	3
2011: RYAN & WETMORE, PC 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	23
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	23
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	4
Total of all active and inactive participants	2011-01-01	27
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	27
Number of participants with account balances	2011-01-01	26
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2010: RYAN & WETMORE, PC 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	30
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	19
Number of retired or separated participants receiving benefits	2010-01-01	0
Number of other retired or separated participants entitled to future benefits	2010-01-01	4
Total of all active and inactive participants	2010-01-01	23
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	23
Number of participants with account balances	2010-01-01	22
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	1
2009: RYAN & WETMORE, PC 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	27
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	17
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	12
Total of all active and inactive participants	2009-01-01	29
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	29
Number of participants with account balances	2009-01-01	29

Financial Data on RYAN & WETMORE, PC 401(K) PLAN

Measure	Date	Value
2023 : RYAN & WETMORE, PC 401(K) PLAN 2023 401k financial data
Transfers to/from the plan	2023-12-31	$0
Total plan liabilities at end of year	2023-12-31	$0
Total plan liabilities at beginning of year	2023-12-31	$0
Total income from all sources	2023-12-31	$1,268,862
Expenses. Total of all expenses incurred	2023-12-31	$388,080
Benefits paid (including direct rollovers)	2023-12-31	$375,339
Total plan assets at end of year	2023-12-31	$6,228,222
Total plan assets at beginning of year	2023-12-31	$5,347,440
Value of fidelity bond covering the plan	2023-12-31	$500,000
Total contributions received or receivable from participants	2023-12-31	$386,937
Expenses. Other expenses not covered elsewhere	2023-12-31	$0
Contributions received from other sources (not participants or employers)	2023-12-31	$0
Other income received	2023-12-31	$738,113
Net income (gross income less expenses)	2023-12-31	$880,782
Net plan assets at end of year (total assets less liabilities)	2023-12-31	$6,228,222
Net plan assets at beginning of year (total assets less liabilities)	2023-12-31	$5,347,440
Assets. Value of participant loans	2023-12-31	$98,618
Total contributions received or receivable from employer(s)	2023-12-31	$143,812
Value of certain deemed distributions of participant loans	2023-12-31	$0
Value of corrective distributions	2023-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2023-12-31	$12,741
2022 : RYAN & WETMORE, PC 401(K) PLAN 2022 401k financial data
Transfers to/from the plan	2022-12-31	$0
Total plan liabilities at end of year	2022-12-31	$0
Total plan liabilities at beginning of year	2022-12-31	$0
Total income from all sources	2022-12-31	$-61,056
Expenses. Total of all expenses incurred	2022-12-31	$333,499
Benefits paid (including direct rollovers)	2022-12-31	$320,422
Total plan assets at end of year	2022-12-31	$5,347,440
Total plan assets at beginning of year	2022-12-31	$5,741,995
Value of fidelity bond covering the plan	2022-12-31	$5,000,000
Total contributions received or receivable from participants	2022-12-31	$363,221
Expenses. Other expenses not covered elsewhere	2022-12-31	$0
Contributions received from other sources (not participants or employers)	2022-12-31	$0
Other income received	2022-12-31	$-564,816
Net income (gross income less expenses)	2022-12-31	$-394,555
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$5,347,440
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$5,741,995
Assets. Value of participant loans	2022-12-31	$43,795
Total contributions received or receivable from employer(s)	2022-12-31	$140,539
Value of certain deemed distributions of participant loans	2022-12-31	$0
Value of corrective distributions	2022-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2022-12-31	$13,077
2021 : RYAN & WETMORE, PC 401(K) PLAN 2021 401k financial data
Transfers to/from the plan	2021-12-31	$0
Total plan liabilities at end of year	2021-12-31	$0
Total plan liabilities at beginning of year	2021-12-31	$0
Total income from all sources	2021-12-31	$1,077,917
Expenses. Total of all expenses incurred	2021-12-31	$107,366
Benefits paid (including direct rollovers)	2021-12-31	$95,827
Total plan assets at end of year	2021-12-31	$5,741,995
Total plan assets at beginning of year	2021-12-31	$4,771,444
Value of fidelity bond covering the plan	2021-12-31	$500,000
Total contributions received or receivable from participants	2021-12-31	$314,012
Expenses. Other expenses not covered elsewhere	2021-12-31	$0
Contributions received from other sources (not participants or employers)	2021-12-31	$0
Other income received	2021-12-31	$572,757
Net income (gross income less expenses)	2021-12-31	$970,551
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$5,741,995
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$4,771,444
Assets. Value of participant loans	2021-12-31	$43,367
Total contributions received or receivable from employer(s)	2021-12-31	$191,148
Value of certain deemed distributions of participant loans	2021-12-31	$0
Value of corrective distributions	2021-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2021-12-31	$11,539
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2021-12-31	$0
Minimum employer required contribution for this plan year	2021-12-31	$0
Amount contributed by the employer to the plan for this plan year	2021-12-31	$0
2011 : RYAN & WETMORE, PC 401(K) PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$200,447
Expenses. Total of all expenses incurred	2011-12-31	$0
Total plan assets at end of year	2011-12-31	$1,655,384
Total plan assets at beginning of year	2011-12-31	$1,454,937
Value of fidelity bond covering the plan	2011-12-31	$200,000
Total contributions received or receivable from participants	2011-12-31	$158,476
Other income received	2011-12-31	$-6,759
Net income (gross income less expenses)	2011-12-31	$200,447
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$1,655,384
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$1,454,937
Assets. Value of participant loans	2011-12-31	$124,918
Total contributions received or receivable from employer(s)	2011-12-31	$48,730
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
2010 : RYAN & WETMORE, PC 401(K) PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$327,613
Expenses. Total of all expenses incurred	2010-12-31	$31,351
Benefits paid (including direct rollovers)	2010-12-31	$31,071
Total plan assets at end of year	2010-12-31	$1,454,937
Total plan assets at beginning of year	2010-12-31	$1,158,675
Value of fidelity bond covering the plan	2010-12-31	$200,000
Total contributions received or receivable from participants	2010-12-31	$135,501
Other income received	2010-12-31	$140,341
Net income (gross income less expenses)	2010-12-31	$296,262
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$1,454,937
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$1,158,675
Assets. Value of participant loans	2010-12-31	$157,713
Total contributions received or receivable from employer(s)	2010-12-31	$51,771
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$280
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0

Form 5500 Responses for RYAN & WETMORE, PC 401(K) PLAN

2022: RYAN & WETMORE, PC 401(K) PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: RYAN & WETMORE, PC 401(K) PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2011: RYAN & WETMORE, PC 401(K) PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: RYAN & WETMORE, PC 401(K) PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	No
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: RYAN & WETMORE, PC 401(K) PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	Yes
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	RYAN & WETMORE, PC
Employer identification number (EIN):	521753100
NAIC Classification:	541211
NAIC Description:	Offices of Certified Public Accountants