Logo

WILLIAM E. WOOD & ASSOCIATES, INC. PROFIT SHARING PLAN 401k Plan overview

Plan NameWILLIAM E. WOOD & ASSOCIATES, INC. PROFIT SHARING PLAN
Plan identification number 001

WILLIAM E. WOOD & ASSOCIATES, INC. PROFIT SHARING 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.
  • 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

WILLIAM E. WOOD & ASSOCIATES, INC. has sponsored the creation of one or more 401k plans.

Company Name:WILLIAM E. WOOD & ASSOCIATES, INC.
Employer identification number (EIN):540909162
NAIC Classification:531390
NAIC Description:Other Activities Related to Real Estate

Additional information about WILLIAM E. WOOD & ASSOCIATES, INC.

Jurisdiction of Incorporation: Virginia Secretary of State
Incorporation Date: 1972-01-27
Company Identification Number: 0136272
Legal Registered Office Address: 1805 KEMPSVILLE ROAD
500 E MAIN ST STE 405
VIRGINIA BEACH
United States of America (USA)
23464

More information about WILLIAM E. WOOD & ASSOCIATES, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WILLIAM E. WOOD & ASSOCIATES, INC. PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012015-01-01
0012014-01-01
0012013-01-01
0012012-01-01KENNETH A. WECHT KENNETH A. WECHT2013-07-02
0012011-01-01KENNETH A. WECHT KENNETH A. WECHT2012-07-12
0012010-01-01KENNETH A. WECHT KENNETH A. WECHT2011-08-16
0012009-01-01KENNETH WECHT

Plan Statistics for WILLIAM E. WOOD & ASSOCIATES, INC. PROFIT SHARING PLAN

401k plan membership statisitcs for WILLIAM E. WOOD & ASSOCIATES, INC. PROFIT SHARING PLAN

Measure Date Value
2015: WILLIAM E. WOOD & ASSOCIATES, INC. PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01231
Total number of active participants reported on line 7a of the Form 55002015-01-010
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-010
Total of all active and inactive participants2015-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-010
Number of participants with account balances2015-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: WILLIAM E. WOOD & ASSOCIATES, INC. PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01243
Total number of active participants reported on line 7a of the Form 55002014-01-01191
Number of retired or separated participants receiving benefits2014-01-016
Number of other retired or separated participants entitled to future benefits2014-01-0134
Total of all active and inactive participants2014-01-01231
Total participants2014-01-01231
Number of participants with account balances2014-01-01184
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-013
2013: WILLIAM E. WOOD & ASSOCIATES, INC. PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01246
Total number of active participants reported on line 7a of the Form 55002013-01-01207
Number of retired or separated participants receiving benefits2013-01-013
Number of other retired or separated participants entitled to future benefits2013-01-0133
Total of all active and inactive participants2013-01-01243
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01243
Number of participants with account balances2013-01-01162
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-011
2012: WILLIAM E. WOOD & ASSOCIATES, INC. PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01261
Total number of active participants reported on line 7a of the Form 55002012-01-01202
Number of retired or separated participants receiving benefits2012-01-015
Number of other retired or separated participants entitled to future benefits2012-01-0137
Total of all active and inactive participants2012-01-01244
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-012
Total participants2012-01-01246
Number of participants with account balances2012-01-01183
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-013
2011: WILLIAM E. WOOD & ASSOCIATES, INC. PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01269
Total number of active participants reported on line 7a of the Form 55002011-01-01219
Number of retired or separated participants receiving benefits2011-01-015
Number of other retired or separated participants entitled to future benefits2011-01-0136
Total of all active and inactive participants2011-01-01260
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-011
Total participants2011-01-01261
Number of participants with account balances2011-01-01194
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-016
2010: WILLIAM E. WOOD & ASSOCIATES, INC. PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01273
Total number of active participants reported on line 7a of the Form 55002010-01-01230
Number of retired or separated participants receiving benefits2010-01-013
Number of other retired or separated participants entitled to future benefits2010-01-0136
Total of all active and inactive participants2010-01-01269
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01269
Number of participants with account balances2010-01-01210
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-0113
2009: WILLIAM E. WOOD & ASSOCIATES, INC. PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01283
Total number of active participants reported on line 7a of the Form 55002009-01-01238
Number of retired or separated participants receiving benefits2009-01-012
Number of other retired or separated participants entitled to future benefits2009-01-0133
Total of all active and inactive participants2009-01-01273
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01273
Number of participants with account balances2009-01-01229
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0112

Financial Data on WILLIAM E. WOOD & ASSOCIATES, INC. PROFIT SHARING PLAN

Measure Date Value
2015 : WILLIAM E. WOOD & ASSOCIATES, INC. PROFIT SHARING PLAN 2015 401k financial data
Total transfer of assets from this plan2015-01-02$8,987,693
Total income from all sources (including contributions)2015-01-02$-9,215
Total of all expenses incurred2015-01-02$2,300
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-01-02$2,300
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-01-02$0
Value of total assets at end of year2015-01-02$0
Value of total assets at beginning of year2015-01-02$8,999,208
Total interest from all sources2015-01-02$1
Total dividends received (eg from common stock, registered investment company shares)2015-01-02$115
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-01-02Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2015-01-02$0
Total dividends received from registered investment company shares (eg mutual funds)2015-01-02$115
Was this plan covered by a fidelity bond2015-01-02Yes
Value of fidelity bond cover2015-01-02$500,000
If this is an individual account plan, was there a blackout period2015-01-02No
Were there any nonexempt tranactions with any party-in-interest2015-01-02No
Participant contributions at end of year2015-01-02$0
Participant contributions at beginning of year2015-01-02$77,277
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-01-02$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-01-02$6,139
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-01-02No
Value of net income/loss2015-01-02$-11,515
Value of net assets at end of year (total assets less liabilities)2015-01-02$0
Value of net assets at beginning of year (total assets less liabilities)2015-01-02$8,999,208
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-01-02No
Were any loans by the plan or fixed income obligations due to the plan in default2015-01-02No
Were any leases to which the plan was party in default or uncollectible2015-01-02No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-01-02$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-01-02$8,296,762
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-01-02$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-01-02$619,030
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-01-02$619,030
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-01-02$1
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-01-02$-9,331
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-01-02No
Was there a failure to transmit to the plan any participant contributions2015-01-02No
Has the plan failed to provide any benefit when due under the plan2015-01-02No
Contributions received in cash from employer2015-01-02$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-01-02$2,300
Did the plan have assets held for investment2015-01-02No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-01-02No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-01-02Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-01-02Yes
Opinion of an independent qualified public accountant for this plan2015-01-02Disclaimer
Accountancy firm name2015-01-02BARNES BROCK CORNWELL & PAINTER,PLC
Accountancy firm EIN2015-01-02200221868
2014 : WILLIAM E. WOOD & ASSOCIATES, INC. PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources (including contributions)2014-12-31$1,099,174
Total of all expenses incurred2014-12-31$2,325,735
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$2,307,238
Value of total corrective distributions2014-12-31$9,091
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$517,454
Value of total assets at end of year2014-12-31$8,999,208
Value of total assets at beginning of year2014-12-31$10,225,769
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$9,406
Total interest from all sources2014-12-31$2,333
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$460,761
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$460,761
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$417,454
Participant contributions at end of year2014-12-31$77,277
Participant contributions at beginning of year2014-12-31$105,678
Participant contributions at end of year2014-12-31$6,139
Participant contributions at beginning of year2014-12-31$18,441
Administrative expenses (other) incurred2014-12-31$9,406
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$-1,226,561
Value of net assets at end of year (total assets less liabilities)2014-12-31$8,999,208
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$10,225,769
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$8,296,762
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$9,356,922
Interest on participant loans2014-12-31$2,262
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$619,030
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$744,728
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$744,728
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$71
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$118,626
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$100,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$2,307,238
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 name2014-12-31BARNES BROCK CORNWELL & PAINTER PLC
Accountancy firm EIN2014-12-31200221868
2013 : WILLIAM E. WOOD & ASSOCIATES, INC. PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources (including contributions)2013-12-31$1,941,428
Total of all expenses incurred2013-12-31$900,260
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$891,060
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$534,544
Value of total assets at end of year2013-12-31$10,225,769
Value of total assets at beginning of year2013-12-31$9,184,601
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$9,200
Total interest from all sources2013-12-31$1,913
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$420,390
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$420,390
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$448,744
Participant contributions at end of year2013-12-31$105,678
Participant contributions at beginning of year2013-12-31$59,128
Participant contributions at end of year2013-12-31$18,441
Participant contributions at beginning of year2013-12-31$9,598
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$85,800
Administrative expenses (other) incurred2013-12-31$9,200
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$1,041,168
Value of net assets at end of year (total assets less liabilities)2013-12-31$10,225,769
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$9,184,601
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$9,356,922
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$8,188,653
Interest on participant loans2013-12-31$1,829
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$744,728
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$927,222
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$927,222
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$84
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$984,581
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$891,060
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 name2013-12-31BARNES BROCK CORNWELL & HEILMAN,PLC
Accountancy firm EIN2013-12-31200221868
2012 : WILLIAM E. WOOD & ASSOCIATES, INC. PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources (including contributions)2012-12-31$1,215,594
Total of all expenses incurred2012-12-31$1,099,001
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$1,087,998
Value of total corrective distributions2012-12-31$2,828
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$426,151
Value of total assets at end of year2012-12-31$9,184,601
Value of total assets at beginning of year2012-12-31$9,068,008
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$8,175
Total interest from all sources2012-12-31$1,049
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$184,865
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$184,865
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$426,151
Participant contributions at end of year2012-12-31$59,128
Participant contributions at beginning of year2012-12-31$16,629
Participant contributions at end of year2012-12-31$9,598
Participant contributions at beginning of year2012-12-31$17,465
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$0
Administrative expenses (other) incurred2012-12-31$8,175
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$116,593
Value of net assets at end of year (total assets less liabilities)2012-12-31$9,184,601
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$9,068,008
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$8,188,653
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$8,086,686
Interest on participant loans2012-12-31$955
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$927,222
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$947,228
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$947,228
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$94
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$603,529
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$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$1,087,998
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 name2012-12-31BARNES BROCK CORNWELL & HEILMAN,PLC
Accountancy firm EIN2012-12-31200221868
2011 : WILLIAM E. WOOD & ASSOCIATES, INC. PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources (including contributions)2011-12-31$443,536
Total of all expenses incurred2011-12-31$1,903,700
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$1,887,955
Value of total corrective distributions2011-12-31$15,340
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$573,572
Value of total assets at end of year2011-12-31$9,068,008
Value of total assets at beginning of year2011-12-31$10,528,172
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$405
Total interest from all sources2011-12-31$893
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$254,772
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$254,772
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$522,724
Participant contributions at end of year2011-12-31$16,629
Participant contributions at beginning of year2011-12-31$13,033
Participant contributions at end of year2011-12-31$17,465
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$50,848
Administrative expenses (other) incurred2011-12-31$405
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-1,460,164
Value of net assets at end of year (total assets less liabilities)2011-12-31$9,068,008
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$10,528,172
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$8,086,686
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$9,540,291
Interest on participant loans2011-12-31$786
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$947,228
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$974,848
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$974,848
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$107
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-385,701
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$1,887,955
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 name2011-12-31BARNES BROCK CORNWELL & HEILMAN,PLC
Accountancy firm EIN2011-12-31200221868
2010 : WILLIAM E. WOOD & ASSOCIATES, INC. PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources (including contributions)2010-12-31$1,734,346
Total of all expenses incurred2010-12-31$880,259
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$879,858
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$564,102
Value of total assets at end of year2010-12-31$10,528,172
Value of total assets at beginning of year2010-12-31$9,674,085
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$401
Total interest from all sources2010-12-31$685
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$172,753
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$172,753
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$526,126
Participant contributions at end of year2010-12-31$13,033
Participant contributions at beginning of year2010-12-31$4,034
Participant contributions at beginning of year2010-12-31$18,576
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$37,976
Administrative expenses (other) incurred2010-12-31$401
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$854,087
Value of net assets at end of year (total assets less liabilities)2010-12-31$10,528,172
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$9,674,085
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$9,540,291
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$8,700,575
Interest on participant loans2010-12-31$590
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$974,848
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$950,900
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$950,900
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$95
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$996,806
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$879,858
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 name2010-12-31BARNES, BROCK, CORNWELL & HEILMAN,
Accountancy firm EIN2010-12-31200221868
2009 : WILLIAM E. WOOD & ASSOCIATES, INC. PROFIT SHARING 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 WILLIAM E. WOOD & ASSOCIATES, INC. PROFIT SHARING PLAN

2015: WILLIAM E. WOOD & ASSOCIATES, INC. PROFIT SHARING 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 filingYes
2015-01-01This return/report is a short plan year return/report (less than 12 months)Yes
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: WILLIAM E. WOOD & ASSOCIATES, INC. PROFIT SHARING 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: WILLIAM E. WOOD & ASSOCIATES, INC. PROFIT SHARING 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: WILLIAM E. WOOD & ASSOCIATES, INC. PROFIT SHARING 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: WILLIAM E. WOOD & ASSOCIATES, INC. PROFIT SHARING 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
2010: WILLIAM E. WOOD & ASSOCIATES, INC. PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: WILLIAM E. WOOD & ASSOCIATES, INC. PROFIT SHARING 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 funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Potentially related plans

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S1