Plan Name | WILLIAM E. WOOD & ASSOCIATES, INC. PROFIT SHARING PLAN |
Plan identification number | 001 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
|
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.
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
001 | 2015-01-01 | ||||
001 | 2014-01-01 | ||||
001 | 2013-01-01 | ||||
001 | 2012-01-01 | KENNETH A. WECHT | KENNETH A. WECHT | 2013-07-02 | |
001 | 2011-01-01 | KENNETH A. WECHT | KENNETH A. WECHT | 2012-07-12 | |
001 | 2010-01-01 | KENNETH A. WECHT | KENNETH A. WECHT | 2011-08-16 | |
001 | 2009-01-01 | KENNETH WECHT |
Measure | Date | Value |
---|---|---|
2015: WILLIAM E. WOOD & ASSOCIATES, INC. PROFIT SHARING PLAN 2015 401k membership | ||
Total participants, beginning-of-year | 2015-01-01 | 231 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 0 |
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 | 0 |
Total of all active and inactive participants | 2015-01-01 | 0 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
Total participants | 2015-01-01 | 0 |
Number of participants with account balances | 2015-01-01 | 0 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
2014: WILLIAM E. WOOD & ASSOCIATES, INC. PROFIT SHARING PLAN 2014 401k membership | ||
Total participants, beginning-of-year | 2014-01-01 | 243 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 191 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 6 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 34 |
Total of all active and inactive participants | 2014-01-01 | 231 |
Total participants | 2014-01-01 | 231 |
Number of participants with account balances | 2014-01-01 | 184 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 3 |
2013: WILLIAM E. WOOD & ASSOCIATES, INC. PROFIT SHARING PLAN 2013 401k membership | ||
Total participants, beginning-of-year | 2013-01-01 | 246 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 207 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 3 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 33 |
Total of all active and inactive participants | 2013-01-01 | 243 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
Total participants | 2013-01-01 | 243 |
Number of participants with account balances | 2013-01-01 | 162 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 1 |
2012: WILLIAM E. WOOD & ASSOCIATES, INC. PROFIT SHARING PLAN 2012 401k membership | ||
Total participants, beginning-of-year | 2012-01-01 | 261 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 202 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 5 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 37 |
Total of all active and inactive participants | 2012-01-01 | 244 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 2 |
Total participants | 2012-01-01 | 246 |
Number of participants with account balances | 2012-01-01 | 183 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 3 |
2011: WILLIAM E. WOOD & ASSOCIATES, INC. PROFIT SHARING PLAN 2011 401k membership | ||
Total participants, beginning-of-year | 2011-01-01 | 269 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 219 |
Number of retired or separated participants receiving benefits | 2011-01-01 | 5 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 36 |
Total of all active and inactive participants | 2011-01-01 | 260 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 1 |
Total participants | 2011-01-01 | 261 |
Number of participants with account balances | 2011-01-01 | 194 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 6 |
2010: WILLIAM E. WOOD & ASSOCIATES, INC. PROFIT SHARING PLAN 2010 401k membership | ||
Total participants, beginning-of-year | 2010-01-01 | 273 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 230 |
Number of retired or separated participants receiving benefits | 2010-01-01 | 3 |
Number of other retired or separated participants entitled to future benefits | 2010-01-01 | 36 |
Total of all active and inactive participants | 2010-01-01 | 269 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-01-01 | 0 |
Total participants | 2010-01-01 | 269 |
Number of participants with account balances | 2010-01-01 | 210 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-01-01 | 13 |
2009: WILLIAM E. WOOD & ASSOCIATES, INC. PROFIT SHARING PLAN 2009 401k membership | ||
Total participants, beginning-of-year | 2009-01-01 | 283 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 238 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 2 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 33 |
Total of all active and inactive participants | 2009-01-01 | 273 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
Total participants | 2009-01-01 | 273 |
Number of participants with account balances | 2009-01-01 | 229 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 12 |
Measure | Date | Value |
---|---|---|
2015 : WILLIAM E. WOOD & ASSOCIATES, INC. PROFIT SHARING PLAN 2015 401k financial data | ||
Total transfer of assets from this plan | 2015-01-02 | $8,987,693 |
Total income from all sources (including contributions) | 2015-01-02 | $-9,215 |
Total of all expenses incurred | 2015-01-02 | $2,300 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-01-02 | $2,300 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-01-02 | $0 |
Value of total assets at end of year | 2015-01-02 | $0 |
Value of total assets at beginning of year | 2015-01-02 | $8,999,208 |
Total interest from all sources | 2015-01-02 | $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 year | 2015-01-02 | Yes |
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan | 2015-01-02 | $0 |
Total dividends received from registered investment company shares (eg mutual funds) | 2015-01-02 | $115 |
Was this plan covered by a fidelity bond | 2015-01-02 | Yes |
Value of fidelity bond cover | 2015-01-02 | $500,000 |
If this is an individual account plan, was there a blackout period | 2015-01-02 | No |
Were there any nonexempt tranactions with any party-in-interest | 2015-01-02 | No |
Participant contributions at end of year | 2015-01-02 | $0 |
Participant contributions at beginning of year | 2015-01-02 | $77,277 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2015-01-02 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2015-01-02 | $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 appraiser | 2015-01-02 | No |
Value of net income/loss | 2015-01-02 | $-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) | 2015-01-02 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2015-01-02 | No |
Were any leases to which the plan was party in default or uncollectible | 2015-01-02 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-01-02 | $0 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-01-02 | $8,296,762 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2015-01-02 | $0 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2015-01-02 | $619,030 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2015-01-02 | $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 assets | 2015-01-02 | No |
Was there a failure to transmit to the plan any participant contributions | 2015-01-02 | No |
Has the plan failed to provide any benefit when due under the plan | 2015-01-02 | No |
Contributions received in cash from employer | 2015-01-02 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-01-02 | $2,300 |
Did the plan have assets held for investment | 2015-01-02 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-01-02 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-01-02 | Yes |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-01-02 | Yes |
Opinion of an independent qualified public accountant for this plan | 2015-01-02 | Disclaimer |
Accountancy firm name | 2015-01-02 | BARNES BROCK CORNWELL & PAINTER,PLC |
Accountancy firm EIN | 2015-01-02 | 200221868 |
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 incurred | 2014-12-31 | $2,325,735 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $2,307,238 |
Value of total corrective distributions | 2014-12-31 | $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 year | 2014-12-31 | $8,999,208 |
Value of total assets at beginning of year | 2014-12-31 | $10,225,769 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $9,406 |
Total interest from all sources | 2014-12-31 | $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 year | 2014-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2014-12-31 | $460,761 |
Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
Value of fidelity bond cover | 2014-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2014-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
Contributions received from participants | 2014-12-31 | $417,454 |
Participant contributions at end of year | 2014-12-31 | $77,277 |
Participant contributions at beginning of year | 2014-12-31 | $105,678 |
Participant contributions at end of year | 2014-12-31 | $6,139 |
Participant contributions at beginning of year | 2014-12-31 | $18,441 |
Administrative expenses (other) incurred | 2014-12-31 | $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 appraiser | 2014-12-31 | No |
Value of net income/loss | 2014-12-31 | $-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) | 2014-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-12-31 | $8,296,762 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $9,356,922 |
Interest on participant loans | 2014-12-31 | $2,262 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2014-12-31 | $619,030 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2014-12-31 | $744,728 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2014-12-31 | $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 assets | 2014-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
Contributions received in cash from employer | 2014-12-31 | $100,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $2,307,238 |
Did the plan have assets held for investment | 2014-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Disclaimer |
Accountancy firm name | 2014-12-31 | BARNES BROCK CORNWELL & PAINTER PLC |
Accountancy firm EIN | 2014-12-31 | 200221868 |
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 incurred | 2013-12-31 | $900,260 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $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 year | 2013-12-31 | $10,225,769 |
Value of total assets at beginning of year | 2013-12-31 | $9,184,601 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $9,200 |
Total interest from all sources | 2013-12-31 | $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 year | 2013-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2013-12-31 | $420,390 |
Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
Value of fidelity bond cover | 2013-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2013-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
Contributions received from participants | 2013-12-31 | $448,744 |
Participant contributions at end of year | 2013-12-31 | $105,678 |
Participant contributions at beginning of year | 2013-12-31 | $59,128 |
Participant contributions at end of year | 2013-12-31 | $18,441 |
Participant contributions at beginning of year | 2013-12-31 | $9,598 |
Income. Received or receivable in cash from other sources (including rollovers) | 2013-12-31 | $85,800 |
Administrative expenses (other) incurred | 2013-12-31 | $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 appraiser | 2013-12-31 | No |
Value of net income/loss | 2013-12-31 | $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) | 2013-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-12-31 | $9,356,922 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $8,188,653 |
Interest on participant loans | 2013-12-31 | $1,829 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2013-12-31 | $744,728 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2013-12-31 | $927,222 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2013-12-31 | $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 assets | 2013-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $891,060 |
Did the plan have assets held for investment | 2013-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Disclaimer |
Accountancy firm name | 2013-12-31 | BARNES BROCK CORNWELL & HEILMAN,PLC |
Accountancy firm EIN | 2013-12-31 | 200221868 |
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 incurred | 2012-12-31 | $1,099,001 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $1,087,998 |
Value of total corrective distributions | 2012-12-31 | $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 year | 2012-12-31 | $9,184,601 |
Value of total assets at beginning of year | 2012-12-31 | $9,068,008 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $8,175 |
Total interest from all sources | 2012-12-31 | $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 year | 2012-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2012-12-31 | $184,865 |
Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
Value of fidelity bond cover | 2012-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2012-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
Contributions received from participants | 2012-12-31 | $426,151 |
Participant contributions at end of year | 2012-12-31 | $59,128 |
Participant contributions at beginning of year | 2012-12-31 | $16,629 |
Participant contributions at end of year | 2012-12-31 | $9,598 |
Participant contributions at beginning of year | 2012-12-31 | $17,465 |
Income. Received or receivable in cash from other sources (including rollovers) | 2012-12-31 | $0 |
Administrative expenses (other) incurred | 2012-12-31 | $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 appraiser | 2012-12-31 | No |
Value of net income/loss | 2012-12-31 | $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) | 2012-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-12-31 | $8,188,653 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $8,086,686 |
Interest on participant loans | 2012-12-31 | $955 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2012-12-31 | $927,222 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2012-12-31 | $947,228 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2012-12-31 | $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 assets | 2012-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
Contributions received in cash from employer | 2012-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $1,087,998 |
Did the plan have assets held for investment | 2012-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Disclaimer |
Accountancy firm name | 2012-12-31 | BARNES BROCK CORNWELL & HEILMAN,PLC |
Accountancy firm EIN | 2012-12-31 | 200221868 |
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 incurred | 2011-12-31 | $1,903,700 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $1,887,955 |
Value of total corrective distributions | 2011-12-31 | $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 year | 2011-12-31 | $9,068,008 |
Value of total assets at beginning of year | 2011-12-31 | $10,528,172 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $405 |
Total interest from all sources | 2011-12-31 | $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 year | 2011-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2011-12-31 | $254,772 |
Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
Value of fidelity bond cover | 2011-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2011-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
Contributions received from participants | 2011-12-31 | $522,724 |
Participant contributions at end of year | 2011-12-31 | $16,629 |
Participant contributions at beginning of year | 2011-12-31 | $13,033 |
Participant contributions at end of year | 2011-12-31 | $17,465 |
Income. Received or receivable in cash from other sources (including rollovers) | 2011-12-31 | $50,848 |
Administrative expenses (other) incurred | 2011-12-31 | $405 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Value of net income/loss | 2011-12-31 | $-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) | 2011-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-12-31 | $8,086,686 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $9,540,291 |
Interest on participant loans | 2011-12-31 | $786 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2011-12-31 | $947,228 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2011-12-31 | $974,848 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2011-12-31 | $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 assets | 2011-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $1,887,955 |
Did the plan have assets held for investment | 2011-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Disclaimer |
Accountancy firm name | 2011-12-31 | BARNES BROCK CORNWELL & HEILMAN,PLC |
Accountancy firm EIN | 2011-12-31 | 200221868 |
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 incurred | 2010-12-31 | $880,259 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $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 year | 2010-12-31 | $10,528,172 |
Value of total assets at beginning of year | 2010-12-31 | $9,674,085 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $401 |
Total interest from all sources | 2010-12-31 | $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 year | 2010-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2010-12-31 | $172,753 |
Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
Value of fidelity bond cover | 2010-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2010-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
Contributions received from participants | 2010-12-31 | $526,126 |
Participant contributions at end of year | 2010-12-31 | $13,033 |
Participant contributions at beginning of year | 2010-12-31 | $4,034 |
Participant contributions at beginning of year | 2010-12-31 | $18,576 |
Income. Received or receivable in cash from other sources (including rollovers) | 2010-12-31 | $37,976 |
Administrative expenses (other) incurred | 2010-12-31 | $401 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Value of net income/loss | 2010-12-31 | $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) | 2010-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2010-12-31 | $9,540,291 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-12-31 | $8,700,575 |
Interest on participant loans | 2010-12-31 | $590 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2010-12-31 | $974,848 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2010-12-31 | $950,900 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2010-12-31 | $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 assets | 2010-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $879,858 |
Did the plan have assets held for investment | 2010-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Disclaimer |
Accountancy firm name | 2010-12-31 | BARNES, BROCK, CORNWELL & HEILMAN, |
Accountancy firm EIN | 2010-12-31 | 200221868 |
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 securities | 2009-12-31 | $0 |
2015: WILLIAM E. WOOD & ASSOCIATES, INC. PROFIT SHARING PLAN 2015 form 5500 responses | ||
---|---|---|
2015-01-01 | Type of plan entity | Single employer plan |
2015-01-01 | Submission has been amended | No |
2015-01-01 | This submission is the final filing | Yes |
2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | Yes |
2015-01-01 | Plan is a collectively bargained plan | No |
2015-01-01 | Plan funding arrangement – Trust | Yes |
2015-01-01 | Plan benefit arrangement - Trust | Yes |
2014: WILLIAM E. WOOD & ASSOCIATES, INC. PROFIT SHARING PLAN 2014 form 5500 responses | ||
2014-01-01 | Type of plan entity | Single employer plan |
2014-01-01 | Submission has been amended | No |
2014-01-01 | This submission is the final filing | No |
2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2014-01-01 | Plan is a collectively bargained plan | No |
2014-01-01 | Plan funding arrangement – Trust | Yes |
2014-01-01 | Plan benefit arrangement - Trust | Yes |
2013: WILLIAM E. WOOD & ASSOCIATES, INC. PROFIT SHARING PLAN 2013 form 5500 responses | ||
2013-01-01 | Type of plan entity | Single employer plan |
2013-01-01 | Submission has been amended | No |
2013-01-01 | This submission is the final filing | No |
2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2013-01-01 | Plan is a collectively bargained plan | No |
2013-01-01 | Plan funding arrangement – Trust | Yes |
2013-01-01 | Plan benefit arrangement - Trust | Yes |
2012: WILLIAM E. WOOD & ASSOCIATES, INC. PROFIT SHARING PLAN 2012 form 5500 responses | ||
2012-01-01 | Type of plan entity | Single employer plan |
2012-01-01 | Submission has been amended | No |
2012-01-01 | This submission is the final filing | No |
2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2012-01-01 | Plan is a collectively bargained plan | No |
2012-01-01 | Plan funding arrangement – Trust | Yes |
2012-01-01 | Plan benefit arrangement - Trust | Yes |
2011: WILLIAM E. WOOD & ASSOCIATES, INC. PROFIT SHARING 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: WILLIAM E. WOOD & ASSOCIATES, INC. PROFIT SHARING 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: WILLIAM E. WOOD & ASSOCIATES, INC. PROFIT SHARING PLAN 2009 form 5500 responses | ||
2009-01-01 | Type of plan entity | Single employer plan |
2009-01-01 | Submission has been amended | No |
2009-01-01 | This submission is the final filing | No |
2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2009-01-01 | Plan funding arrangement – Trust | Yes |
2009-01-01 | Plan benefit arrangement - Trust | Yes |