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L. E. WOOTEN & COMPANY PROFIT SHARING SAVINGS PLAN 401k Plan overview

Plan NameL. E. WOOTEN & COMPANY PROFIT SHARING SAVINGS PLAN
Plan identification number 001

L. E. WOOTEN & COMPANY PROFIT SHARING SAVINGS PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

L.E. WOOTEN & COMPANY DBA THE WOOTEN COMPANY has sponsored the creation of one or more 401k plans.

Company Name:L.E. WOOTEN & COMPANY DBA THE WOOTEN COMPANY
Employer identification number (EIN):560509703
NAIC Classification:541330
NAIC Description:Engineering Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan L. E. WOOTEN & COMPANY PROFIT SHARING SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012019-01-01
0012018-01-01
0012017-01-01ROBERT E. EGAN ROBERT E. EGAN2018-10-02
0012016-01-01ROBERT E. EGAN ROBERT E. EGAN2017-10-09
0012015-01-01ROBERT E. EGAN ROBERT E. EGAN2016-09-21
0012014-01-01ROBERT E. EGAN ROBERT E. EGAN2015-10-08
0012013-01-01ROBERT E. EGAN ROBERT E. EGAN2014-10-09
0012012-01-01ROBERT E. EGAN ROBERT E. EGAN2013-08-28
0012011-01-01ROBERT E. EGAN ROBERT E. EGAN2012-10-02
0012010-01-01ROBERT E. EGAN ROBERT E. EGAN2011-08-24
0012009-01-01ROBERT E. EGAN
0012009-01-01ROBERT E. EGAN

Plan Statistics for L. E. WOOTEN & COMPANY PROFIT SHARING SAVINGS PLAN

401k plan membership statisitcs for L. E. WOOTEN & COMPANY PROFIT SHARING SAVINGS PLAN

Measure Date Value
2022: L. E. WOOTEN & COMPANY PROFIT SHARING SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01125
Total number of active participants reported on line 7a of the Form 55002022-01-0198
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0132
Total of all active and inactive participants2022-01-01130
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-011
Total participants2022-01-01131
Number of participants with account balances2022-01-01130
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: L. E. WOOTEN & COMPANY PROFIT SHARING SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01117
Total number of active participants reported on line 7a of the Form 55002021-01-0187
Number of retired or separated participants receiving benefits2021-01-011
Number of other retired or separated participants entitled to future benefits2021-01-0135
Total of all active and inactive participants2021-01-01123
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-012
Total participants2021-01-01125
Number of participants with account balances2021-01-01123
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-012
2020: L. E. WOOTEN & COMPANY PROFIT SHARING SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01117
Total number of active participants reported on line 7a of the Form 55002020-01-0187
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0130
Total of all active and inactive participants2020-01-01117
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01117
Number of participants with account balances2020-01-01115
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: L. E. WOOTEN & COMPANY PROFIT SHARING SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01115
Total number of active participants reported on line 7a of the Form 55002019-01-0184
Number of retired or separated participants receiving benefits2019-01-011
Number of other retired or separated participants entitled to future benefits2019-01-0131
Total of all active and inactive participants2019-01-01116
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-011
Total participants2019-01-01117
Number of participants with account balances2019-01-01110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-012
2018: L. E. WOOTEN & COMPANY PROFIT SHARING SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01109
Total number of active participants reported on line 7a of the Form 55002018-01-0184
Number of retired or separated participants receiving benefits2018-01-011
Number of other retired or separated participants entitled to future benefits2018-01-0131
Total of all active and inactive participants2018-01-01116
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-011
Total participants2018-01-01117
Number of participants with account balances2018-01-01113
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: L. E. WOOTEN & COMPANY PROFIT SHARING SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01102
Total number of active participants reported on line 7a of the Form 55002017-01-0183
Number of retired or separated participants receiving benefits2017-01-011
Number of other retired or separated participants entitled to future benefits2017-01-0128
Total of all active and inactive participants2017-01-01112
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-011
Total participants2017-01-01113
Number of participants with account balances2017-01-01108
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: L. E. WOOTEN & COMPANY PROFIT SHARING SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01104
Total number of active participants reported on line 7a of the Form 55002016-01-0174
Number of retired or separated participants receiving benefits2016-01-011
Number of other retired or separated participants entitled to future benefits2016-01-0129
Total of all active and inactive participants2016-01-01104
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-011
Total participants2016-01-01105
Number of participants with account balances2016-01-01101
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: L. E. WOOTEN & COMPANY PROFIT SHARING SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01110
Total number of active participants reported on line 7a of the Form 55002015-01-0180
Number of retired or separated participants receiving benefits2015-01-011
Number of other retired or separated participants entitled to future benefits2015-01-0137
Total of all active and inactive participants2015-01-01118
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-011
Total participants2015-01-01119
Number of participants with account balances2015-01-01112
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-015
2014: L. E. WOOTEN & COMPANY PROFIT SHARING SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01108
Total number of active participants reported on line 7a of the Form 55002014-01-0184
Number of retired or separated participants receiving benefits2014-01-013
Number of other retired or separated participants entitled to future benefits2014-01-0127
Total of all active and inactive participants2014-01-01114
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-011
Total participants2014-01-01115
Number of participants with account balances2014-01-01111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-012
2013: L. E. WOOTEN & COMPANY PROFIT SHARING SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01108
Total number of active participants reported on line 7a of the Form 55002013-01-0187
Number of retired or separated participants receiving benefits2013-01-012
Number of other retired or separated participants entitled to future benefits2013-01-0125
Total of all active and inactive participants2013-01-01114
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-011
Total participants2013-01-01115
Number of participants with account balances2013-01-01107
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: L. E. WOOTEN & COMPANY PROFIT SHARING SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01113
Total number of active participants reported on line 7a of the Form 55002012-01-0184
Number of retired or separated participants receiving benefits2012-01-011
Number of other retired or separated participants entitled to future benefits2012-01-0129
Total of all active and inactive participants2012-01-01114
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-011
Total participants2012-01-01115
Number of participants with account balances2012-01-01111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: L. E. WOOTEN & COMPANY PROFIT SHARING SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01120
Total number of active participants reported on line 7a of the Form 55002011-01-0186
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0127
Total of all active and inactive participants2011-01-01113
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01113
Number of participants with account balances2011-01-01112
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: L. E. WOOTEN & COMPANY PROFIT SHARING SAVINGS PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01132
Total number of active participants reported on line 7a of the Form 55002010-01-0189
Number of retired or separated participants receiving benefits2010-01-012
Number of other retired or separated participants entitled to future benefits2010-01-0126
Total of all active and inactive participants2010-01-01117
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01117
Number of participants with account balances2010-01-01116
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-0169
2009: L. E. WOOTEN & COMPANY PROFIT SHARING SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01131
Total number of active participants reported on line 7a of the Form 55002009-01-0199
Number of retired or separated participants receiving benefits2009-01-012
Number of other retired or separated participants entitled to future benefits2009-01-0132
Total of all active and inactive participants2009-01-01133
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01133
Number of participants with account balances2009-01-01128
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on L. E. WOOTEN & COMPANY PROFIT SHARING SAVINGS PLAN

Measure Date Value
2022 : L. E. WOOTEN & COMPANY PROFIT SHARING SAVINGS PLAN 2022 401k financial data
Unrealized appreciation/depreciation of real estate assets2022-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$0
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total transfer of assets to this plan2022-12-31$0
Total transfer of assets from this plan2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Expenses. Interest paid2022-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022022-12-31$0
Total income from all sources (including contributions)2022-12-31$-2,457,548
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$949,346
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$886,513
Expenses. Certain deemed distributions of participant loans2022-12-31$0
Value of total corrective distributions2022-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,454,653
Value of total assets at end of year2022-12-31$18,103,917
Value of total assets at beginning of year2022-12-31$21,510,811
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$62,833
Total income from rents2022-12-31$0
Total interest from all sources2022-12-31$6,530
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$521,278
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$521,278
Assets. Real estate other than employer real property at end of year2022-12-31$0
Assets. Real estate other than employer real property at beginning of year2022-12-31$0
Administrative expenses professional fees incurred2022-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2022-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2022-12-31$0
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$649,713
Participant contributions at end of year2022-12-31$128,925
Participant contributions at beginning of year2022-12-31$117,377
Participant contributions at end of year2022-12-31$0
Participant contributions at beginning of year2022-12-31$0
Assets. Other investments not covered elsewhere at end of year2022-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$508,913
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2022-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$0
Assets. Loans (other than to participants) at end of year2022-12-31$0
Assets. Loans (other than to participants) at beginning of year2022-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$0
Other income not declared elsewhere2022-12-31$0
Administrative expenses (other) incurred2022-12-31$62,833
Liabilities. Value of operating payables at end of year2022-12-31$0
Liabilities. Value of operating payables at beginning of year2022-12-31$0
Total non interest bearing cash at end of year2022-12-31$0
Total non interest bearing cash at beginning of year2022-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Income. Non cash contributions2022-12-31$0
Value of net income/loss2022-12-31$-3,406,894
Value of net assets at end of year (total assets less liabilities)2022-12-31$18,103,917
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$21,510,811
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Assets. partnership/joint venture interests at end of year2022-12-31$0
Assets. partnership/joint venture interests at beginning of year2022-12-31$0
Investment advisory and management fees2022-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$15,042,915
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$18,442,167
Value of interest in pooled separate accounts at end of year2022-12-31$0
Value of interest in pooled separate accounts at beginning of year2022-12-31$0
Interest on participant loans2022-12-31$6,530
Income. Interest from loans (other than to participants)2022-12-31$0
Interest earned on other investments2022-12-31$0
Income. Interest from US Government securities2022-12-31$0
Income. Interest from corporate debt instruments2022-12-31$0
Value of interest in master investment trust accounts at end of year2022-12-31$0
Value of interest in master investment trust accounts at beginning of year2022-12-31$0
Value of interest in common/collective trusts at end of year2022-12-31$2,932,077
Value of interest in common/collective trusts at beginning of year2022-12-31$2,951,267
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$0
Assets. Value of investments in 103.12 investment entities at end of year2022-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2022-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$0
Asset value of US Government securities at end of year2022-12-31$0
Asset value of US Government securities at beginning of year2022-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-4,489,130
Net investment gain/loss from pooled separate accounts2022-12-31$0
Net investment gain or loss from common/collective trusts2022-12-31$49,121
Net gain/loss from 103.12 investment entities2022-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Assets. Invements in employer securities at end of year2022-12-31$0
Assets. Invements in employer securities at beginning of year2022-12-31$0
Assets. Value of employer real property at end of year2022-12-31$0
Assets. Value of employer real property at beginning of year2022-12-31$0
Contributions received in cash from employer2022-12-31$296,027
Employer contributions (assets) at end of year2022-12-31$0
Employer contributions (assets) at beginning of year2022-12-31$0
Income. Dividends from preferred stock2022-12-31$0
Income. Dividends from common stock2022-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$886,513
Asset. Corporate debt instrument preferred debt at end of year2022-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2022-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2022-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2022-12-31$0
Contract administrator fees2022-12-31$0
Assets. Corporate common stocks other than exployer securities at end of year2022-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2022-12-31$0
Liabilities. Value of benefit claims payable at end of year2022-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2022-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2022-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2022-12-31$0
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Aggregate proceeds on sale of assets2022-12-31$0
Aggregate carrying amount (costs) on sale of assets2022-12-31$0
Liabilities. Value of acquisition indebtedness at end of year2022-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2022-12-31$0
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31HUGHES PITTMAN & GUPTON
Accountancy firm EIN2022-12-31561415202
2021 : L. E. WOOTEN & COMPANY PROFIT SHARING SAVINGS PLAN 2021 401k financial data
Unrealized appreciation/depreciation of real estate assets2021-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$0
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total transfer of assets to this plan2021-12-31$0
Total transfer of assets from this plan2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Expenses. Interest paid2021-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022021-12-31$0
Total income from all sources (including contributions)2021-12-31$3,739,864
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$5,953,268
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$5,881,527
Expenses. Certain deemed distributions of participant loans2021-12-31$-8,009
Value of total corrective distributions2021-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,053,420
Value of total assets at end of year2021-12-31$21,510,811
Value of total assets at beginning of year2021-12-31$23,724,215
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$79,750
Total income from rents2021-12-31$0
Total interest from all sources2021-12-31$8,344
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$1,141,984
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$1,141,984
Assets. Real estate other than employer real property at end of year2021-12-31$0
Assets. Real estate other than employer real property at beginning of year2021-12-31$0
Administrative expenses professional fees incurred2021-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2021-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2021-12-31$0
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$638,798
Participant contributions at end of year2021-12-31$117,377
Participant contributions at beginning of year2021-12-31$169,790
Participant contributions at end of year2021-12-31$0
Participant contributions at beginning of year2021-12-31$0
Assets. Other investments not covered elsewhere at end of year2021-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$76,478
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2021-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$0
Assets. Loans (other than to participants) at end of year2021-12-31$0
Assets. Loans (other than to participants) at beginning of year2021-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$0
Other income not declared elsewhere2021-12-31$0
Administrative expenses (other) incurred2021-12-31$79,750
Liabilities. Value of operating payables at end of year2021-12-31$0
Liabilities. Value of operating payables at beginning of year2021-12-31$0
Total non interest bearing cash at end of year2021-12-31$0
Total non interest bearing cash at beginning of year2021-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Income. Non cash contributions2021-12-31$0
Value of net income/loss2021-12-31$-2,213,404
Value of net assets at end of year (total assets less liabilities)2021-12-31$21,510,811
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$23,724,215
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Assets. partnership/joint venture interests at end of year2021-12-31$0
Assets. partnership/joint venture interests at beginning of year2021-12-31$0
Investment advisory and management fees2021-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$18,442,167
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$20,710,222
Value of interest in pooled separate accounts at end of year2021-12-31$0
Value of interest in pooled separate accounts at beginning of year2021-12-31$0
Interest on participant loans2021-12-31$8,344
Income. Interest from loans (other than to participants)2021-12-31$0
Interest earned on other investments2021-12-31$0
Income. Interest from US Government securities2021-12-31$0
Income. Interest from corporate debt instruments2021-12-31$0
Value of interest in master investment trust accounts at end of year2021-12-31$0
Value of interest in master investment trust accounts at beginning of year2021-12-31$0
Value of interest in common/collective trusts at end of year2021-12-31$2,951,267
Value of interest in common/collective trusts at beginning of year2021-12-31$2,844,203
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$0
Assets. Value of investments in 103.12 investment entities at end of year2021-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2021-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$0
Asset value of US Government securities at end of year2021-12-31$0
Asset value of US Government securities at beginning of year2021-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$1,490,721
Net investment gain/loss from pooled separate accounts2021-12-31$0
Net investment gain or loss from common/collective trusts2021-12-31$45,395
Net gain/loss from 103.12 investment entities2021-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Assets. Invements in employer securities at end of year2021-12-31$0
Assets. Invements in employer securities at beginning of year2021-12-31$0
Assets. Value of employer real property at end of year2021-12-31$0
Assets. Value of employer real property at beginning of year2021-12-31$0
Contributions received in cash from employer2021-12-31$338,144
Employer contributions (assets) at end of year2021-12-31$0
Employer contributions (assets) at beginning of year2021-12-31$0
Income. Dividends from preferred stock2021-12-31$0
Income. Dividends from common stock2021-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$5,881,527
Asset. Corporate debt instrument preferred debt at end of year2021-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2021-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2021-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2021-12-31$0
Contract administrator fees2021-12-31$0
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2021-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2021-12-31$0
Liabilities. Value of benefit claims payable at end of year2021-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2021-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2021-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2021-12-31$0
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Aggregate proceeds on sale of assets2021-12-31$0
Aggregate carrying amount (costs) on sale of assets2021-12-31$0
Liabilities. Value of acquisition indebtedness at end of year2021-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2021-12-31$0
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31STEWARD INGRAM & COOPER PLLC
Accountancy firm EIN2021-12-31562195159
2020 : L. E. WOOTEN & COMPANY PROFIT SHARING SAVINGS PLAN 2020 401k financial data
Unrealized appreciation/depreciation of real estate assets2020-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$0
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total transfer of assets to this plan2020-12-31$0
Total transfer of assets from this plan2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Expenses. Interest paid2020-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022020-12-31$0
Total income from all sources (including contributions)2020-12-31$4,259,286
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$1,663,194
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,603,804
Expenses. Certain deemed distributions of participant loans2020-12-31$7,326
Value of total corrective distributions2020-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$907,261
Value of total assets at end of year2020-12-31$23,724,215
Value of total assets at beginning of year2020-12-31$21,128,123
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$52,064
Total income from rents2020-12-31$0
Total interest from all sources2020-12-31$8,959
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$1,079,605
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$1,079,605
Assets. Real estate other than employer real property at end of year2020-12-31$0
Assets. Real estate other than employer real property at beginning of year2020-12-31$0
Administrative expenses professional fees incurred2020-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2020-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2020-12-31$0
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,000,000
If this is an individual account plan, was there a blackout period2020-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$549,319
Participant contributions at end of year2020-12-31$169,790
Participant contributions at beginning of year2020-12-31$176,293
Participant contributions at end of year2020-12-31$0
Participant contributions at beginning of year2020-12-31$0
Assets. Other investments not covered elsewhere at end of year2020-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$1,724
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2020-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$0
Assets. Loans (other than to participants) at end of year2020-12-31$0
Assets. Loans (other than to participants) at beginning of year2020-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$0
Other income not declared elsewhere2020-12-31$-1
Administrative expenses (other) incurred2020-12-31$52,064
Liabilities. Value of operating payables at end of year2020-12-31$0
Liabilities. Value of operating payables at beginning of year2020-12-31$0
Total non interest bearing cash at end of year2020-12-31$0
Total non interest bearing cash at beginning of year2020-12-31$20,951,830
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Income. Non cash contributions2020-12-31$0
Value of net income/loss2020-12-31$2,596,092
Value of net assets at end of year (total assets less liabilities)2020-12-31$23,724,215
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$21,128,123
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Assets. partnership/joint venture interests at end of year2020-12-31$0
Assets. partnership/joint venture interests at beginning of year2020-12-31$0
Investment advisory and management fees2020-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$20,710,222
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$0
Value of interest in pooled separate accounts at end of year2020-12-31$0
Value of interest in pooled separate accounts at beginning of year2020-12-31$0
Interest on participant loans2020-12-31$8,959
Income. Interest from loans (other than to participants)2020-12-31$0
Interest earned on other investments2020-12-31$0
Income. Interest from US Government securities2020-12-31$0
Income. Interest from corporate debt instruments2020-12-31$0
Value of interest in master investment trust accounts at end of year2020-12-31$0
Value of interest in master investment trust accounts at beginning of year2020-12-31$0
Value of interest in common/collective trusts at end of year2020-12-31$2,844,203
Value of interest in common/collective trusts at beginning of year2020-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$0
Assets. Value of investments in 103.12 investment entities at end of year2020-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2020-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$0
Asset value of US Government securities at end of year2020-12-31$0
Asset value of US Government securities at beginning of year2020-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$2,214,930
Net investment gain/loss from pooled separate accounts2020-12-31$0
Net investment gain or loss from common/collective trusts2020-12-31$48,532
Net gain/loss from 103.12 investment entities2020-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Assets. Invements in employer securities at end of year2020-12-31$0
Assets. Invements in employer securities at beginning of year2020-12-31$0
Assets. Value of employer real property at end of year2020-12-31$0
Assets. Value of employer real property at beginning of year2020-12-31$0
Contributions received in cash from employer2020-12-31$356,218
Employer contributions (assets) at end of year2020-12-31$0
Employer contributions (assets) at beginning of year2020-12-31$0
Income. Dividends from preferred stock2020-12-31$0
Income. Dividends from common stock2020-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,603,804
Asset. Corporate debt instrument preferred debt at end of year2020-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2020-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2020-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2020-12-31$0
Contract administrator fees2020-12-31$0
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-12-31Yes
Assets. Corporate common stocks other than exployer securities at end of year2020-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2020-12-31$0
Liabilities. Value of benefit claims payable at end of year2020-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2020-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2020-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2020-12-31$0
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Aggregate proceeds on sale of assets2020-12-31$0
Aggregate carrying amount (costs) on sale of assets2020-12-31$0
Liabilities. Value of acquisition indebtedness at end of year2020-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2020-12-31$0
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31STEWARD INGRAM & COOPER PLLC
Accountancy firm EIN2020-12-31562195159
2019 : L. E. WOOTEN & COMPANY PROFIT SHARING SAVINGS PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$4,586,191
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$1,325,521
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,323,287
Expenses. Certain deemed distributions of participant loans2019-12-31$-7,717
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$960,810
Value of total assets at end of year2019-12-31$21,128,123
Value of total assets at beginning of year2019-12-31$17,867,453
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$9,951
Total interest from all sources2019-12-31$9,827
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$1,230,281
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$1,230,281
Administrative expenses professional fees incurred2019-12-31$7,768
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$471,360
Participant contributions at end of year2019-12-31$176,293
Participant contributions at beginning of year2019-12-31$183,632
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$17,433
Other income not declared elsewhere2019-12-31$7,713
Total non interest bearing cash at end of year2019-12-31$20,951,830
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$3,260,670
Value of net assets at end of year (total assets less liabilities)2019-12-31$21,128,123
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$17,867,453
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$14,448,349
Interest on participant loans2019-12-31$9,827
Value of interest in common/collective trusts at end of year2019-12-31$0
Value of interest in common/collective trusts at beginning of year2019-12-31$3,235,472
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$2,340,746
Net investment gain or loss from common/collective trusts2019-12-31$36,814
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$472,017
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,323,287
Contract administrator fees2019-12-31$2,183
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31STEWARD INGRAM & COOPER PLLC
Accountancy firm EIN2019-12-31562195159
2018 : L. E. WOOTEN & COMPANY PROFIT SHARING SAVINGS PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$-227,849
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$1,173,477
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,154,531
Expenses. Certain deemed distributions of participant loans2018-12-31$3,121
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$754,973
Value of total assets at end of year2018-12-31$17,867,453
Value of total assets at beginning of year2018-12-31$19,268,779
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$15,825
Total interest from all sources2018-12-31$9,642
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$1,238,334
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$1,238,334
Administrative expenses professional fees incurred2018-12-31$14,000
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$492,133
Participant contributions at end of year2018-12-31$183,632
Participant contributions at beginning of year2018-12-31$183,793
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$4,449
Other income not declared elsewhere2018-12-31$7,740
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-1,401,326
Value of net assets at end of year (total assets less liabilities)2018-12-31$17,867,453
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$19,268,779
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$14,448,349
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$15,353,609
Interest on participant loans2018-12-31$9,642
Value of interest in common/collective trusts at end of year2018-12-31$3,235,472
Value of interest in common/collective trusts at beginning of year2018-12-31$3,731,377
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-2,274,080
Net investment gain or loss from common/collective trusts2018-12-31$35,542
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$258,391
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,154,531
Contract administrator fees2018-12-31$1,825
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31STEWARD INGRAM & COOPER, PLLC
Accountancy firm EIN2018-12-31562195159
2017 : L. E. WOOTEN & COMPANY PROFIT SHARING SAVINGS PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$2,979,716
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$247,896
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$233,671
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$561,757
Value of total assets at end of year2017-12-31$19,268,779
Value of total assets at beginning of year2017-12-31$16,536,959
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$14,225
Total interest from all sources2017-12-31$8,428
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$917,628
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$917,628
Administrative expenses professional fees incurred2017-12-31$12,500
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$350,944
Participant contributions at end of year2017-12-31$183,793
Participant contributions at beginning of year2017-12-31$174,950
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$27,293
Other income not declared elsewhere2017-12-31$6,806
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$2,731,820
Value of net assets at end of year (total assets less liabilities)2017-12-31$19,268,779
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$16,536,959
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$15,353,609
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$12,542,584
Interest on participant loans2017-12-31$8,428
Value of interest in common/collective trusts at end of year2017-12-31$3,731,377
Value of interest in common/collective trusts at beginning of year2017-12-31$3,819,425
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$1,461,322
Net investment gain or loss from common/collective trusts2017-12-31$23,775
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$183,520
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$233,671
Contract administrator fees2017-12-31$1,725
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31STEWARD INGRAM& COOPER, PLLC
Accountancy firm EIN2017-12-31562195159
2016 : L. E. WOOTEN & COMPANY PROFIT SHARING SAVINGS PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$1,655,521
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$3,673,988
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$3,657,206
Expenses. Certain deemed distributions of participant loans2016-12-31$4,807
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$591,255
Value of total assets at end of year2016-12-31$16,536,959
Value of total assets at beginning of year2016-12-31$18,555,426
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$11,975
Total interest from all sources2016-12-31$6,952
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$885,281
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$885,281
Administrative expenses professional fees incurred2016-12-31$11,975
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$393,563
Participant contributions at end of year2016-12-31$174,950
Participant contributions at beginning of year2016-12-31$174,613
Other income not declared elsewhere2016-12-31$6,783
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$-2,018,467
Value of net assets at end of year (total assets less liabilities)2016-12-31$16,536,959
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$18,555,426
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$12,542,584
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$15,951,772
Interest on participant loans2016-12-31$6,952
Value of interest in common/collective trusts at end of year2016-12-31$3,819,425
Value of interest in common/collective trusts at beginning of year2016-12-31$2,429,041
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$156,511
Net investment gain or loss from common/collective trusts2016-12-31$8,739
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$197,692
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$3,657,206
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31STEWARD INGRAM & COOPER, PLLC
Accountancy firm EIN2016-12-31562195159
2015 : L. E. WOOTEN & COMPANY PROFIT SHARING SAVINGS PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$576,344
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$1,751,062
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$1,731,457
Expenses. Certain deemed distributions of participant loans2015-12-31$7,717
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$679,767
Value of total assets at end of year2015-12-31$18,555,426
Value of total assets at beginning of year2015-12-31$19,730,144
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$11,888
Total interest from all sources2015-12-31$6,914
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$1,369,911
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$1,369,911
Administrative expenses professional fees incurred2015-12-31$11,888
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$402,763
Participant contributions at end of year2015-12-31$174,613
Participant contributions at beginning of year2015-12-31$148,191
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$6,305
Other income not declared elsewhere2015-12-31$5,848
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-1,174,718
Value of net assets at end of year (total assets less liabilities)2015-12-31$18,555,426
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$19,730,144
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$15,951,772
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$19,581,953
Interest on participant loans2015-12-31$6,914
Value of interest in common/collective trusts at end of year2015-12-31$2,429,041
Value of interest in common/collective trusts at beginning of year2015-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-1,502,832
Net investment gain or loss from common/collective trusts2015-12-31$16,736
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$270,699
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$1,731,457
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31STEWARD INGRAM & COOPER, PLLC
Accountancy firm EIN2015-12-31562195159
2014 : L. E. WOOTEN & COMPANY PROFIT SHARING SAVINGS PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$1,651,096
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$925,481
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$923,918
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$816,636
Value of total assets at end of year2014-12-31$19,730,144
Value of total assets at beginning of year2014-12-31$19,004,529
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$1,563
Total interest from all sources2014-12-31$6,017
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$1,050,226
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$1,050,226
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$1,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$435,109
Participant contributions at end of year2014-12-31$148,191
Participant contributions at beginning of year2014-12-31$143,574
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$69,006
Other income not declared elsewhere2014-12-31$13
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$725,615
Value of net assets at end of year (total assets less liabilities)2014-12-31$19,730,144
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$19,004,529
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$19,581,953
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$14,379,393
Interest on participant loans2014-12-31$6,017
Value of interest in common/collective trusts at end of year2014-12-31$0
Value of interest in common/collective trusts at beginning of year2014-12-31$4,481,562
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$-221,796
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$312,521
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$923,918
Contract administrator fees2014-12-31$1,563
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 name2014-12-31STEWARD INGRAM & COOPER, PLLC
Accountancy firm EIN2014-12-31562195159
2013 : L. E. WOOTEN & COMPANY PROFIT SHARING SAVINGS PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$3,393,999
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$225,611
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$218,526
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$825,129
Value of total assets at end of year2013-12-31$19,004,529
Value of total assets at beginning of year2013-12-31$15,836,141
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$7,085
Total interest from all sources2013-12-31$4,336
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$561,075
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$561,075
Administrative expenses professional fees incurred2013-12-31$5,785
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$1,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$458,634
Participant contributions at end of year2013-12-31$143,574
Participant contributions at beginning of year2013-12-31$92,924
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$3,168,388
Value of net assets at end of year (total assets less liabilities)2013-12-31$19,004,529
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$15,836,141
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$14,379,393
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$11,401,089
Interest on participant loans2013-12-31$4,336
Value of interest in common/collective trusts at end of year2013-12-31$4,481,562
Value of interest in common/collective trusts at beginning of year2013-12-31$4,342,128
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$1,982,032
Net investment gain or loss from common/collective trusts2013-12-31$21,427
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$366,495
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$218,526
Contract administrator fees2013-12-31$1,300
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 name2013-12-31STEWARD INGRAM & COOPER, PLLC
Accountancy firm EIN2013-12-31562195159
2012 : L. E. WOOTEN & COMPANY PROFIT SHARING SAVINGS PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$2,274,440
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$1,423,394
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$1,413,644
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$798,523
Value of total assets at end of year2012-12-31$15,836,141
Value of total assets at beginning of year2012-12-31$14,985,095
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$9,750
Total interest from all sources2012-12-31$3,209
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$331,384
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$331,384
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$1,000,000
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$454,044
Participant contributions at end of year2012-12-31$92,924
Participant contributions at beginning of year2012-12-31$55,547
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$851,046
Value of net assets at end of year (total assets less liabilities)2012-12-31$15,836,141
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$14,985,095
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$11,401,089
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$9,735,126
Interest on participant loans2012-12-31$3,209
Value of interest in common/collective trusts at end of year2012-12-31$4,342,128
Value of interest in common/collective trusts at beginning of year2012-12-31$5,194,422
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$1,102,843
Net investment gain or loss from common/collective trusts2012-12-31$38,481
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$344,479
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$1,413,644
Contract administrator fees2012-12-31$9,750
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 name2012-12-31STEWARD INGRAM & COOPER, PLLC
Accountancy firm EIN2012-12-31562195159
2011 : L. E. WOOTEN & COMPANY PROFIT SHARING SAVINGS PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$545,133
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$1,282,374
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$1,281,336
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$962,597
Value of total assets at end of year2011-12-31$14,985,095
Value of total assets at beginning of year2011-12-31$15,722,336
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$1,038
Total interest from all sources2011-12-31$4,017
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$224,834
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$224,834
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$1,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$431,250
Participant contributions at end of year2011-12-31$55,547
Participant contributions at beginning of year2011-12-31$94,379
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$27,193
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-737,241
Value of net assets at end of year (total assets less liabilities)2011-12-31$14,985,095
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$15,722,336
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$9,735,126
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$10,015,667
Interest on participant loans2011-12-31$4,017
Value of interest in common/collective trusts at end of year2011-12-31$5,194,422
Value of interest in common/collective trusts at beginning of year2011-12-31$5,612,290
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-678,555
Net investment gain or loss from common/collective trusts2011-12-31$32,240
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$504,154
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$1,281,336
Contract administrator fees2011-12-31$1,038
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 name2011-12-31STEWARD INGRAM & COOPER, PLLC
Accountancy firm EIN2011-12-31562195159
2010 : L. E. WOOTEN & COMPANY PROFIT SHARING SAVINGS PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$2,314,069
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$744,998
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$743,435
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$1,031,091
Value of total assets at end of year2010-12-31$15,722,336
Value of total assets at beginning of year2010-12-31$14,153,265
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$1,563
Total interest from all sources2010-12-31$7,021
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$214,100
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$214,100
Administrative expenses professional fees incurred2010-12-31$1,563
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$1,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$465,472
Participant contributions at end of year2010-12-31$94,379
Participant contributions at beginning of year2010-12-31$129,280
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$7,767
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$1,569,071
Value of net assets at end of year (total assets less liabilities)2010-12-31$15,722,336
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$14,153,265
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$10,015,667
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$8,899,576
Interest on participant loans2010-12-31$7,021
Value of interest in common/collective trusts at end of year2010-12-31$5,612,290
Value of interest in common/collective trusts at beginning of year2010-12-31$5,124,409
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$1,027,339
Net investment gain or loss from common/collective trusts2010-12-31$34,518
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$557,852
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$743,435
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 name2010-12-31STEWARD INGRAM & COOPER, PLLC
Accountancy firm EIN2010-12-31562195159
2009 : L. E. WOOTEN & COMPANY PROFIT SHARING SAVINGS 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 L. E. WOOTEN & COMPANY PROFIT SHARING SAVINGS PLAN

2022: L. E. WOOTEN & COMPANY PROFIT SHARING SAVINGS PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01This submission is the final filingNo
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: L. E. WOOTEN & COMPANY PROFIT SHARING SAVINGS PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01This submission is the final filingNo
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: L. E. WOOTEN & COMPANY PROFIT SHARING SAVINGS PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: L. E. WOOTEN & COMPANY PROFIT SHARING SAVINGS PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedYes
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: L. E. WOOTEN & COMPANY PROFIT SHARING SAVINGS PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: L. E. WOOTEN & COMPANY PROFIT SHARING SAVINGS PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: L. E. WOOTEN & COMPANY PROFIT SHARING SAVINGS PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: L. E. WOOTEN & COMPANY PROFIT SHARING SAVINGS PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: L. E. WOOTEN & COMPANY PROFIT SHARING SAVINGS 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: L. E. WOOTEN & COMPANY PROFIT SHARING SAVINGS 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: L. E. WOOTEN & COMPANY PROFIT SHARING SAVINGS 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: L. E. WOOTEN & COMPANY PROFIT SHARING SAVINGS 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: L. E. WOOTEN & COMPANY PROFIT SHARING SAVINGS 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: L. E. WOOTEN & COMPANY PROFIT SHARING SAVINGS PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedYes
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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