401k Plan data: ROY E. WILSON COMPANY PROFIT SHARING PLAN plan

ROY E. WILSON COMPANY PROFIT SHARING PLAN 401k Plan overview

Plan Name	ROY E. WILSON COMPANY PROFIT SHARING PLAN
Plan identification number	001

ROY E. WILSON COMPANY PROFIT SHARING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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

ROY E. WILSON COMPANY has sponsored the creation of one or more 401k plans.

Company Name: ROY E. WILSON COMPANY

Employer identification number (EIN): 580968371

NAIC Classification: 423600

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ROY E. WILSON COMPANY PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01
001 2022-01-01 DAN CENTER 2023-10-16 DAN CENTER 2023-10-16
001 2021-01-01 DAN CENTER 2022-10-17 DAN CENTER 2022-10-17
001 2020-01-01 DAN CENTER 2021-10-08 DAN CENTER 2021-10-08
001 2019-01-01 DAN CENTER 2020-09-09 DAN CENTER 2020-09-09
001 2018-10-01
001 2017-10-01
001 2016-10-01
001 2015-10-01
001 2014-10-01
001 2013-10-01
001 2012-10-01 ROBERT M. CHASTAIN
001 2011-10-01 ROBERT M. CHASTAIN
001 2010-10-01 ROBERT M. CHASTAIN
001 2009-10-01 ROBERT M. CHASTAIN

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2023-01-01
001	2022-01-01	DAN CENTER	2023-10-16	DAN CENTER	2023-10-16
001	2021-01-01	DAN CENTER	2022-10-17	DAN CENTER	2022-10-17
001	2020-01-01	DAN CENTER	2021-10-08	DAN CENTER	2021-10-08
001	2019-01-01	DAN CENTER	2020-09-09	DAN CENTER	2020-09-09
001	2018-10-01
001	2017-10-01
001	2016-10-01
001	2015-10-01
001	2014-10-01
001	2013-10-01
001	2012-10-01	ROBERT M. CHASTAIN
001	2011-10-01	ROBERT M. CHASTAIN
001	2010-10-01	ROBERT M. CHASTAIN
001	2009-10-01	ROBERT M. CHASTAIN

Plan Statistics for ROY E. WILSON COMPANY PROFIT SHARING PLAN

401k plan membership statisitcs for ROY E. WILSON COMPANY PROFIT SHARING PLAN

Measure Date Value
2023: ROY E. WILSON COMPANY PROFIT SHARING PLAN 2023 401k membership
Total participants, beginning-of-year 2023-01-01 21
Total number of active participants reported on line 7a of the Form 5500 2023-01-01 20
Number of retired or separated participants receiving benefits 2023-01-01 6
Number of other retired or separated participants entitled to future benefits 2023-01-01 0
Total of all active and inactive participants 2023-01-01 26
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2023-01-01 1
Total participants 2023-01-01 27
Number of participants with account balances 2023-01-01 20
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2023-01-01 0
2022: ROY E. WILSON COMPANY PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 18
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 11
Total of all active and inactive participants 2022-01-01 11
Total participants 2022-01-01 11
Number of participants with account balances 2022-01-01 11
2021: ROY E. WILSON COMPANY PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 19
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 18
Total of all active and inactive participants 2021-01-01 18
Total participants 2021-01-01 18
Number of participants with account balances 2021-01-01 17
2020: ROY E. WILSON COMPANY PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 19
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 19
Total of all active and inactive participants 2020-01-01 19
Total participants 2020-01-01 19
Number of participants with account balances 2020-01-01 18
2019: ROY E. WILSON COMPANY PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 18
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 19
Number of other retired or separated participants entitled to future benefits 2019-01-01 1
Total of all active and inactive participants 2019-01-01 20
Total participants 2019-01-01 20
Number of participants with account balances 2019-01-01 19
2018: ROY E. WILSON COMPANY PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year 2018-10-01 18
Total number of active participants reported on line 7a of the Form 5500 2018-10-01 18
Number of other retired or separated participants entitled to future benefits 2018-10-01 1
Total of all active and inactive participants 2018-10-01 19
Total participants 2018-10-01 19
Number of participants with account balances 2018-10-01 19
2017: ROY E. WILSON COMPANY PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year 2017-10-01 22
Total number of active participants reported on line 7a of the Form 5500 2017-10-01 18
Number of other retired or separated participants entitled to future benefits 2017-10-01 1
Total of all active and inactive participants 2017-10-01 19
Total participants 2017-10-01 19
Number of participants with account balances 2017-10-01 19
2016: ROY E. WILSON COMPANY PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year 2016-10-01 22
Total number of active participants reported on line 7a of the Form 5500 2016-10-01 18
Number of other retired or separated participants entitled to future benefits 2016-10-01 3
Total of all active and inactive participants 2016-10-01 21
Total participants 2016-10-01 21
Number of participants with account balances 2016-10-01 21
2015: ROY E. WILSON COMPANY PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-10-01 22
Total number of active participants reported on line 7a of the Form 5500 2015-10-01 19
Number of other retired or separated participants entitled to future benefits 2015-10-01 3
Total of all active and inactive participants 2015-10-01 22
Total participants 2015-10-01 22
Number of participants with account balances 2015-10-01 22
2014: ROY E. WILSON COMPANY PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-10-01 21
Total number of active participants reported on line 7a of the Form 5500 2014-10-01 19
Number of other retired or separated participants entitled to future benefits 2014-10-01 3
Total of all active and inactive participants 2014-10-01 22
Total participants 2014-10-01 22
Number of participants with account balances 2014-10-01 22
2013: ROY E. WILSON COMPANY PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-10-01 21
Total number of active participants reported on line 7a of the Form 5500 2013-10-01 18
Number of other retired or separated participants entitled to future benefits 2013-10-01 3
Total of all active and inactive participants 2013-10-01 21
Total participants 2013-10-01 21
Number of participants with account balances 2013-10-01 21
2012: ROY E. WILSON COMPANY PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-10-01 21
Total number of active participants reported on line 7a of the Form 5500 2012-10-01 17
Number of other retired or separated participants entitled to future benefits 2012-10-01 4
Total of all active and inactive participants 2012-10-01 21
Total participants 2012-10-01 21
Number of participants with account balances 2012-10-01 21
2011: ROY E. WILSON COMPANY PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-10-01 21
Total number of active participants reported on line 7a of the Form 5500 2011-10-01 18
Number of other retired or separated participants entitled to future benefits 2011-10-01 3
Total of all active and inactive participants 2011-10-01 21
Total participants 2011-10-01 21
Number of participants with account balances 2011-10-01 21
2010: ROY E. WILSON COMPANY PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year 2010-10-01 22
Total number of active participants reported on line 7a of the Form 5500 2010-10-01 18
Number of retired or separated participants receiving benefits 2010-10-01 0
Number of other retired or separated participants entitled to future benefits 2010-10-01 3
Total of all active and inactive participants 2010-10-01 21
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-10-01 0
Total participants 2010-10-01 21
Number of participants with account balances 2010-10-01 21
2009: ROY E. WILSON COMPANY PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-10-01 22
Total number of active participants reported on line 7a of the Form 5500 2009-10-01 18
Number of retired or separated participants receiving benefits 2009-10-01 1
Number of other retired or separated participants entitled to future benefits 2009-10-01 3
Total of all active and inactive participants 2009-10-01 22
Total participants 2009-10-01 22
Number of participants with account balances 2009-10-01 22

Measure	Date	Value
2023: ROY E. WILSON COMPANY PROFIT SHARING PLAN 2023 401k membership
Total participants, beginning-of-year	2023-01-01	21
Total number of active participants reported on line 7a of the Form 5500	2023-01-01	20
Number of retired or separated participants receiving benefits	2023-01-01	6
Number of other retired or separated participants entitled to future benefits	2023-01-01	0
Total of all active and inactive participants	2023-01-01	26
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2023-01-01	1
Total participants	2023-01-01	27
Number of participants with account balances	2023-01-01	20
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2023-01-01	0
2022: ROY E. WILSON COMPANY PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	18
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	11
Total of all active and inactive participants	2022-01-01	11
Total participants	2022-01-01	11
Number of participants with account balances	2022-01-01	11
2021: ROY E. WILSON COMPANY PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	19
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	18
Total of all active and inactive participants	2021-01-01	18
Total participants	2021-01-01	18
Number of participants with account balances	2021-01-01	17
2020: ROY E. WILSON COMPANY PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	19
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	19
Total of all active and inactive participants	2020-01-01	19
Total participants	2020-01-01	19
Number of participants with account balances	2020-01-01	18
2019: ROY E. WILSON COMPANY PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	18
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	19
Number of other retired or separated participants entitled to future benefits	2019-01-01	1
Total of all active and inactive participants	2019-01-01	20
Total participants	2019-01-01	20
Number of participants with account balances	2019-01-01	19
2018: ROY E. WILSON COMPANY PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year	2018-10-01	18
Total number of active participants reported on line 7a of the Form 5500	2018-10-01	18
Number of other retired or separated participants entitled to future benefits	2018-10-01	1
Total of all active and inactive participants	2018-10-01	19
Total participants	2018-10-01	19
Number of participants with account balances	2018-10-01	19
2017: ROY E. WILSON COMPANY PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year	2017-10-01	22
Total number of active participants reported on line 7a of the Form 5500	2017-10-01	18
Number of other retired or separated participants entitled to future benefits	2017-10-01	1
Total of all active and inactive participants	2017-10-01	19
Total participants	2017-10-01	19
Number of participants with account balances	2017-10-01	19
2016: ROY E. WILSON COMPANY PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year	2016-10-01	22
Total number of active participants reported on line 7a of the Form 5500	2016-10-01	18
Number of other retired or separated participants entitled to future benefits	2016-10-01	3
Total of all active and inactive participants	2016-10-01	21
Total participants	2016-10-01	21
Number of participants with account balances	2016-10-01	21
2015: ROY E. WILSON COMPANY PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-10-01	22
Total number of active participants reported on line 7a of the Form 5500	2015-10-01	19
Number of other retired or separated participants entitled to future benefits	2015-10-01	3
Total of all active and inactive participants	2015-10-01	22
Total participants	2015-10-01	22
Number of participants with account balances	2015-10-01	22
2014: ROY E. WILSON COMPANY PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-10-01	21
Total number of active participants reported on line 7a of the Form 5500	2014-10-01	19
Number of other retired or separated participants entitled to future benefits	2014-10-01	3
Total of all active and inactive participants	2014-10-01	22
Total participants	2014-10-01	22
Number of participants with account balances	2014-10-01	22
2013: ROY E. WILSON COMPANY PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-10-01	21
Total number of active participants reported on line 7a of the Form 5500	2013-10-01	18
Number of other retired or separated participants entitled to future benefits	2013-10-01	3
Total of all active and inactive participants	2013-10-01	21
Total participants	2013-10-01	21
Number of participants with account balances	2013-10-01	21
2012: ROY E. WILSON COMPANY PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-10-01	21
Total number of active participants reported on line 7a of the Form 5500	2012-10-01	17
Number of other retired or separated participants entitled to future benefits	2012-10-01	4
Total of all active and inactive participants	2012-10-01	21
Total participants	2012-10-01	21
Number of participants with account balances	2012-10-01	21
2011: ROY E. WILSON COMPANY PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-10-01	21
Total number of active participants reported on line 7a of the Form 5500	2011-10-01	18
Number of other retired or separated participants entitled to future benefits	2011-10-01	3
Total of all active and inactive participants	2011-10-01	21
Total participants	2011-10-01	21
Number of participants with account balances	2011-10-01	21
2010: ROY E. WILSON COMPANY PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year	2010-10-01	22
Total number of active participants reported on line 7a of the Form 5500	2010-10-01	18
Number of retired or separated participants receiving benefits	2010-10-01	0
Number of other retired or separated participants entitled to future benefits	2010-10-01	3
Total of all active and inactive participants	2010-10-01	21
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-10-01	0
Total participants	2010-10-01	21
Number of participants with account balances	2010-10-01	21
2009: ROY E. WILSON COMPANY PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-10-01	22
Total number of active participants reported on line 7a of the Form 5500	2009-10-01	18
Number of retired or separated participants receiving benefits	2009-10-01	1
Number of other retired or separated participants entitled to future benefits	2009-10-01	3
Total of all active and inactive participants	2009-10-01	22
Total participants	2009-10-01	22
Number of participants with account balances	2009-10-01	22

Financial Data on ROY E. WILSON COMPANY PROFIT SHARING PLAN

Measure	Date	Value
2023 : ROY E. WILSON COMPANY PROFIT SHARING PLAN 2023 401k financial data
Total income from all sources	2023-12-31	$1,239,172
Expenses. Total of all expenses incurred	2023-12-31	$319,568
Benefits paid (including direct rollovers)	2023-12-31	$294,541
Total plan assets at end of year	2023-12-31	$5,458,368
Total plan assets at beginning of year	2023-12-31	$4,538,764
Value of fidelity bond covering the plan	2023-12-31	$500,000
Total contributions received or receivable from participants	2023-12-31	$98,458
Other income received	2023-12-31	$1,104,134
Net income (gross income less expenses)	2023-12-31	$919,604
Net plan assets at end of year (total assets less liabilities)	2023-12-31	$5,458,368
Net plan assets at beginning of year (total assets less liabilities)	2023-12-31	$4,538,764
Total contributions received or receivable from employer(s)	2023-12-31	$36,580
Expenses. Administrative service providers (salaries,fees and commissions)	2023-12-31	$25,027
2022 : ROY E. WILSON COMPANY PROFIT SHARING PLAN 2022 401k financial data
Total income from all sources	2022-12-31	$-1,177,571
Expenses. Total of all expenses incurred	2022-12-31	$152,903
Benefits paid (including direct rollovers)	2022-12-31	$126,955
Total plan assets at end of year	2022-12-31	$4,538,764
Total plan assets at beginning of year	2022-12-31	$5,869,238
Value of fidelity bond covering the plan	2022-12-31	$500,000
Total contributions received or receivable from participants	2022-12-31	$147,090
Other income received	2022-12-31	$-1,324,661
Net income (gross income less expenses)	2022-12-31	$-1,330,474
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$4,538,764
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$5,869,238
Expenses. Administrative service providers (salaries,fees and commissions)	2022-12-31	$25,948
2021 : ROY E. WILSON COMPANY PROFIT SHARING PLAN 2021 401k financial data
Total income from all sources	2021-12-31	$792,694
Expenses. Total of all expenses incurred	2021-12-31	$118,671
Benefits paid (including direct rollovers)	2021-12-31	$91,907
Total plan assets at end of year	2021-12-31	$5,869,238
Total plan assets at beginning of year	2021-12-31	$5,195,215
Value of fidelity bond covering the plan	2021-12-31	$500,000
Total contributions received or receivable from participants	2021-12-31	$152,237
Other income received	2021-12-31	$640,457
Net income (gross income less expenses)	2021-12-31	$674,023
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$5,869,238
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$5,195,215
Expenses. Administrative service providers (salaries,fees and commissions)	2021-12-31	$26,764
2020 : ROY E. WILSON COMPANY PROFIT SHARING PLAN 2020 401k financial data
Total income from all sources	2020-12-31	$835,637
Expenses. Total of all expenses incurred	2020-12-31	$665,529
Benefits paid (including direct rollovers)	2020-12-31	$635,638
Total plan assets at end of year	2020-12-31	$5,195,215
Total plan assets at beginning of year	2020-12-31	$5,025,107
Value of fidelity bond covering the plan	2020-12-31	$500,000
Total contributions received or receivable from participants	2020-12-31	$107,472
Other income received	2020-12-31	$728,165
Net income (gross income less expenses)	2020-12-31	$170,108
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$5,195,215
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$5,025,107
Expenses. Administrative service providers (salaries,fees and commissions)	2020-12-31	$29,891
2019 : ROY E. WILSON COMPANY PROFIT SHARING PLAN 2019 401k financial data
Total income from all sources	2019-12-31	$2,514,214
Expenses. Total of all expenses incurred	2019-12-31	$10,786,351
Benefits paid (including direct rollovers)	2019-12-31	$10,726,511
Total plan assets at end of year	2019-12-31	$5,025,107
Total plan assets at beginning of year	2019-12-31	$13,297,244
Value of fidelity bond covering the plan	2019-12-31	$500,000
Other income received	2019-12-31	$2,514,214
Net income (gross income less expenses)	2019-12-31	$-8,272,137
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$5,025,107
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$13,297,244
Expenses. Administrative service providers (salaries,fees and commissions)	2019-12-31	$59,840
2018 : ROY E. WILSON COMPANY PROFIT SHARING PLAN 2018 401k financial data
Total income from all sources	2018-12-31	$-1,794,015
Expenses. Total of all expenses incurred	2018-12-31	$56,534
Benefits paid (including direct rollovers)	2018-12-31	$38,000
Total plan assets at end of year	2018-12-31	$13,297,244
Total plan assets at beginning of year	2018-12-31	$15,147,793
Value of fidelity bond covering the plan	2018-12-31	$500,000
Other income received	2018-12-31	$-1,839,704
Net income (gross income less expenses)	2018-12-31	$-1,850,549
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$13,297,244
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$15,147,793
Total contributions received or receivable from employer(s)	2018-12-31	$45,689
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$18,534
Total income from all sources	2018-09-30	$2,129,474
Expenses. Total of all expenses incurred	2018-09-30	$1,460,300
Benefits paid (including direct rollovers)	2018-09-30	$1,387,666
Total plan assets at end of year	2018-09-30	$15,147,793
Total plan assets at beginning of year	2018-09-30	$14,478,619
Value of fidelity bond covering the plan	2018-09-30	$500,000
Total contributions received or receivable from participants	2018-09-30	$99,188
Other income received	2018-09-30	$1,972,239
Net income (gross income less expenses)	2018-09-30	$669,174
Net plan assets at end of year (total assets less liabilities)	2018-09-30	$15,147,793
Net plan assets at beginning of year (total assets less liabilities)	2018-09-30	$14,478,619
Total contributions received or receivable from employer(s)	2018-09-30	$58,047
Expenses. Administrative service providers (salaries,fees and commissions)	2018-09-30	$72,634
2017 : ROY E. WILSON COMPANY PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources	2017-09-30	$2,236,092
Expenses. Total of all expenses incurred	2017-09-30	$451,294
Benefits paid (including direct rollovers)	2017-09-30	$387,174
Total plan assets at end of year	2017-09-30	$14,478,619
Total plan assets at beginning of year	2017-09-30	$12,693,821
Value of fidelity bond covering the plan	2017-09-30	$500,000
Total contributions received or receivable from participants	2017-09-30	$86,040
Other income received	2017-09-30	$2,041,560
Net income (gross income less expenses)	2017-09-30	$1,784,798
Net plan assets at end of year (total assets less liabilities)	2017-09-30	$14,478,619
Net plan assets at beginning of year (total assets less liabilities)	2017-09-30	$12,693,821
Total contributions received or receivable from employer(s)	2017-09-30	$108,492
Expenses. Administrative service providers (salaries,fees and commissions)	2017-09-30	$64,120
2016 : ROY E. WILSON COMPANY PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources	2016-09-30	$1,681,835
Expenses. Total of all expenses incurred	2016-09-30	$338,985
Benefits paid (including direct rollovers)	2016-09-30	$280,872
Total plan assets at end of year	2016-09-30	$12,693,821
Total plan assets at beginning of year	2016-09-30	$11,350,971
Value of fidelity bond covering the plan	2016-09-30	$500,000
Total contributions received or receivable from participants	2016-09-30	$103,502
Other income received	2016-09-30	$1,467,982
Net income (gross income less expenses)	2016-09-30	$1,342,850
Net plan assets at end of year (total assets less liabilities)	2016-09-30	$12,693,821
Net plan assets at beginning of year (total assets less liabilities)	2016-09-30	$11,350,971
Total contributions received or receivable from employer(s)	2016-09-30	$110,351
Expenses. Administrative service providers (salaries,fees and commissions)	2016-09-30	$58,113
2015 : ROY E. WILSON COMPANY PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources	2015-09-30	$202,402
Expenses. Total of all expenses incurred	2015-09-30	$307,567
Benefits paid (including direct rollovers)	2015-09-30	$249,075
Total plan assets at end of year	2015-09-30	$11,350,971
Total plan assets at beginning of year	2015-09-30	$11,456,136
Value of fidelity bond covering the plan	2015-09-30	$500,000
Total contributions received or receivable from participants	2015-09-30	$99,580
Other income received	2015-09-30	$-9,129
Net income (gross income less expenses)	2015-09-30	$-105,165
Net plan assets at end of year (total assets less liabilities)	2015-09-30	$11,350,971
Net plan assets at beginning of year (total assets less liabilities)	2015-09-30	$11,456,136
Total contributions received or receivable from employer(s)	2015-09-30	$111,951
Expenses. Administrative service providers (salaries,fees and commissions)	2015-09-30	$58,492
2014 : ROY E. WILSON COMPANY PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources	2014-09-30	$1,477,873
Expenses. Total of all expenses incurred	2014-09-30	$255,140
Benefits paid (including direct rollovers)	2014-09-30	$202,218
Total plan assets at end of year	2014-09-30	$11,456,136
Total plan assets at beginning of year	2014-09-30	$10,233,403
Value of fidelity bond covering the plan	2014-09-30	$500,000
Total contributions received or receivable from participants	2014-09-30	$104,202
Other income received	2014-09-30	$1,283,687
Net income (gross income less expenses)	2014-09-30	$1,222,733
Net plan assets at end of year (total assets less liabilities)	2014-09-30	$11,456,136
Net plan assets at beginning of year (total assets less liabilities)	2014-09-30	$10,233,403
Total contributions received or receivable from employer(s)	2014-09-30	$89,984
Expenses. Administrative service providers (salaries,fees and commissions)	2014-09-30	$52,922
2013 : ROY E. WILSON COMPANY PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources	2013-09-30	$2,024,455
Expenses. Total of all expenses incurred	2013-09-30	$221,336
Benefits paid (including direct rollovers)	2013-09-30	$177,075
Total plan assets at end of year	2013-09-30	$10,233,403
Total plan assets at beginning of year	2013-09-30	$8,430,284
Value of fidelity bond covering the plan	2013-09-30	$500,000
Total contributions received or receivable from participants	2013-09-30	$72,183
Other income received	2013-09-30	$1,858,931
Net income (gross income less expenses)	2013-09-30	$1,803,119
Net plan assets at end of year (total assets less liabilities)	2013-09-30	$10,233,403
Net plan assets at beginning of year (total assets less liabilities)	2013-09-30	$8,430,284
Total contributions received or receivable from employer(s)	2013-09-30	$93,341
Expenses. Administrative service providers (salaries,fees and commissions)	2013-09-30	$44,261
2012 : ROY E. WILSON COMPANY PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources	2012-09-30	$1,722,663
Expenses. Total of all expenses incurred	2012-09-30	$200,267
Benefits paid (including direct rollovers)	2012-09-30	$162,593
Total plan assets at end of year	2012-09-30	$8,430,284
Total plan assets at beginning of year	2012-09-30	$6,907,888
Value of fidelity bond covering the plan	2012-09-30	$500,000
Total contributions received or receivable from participants	2012-09-30	$75,214
Other income received	2012-09-30	$1,551,475
Net income (gross income less expenses)	2012-09-30	$1,522,396
Net plan assets at end of year (total assets less liabilities)	2012-09-30	$8,430,284
Net plan assets at beginning of year (total assets less liabilities)	2012-09-30	$6,907,888
Total contributions received or receivable from employer(s)	2012-09-30	$95,974
Expenses. Administrative service providers (salaries,fees and commissions)	2012-09-30	$37,674
2011 : ROY E. WILSON COMPANY PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources	2011-09-30	$115,296
Expenses. Total of all expenses incurred	2011-09-30	$181,915
Benefits paid (including direct rollovers)	2011-09-30	$144,785
Total plan assets at end of year	2011-09-30	$6,907,888
Total plan assets at beginning of year	2011-09-30	$6,974,507
Value of fidelity bond covering the plan	2011-09-30	$500,000
Total contributions received or receivable from participants	2011-09-30	$40,840
Other income received	2011-09-30	$-8,400
Net income (gross income less expenses)	2011-09-30	$-66,619
Net plan assets at end of year (total assets less liabilities)	2011-09-30	$6,907,888
Net plan assets at beginning of year (total assets less liabilities)	2011-09-30	$6,974,507
Total contributions received or receivable from employer(s)	2011-09-30	$82,856
Expenses. Administrative service providers (salaries,fees and commissions)	2011-09-30	$37,130

Form 5500 Responses for ROY E. WILSON COMPANY PROFIT SHARING PLAN

2023: ROY E. WILSON COMPANY PROFIT SHARING PLAN 2023 form 5500 responses
2023-01-01	Type of plan entity	Single employer plan
2023-01-01	Submission has been amended	No
2023-01-01	This submission is the final filing	No
2023-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2023-01-01	Plan is a collectively bargained plan	No
2023-01-01	Plan funding arrangement – Trust	Yes
2023-01-01	Plan benefit arrangement - Trust	Yes
2022: ROY E. WILSON COMPANY PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: ROY E. WILSON COMPANY PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: ROY E. WILSON COMPANY PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: ROY E. WILSON COMPANY PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: ROY E. WILSON COMPANY PROFIT SHARING PLAN 2018 form 5500 responses
2018-10-01	Type of plan entity	Single employer plan
2018-10-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2018-10-01	Plan funding arrangement – Trust	Yes
2018-10-01	Plan benefit arrangement - Trust	Yes
2017: ROY E. WILSON COMPANY PROFIT SHARING PLAN 2017 form 5500 responses
2017-10-01	Type of plan entity	Single employer plan
2017-10-01	Plan funding arrangement – Trust	Yes
2017-10-01	Plan benefit arrangement - Trust	Yes
2016: ROY E. WILSON COMPANY PROFIT SHARING PLAN 2016 form 5500 responses
2016-10-01	Type of plan entity	Single employer plan
2016-10-01	Plan funding arrangement – Trust	Yes
2016-10-01	Plan benefit arrangement - Trust	Yes
2015: ROY E. WILSON COMPANY PROFIT SHARING PLAN 2015 form 5500 responses
2015-10-01	Type of plan entity	Single employer plan
2015-10-01	Plan funding arrangement – Trust	Yes
2015-10-01	Plan benefit arrangement - Trust	Yes
2014: ROY E. WILSON COMPANY PROFIT SHARING PLAN 2014 form 5500 responses
2014-10-01	Type of plan entity	Single employer plan
2014-10-01	Plan funding arrangement – Trust	Yes
2014-10-01	Plan benefit arrangement - Trust	Yes
2013: ROY E. WILSON COMPANY PROFIT SHARING PLAN 2013 form 5500 responses
2013-10-01	Type of plan entity	Single employer plan
2013-10-01	Plan funding arrangement – Trust	Yes
2013-10-01	Plan benefit arrangement - Trust	Yes
2012: ROY E. WILSON COMPANY PROFIT SHARING PLAN 2012 form 5500 responses
2012-10-01	Type of plan entity	Single employer plan
2012-10-01	Plan funding arrangement – Trust	Yes
2012-10-01	Plan benefit arrangement - Trust	Yes
2011: ROY E. WILSON COMPANY PROFIT SHARING PLAN 2011 form 5500 responses
2011-10-01	Type of plan entity	Single employer plan
2011-10-01	Plan funding arrangement – Trust	Yes
2011-10-01	Plan benefit arrangement - Trust	Yes
2010: ROY E. WILSON COMPANY PROFIT SHARING PLAN 2010 form 5500 responses
2010-10-01	Type of plan entity	Single employer plan
2010-10-01	Plan funding arrangement – Trust	Yes
2010-10-01	Plan benefit arrangement - Trust	Yes
2009: ROY E. WILSON COMPANY PROFIT SHARING PLAN 2009 form 5500 responses
2009-10-01	Type of plan entity	Single employer plan
2009-10-01	This submission is the final filing	No
2009-10-01	Plan funding arrangement – Trust	Yes
2009-10-01	Plan benefit arrangement - Trust	Yes

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Company Name:	ROY E. WILSON COMPANY
Employer identification number (EIN):	580968371
NAIC Classification:	423600