401k Plan data: WILKINSON & WISEMAN, INC., 401K PSP plan

WILKINSON & WISEMAN, INC., 401K PSP 401k Plan overview

Plan Name	WILKINSON & WISEMAN, INC., 401K PSP
Plan identification number	002

WILKINSON & WISEMAN, INC., 401K PSP Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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

401k Sponsoring company profile

WILKINSON & WISEMAN, INC. has sponsored the creation of one or more 401k plans.

Company Name: WILKINSON & WISEMAN, INC.

Employer identification number (EIN): 621005149

NAIC Classification: 812210
NAIC Description: Funeral Homes and Funeral Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WILKINSON & WISEMAN, INC., 401K PSP

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2023-07-01 CHARLES WILKINSON 2024-07-26 CHARLES WILKINSON 2024-07-26
002 2022-07-01 CHARLES WILKINSON 2024-04-18 CHARLES WILKINSON 2024-04-18
002 2021-07-01 CHARLES WILKINSON 2023-01-31 CHARLES WILKINSON 2023-01-31
002 2020-07-01 CHARLES WILKINSON 2022-04-05 CHARLES WILKINSON 2022-04-05
002 2019-07-01 CHARLES WILKINSON 2021-04-13 CHARLES WILKINSON 2021-04-13
002 2018-07-01 CHARLES WILKINSON 2020-01-24 CHARLES WILKINSON 2020-01-24
002 2017-07-01 CHARLES WILKINSON 2018-10-12 CHARLES WILKINSON 2018-10-12
002 2016-07-01 CHARLES WILKINSON 2018-01-31
002 2015-07-01 CHARLES WILKINSON 2017-01-20
002 2015-07-01 CHARLES WILKINSON 2018-01-31
002 2015-07-01 CHARLES WILKINSON 2017-01-17
002 2014-07-01 CHARLES WILKINSON 2016-02-01
002 2013-07-01 CHARLES WILKINSON 2014-12-04
002 2012-07-01 CHARLES WILKINSON 2013-11-25
002 2011-07-01 CHARLES WILKINSON 2013-01-08
002 2010-07-01 CHARLES WILKINSON 2011-12-15

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2023-07-01	CHARLES WILKINSON	2024-07-26	CHARLES WILKINSON	2024-07-26
002	2022-07-01	CHARLES WILKINSON	2024-04-18	CHARLES WILKINSON	2024-04-18
002	2021-07-01	CHARLES WILKINSON	2023-01-31	CHARLES WILKINSON	2023-01-31
002	2020-07-01	CHARLES WILKINSON	2022-04-05	CHARLES WILKINSON	2022-04-05
002	2019-07-01	CHARLES WILKINSON	2021-04-13	CHARLES WILKINSON	2021-04-13
002	2018-07-01	CHARLES WILKINSON	2020-01-24	CHARLES WILKINSON	2020-01-24
002	2017-07-01	CHARLES WILKINSON	2018-10-12	CHARLES WILKINSON	2018-10-12
002	2016-07-01	CHARLES WILKINSON	2018-01-31
002	2015-07-01	CHARLES WILKINSON	2017-01-20
002	2015-07-01	CHARLES WILKINSON	2018-01-31
002	2015-07-01	CHARLES WILKINSON	2017-01-17
002	2014-07-01	CHARLES WILKINSON	2016-02-01
002	2013-07-01	CHARLES WILKINSON	2014-12-04
002	2012-07-01	CHARLES WILKINSON	2013-11-25
002	2011-07-01	CHARLES WILKINSON	2013-01-08
002	2010-07-01	CHARLES WILKINSON	2011-12-15

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Company Name:	WILKINSON & WISEMAN, INC.
Employer identification number (EIN):	621005149
NAIC Classification:	812210
NAIC Description:	Funeral Homes and Funeral Services