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| Plan Name | W R WELBORN & SON INC PROFIT SHARING PLAN |
| Plan identification number | 001 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
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| Company Name: | W R WELBORN & SON INC |
| Employer identification number (EIN): | 751760289 |
| NAIC Classification: | 237210 |
| NAIC Description: | Land Subdivision |
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 001 | 2022-05-01 | ||||
| 001 | 2021-05-01 | ||||
| 001 | 2020-05-01 | ||||
| 001 | 2019-05-01 | ||||
| 001 | 2018-05-01 | ||||
| 001 | 2017-05-01 | ||||
| 001 | 2016-05-01 | ||||
| 001 | 2015-05-01 | ||||
| 001 | 2014-05-01 | W. R. WELBORN | 2015-11-20 | ||
| 001 | 2013-05-01 | W. R. WELBORN | 2014-12-01 | ||
| 001 | 2012-05-01 | W. R. WELBORN | 2013-10-24 | ||
| 001 | 2011-05-01 | W. R. WELBORN | 2012-11-29 | ||
| 001 | 2010-05-01 | DAYNE WELBORN | |||
| 001 | 2009-05-01 | DAYNE WELBORN |
| Measure | Date | Value |
|---|---|---|
| 2010: W R WELBORN & SON INC PROFIT SHARING PLAN 2010 401k membership | ||
| Total participants, beginning-of-year | 2010-05-01 | 11 |
| Total number of active participants reported on line 7a of the Form 5500 | 2010-05-01 | 12 |
| Number of retired or separated participants receiving benefits | 2010-05-01 | 1 |
| Total of all active and inactive participants | 2010-05-01 | 13 |
| Total participants | 2010-05-01 | 13 |
| 2009: W R WELBORN & SON INC PROFIT SHARING PLAN 2009 401k membership | ||
| Total participants, beginning-of-year | 2009-05-01 | 11 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-05-01 | 10 |
| Number of retired or separated participants receiving benefits | 2009-05-01 | 1 |
| Total of all active and inactive participants | 2009-05-01 | 11 |
| Total participants | 2009-05-01 | 11 |
| Measure | Date | Value |
|---|---|---|
| 2011 : W R WELBORN & SON INC PROFIT SHARING PLAN 2011 401k financial data | ||
| Total income from all sources | 2011-04-30 | $263,504 |
| Expenses. Total of all expenses incurred | 2011-04-30 | $105,273 |
| Benefits paid (including direct rollovers) | 2011-04-30 | $87,886 |
| Total plan assets at end of year | 2011-04-30 | $2,073,053 |
| Total plan assets at beginning of year | 2011-04-30 | $1,914,822 |
| Expenses. Other expenses not covered elsewhere | 2011-04-30 | $17,387 |
| Other income received | 2011-04-30 | $232,359 |
| Net income (gross income less expenses) | 2011-04-30 | $158,231 |
| Net plan assets at end of year (total assets less liabilities) | 2011-04-30 | $2,073,053 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-04-30 | $1,914,822 |
| Total contributions received or receivable from employer(s) | 2011-04-30 | $31,145 |
| 2010: W R WELBORN & SON INC PROFIT SHARING PLAN 2010 form 5500 responses | ||
|---|---|---|
| 2010-05-01 | Type of plan entity | Single employer plan |
| 2010-05-01 | Plan funding arrangement – Trust | Yes |
| 2010-05-01 | Plan benefit arrangement - Trust | Yes |
| 2009: W R WELBORN & SON INC PROFIT SHARING PLAN 2009 form 5500 responses | ||
| 2009-05-01 | Type of plan entity | Single employer plan |
| 2009-05-01 | Plan funding arrangement – Trust | Yes |
| 2009-05-01 | Plan benefit arrangement - Trust | Yes |
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