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WRIGHT & MCGILL COMPANY 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameWRIGHT & MCGILL COMPANY 401(K) PROFIT SHARING PLAN
Plan identification number 001

WRIGHT & MCGILL COMPANY 401(K) PROFIT SHARING 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

WRIGHT & MCGILL COMPANY has sponsored the creation of one or more 401k plans.

Company Name:WRIGHT & MCGILL COMPANY
Employer identification number (EIN):840357930
NAIC Classification:339900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WRIGHT & MCGILL COMPANY 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01DEE ANNA UNTCH
0012017-01-01DEE ANNA UNTCH DEE ANNA UNTCH2018-07-05
0012016-01-01CORY STEELE
0012015-01-01CORY STEELE
0012014-01-01CORY STEELE
0012013-01-01CORY STEELE
0012012-01-01CORY STEELE
0012011-01-01CORY STEELE
0012010-01-01DONN SCHAIBLE
0012009-01-01DONN SCHAIBLE DONN SCHAIBLE2010-07-01

Plan Statistics for WRIGHT & MCGILL COMPANY 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for WRIGHT & MCGILL COMPANY 401(K) PROFIT SHARING PLAN

Measure Date Value
2023: WRIGHT & MCGILL COMPANY 401(K) PROFIT SHARING PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-01287
Total number of active participants reported on line 7a of the Form 55002023-01-01194
Number of retired or separated participants receiving benefits2023-01-010
Number of other retired or separated participants entitled to future benefits2023-01-0149
Total of all active and inactive participants2023-01-01243
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-015
Total participants2023-01-01248
Number of participants with account balances2023-01-01245
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-0122
2022: WRIGHT & MCGILL COMPANY 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01279
Total number of active participants reported on line 7a of the Form 55002022-01-01210
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0150
Total of all active and inactive participants2022-01-01260
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-014
Total participants2022-01-01264
Number of participants with account balances2022-01-01256
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0153
2021: WRIGHT & MCGILL COMPANY 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01275
Total number of active participants reported on line 7a of the Form 55002021-01-01214
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0144
Total of all active and inactive participants2021-01-01258
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-015
Total participants2021-01-01263
Number of participants with account balances2021-01-01261
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0133
2020: WRIGHT & MCGILL COMPANY 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01292
Total number of active participants reported on line 7a of the Form 55002020-01-01216
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0144
Total of all active and inactive participants2020-01-01260
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-018
Total participants2020-01-01268
Number of participants with account balances2020-01-01267
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0120
2019: WRIGHT & MCGILL COMPANY 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01273
Total number of active participants reported on line 7a of the Form 55002019-01-01219
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0151
Total of all active and inactive participants2019-01-01270
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-015
Total participants2019-01-01275
Number of participants with account balances2019-01-01274
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-015
2018: WRIGHT & MCGILL COMPANY 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01269
Total number of active participants reported on line 7a of the Form 55002018-01-01216
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0148
Total of all active and inactive participants2018-01-01264
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-014
Total participants2018-01-01268
Number of participants with account balances2018-01-01268
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-014
2017: WRIGHT & MCGILL COMPANY 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01266
Total number of active participants reported on line 7a of the Form 55002017-01-01215
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0145
Total of all active and inactive participants2017-01-01260
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-015
Total participants2017-01-01265
Number of participants with account balances2017-01-01265
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-017
2016: WRIGHT & MCGILL COMPANY 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01246
Total number of active participants reported on line 7a of the Form 55002016-01-01208
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0147
Total of all active and inactive participants2016-01-01255
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-017
Total participants2016-01-01262
Number of participants with account balances2016-01-01262
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-018
2015: WRIGHT & MCGILL COMPANY 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01229
Total number of active participants reported on line 7a of the Form 55002015-01-01208
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0134
Total of all active and inactive participants2015-01-01242
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-013
Total participants2015-01-01245
Number of participants with account balances2015-01-01245
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-015
2014: WRIGHT & MCGILL COMPANY 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01241
Total number of active participants reported on line 7a of the Form 55002014-01-01198
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0127
Total of all active and inactive participants2014-01-01225
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-012
Total participants2014-01-01227
Number of participants with account balances2014-01-01225
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-016
2013: WRIGHT & MCGILL COMPANY 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01254
Total number of active participants reported on line 7a of the Form 55002013-01-01213
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0123
Total of all active and inactive participants2013-01-01236
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-013
Total participants2013-01-01239
Number of participants with account balances2013-01-01239
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-016
2012: WRIGHT & MCGILL COMPANY 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01231
Total number of active participants reported on line 7a of the Form 55002012-01-01232
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0116
Total of all active and inactive participants2012-01-01248
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-013
Total participants2012-01-01251
Number of participants with account balances2012-01-01245
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-016
2011: WRIGHT & MCGILL COMPANY 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01229
Total number of active participants reported on line 7a of the Form 55002011-01-01211
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0116
Total of all active and inactive participants2011-01-01227
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-014
Total participants2011-01-01231
Number of participants with account balances2011-01-01212
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-013
2010: WRIGHT & MCGILL COMPANY 401(K) PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01226
Total number of active participants reported on line 7a of the Form 55002010-01-01212
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0113
Total of all active and inactive participants2010-01-01225
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-013
Total participants2010-01-01228
Number of participants with account balances2010-01-01226
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-014
2009: WRIGHT & MCGILL COMPANY 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01239
Total number of active participants reported on line 7a of the Form 55002009-01-01206
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0119
Total of all active and inactive participants2009-01-01225
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01225
Number of participants with account balances2009-01-01222
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0110

Financial Data on WRIGHT & MCGILL COMPANY 401(K) PROFIT SHARING PLAN

Measure Date Value
2023 : WRIGHT & MCGILL COMPANY 401(K) PROFIT SHARING PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets2023-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total income from all sources (including contributions)2023-12-31$5,236,617
Total loss/gain on sale of assets2023-12-31$0
Total of all expenses incurred2023-12-31$2,507,887
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$2,414,608
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$1,925,758
Value of total assets at end of year2023-12-31$21,040,630
Value of total assets at beginning of year2023-12-31$18,311,900
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$93,279
Total interest from all sources2023-12-31$17,195
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$250,004
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2023-12-31$250,004
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$500,000
If this is an individual account plan, was there a blackout period2023-12-31No
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Contributions received from participants2023-12-31$1,305,425
Participant contributions at end of year2023-12-31$357,458
Participant contributions at beginning of year2023-12-31$377,690
Income. Received or receivable in cash from other sources (including rollovers)2023-12-31$248,154
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2023-12-31$207
Other income not declared elsewhere2023-12-31$33,495
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Value of net income/loss2023-12-31$2,728,730
Value of net assets at end of year (total assets less liabilities)2023-12-31$21,040,630
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$18,311,900
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-31No
Were any leases to which the plan was party in default or uncollectible2023-12-31No
Investment advisory and management fees2023-12-31$29,500
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$16,426,070
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$13,925,190
Interest on participant loans2023-12-31$17,195
Value of interest in common/collective trusts at end of year2023-12-31$4,257,102
Value of interest in common/collective trusts at beginning of year2023-12-31$3,963,259
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-12-31$2,579,812
Net investment gain or loss from common/collective trusts2023-12-31$430,353
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31No
Was there a failure to transmit to the plan any participant contributions2023-12-31No
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Contributions received in cash from employer2023-12-31$372,179
Employer contributions (assets) at beginning of year2023-12-31$45,761
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$2,414,401
Contract administrator fees2023-12-31$63,779
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31PLANTE & MORAN, PLLC
Accountancy firm EIN2023-12-31381357951
2022 : WRIGHT & MCGILL COMPANY 401(K) PROFIT SHARING PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$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$0
Total income from all sources (including contributions)2022-12-31$-1,923,741
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$2,685,092
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$2,602,317
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,737,977
Value of total assets at end of year2022-12-31$18,311,900
Value of total assets at beginning of year2022-12-31$22,920,733
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$82,775
Total interest from all sources2022-12-31$15,220
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$222,415
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$222,415
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
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$1,284,602
Participant contributions at end of year2022-12-31$377,690
Participant contributions at beginning of year2022-12-31$380,042
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$59,291
Other income not declared elsewhere2022-12-31$33,751
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-4,608,833
Value of net assets at end of year (total assets less liabilities)2022-12-31$18,311,900
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$22,920,733
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
Investment advisory and management fees2022-12-31$20,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$13,925,190
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$18,861,011
Interest on participant loans2022-12-31$15,220
Value of interest in common/collective trusts at end of year2022-12-31$3,963,259
Value of interest in common/collective trusts at beginning of year2022-12-31$3,529,680
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-3,519,679
Net investment gain or loss from common/collective trusts2022-12-31$-413,425
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
Contributions received in cash from employer2022-12-31$394,084
Employer contributions (assets) at end of year2022-12-31$45,761
Employer contributions (assets) at beginning of year2022-12-31$150,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$2,602,317
Contract administrator fees2022-12-31$62,775
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
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31PLANTE & MORAN, PLLC
Accountancy firm EIN2022-12-31381357951
2021 : WRIGHT & MCGILL COMPANY 401(K) PROFIT SHARING PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$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
Total income from all sources (including contributions)2021-12-31$4,986,039
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$2,145,619
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$2,081,221
Expenses. Certain deemed distributions of participant loans2021-12-31$557
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$2,341,510
Value of total assets at end of year2021-12-31$22,920,733
Value of total assets at beginning of year2021-12-31$20,080,313
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$63,841
Total interest from all sources2021-12-31$19,245
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$173,911
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$173,911
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$1,229,459
Participant contributions at end of year2021-12-31$380,042
Participant contributions at beginning of year2021-12-31$486,619
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$514,948
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2021-12-31$2,320
Other income not declared elsewhere2021-12-31$24,591
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
Value of net income/loss2021-12-31$2,840,420
Value of net assets at end of year (total assets less liabilities)2021-12-31$22,920,733
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$20,080,313
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$18,861,011
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$15,981,196
Interest on participant loans2021-12-31$19,245
Value of interest in common/collective trusts at end of year2021-12-31$3,529,680
Value of interest in common/collective trusts at beginning of year2021-12-31$3,605,572
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$2,176,011
Net investment gain or loss from common/collective trusts2021-12-31$250,771
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
Contributions received in cash from employer2021-12-31$597,103
Employer contributions (assets) at end of year2021-12-31$150,000
Employer contributions (assets) at beginning of year2021-12-31$6,926
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$2,078,901
Contract administrator fees2021-12-31$63,841
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
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31PLANTE & MORAN, PLLC
Accountancy firm EIN2021-12-31381357951
2020 : WRIGHT & MCGILL COMPANY 401(K) PROFIT SHARING 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 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$4,885,643
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$1,018,730
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$972,629
Expenses. Certain deemed distributions of participant loans2020-12-31$0
Value of total corrective distributions2020-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,694,044
Value of total assets at end of year2020-12-31$20,080,313
Value of total assets at beginning of year2020-12-31$16,213,400
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$46,101
Total income from rents2020-12-31$0
Total interest from all sources2020-12-31$24,686
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$130,330
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$130,330
Administrative expenses professional fees incurred2020-12-31$0
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Amount of non-exempt transactions with any party-in-interest2020-12-31$0
Contributions received from participants2020-12-31$1,127,429
Participant contributions at end of year2020-12-31$486,619
Participant contributions at beginning of year2020-12-31$520,997
Participant contributions at end of year2020-12-31$0
Participant contributions at beginning of year2020-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$120,063
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
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$0
Other income not declared elsewhere2020-12-31$1,580
Administrative expenses (other) incurred2020-12-31$42,297
Liabilities. Value of operating payables at beginning of year2020-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Income. Non cash contributions2020-12-31$0
Value of net income/loss2020-12-31$3,866,913
Value of net assets at end of year (total assets less liabilities)2020-12-31$20,080,313
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$16,213,400
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
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2020-12-31$0
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the 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$15,981,196
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$11,229,573
Interest on participant loans2020-12-31$24,686
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 common/collective trusts at end of year2020-12-31$3,605,572
Value of interest in common/collective trusts at beginning of year2020-12-31$4,462,830
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$2,720,583
Net investment gain/loss from pooled separate accounts2020-12-31$0
Net investment gain or loss from common/collective trusts2020-12-31$314,420
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
Contributions received in cash from employer2020-12-31$446,552
Employer contributions (assets) at end of year2020-12-31$6,926
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$972,629
Contract administrator fees2020-12-31$3,804
Liabilities. Value of benefit claims payable 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 beginning of year2020-12-31$0
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31PLANTE & MORAN, PLLC
Accountancy firm EIN2020-12-31381357951
2019 : WRIGHT & MCGILL COMPANY 401(K) PROFIT SHARING 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$4,194,458
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$1,782,708
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,732,873
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,452,985
Value of total assets at end of year2019-12-31$16,213,400
Value of total assets at beginning of year2019-12-31$13,801,650
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$49,835
Total interest from all sources2019-12-31$22,167
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$177,656
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$177,656
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$1,039,064
Participant contributions at end of year2019-12-31$520,997
Participant contributions at beginning of year2019-12-31$482,177
Other income not declared elsewhere2019-12-31$31
Administrative expenses (other) incurred2019-12-31$49,835
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$2,411,750
Value of net assets at end of year (total assets less liabilities)2019-12-31$16,213,400
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$13,801,650
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 end of year2019-12-31$11,229,573
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$9,840,499
Interest on participant loans2019-12-31$22,167
Value of interest in common/collective trusts at end of year2019-12-31$4,462,830
Value of interest in common/collective trusts at beginning of year2019-12-31$3,478,974
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$2,275,559
Net investment gain or loss from common/collective trusts2019-12-31$266,060
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$413,921
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,732,873
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)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31PLANTE & MORAN, PLLC
Accountancy firm EIN2019-12-31381357951
2018 : WRIGHT & MCGILL COMPANY 401(K) PROFIT SHARING 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$752,939
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$2,227,588
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$2,176,109
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,375,112
Value of total assets at end of year2018-12-31$13,801,650
Value of total assets at beginning of year2018-12-31$15,276,299
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$51,479
Total interest from all sources2018-12-31$18,705
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$131,604
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$131,604
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$952,370
Participant contributions at end of year2018-12-31$482,177
Participant contributions at beginning of year2018-12-31$454,100
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$13,770
Other income not declared elsewhere2018-12-31$3
Administrative expenses (other) incurred2018-12-31$51,479
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-1,474,649
Value of net assets at end of year (total assets less liabilities)2018-12-31$13,801,650
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$15,276,299
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$9,840,499
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$10,448,315
Interest on participant loans2018-12-31$18,705
Value of interest in common/collective trusts at end of year2018-12-31$3,478,974
Value of interest in common/collective trusts at beginning of year2018-12-31$4,373,884
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-780,133
Net investment gain or loss from common/collective trusts2018-12-31$7,648
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$408,972
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$2,176,109
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 name2018-12-31PLANTE & MORAN, PLLC
Accountancy firm EIN2018-12-31381357951
2017 : WRIGHT & MCGILL COMPANY 401(K) PROFIT SHARING 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$3,410,472
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$3,160,273
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$3,109,975
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,329,682
Value of total assets at end of year2017-12-31$15,276,299
Value of total assets at beginning of year2017-12-31$15,026,100
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$50,298
Total interest from all sources2017-12-31$16,883
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$122,384
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$122,384
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
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$893,696
Participant contributions at end of year2017-12-31$454,100
Participant contributions at beginning of year2017-12-31$478,657
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$33,868
Administrative expenses (other) incurred2017-12-31$50,298
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$250,199
Value of net assets at end of year (total assets less liabilities)2017-12-31$15,276,299
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$15,026,100
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$10,448,315
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$10,144,263
Interest on participant loans2017-12-31$16,883
Value of interest in common/collective trusts at end of year2017-12-31$4,373,884
Value of interest in common/collective trusts at beginning of year2017-12-31$4,403,180
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$1,670,378
Net investment gain or loss from common/collective trusts2017-12-31$271,145
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$402,118
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$3,109,975
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 name2017-12-31EKS&H, LLLP
Accountancy firm EIN2017-12-31461497033
2016 : WRIGHT & MCGILL COMPANY 401(K) PROFIT SHARING 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$2,274,496
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$1,396,044
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,344,136
Value of total corrective distributions2016-12-31$1,614
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,265,648
Value of total assets at end of year2016-12-31$15,026,100
Value of total assets at beginning of year2016-12-31$14,147,648
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$50,294
Total interest from all sources2016-12-31$16,405
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$124,985
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$124,985
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
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$868,256
Participant contributions at end of year2016-12-31$478,657
Participant contributions at beginning of year2016-12-31$492,676
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$2,155
Other income not declared elsewhere2016-12-31$196
Administrative expenses (other) incurred2016-12-31$50,294
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$878,452
Value of net assets at end of year (total assets less liabilities)2016-12-31$15,026,100
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$14,147,648
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$10,144,263
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$9,602,532
Interest on participant loans2016-12-31$16,405
Value of interest in common/collective trusts at end of year2016-12-31$4,403,180
Value of interest in common/collective trusts at beginning of year2016-12-31$4,052,440
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$682,607
Net investment gain or loss from common/collective trusts2016-12-31$184,655
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$395,237
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$1,344,136
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 name2016-12-31EKS&H, LLP
Accountancy firm EIN2016-12-31461497033
2015 : WRIGHT & MCGILL COMPANY 401(K) PROFIT SHARING 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$1,179,728
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$1,955,973
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$1,911,035
Expenses. Certain deemed distributions of participant loans2015-12-31$-1,652
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,100,101
Value of total assets at end of year2015-12-31$14,147,648
Value of total assets at beginning of year2015-12-31$14,923,893
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$46,590
Total interest from all sources2015-12-31$16,910
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$103,859
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$103,859
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
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$832,286
Participant contributions at end of year2015-12-31$492,676
Participant contributions at beginning of year2015-12-31$500,680
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$92,651
Other income not declared elsewhere2015-12-31$708
Administrative expenses (other) incurred2015-12-31$46,590
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-776,245
Value of net assets at end of year (total assets less liabilities)2015-12-31$14,147,648
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$14,923,893
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$9,602,532
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$10,543,291
Interest on participant loans2015-12-31$16,910
Value of interest in common/collective trusts at end of year2015-12-31$4,052,440
Value of interest in common/collective trusts at beginning of year2015-12-31$3,879,922
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-78,249
Net investment gain or loss from common/collective trusts2015-12-31$36,399
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$175,164
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$1,911,035
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 name2015-12-31EKS&H, LLP
Accountancy firm EIN2015-12-31461497033
2014 : WRIGHT & MCGILL COMPANY 401(K) PROFIT SHARING 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$1,671,738
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$1,212,323
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$1,181,560
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$971,484
Value of total assets at end of year2014-12-31$14,923,893
Value of total assets at beginning of year2014-12-31$14,464,478
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$30,763
Total interest from all sources2014-12-31$17,232
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$433,008
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$433,008
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$779,770
Participant contributions at end of year2014-12-31$500,680
Participant contributions at beginning of year2014-12-31$575,300
Administrative expenses (other) incurred2014-12-31$30,763
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$459,415
Value of net assets at end of year (total assets less liabilities)2014-12-31$14,923,893
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$14,464,478
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$10,543,291
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$10,070,249
Interest on participant loans2014-12-31$17,232
Value of interest in common/collective trusts at end of year2014-12-31$3,879,922
Value of interest in common/collective trusts at beginning of year2014-12-31$3,818,929
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$183,254
Net investment gain or loss from common/collective trusts2014-12-31$66,760
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$191,714
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$1,181,560
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 name2014-12-31EKS&H, LLP
Accountancy firm EIN2014-12-31461497033
2013 : WRIGHT & MCGILL COMPANY 401(K) PROFIT SHARING 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$2,519,516
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$737,440
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$708,369
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$952,587
Value of total assets at end of year2013-12-31$14,464,478
Value of total assets at beginning of year2013-12-31$12,682,402
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$29,071
Total interest from all sources2013-12-31$14,704
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$349,616
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$349,616
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$755,885
Participant contributions at end of year2013-12-31$575,300
Participant contributions at beginning of year2013-12-31$453,916
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$17,865
Other income not declared elsewhere2013-12-31$14
Administrative expenses (other) incurred2013-12-31$29,071
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$1,782,076
Value of net assets at end of year (total assets less liabilities)2013-12-31$14,464,478
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$12,682,402
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$10,070,249
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$8,311,428
Interest on participant loans2013-12-31$14,704
Value of interest in common/collective trusts at end of year2013-12-31$3,818,929
Value of interest in common/collective trusts at beginning of year2013-12-31$3,917,058
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$1,073,595
Net investment gain or loss from common/collective trusts2013-12-31$129,000
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$178,837
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$708,369
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 name2013-12-31EKSH, LLP
Accountancy firm EIN2013-12-31461497033
2012 : WRIGHT & MCGILL COMPANY 401(K) PROFIT SHARING 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$1,793,170
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$548,384
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$520,703
Value of total corrective distributions2012-12-31$261
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$875,390
Value of total assets at end of year2012-12-31$12,682,402
Value of total assets at beginning of year2012-12-31$11,437,616
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$27,420
Total interest from all sources2012-12-31$15,119
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$219,697
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$219,697
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$684,525
Participant contributions at end of year2012-12-31$453,916
Participant contributions at beginning of year2012-12-31$392,529
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$11,317
Other income not declared elsewhere2012-12-31$664
Administrative expenses (other) incurred2012-12-31$27,420
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$1,244,786
Value of net assets at end of year (total assets less liabilities)2012-12-31$12,682,402
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$11,437,616
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$8,311,428
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$7,249,821
Interest on participant loans2012-12-31$15,119
Value of interest in common/collective trusts at end of year2012-12-31$3,917,058
Value of interest in common/collective trusts at beginning of year2012-12-31$3,795,266
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$603,347
Net investment gain or loss from common/collective trusts2012-12-31$78,953
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$179,548
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$520,703
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 name2012-12-31EKS&H LLLP
Accountancy firm EIN2012-12-31461497033
2011 : WRIGHT & MCGILL COMPANY 401(K) PROFIT SHARING 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$650,618
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$563,822
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$537,849
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$857,407
Value of total assets at end of year2011-12-31$11,437,616
Value of total assets at beginning of year2011-12-31$11,350,820
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$25,973
Total interest from all sources2011-12-31$14,536
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$113,261
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$113,261
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
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$652,515
Participant contributions at end of year2011-12-31$392,529
Participant contributions at beginning of year2011-12-31$426,271
Other income not declared elsewhere2011-12-31$24,848
Administrative expenses (other) incurred2011-12-31$25,973
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$86,796
Value of net assets at end of year (total assets less liabilities)2011-12-31$11,437,616
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$11,350,820
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$7,249,821
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$7,846,007
Interest on participant loans2011-12-31$14,536
Value of interest in common/collective trusts at end of year2011-12-31$3,795,266
Value of interest in common/collective trusts at beginning of year2011-12-31$3,078,542
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-417,986
Net investment gain or loss from common/collective trusts2011-12-31$58,552
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$204,892
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$537,849
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 name2011-12-31EHRHARDT, KEEFE, STEINER & HOTTMAN
Accountancy firm EIN2011-12-31840869721
2010 : WRIGHT & MCGILL COMPANY 401(K) PROFIT SHARING PLAN 2010 401k financial data
Unrealized appreciation/depreciation of real estate assets2010-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$0
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total transfer of assets to this plan2010-12-31$0
Total transfer of assets from this plan2010-12-31$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
Expenses. Interest paid2010-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022010-12-31$0
Total income from all sources (including contributions)2010-12-31$1,565,604
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$584,752
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$578,692
Expenses. Certain deemed distributions of participant loans2010-12-31$0
Value of total corrective distributions2010-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$711,523
Value of total assets at end of year2010-12-31$11,350,820
Value of total assets at beginning of year2010-12-31$10,369,968
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$6,060
Total income from rents2010-12-31$0
Total interest from all sources2010-12-31$16,681
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$121,576
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$121,576
Administrative expenses professional fees incurred2010-12-31$0
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$617,867
Participant contributions at end of year2010-12-31$426,271
Participant contributions at beginning of year2010-12-31$361,800
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2010-12-31$0
Other income not declared elsewhere2010-12-31$2,835
Administrative expenses (other) incurred2010-12-31$6,060
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
Income. Non cash contributions2010-12-31$0
Value of net income/loss2010-12-31$980,852
Value of net assets at end of year (total assets less liabilities)2010-12-31$11,350,820
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$10,369,968
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
Investment advisory and management fees2010-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$7,846,007
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$7,317,613
Interest on participant loans2010-12-31$16,681
Income. Interest from loans (other than to participants)2010-12-31$0
Interest earned on other investments2010-12-31$0
Income. Interest from US Government securities2010-12-31$0
Income. Interest from corporate debt instruments2010-12-31$0
Value of interest in common/collective trusts at end of year2010-12-31$3,078,542
Value of interest in common/collective trusts at beginning of year2010-12-31$2,590,555
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2010-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$624,824
Net investment gain/loss from pooled separate accounts2010-12-31$0
Net investment gain or loss from common/collective trusts2010-12-31$88,165
Net gain/loss from 103.12 investment entities2010-12-31$0
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$93,656
Employer contributions (assets) at beginning of year2010-12-31$100,000
Income. Dividends from preferred stock2010-12-31$0
Income. Dividends from common stock2010-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$578,692
Contract administrator fees2010-12-31$0
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
Aggregate proceeds on sale of assets2010-12-31$0
Aggregate carrying amount (costs) on sale of assets2010-12-31$0
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 name2010-12-31EHRHARDT, KEEFE, STEINER & HOTTMAN
Accountancy firm EIN2010-12-31840869721
2009 : WRIGHT & MCGILL COMPANY 401(K) PROFIT SHARING 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 WRIGHT & MCGILL COMPANY 401(K) PROFIT SHARING PLAN

2023: WRIGHT & MCGILL COMPANY 401(K) PROFIT SHARING PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: WRIGHT & MCGILL COMPANY 401(K) PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: WRIGHT & MCGILL COMPANY 401(K) PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: WRIGHT & MCGILL COMPANY 401(K) PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
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: WRIGHT & MCGILL COMPANY 401(K) PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
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: WRIGHT & MCGILL COMPANY 401(K) PROFIT SHARING 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: WRIGHT & MCGILL COMPANY 401(K) PROFIT SHARING 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: WRIGHT & MCGILL COMPANY 401(K) PROFIT SHARING 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: WRIGHT & MCGILL COMPANY 401(K) PROFIT SHARING 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: WRIGHT & MCGILL COMPANY 401(K) PROFIT SHARING 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: WRIGHT & MCGILL COMPANY 401(K) PROFIT SHARING 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: WRIGHT & MCGILL COMPANY 401(K) PROFIT SHARING 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: WRIGHT & MCGILL COMPANY 401(K) PROFIT SHARING 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: WRIGHT & MCGILL COMPANY 401(K) PROFIT SHARING 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: WRIGHT & MCGILL COMPANY 401(K) PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
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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