401k Plan data: WILLIAM S. GOREE, INC. 401(K) PROFIT SHARING PLAN plan

WILLIAM S. GOREE, INC. 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan Name	WILLIAM S. GOREE, INC. 401(K) PROFIT SHARING PLAN
Plan identification number	003

WILLIAM S. GOREE, INC. 401(K) PROFIT SHARING PLAN Benefits

401k Plan Type

Defined 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.
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

WILLIAM S. GOREE, INC. has sponsored the creation of one or more 401k plans.

Company Name: WILLIAM S. GOREE, INC.

Employer identification number (EIN): 942525268

NAIC Classification: 334500

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WILLIAM S. GOREE, INC. 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
003 2021-01-01 LAUREN KEATON 2022-07-13
003 2018-01-01 LAUREN A KEATON 2019-10-01 LAUREN KEATON 2019-10-01
003 2017-01-01 LAUREN A KEATON 2019-01-07 LAUREN KEATON 2019-01-07
003 2016-01-01 LAUREN A KEATON 2017-05-22 LAUREN A KEATON 2017-05-22
003 2015-01-01 LAUREN A KEATON 2016-06-29 LAUREN A KEATON 2016-06-29
003 2013-01-01 LAUREN KEATON
003 2012-01-01 LAUREN KEATON
003 2011-01-01 LAUREN KEATON
003 2009-01-01 LAUREN KEATON

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
003	2021-01-01	LAUREN KEATON	2022-07-13
003	2018-01-01	LAUREN A KEATON	2019-10-01	LAUREN KEATON	2019-10-01
003	2017-01-01	LAUREN A KEATON	2019-01-07	LAUREN KEATON	2019-01-07
003	2016-01-01	LAUREN A KEATON	2017-05-22	LAUREN A KEATON	2017-05-22
003	2015-01-01	LAUREN A KEATON	2016-06-29	LAUREN A KEATON	2016-06-29
003	2013-01-01	LAUREN KEATON
003	2012-01-01	LAUREN KEATON
003	2011-01-01	LAUREN KEATON
003	2009-01-01	LAUREN KEATON

Plan Statistics for WILLIAM S. GOREE, INC. 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for WILLIAM S. GOREE, INC. 401(K) PROFIT SHARING PLAN

Measure Date Value
2013: WILLIAM S. GOREE, INC. 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 5
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 0
Total of all active and inactive participants 2013-01-01 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 5
Number of participants with account balances 2013-01-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: WILLIAM S. GOREE, INC. 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 8
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 6
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 0
Total of all active and inactive participants 2012-01-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 6
Number of participants with account balances 2012-01-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: WILLIAM S. GOREE, INC. 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 8
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 6
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 2
Total of all active and inactive participants 2011-01-01 8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2009: WILLIAM S. GOREE, INC. 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 4
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 2
Total of all active and inactive participants 2009-01-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 6
Number of participants with account balances 2009-01-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2013: WILLIAM S. GOREE, INC. 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	5
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	0
Total of all active and inactive participants	2013-01-01	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	5
Number of participants with account balances	2013-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: WILLIAM S. GOREE, INC. 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	8
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	6
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	0
Total of all active and inactive participants	2012-01-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	6
Number of participants with account balances	2012-01-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: WILLIAM S. GOREE, INC. 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	8
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	6
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	2
Total of all active and inactive participants	2011-01-01	8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2009: WILLIAM S. GOREE, INC. 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	4
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	2
Total of all active and inactive participants	2009-01-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	6
Number of participants with account balances	2009-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on WILLIAM S. GOREE, INC. 401(K) PROFIT SHARING PLAN

Measure	Date	Value
2013 : WILLIAM S. GOREE, INC. 401(K) PROFIT SHARING PLAN 2013 401k financial data
Transfers to/from the plan	2013-12-31	$0
Total plan liabilities at end of year	2013-12-31	$0
Total plan liabilities at beginning of year	2013-12-31	$0
Total income from all sources	2013-12-31	$-1,145
Expenses. Total of all expenses incurred	2013-12-31	$20
Benefits paid (including direct rollovers)	2013-12-31	$0
Total plan assets at end of year	2013-12-31	$92,304
Total plan assets at beginning of year	2013-12-31	$93,469
Value of fidelity bond covering the plan	2013-12-31	$265,000
Total contributions received or receivable from participants	2013-12-31	$0
Assets. Value of loans (other than to participants)	2013-12-31	$0
Expenses. Other expenses not covered elsewhere	2013-12-31	$0
Contributions received from other sources (not participants or employers)	2013-12-31	$0
Other income received	2013-12-31	$-1,145
Noncash contributions received	2013-12-31	$0
Net income (gross income less expenses)	2013-12-31	$-1,165
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$92,304
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$93,469
Assets. Value of assets in partnership/joint-venture interests	2013-12-31	$950
Total contributions received or receivable from employer(s)	2013-12-31	$0
Value of certain deemed distributions of participant loans	2013-12-31	$0
Value of corrective distributions	2013-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$20
2012 : WILLIAM S. GOREE, INC. 401(K) PROFIT SHARING PLAN 2012 401k financial data
Transfers to/from the plan	2012-12-31	$0
Total plan liabilities at end of year	2012-12-31	$0
Total plan liabilities at beginning of year	2012-12-31	$0
Total income from all sources	2012-12-31	$2,714
Expenses. Total of all expenses incurred	2012-12-31	$17,640
Benefits paid (including direct rollovers)	2012-12-31	$17,600
Total plan assets at end of year	2012-12-31	$93,469
Total plan assets at beginning of year	2012-12-31	$108,395
Value of fidelity bond covering the plan	2012-12-31	$265,000
Total contributions received or receivable from participants	2012-12-31	$0
Assets. Value of loans (other than to participants)	2012-12-31	$0
Contributions received from other sources (not participants or employers)	2012-12-31	$0
Other income received	2012-12-31	$2,714
Noncash contributions received	2012-12-31	$0
Net income (gross income less expenses)	2012-12-31	$-14,926
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$93,469
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$108,395
Assets. Value of participant loans	2012-12-31	$0
Assets. Value of assets in partnership/joint-venture interests	2012-12-31	$2,880
Total contributions received or receivable from employer(s)	2012-12-31	$0
Value of certain deemed distributions of participant loans	2012-12-31	$0
Value of corrective distributions	2012-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$40
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
2011 : WILLIAM S. GOREE, INC. 401(K) PROFIT SHARING PLAN 2011 401k financial data
Transfers to/from the plan	2011-12-31	$0
Total plan liabilities at end of year	2011-12-31	$0
Total plan liabilities at beginning of year	2011-12-31	$0
Total income from all sources	2011-12-31	$553
Expenses. Total of all expenses incurred	2011-12-31	$0
Benefits paid (including direct rollovers)	2011-12-31	$0
Total plan assets at end of year	2011-12-31	$108,395
Total plan assets at beginning of year	2011-12-31	$107,842
Value of fidelity bond covering the plan	2011-12-31	$265,000
Total contributions received or receivable from participants	2011-12-31	$0
Assets. Value of loans (other than to participants)	2011-12-31	$35,000
Contributions received from other sources (not participants or employers)	2011-12-31	$0
Other income received	2011-12-31	$553
Noncash contributions received	2011-12-31	$0
Net income (gross income less expenses)	2011-12-31	$553
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$108,395
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$107,842
Assets. Value of participant loans	2011-12-31	$15,538
Assets. Value of assets in partnership/joint-venture interests	2011-12-31	$3,060
Total contributions received or receivable from employer(s)	2011-12-31	$0
Value of certain deemed distributions of participant loans	2011-12-31	$0
Value of corrective distributions	2011-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$0
2010 : WILLIAM S. GOREE, INC. 401(K) PROFIT SHARING PLAN 2010 401k financial data
Transfers to/from the plan	2010-12-31	$0
Total plan liabilities at end of year	2010-12-31	$0
Total plan liabilities at beginning of year	2010-12-31	$0
Total income from all sources	2010-12-31	$963
Expenses. Total of all expenses incurred	2010-12-31	$0
Benefits paid (including direct rollovers)	2010-12-31	$0
Total plan assets at end of year	2010-12-31	$107,842
Total plan assets at beginning of year	2010-12-31	$106,879
Value of fidelity bond covering the plan	2010-12-31	$265,000
Total contributions received or receivable from participants	2010-12-31	$0
Expenses. Other expenses not covered elsewhere	2010-12-31	$0
Contributions received from other sources (not participants or employers)	2010-12-31	$0
Other income received	2010-12-31	$963
Noncash contributions received	2010-12-31	$0
Net income (gross income less expenses)	2010-12-31	$963
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$107,842
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$106,879
Assets. Value of participant loans	2010-12-31	$14,831
Assets. Value of assets in partnership/joint-venture interests	2010-12-31	$3,220
Total contributions received or receivable from employer(s)	2010-12-31	$0
Value of certain deemed distributions of participant loans	2010-12-31	$0
Value of corrective distributions	2010-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$0

Form 5500 Responses for WILLIAM S. GOREE, INC. 401(K) PROFIT SHARING PLAN

2013: WILLIAM S. GOREE, INC. 401(K) PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: WILLIAM S. GOREE, INC. 401(K) PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: WILLIAM S. GOREE, INC. 401(K) PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: WILLIAM S. GOREE, INC. 401(K) PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	WILLIAM S. GOREE, INC.
Employer identification number (EIN):	942525268
NAIC Classification:	334500