401k Plan data: WADLEIGH, STARR & PETERS, PLLC 401(K) PROFIT SHARING PLAN plan

WADLEIGH, STARR & PETERS, PLLC 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan Name	WADLEIGH, STARR & PETERS, PLLC 401(K) PROFIT SHARING PLAN
Plan identification number	013

WADLEIGH, STARR & PETERS, PLLC 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.
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.
Participant-directed brokerage accounts provided as an investment option under the plan.
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

WADLEIGH, STARR & PETERS, PLLC has sponsored the creation of one or more 401k plans.

Company Name: WADLEIGH, STARR & PETERS, PLLC

Employer identification number (EIN): 020504984

NAIC Classification: 541110
NAIC Description: Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WADLEIGH, STARR & PETERS, PLLC 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
013 2023-01-01 NICOLE SPAULDING 2024-08-07
013 2022-01-01 NICOLE SPAULDING 2023-10-12
013 2020-01-01 ALLISON CONNOR 2021-08-12
013 2019-01-01 RICHARD LANG 2020-10-15
013 2018-01-01 JAMES WHEAT 2019-07-31
013 2017-01-01 JAMES WHEAT 2018-07-30
013 2016-01-01 JAMES C WHEAT 2017-03-02
013 2015-01-01 JAMES C WHEAT 2016-07-19
013 2014-01-01 JAMES C WHEAT
013 2013-01-01 JAMES C WHEAT
013 2012-01-01 JAMES C WHEAT
013 2011-01-01 JAMES WHEAT
013 2010-01-01 JAMES WHEAT
013 2009-01-01 JAMES C. WHEAT
013 2009-01-01 JAMES C. WHEAT

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
013	2023-01-01	NICOLE SPAULDING	2024-08-07
013	2022-01-01	NICOLE SPAULDING	2023-10-12
013	2020-01-01	ALLISON CONNOR	2021-08-12
013	2019-01-01	RICHARD LANG	2020-10-15
013	2018-01-01	JAMES WHEAT	2019-07-31
013	2017-01-01	JAMES WHEAT	2018-07-30
013	2016-01-01	JAMES C WHEAT	2017-03-02
013	2015-01-01	JAMES C WHEAT	2016-07-19
013	2014-01-01	JAMES C WHEAT
013	2013-01-01	JAMES C WHEAT
013	2012-01-01	JAMES C WHEAT
013	2011-01-01	JAMES WHEAT
013	2010-01-01	JAMES WHEAT
013	2009-01-01	JAMES C. WHEAT
013	2009-01-01	JAMES C. WHEAT

Plan Statistics for WADLEIGH, STARR & PETERS, PLLC 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for WADLEIGH, STARR & PETERS, PLLC 401(K) PROFIT SHARING PLAN

Measure Date Value
2014: WADLEIGH, STARR & PETERS, PLLC 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 58
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 54
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 5
Total of all active and inactive participants 2014-01-01 59
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 59
Number of participants with account balances 2014-01-01 58
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: WADLEIGH, STARR & PETERS, PLLC 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 58
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 52
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 5
Total of all active and inactive participants 2013-01-01 57
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 57
Number of participants with account balances 2013-01-01 55
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: WADLEIGH, STARR & PETERS, PLLC 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 61
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 53
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 5
Total of all active and inactive participants 2012-01-01 58
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 58
Number of participants with account balances 2012-01-01 55
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: WADLEIGH, STARR & PETERS, PLLC 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 60
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 49
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 10
Total of all active and inactive participants 2011-01-01 59
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 59
Number of participants with account balances 2011-01-01 57
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 2
2010: WADLEIGH, STARR & PETERS, PLLC 401(K) PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 72
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 51
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 9
Total of all active and inactive participants 2010-01-01 60
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 60
Number of participants with account balances 2010-01-01 57
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 2
2009: WADLEIGH, STARR & PETERS, PLLC 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 66
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 51
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 18
Total of all active and inactive participants 2009-01-01 69
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 69
Number of participants with account balances 2009-01-01 59
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2014: WADLEIGH, STARR & PETERS, PLLC 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	58
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	54
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	5
Total of all active and inactive participants	2014-01-01	59
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	59
Number of participants with account balances	2014-01-01	58
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: WADLEIGH, STARR & PETERS, PLLC 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	58
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	52
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	5
Total of all active and inactive participants	2013-01-01	57
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	57
Number of participants with account balances	2013-01-01	55
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: WADLEIGH, STARR & PETERS, PLLC 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	61
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	53
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	5
Total of all active and inactive participants	2012-01-01	58
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	58
Number of participants with account balances	2012-01-01	55
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: WADLEIGH, STARR & PETERS, PLLC 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	60
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	49
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	10
Total of all active and inactive participants	2011-01-01	59
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	59
Number of participants with account balances	2011-01-01	57
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	2
2010: WADLEIGH, STARR & PETERS, PLLC 401(K) PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	72
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	51
Number of retired or separated participants receiving benefits	2010-01-01	0
Number of other retired or separated participants entitled to future benefits	2010-01-01	9
Total of all active and inactive participants	2010-01-01	60
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	60
Number of participants with account balances	2010-01-01	57
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	2
2009: WADLEIGH, STARR & PETERS, PLLC 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	66
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	51
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	18
Total of all active and inactive participants	2009-01-01	69
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	69
Number of participants with account balances	2009-01-01	59
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on WADLEIGH, STARR & PETERS, PLLC 401(K) PROFIT SHARING PLAN

Measure	Date	Value
2014 : WADLEIGH, STARR & PETERS, PLLC 401(K) PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$1,239,380
Expenses. Total of all expenses incurred	2014-12-31	$722,169
Benefits paid (including direct rollovers)	2014-12-31	$713,948
Total plan assets at end of year	2014-12-31	$11,793,368
Total plan assets at beginning of year	2014-12-31	$11,276,157
Value of fidelity bond covering the plan	2014-12-31	$500,000
Total contributions received or receivable from participants	2014-12-31	$386,109
Other income received	2014-12-31	$474,703
Net income (gross income less expenses)	2014-12-31	$517,211
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$11,793,368
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$11,276,157
Assets. Value of participant loans	2014-12-31	$98,020
Total contributions received or receivable from employer(s)	2014-12-31	$378,568
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$8,221
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
2013 : WADLEIGH, STARR & PETERS, PLLC 401(K) PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$2,137,929
Expenses. Total of all expenses incurred	2013-12-31	$1,083,820
Benefits paid (including direct rollovers)	2013-12-31	$1,075,317
Total plan assets at end of year	2013-12-31	$11,276,157
Total plan assets at beginning of year	2013-12-31	$10,222,048
Value of fidelity bond covering the plan	2013-12-31	$500,000
Total contributions received or receivable from participants	2013-12-31	$349,852
Contributions received from other sources (not participants or employers)	2013-12-31	$22,172
Other income received	2013-12-31	$1,419,142
Net income (gross income less expenses)	2013-12-31	$1,054,109
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$11,276,157
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$10,222,048
Assets. Value of participant loans	2013-12-31	$73,980
Total contributions received or receivable from employer(s)	2013-12-31	$346,763
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$8,503
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
2012 : WADLEIGH, STARR & PETERS, PLLC 401(K) PROFIT SHARING PLAN 2012 401k financial data
Total plan liabilities at beginning of year	2012-12-31	$0
Total income from all sources	2012-12-31	$1,416,810
Expenses. Total of all expenses incurred	2012-12-31	$367,691
Benefits paid (including direct rollovers)	2012-12-31	$360,428
Total plan assets at end of year	2012-12-31	$10,222,048
Total plan assets at beginning of year	2012-12-31	$9,172,929
Value of fidelity bond covering the plan	2012-12-31	$500,000
Total contributions received or receivable from participants	2012-12-31	$308,815
Other income received	2012-12-31	$759,925
Net income (gross income less expenses)	2012-12-31	$1,049,119
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$10,222,048
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$9,172,929
Assets. Value of participant loans	2012-12-31	$80,199
Total contributions received or receivable from employer(s)	2012-12-31	$348,070
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$7,263
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
2011 : WADLEIGH, STARR & PETERS, PLLC 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	$551,652
Expenses. Total of all expenses incurred	2011-12-31	$671,010
Benefits paid (including direct rollovers)	2011-12-31	$664,070
Total plan assets at end of year	2011-12-31	$9,172,929
Total plan assets at beginning of year	2011-12-31	$9,292,287
Value of fidelity bond covering the plan	2011-12-31	$500,000
Total contributions received or receivable from participants	2011-12-31	$398,271
Expenses. Other expenses not covered elsewhere	2011-12-31	$0
Contributions received from other sources (not participants or employers)	2011-12-31	$0
Other income received	2011-12-31	$-215,447
Noncash contributions received	2011-12-31	$0
Net income (gross income less expenses)	2011-12-31	$-119,358
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$9,172,929
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$9,292,287
Assets. Value of participant loans	2011-12-31	$57,585
Total contributions received or receivable from employer(s)	2011-12-31	$368,828
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	$6,940
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
2010 : WADLEIGH, STARR & PETERS, PLLC 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	$1,382,420
Expenses. Total of all expenses incurred	2010-12-31	$447,566
Benefits paid (including direct rollovers)	2010-12-31	$442,935
Total plan assets at end of year	2010-12-31	$9,292,287
Total plan assets at beginning of year	2010-12-31	$8,357,433
Value of fidelity bond covering the plan	2010-12-31	$500,000
Total contributions received or receivable from participants	2010-12-31	$255,982
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	$888,322
Noncash contributions received	2010-12-31	$0
Net income (gross income less expenses)	2010-12-31	$934,854
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$9,292,287
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$8,357,433
Assets. Value of participant loans	2010-12-31	$90,653
Total contributions received or receivable from employer(s)	2010-12-31	$238,116
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	$4,631
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
2009 : WADLEIGH, STARR & PETERS, PLLC 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 securities	2009-12-31	$0

Form 5500 Responses for WADLEIGH, STARR & PETERS, PLLC 401(K) PROFIT SHARING PLAN

2014: WADLEIGH, STARR & PETERS, PLLC 401(K) PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: WADLEIGH, STARR & PETERS, PLLC 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: WADLEIGH, STARR & PETERS, PLLC 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: WADLEIGH, STARR & PETERS, PLLC 401(K) PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: WADLEIGH, STARR & PETERS, PLLC 401(K) PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	Yes
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: WADLEIGH, STARR & PETERS, PLLC 401(K) PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Mulitple employer plan
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	WADLEIGH, STARR & PETERS, PLLC
Employer identification number (EIN):	020504984
NAIC Classification:	541110
NAIC Description:	Offices of Lawyers