401k Plan data: WELLS & MCKITTRICK PC 401K RETIREMENT PLAN plan

WELLS & MCKITTRICK PC 401K RETIREMENT PLAN 401k Plan overview

Plan Name	WELLS & MCKITTRICK PC 401K RETIREMENT PLAN
Plan identification number	001

WELLS & MCKITTRICK PC 401K RETIREMENT PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
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

WELLS & MCKITTRICK PC has sponsored the creation of one or more 401k plans.

Company Name: WELLS & MCKITTRICK PC

Employer identification number (EIN): 200507877

NAIC Classification: 541110
NAIC Description: Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WELLS & MCKITTRICK PC 401K RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01 EVONNE WELLS 2024-09-09
001 2022-01-01 EVONNE WELLS 2023-05-03
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01 DENNIS G. MINEMYER, CPA
001 2017-01-01 DENNIS G. MINEMYER, CPA
001 2016-01-01 DENNIS G. MINEMYER, CPA
001 2015-01-01 DENNIS G. MINEMYER, CPA
001 2014-01-01 31DENNIS G. MINEMYER, CPA
001 2013-01-01 DENNIS G. MINEMYER, CPA
001 2012-01-01 DENNIS G. MINEMYER, CPA
001 2011-01-01 DENNIS G. MINEMYER, CPA
001 2010-01-01 DENNIS G. MINEMYER, CPA
001 2009-01-01 DENNIS G. MINEMYER, CPA

Plan Statistics for WELLS & MCKITTRICK PC 401K RETIREMENT PLAN

401k plan membership statisitcs for WELLS & MCKITTRICK PC 401K RETIREMENT PLAN

Measure Date Value
2021: WELLS & MCKITTRICK PC 401K RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 4
Total of all active and inactive participants 2021-01-01 4
Total participants 2021-01-01 4
Number of participants with account balances 2021-01-01 4
2020: WELLS & MCKITTRICK PC 401K RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 3
Total of all active and inactive participants 2020-01-01 3
Total participants 2020-01-01 3
Number of participants with account balances 2020-01-01 3
2019: WELLS & MCKITTRICK PC 401K RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 4
Total of all active and inactive participants 2019-01-01 4
Total participants 2019-01-01 4
Number of participants with account balances 2019-01-01 4
2018: WELLS & MCKITTRICK PC 401K RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 4
Number of retired or separated participants receiving benefits 2018-01-01 1
Total of all active and inactive participants 2018-01-01 5
Total participants 2018-01-01 5
Number of participants with account balances 2018-01-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 1
2017: WELLS & MCKITTRICK PC 401K RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 6
Number of other retired or separated participants entitled to future benefits 2017-01-01 1
Total of all active and inactive participants 2017-01-01 7
Total participants 2017-01-01 7
Number of participants with account balances 2017-01-01 7
2016: WELLS & MCKITTRICK PC 401K RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 9
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 4
Number of other retired or separated participants entitled to future benefits 2016-01-01 2
Total of all active and inactive participants 2016-01-01 6
Total participants 2016-01-01 6
Number of participants with account balances 2016-01-01 6
2015: WELLS & MCKITTRICK PC 401K RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 8
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 8
Number of other retired or separated participants entitled to future benefits 2015-01-01 1
Total of all active and inactive participants 2015-01-01 9
Total participants 2015-01-01 9
Number of participants with account balances 2015-01-01 9
2014: WELLS & MCKITTRICK PC 401K RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 8
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 7
Number of other retired or separated participants entitled to future benefits 2014-01-01 1
Total of all active and inactive participants 2014-01-01 8
Total participants 2014-01-01 8
Number of participants with account balances 2014-01-01 8
2013: WELLS & MCKITTRICK PC 401K RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 8
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 8
Total of all active and inactive participants 2013-01-01 8
Total participants 2013-01-01 8
Number of participants with account balances 2013-01-01 8
2012: WELLS & MCKITTRICK PC 401K RETIREMENT 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 8
Total of all active and inactive participants 2012-01-01 8
Total participants 2012-01-01 8
Number of participants with account balances 2012-01-01 8
2011: WELLS & MCKITTRICK PC 401K RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 10
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 10
Total of all active and inactive participants 2011-01-01 10
Total participants 2011-01-01 10
Number of participants with account balances 2011-01-01 8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 2
2010: WELLS & MCKITTRICK PC 401K RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 8
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 8
Number of other retired or separated participants entitled to future benefits 2010-01-01 2
Total of all active and inactive participants 2010-01-01 10
Total participants 2010-01-01 10
Number of participants with account balances 2010-01-01 10
2009: WELLS & MCKITTRICK PC 401K RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 8
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 6
Number of other retired or separated participants entitled to future benefits 2009-01-01 1
Total of all active and inactive participants 2009-01-01 7
Total participants 2009-01-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 1

Measure	Date	Value
2021: WELLS & MCKITTRICK PC 401K RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	4
Total of all active and inactive participants	2021-01-01	4
Total participants	2021-01-01	4
Number of participants with account balances	2021-01-01	4
2020: WELLS & MCKITTRICK PC 401K RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	3
Total of all active and inactive participants	2020-01-01	3
Total participants	2020-01-01	3
Number of participants with account balances	2020-01-01	3
2019: WELLS & MCKITTRICK PC 401K RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	4
Total of all active and inactive participants	2019-01-01	4
Total participants	2019-01-01	4
Number of participants with account balances	2019-01-01	4
2018: WELLS & MCKITTRICK PC 401K RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	4
Number of retired or separated participants receiving benefits	2018-01-01	1
Total of all active and inactive participants	2018-01-01	5
Total participants	2018-01-01	5
Number of participants with account balances	2018-01-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	1
2017: WELLS & MCKITTRICK PC 401K RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	6
Number of other retired or separated participants entitled to future benefits	2017-01-01	1
Total of all active and inactive participants	2017-01-01	7
Total participants	2017-01-01	7
Number of participants with account balances	2017-01-01	7
2016: WELLS & MCKITTRICK PC 401K RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	9
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	4
Number of other retired or separated participants entitled to future benefits	2016-01-01	2
Total of all active and inactive participants	2016-01-01	6
Total participants	2016-01-01	6
Number of participants with account balances	2016-01-01	6
2015: WELLS & MCKITTRICK PC 401K RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	8
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	8
Number of other retired or separated participants entitled to future benefits	2015-01-01	1
Total of all active and inactive participants	2015-01-01	9
Total participants	2015-01-01	9
Number of participants with account balances	2015-01-01	9
2014: WELLS & MCKITTRICK PC 401K RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	8
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	7
Number of other retired or separated participants entitled to future benefits	2014-01-01	1
Total of all active and inactive participants	2014-01-01	8
Total participants	2014-01-01	8
Number of participants with account balances	2014-01-01	8
2013: WELLS & MCKITTRICK PC 401K RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	8
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	8
Total of all active and inactive participants	2013-01-01	8
Total participants	2013-01-01	8
Number of participants with account balances	2013-01-01	8
2012: WELLS & MCKITTRICK PC 401K RETIREMENT 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	8
Total of all active and inactive participants	2012-01-01	8
Total participants	2012-01-01	8
Number of participants with account balances	2012-01-01	8
2011: WELLS & MCKITTRICK PC 401K RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	10
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	10
Total of all active and inactive participants	2011-01-01	10
Total participants	2011-01-01	10
Number of participants with account balances	2011-01-01	8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	2
2010: WELLS & MCKITTRICK PC 401K RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	8
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	8
Number of other retired or separated participants entitled to future benefits	2010-01-01	2
Total of all active and inactive participants	2010-01-01	10
Total participants	2010-01-01	10
Number of participants with account balances	2010-01-01	10
2009: WELLS & MCKITTRICK PC 401K RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	8
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	6
Number of other retired or separated participants entitled to future benefits	2009-01-01	1
Total of all active and inactive participants	2009-01-01	7
Total participants	2009-01-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	1

Financial Data on WELLS & MCKITTRICK PC 401K RETIREMENT PLAN

Measure	Date	Value
2021 : WELLS & MCKITTRICK PC 401K RETIREMENT PLAN 2021 401k financial data
Total income from all sources	2021-12-31	$162,575
Expenses. Total of all expenses incurred	2021-12-31	$10,561
Total plan assets at end of year	2021-12-31	$1,231,248
Total plan assets at beginning of year	2021-12-31	$1,079,234
Value of fidelity bond covering the plan	2021-12-31	$100,000
Total contributions received or receivable from participants	2021-12-31	$31,172
Expenses. Other expenses not covered elsewhere	2021-12-31	$10,561
Other income received	2021-12-31	$116,158
Net income (gross income less expenses)	2021-12-31	$152,014
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$1,231,248
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$1,079,234
Assets. Value of participant loans	2021-12-31	$82,946
Total contributions received or receivable from employer(s)	2021-12-31	$15,245
2020 : WELLS & MCKITTRICK PC 401K RETIREMENT PLAN 2020 401k financial data
Total income from all sources	2020-12-31	$113,376
Expenses. Total of all expenses incurred	2020-12-31	$31,502
Benefits paid (including direct rollovers)	2020-12-31	$23,720
Total plan assets at end of year	2020-12-31	$1,079,234
Total plan assets at beginning of year	2020-12-31	$997,360
Value of fidelity bond covering the plan	2020-12-31	$100,000
Total contributions received or receivable from participants	2020-12-31	$29,025
Expenses. Other expenses not covered elsewhere	2020-12-31	$7,782
Contributions received from other sources (not participants or employers)	2020-12-31	$6,295
Other income received	2020-12-31	$64,067
Net income (gross income less expenses)	2020-12-31	$81,874
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$1,079,234
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$997,360
Assets. Value of participant loans	2020-12-31	$117,658
Assets. Value of assets in partnership/joint-venture interests	2020-12-31	$5,369
Total contributions received or receivable from employer(s)	2020-12-31	$13,989
2019 : WELLS & MCKITTRICK PC 401K RETIREMENT PLAN 2019 401k financial data
Total plan liabilities at beginning of year	2019-12-31	$600
Total income from all sources	2019-12-31	$115,611
Expenses. Total of all expenses incurred	2019-12-31	$24,615
Total plan assets at end of year	2019-12-31	$997,360
Total plan assets at beginning of year	2019-12-31	$906,964
Value of fidelity bond covering the plan	2019-12-31	$100,000
Total contributions received or receivable from participants	2019-12-31	$36,773
Other income received	2019-12-31	$63,790
Net income (gross income less expenses)	2019-12-31	$90,996
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$997,360
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$906,364
Assets. Value of participant loans	2019-12-31	$90,725
Assets. Value of assets in partnership/joint-venture interests	2019-12-31	$7,300
Assets. Value of real-estate (other than employer real property)	2019-12-31	$248,700
Total contributions received or receivable from employer(s)	2019-12-31	$15,048
Expenses. Administrative service providers (salaries,fees and commissions)	2019-12-31	$24,615
2018 : WELLS & MCKITTRICK PC 401K RETIREMENT PLAN 2018 401k financial data
Total plan liabilities at end of year	2018-12-31	$600
Total income from all sources	2018-12-31	$110,774
Expenses. Total of all expenses incurred	2018-12-31	$14,760
Benefits paid (including direct rollovers)	2018-12-31	$835
Total plan assets at end of year	2018-12-31	$906,964
Total plan assets at beginning of year	2018-12-31	$810,350
Value of fidelity bond covering the plan	2018-12-31	$100,000
Total contributions received or receivable from participants	2018-12-31	$29,670
Other income received	2018-12-31	$67,279
Net income (gross income less expenses)	2018-12-31	$96,014
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$906,364
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$810,350
Assets. Value of participant loans	2018-12-31	$68,044
Assets. Value of assets in partnership/joint-venture interests	2018-12-31	$7,245
Assets. Value of real-estate (other than employer real property)	2018-12-31	$309,900
Total contributions received or receivable from employer(s)	2018-12-31	$13,825
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$13,925
2017 : WELLS & MCKITTRICK PC 401K RETIREMENT PLAN 2017 401k financial data
Total income from all sources	2017-12-31	$142,317
Expenses. Total of all expenses incurred	2017-12-31	$13,923
Benefits paid (including direct rollovers)	2017-12-31	$524
Total plan assets at end of year	2017-12-31	$810,350
Total plan assets at beginning of year	2017-12-31	$681,956
Value of fidelity bond covering the plan	2017-12-31	$100,000
Total contributions received or receivable from participants	2017-12-31	$29,253
Assets. Value of loans (other than to participants)	2017-12-31	$16,737
Other income received	2017-12-31	$99,402
Net income (gross income less expenses)	2017-12-31	$128,394
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$810,350
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$681,956
Assets. Value of participant loans	2017-12-31	$64,560
Assets. Value of assets in partnership/joint-venture interests	2017-12-31	$10,350
Assets. Value of real-estate (other than employer real property)	2017-12-31	$230,000
Total contributions received or receivable from employer(s)	2017-12-31	$13,662
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$13,399
2016 : WELLS & MCKITTRICK PC 401K RETIREMENT PLAN 2016 401k financial data
Total plan liabilities at beginning of year	2016-12-31	$5,000
Total income from all sources	2016-12-31	$67,583
Expenses. Total of all expenses incurred	2016-12-31	$332,891
Benefits paid (including direct rollovers)	2016-12-31	$325,728
Total plan assets at end of year	2016-12-31	$681,956
Total plan assets at beginning of year	2016-12-31	$952,264
Value of fidelity bond covering the plan	2016-12-31	$100,000
Total contributions received or receivable from participants	2016-12-31	$23,090
Assets. Value of loans (other than to participants)	2016-12-31	$17,650
Other income received	2016-12-31	$31,052
Net income (gross income less expenses)	2016-12-31	$-265,308
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$681,956
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$947,264
Assets. Value of participant loans	2016-12-31	$53,950
Assets. Value of assets in partnership/joint-venture interests	2016-12-31	$12,419
Assets. Value of real-estate (other than employer real property)	2016-12-31	$208,380
Total contributions received or receivable from employer(s)	2016-12-31	$13,441
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$7,163
2015 : WELLS & MCKITTRICK PC 401K RETIREMENT PLAN 2015 401k financial data
Total plan liabilities at end of year	2015-12-31	$5,000
Total income from all sources	2015-12-31	$93,418
Expenses. Total of all expenses incurred	2015-12-31	$17,902
Total plan assets at end of year	2015-12-31	$952,264
Total plan assets at beginning of year	2015-12-31	$871,748
Value of fidelity bond covering the plan	2015-12-31	$60,000
Total contributions received or receivable from participants	2015-12-31	$46,659
Assets. Value of loans (other than to participants)	2015-12-31	$18,612
Other income received	2015-12-31	$34,670
Net income (gross income less expenses)	2015-12-31	$75,516
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$947,264
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$871,748
Assets. Value of participant loans	2015-12-31	$58,858
Assets. Value of assets in partnership/joint-venture interests	2015-12-31	$12,420
Assets. Value of real-estate (other than employer real property)	2015-12-31	$201,480
Total contributions received or receivable from employer(s)	2015-12-31	$12,089
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$17,902
2014 : WELLS & MCKITTRICK PC 401K RETIREMENT PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$124,981
Expenses. Total of all expenses incurred	2014-12-31	$10,951
Total plan assets at end of year	2014-12-31	$871,748
Total plan assets at beginning of year	2014-12-31	$757,718
Value of fidelity bond covering the plan	2014-12-31	$60,000
Total contributions received or receivable from participants	2014-12-31	$48,978
Assets. Value of loans (other than to participants)	2014-12-31	$19,503
Other income received	2014-12-31	$65,009
Net income (gross income less expenses)	2014-12-31	$114,030
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$871,748
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$757,718
Assets. Value of participant loans	2014-12-31	$47,380
Assets. Value of assets in partnership/joint-venture interests	2014-12-31	$14,491
Assets. Value of real-estate (other than employer real property)	2014-12-31	$173,880
Total contributions received or receivable from employer(s)	2014-12-31	$10,994
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$10,951
2013 : WELLS & MCKITTRICK PC 401K RETIREMENT PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$202,801
Expenses. Total of all expenses incurred	2013-12-31	$8,843
Total plan assets at end of year	2013-12-31	$757,718
Total plan assets at beginning of year	2013-12-31	$563,760
Value of fidelity bond covering the plan	2013-12-31	$60,000
Total contributions received or receivable from participants	2013-12-31	$64,471
Assets. Value of loans (other than to participants)	2013-12-31	$20,560
Other income received	2013-12-31	$128,017
Net income (gross income less expenses)	2013-12-31	$193,958
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$757,718
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$563,760
Assets. Value of participant loans	2013-12-31	$27,797
Assets. Value of assets in partnership/joint-venture interests	2013-12-31	$14,491
Assets. Value of real-estate (other than employer real property)	2013-12-31	$155,480
Total contributions received or receivable from employer(s)	2013-12-31	$10,313
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$8,843
2012 : WELLS & MCKITTRICK PC 401K RETIREMENT PLAN 2012 401k financial data
Total plan liabilities at beginning of year	2012-12-31	$1,633
Total income from all sources	2012-12-31	$114,652
Expenses. Total of all expenses incurred	2012-12-31	$6,737
Total plan assets at end of year	2012-12-31	$563,760
Total plan assets at beginning of year	2012-12-31	$457,478
Value of fidelity bond covering the plan	2012-12-31	$30,000
Total contributions received or receivable from participants	2012-12-31	$49,019
Assets. Value of loans (other than to participants)	2012-12-31	$21,544
Other income received	2012-12-31	$54,628
Net income (gross income less expenses)	2012-12-31	$107,915
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$563,760
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$455,845
Assets. Value of participant loans	2012-12-31	$21,415
Assets. Value of assets in partnership/joint-venture interests	2012-12-31	$17,595
Assets. Value of real-estate (other than employer real property)	2012-12-31	$115,460
Total contributions received or receivable from employer(s)	2012-12-31	$11,005
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$6,737
2011 : WELLS & MCKITTRICK PC 401K RETIREMENT PLAN 2011 401k financial data
Total plan liabilities at end of year	2011-12-31	$1,633
Total income from all sources	2011-12-31	$47,906
Expenses. Total of all expenses incurred	2011-12-31	$10,687
Benefits paid (including direct rollovers)	2011-12-31	$1,936
Total plan assets at end of year	2011-12-31	$457,478
Total plan assets at beginning of year	2011-12-31	$418,626
Value of fidelity bond covering the plan	2011-12-31	$30,000
Total contributions received or receivable from participants	2011-12-31	$58,166
Assets. Value of loans (other than to participants)	2011-12-31	$22,196
Other income received	2011-12-31	$-21,094
Net income (gross income less expenses)	2011-12-31	$37,219
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$455,845
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$418,626
Assets. Value of participant loans	2011-12-31	$35,403
Assets. Value of real-estate (other than employer real property)	2011-12-31	$115,924
Total contributions received or receivable from employer(s)	2011-12-31	$10,834
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$8,751
2010 : WELLS & MCKITTRICK PC 401K RETIREMENT PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$81,043
Expenses. Total of all expenses incurred	2010-12-31	$9,798
Benefits paid (including direct rollovers)	2010-12-31	$4,200
Total plan assets at end of year	2010-12-31	$418,626
Total plan assets at beginning of year	2010-12-31	$347,381
Value of fidelity bond covering the plan	2010-12-31	$30,000
Total contributions received or receivable from participants	2010-12-31	$44,545
Other income received	2010-12-31	$25,962
Net income (gross income less expenses)	2010-12-31	$71,245
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$418,626
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$347,381
Total contributions received or receivable from employer(s)	2010-12-31	$10,536
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$5,598

Form 5500 Responses for WELLS & MCKITTRICK PC 401K RETIREMENT PLAN

2021: WELLS & MCKITTRICK PC 401K RETIREMENT PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: WELLS & MCKITTRICK PC 401K RETIREMENT PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: WELLS & MCKITTRICK PC 401K RETIREMENT PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: WELLS & MCKITTRICK PC 401K RETIREMENT PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: WELLS & MCKITTRICK PC 401K RETIREMENT PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: WELLS & MCKITTRICK PC 401K RETIREMENT PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: WELLS & MCKITTRICK PC 401K RETIREMENT PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: WELLS & MCKITTRICK PC 401K RETIREMENT PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: WELLS & MCKITTRICK PC 401K RETIREMENT PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: WELLS & MCKITTRICK PC 401K RETIREMENT PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: WELLS & MCKITTRICK PC 401K RETIREMENT 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: WELLS & MCKITTRICK PC 401K RETIREMENT PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: WELLS & MCKITTRICK PC 401K RETIREMENT PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	This submission is the final filing	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	WELLS & MCKITTRICK PC
Employer identification number (EIN):	200507877
NAIC Classification:	541110
NAIC Description:	Offices of Lawyers

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2023-01-01	EVONNE WELLS	2024-09-09
001	2022-01-01	EVONNE WELLS	2023-05-03
001	2021-01-01
001	2020-01-01
001	2019-01-01
001	2018-01-01	DENNIS G. MINEMYER, CPA
001	2017-01-01	DENNIS G. MINEMYER, CPA
001	2016-01-01	DENNIS G. MINEMYER, CPA
001	2015-01-01	DENNIS G. MINEMYER, CPA
001	2014-01-01	31DENNIS G. MINEMYER, CPA
001	2013-01-01	DENNIS G. MINEMYER, CPA
001	2012-01-01	DENNIS G. MINEMYER, CPA
001	2011-01-01	DENNIS G. MINEMYER, CPA
001	2010-01-01	DENNIS G. MINEMYER, CPA
001	2009-01-01	DENNIS G. MINEMYER, CPA