401k Plan data: K & A WOLFE MASONRY, LTD. 401(K) PLAN plan

K & A WOLFE MASONRY, LTD. 401(K) PLAN 401k Plan overview

Plan Name	K & A WOLFE MASONRY, LTD. 401(K) PLAN
Plan identification number	001

K & A WOLFE MASONRY, LTD. 401(K) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
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.
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

K & A WOLFE MASONRY, LTD. has sponsored the creation of one or more 401k plans.

Company Name: K & A WOLFE MASONRY, LTD.

Employer identification number (EIN): 200597433

NAIC Classification: 238100

Additional information about K & A WOLFE MASONRY, LTD.

Jurisdiction of Incorporation: Texas Secretary of State

Incorporation Date: 2004-01-14

Company Identification Number: 0800292509

More information about K & A WOLFE MASONRY, LTD.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan K & A WOLFE MASONRY, LTD. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01 ALBERT WOLFE 2023-05-03
001 2021-01-01 ALBERT WOLFE 2022-06-28
001 2020-01-01 ALBERT WOLFE 2021-07-19
001 2019-01-01 ALBERT WOLFE 2020-10-08
001 2018-01-01 ALBERT WOLFE 2019-10-04
001 2017-01-01 ROBERT SALMERON 2018-07-10 ROBERT SALMERON 2018-07-10
001 2016-01-01 ROBERT SALMERON 2017-07-27 ROBERT SALMERON 2017-07-27
001 2016-01-01 ROBERT SALMERON 2017-10-31 ROBERT SALMERON 2017-10-31
001 2015-01-01 ROB SALMERON 2016-08-01
001 2014-01-01 ROBERT SALMERON
001 2012-01-01 ROB SALMERON 2017-11-01
001 2011-01-01 ROB SALMERON 2017-10-31
001 2010-01-01 ROB SALMERON 2017-11-27
001 2010-01-01 ROB SALMERON 2017-10-31
001 2009-01-01 ROBERT SALMERON
001 2009-01-01 ROBERT SALMERON

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2022-01-01	ALBERT WOLFE	2023-05-03
001	2021-01-01	ALBERT WOLFE	2022-06-28
001	2020-01-01	ALBERT WOLFE	2021-07-19
001	2019-01-01	ALBERT WOLFE	2020-10-08
001	2018-01-01	ALBERT WOLFE	2019-10-04
001	2017-01-01	ROBERT SALMERON	2018-07-10	ROBERT SALMERON	2018-07-10
001	2016-01-01	ROBERT SALMERON	2017-07-27	ROBERT SALMERON	2017-07-27
001	2016-01-01	ROBERT SALMERON	2017-10-31	ROBERT SALMERON	2017-10-31
001	2015-01-01	ROB SALMERON	2016-08-01
001	2014-01-01	ROBERT SALMERON
001	2012-01-01	ROB SALMERON	2017-11-01
001	2011-01-01	ROB SALMERON	2017-10-31
001	2010-01-01	ROB SALMERON	2017-11-27
001	2010-01-01	ROB SALMERON	2017-10-31
001	2009-01-01	ROBERT SALMERON
001	2009-01-01	ROBERT SALMERON

Plan Statistics for K & A WOLFE MASONRY, LTD. 401(K) PLAN

401k plan membership statisitcs for K & A WOLFE MASONRY, LTD. 401(K) PLAN

Measure Date Value
2014: K & A WOLFE MASONRY, LTD. 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 5
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 2
Total of all active and inactive participants 2014-01-01 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 7
Number of participants with account balances 2014-01-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2009: K & A WOLFE MASONRY, LTD. 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 5
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 1
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 6
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: K & A WOLFE MASONRY, LTD. 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	5
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	2
Total of all active and inactive participants	2014-01-01	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	7
Number of participants with account balances	2014-01-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2009: K & A WOLFE MASONRY, LTD. 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	5
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	1
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	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on K & A WOLFE MASONRY, LTD. 401(K) PLAN

Measure	Date	Value
2014 : K & A WOLFE MASONRY, LTD. 401(K) PLAN 2014 401k financial data
Transfers to/from the plan	2014-12-31	$0
Total income from all sources	2014-12-31	$3,047
Expenses. Total of all expenses incurred	2014-12-31	$464
Benefits paid (including direct rollovers)	2014-12-31	$0
Total plan assets at end of year	2014-12-31	$161,187
Total plan assets at beginning of year	2014-12-31	$158,604
Total contributions received or receivable from participants	2014-12-31	$0
Expenses. Other expenses not covered elsewhere	2014-12-31	$464
Contributions received from other sources (not participants or employers)	2014-12-31	$0
Other income received	2014-12-31	$3,047
Net income (gross income less expenses)	2014-12-31	$2,583
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$161,187
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$158,604
Assets. Value of participant loans	2014-12-31	$56,852
Total contributions received or receivable from employer(s)	2014-12-31	$0
Value of certain deemed distributions of participant loans	2014-12-31	$0
Value of corrective distributions	2014-12-31	$0

Form 5500 Responses for K & A WOLFE MASONRY, LTD. 401(K) PLAN

2014: K & A WOLFE MASONRY, LTD. 401(K) 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 – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2009: K & A WOLFE MASONRY, LTD. 401(K) 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 – Insurance	Yes
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement – Insurance	Yes

Insurance Providers Used on plan

HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )

Policy contract number

GA-811369

Policy instance

Insurance contract or identification number	GA-811369
Number of Individuals Covered	6
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Total amount of commissions paid to insurance broker	USD $256
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $256
Insurance broker organization code?	3
Insurance broker name	EDWARD D JONES & CO L P.

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Company Name:	K & A WOLFE MASONRY, LTD.
Employer identification number (EIN):	200597433
NAIC Classification:	238100

Jurisdiction of Incorporation:	Texas Secretary of State
Incorporation Date:	2004-01-14
Company Identification Number:	0800292509