WILSON MARKETING GROUP, LLC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan WILSON MARKETING GROUP, LLC PROFIT SHARING PLAN
| Measure | Date | Value |
|---|
| 2025 : WILSON MARKETING GROUP, LLC PROFIT SHARING PLAN 2025 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2025-06-03 | 0 |
| Total liabilities as of the end of the plan year | 2025-06-03 | 0 |
| Total liabilities as of the beginning of the plan year | 2025-06-03 | 0 |
| Total expenses incurred by plan in this plan year | 2025-06-03 | 90111 |
| Net assets as of the end of the plan year | 2025-06-03 | 741495 |
| Total assets as of the beginning of the plan year | 2025-06-03 | 673119 |
| Value of plan covered by a fidelity bond | 2025-06-03 | 67312 |
| Participant contributions to plan in this plan year | 2025-06-03 | 0 |
| Other expenses paid from plan in this plan year | 2025-06-03 | 0 |
| Other contributions to plan in this plan year | 2025-06-03 | 0 |
| Other income to plan in this plan year | 2025-06-03 | 93326 |
| Plan net income in this plan year | 2025-06-03 | 68376 |
| Net assets as of the end of the plan year | 2025-06-03 | 741495 |
| Net assets as of the beginning of the plan year | 2025-06-03 | 673119 |
| Employer contributions to plan in this plan year | 2025-06-03 | 65161 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-06-03 | 5221 |
| 2024 : WILSON MARKETING GROUP, LLC PROFIT SHARING PLAN 2024 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2024-04-12 | 5418 |
| Net assets as of the end of the plan year | 2024-04-12 | 673119 |
| Total assets as of the beginning of the plan year | 2024-04-12 | 578576 |
| Value of plan covered by a fidelity bond | 2024-04-12 | 57858 |
| Participant contributions to plan in this plan year | 2024-04-12 | 0 |
| Other contributions to plan in this plan year | 2024-04-12 | 0 |
| Other income to plan in this plan year | 2024-04-12 | 67726 |
| Plan net income in this plan year | 2024-04-12 | 94543 |
| Net assets as of the end of the plan year | 2024-04-12 | 673119 |
| Net assets as of the beginning of the plan year | 2024-04-12 | 578576 |
| Employer contributions to plan in this plan year | 2024-04-12 | 32235 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-04-12 | 5418 |
| 2022 : WILSON MARKETING GROUP, LLC PROFIT SHARING PLAN 2022 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2022-10-06 | 39728 |
| Net assets as of the end of the plan year | 2022-10-06 | 621621 |
| Total assets as of the beginning of the plan year | 2022-10-06 | 549193 |
| Value of plan covered by a fidelity bond | 2022-10-06 | 10000 |
| Other income to plan in this plan year | 2022-10-06 | 58520 |
| Plan net income in this plan year | 2022-10-06 | 72428 |
| Net assets as of the end of the plan year | 2022-10-06 | 621621 |
| Net assets as of the beginning of the plan year | 2022-10-06 | 549193 |
| Employer contributions to plan in this plan year | 2022-10-06 | 53636 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2022-10-06 | 8395 |
| 2018 : WILSON MARKETING GROUP, LLC PROFIT SHARING PLAN 2018 401k financial data |
|---|
| Total income from all sources | 2018-12-31 | $63,650 |
| Expenses. Total of all expenses incurred | 2018-12-31 | $42,535 |
| Benefits paid (including direct rollovers) | 2018-12-31 | $21,293 |
| Total plan assets at end of year | 2018-12-31 | $339,432 |
| Total plan assets at beginning of year | 2018-12-31 | $318,317 |
| Value of fidelity bond covering the plan | 2018-12-31 | $80,000 |
| Other income received | 2018-12-31 | $-9,037 |
| Net income (gross income less expenses) | 2018-12-31 | $21,115 |
| Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $339,432 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $318,317 |
| Total contributions received or receivable from employer(s) | 2018-12-31 | $72,687 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2018-12-31 | $21,242 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
| 2017 : WILSON MARKETING GROUP, LLC PROFIT SHARING PLAN 2017 401k financial data |
|---|
| Total income from all sources | 2017-12-31 | $98,349 |
| Expenses. Total of all expenses incurred | 2017-12-31 | $70,124 |
| Total plan assets at end of year | 2017-12-31 | $318,317 |
| Total plan assets at beginning of year | 2017-12-31 | $290,092 |
| Value of fidelity bond covering the plan | 2017-12-31 | $80,000 |
| Other income received | 2017-12-31 | $25,765 |
| Net income (gross income less expenses) | 2017-12-31 | $28,225 |
| Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $318,317 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $290,092 |
| Total contributions received or receivable from employer(s) | 2017-12-31 | $72,584 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2017-12-31 | $70,124 |
| 2016 : WILSON MARKETING GROUP, LLC PROFIT SHARING PLAN 2016 401k financial data |
|---|
| Total income from all sources | 2016-12-31 | $145,798 |
| Expenses. Total of all expenses incurred | 2016-12-31 | $68,978 |
| Benefits paid (including direct rollovers) | 2016-12-31 | $506 |
| Total plan assets at end of year | 2016-12-31 | $290,092 |
| Total plan assets at beginning of year | 2016-12-31 | $213,272 |
| Value of fidelity bond covering the plan | 2016-12-31 | $80,000 |
| Contributions received from other sources (not participants or employers) | 2016-12-31 | $60,000 |
| Other income received | 2016-12-31 | $6,305 |
| Net income (gross income less expenses) | 2016-12-31 | $76,820 |
| Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $290,092 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $213,272 |
| Total contributions received or receivable from employer(s) | 2016-12-31 | $79,493 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2016-12-31 | $68,472 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
| 2015 : WILSON MARKETING GROUP, LLC PROFIT SHARING PLAN 2015 401k financial data |
|---|
| Total income from all sources | 2015-12-31 | $74,936 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $70,035 |
| Benefits paid (including direct rollovers) | 2015-12-31 | $2,060 |
| Total plan assets at end of year | 2015-12-31 | $213,272 |
| Total plan assets at beginning of year | 2015-12-31 | $208,371 |
| Other income received | 2015-12-31 | $-2,029 |
| Net income (gross income less expenses) | 2015-12-31 | $4,901 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $213,272 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $208,371 |
| Total contributions received or receivable from employer(s) | 2015-12-31 | $76,965 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $67,975 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
| 2014 : WILSON MARKETING GROUP, LLC PROFIT SHARING PLAN 2014 401k financial data |
|---|
| Transfers to/from the plan | 2014-12-31 | $0 |
| Total income from all sources | 2014-12-31 | $-11,533 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $63,535 |
| Benefits paid (including direct rollovers) | 2014-12-31 | $61,499 |
| Total plan assets at end of year | 2014-12-31 | $115,215 |
| Total plan assets at beginning of year | 2014-12-31 | $190,283 |
| Total contributions received or receivable from participants | 2014-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2014-12-31 | $0 |
| Other income received | 2014-12-31 | $-41,533 |
| Noncash contributions received | 2014-12-31 | $0 |
| Net income (gross income less expenses) | 2014-12-31 | $-75,068 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $115,215 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $190,283 |
| Total contributions received or receivable from employer(s) | 2014-12-31 | $30,000 |
| Value of certain deemed distributions of participant loans | 2014-12-31 | $0 |
| Value of corrective distributions | 2014-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $2,036 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
| 2013 : WILSON MARKETING GROUP, LLC PROFIT SHARING PLAN 2013 401k financial data |
|---|
| Total income from all sources | 2013-12-31 | $96,378 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $55,071 |
| Benefits paid (including direct rollovers) | 2013-12-31 | $4,025 |
| Total plan assets at end of year | 2013-12-31 | $216,905 |
| Total plan assets at beginning of year | 2013-12-31 | $175,598 |
| Other income received | 2013-12-31 | $13,333 |
| Net income (gross income less expenses) | 2013-12-31 | $41,307 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $216,905 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $175,598 |
| Total contributions received or receivable from employer(s) | 2013-12-31 | $83,045 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2013-12-31 | $51,046 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
| 2012 : WILSON MARKETING GROUP, LLC PROFIT SHARING PLAN 2012 401k financial data |
|---|
| Total income from all sources | 2012-12-31 | $223,675 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $48,077 |
| Total plan assets at end of year | 2012-12-31 | $175,598 |
| Total plan assets at beginning of year | 2012-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2012-12-31 | $119,842 |
| Other income received | 2012-12-31 | $1 |
| Net income (gross income less expenses) | 2012-12-31 | $175,598 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $175,598 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $0 |
| Total contributions received or receivable from employer(s) | 2012-12-31 | $103,832 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2012-12-31 | $48,077 |
| 2018: WILSON MARKETING GROUP, LLC PROFIT SHARING PLAN 2018 form 5500 responses |
|---|
| 2018-01-01 | Type of plan entity | Single employer plan |
| 2018-01-01 | Submission has been amended | No |
| 2018-01-01 | This submission is the final filing | No |
| 2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2018-01-01 | Plan is a collectively bargained plan | No |
| 2018-01-01 | Plan funding arrangement – Insurance | Yes |
| 2018-01-01 | Plan funding arrangement – Trust | Yes |
| 2018-01-01 | Plan benefit arrangement - Trust | Yes |
| 2017: WILSON MARKETING GROUP, LLC PROFIT SHARING PLAN 2017 form 5500 responses |
|---|
| 2017-01-01 | Type of plan entity | Single employer plan |
| 2017-01-01 | Submission has been amended | No |
| 2017-01-01 | This submission is the final filing | No |
| 2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2017-01-01 | Plan is a collectively bargained plan | No |
| 2017-01-01 | Plan funding arrangement – Insurance | Yes |
| 2017-01-01 | Plan funding arrangement – Trust | Yes |
| 2017-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2017-01-01 | Plan benefit arrangement - Trust | Yes |
| 2016: WILSON MARKETING GROUP, LLC PROFIT SHARING PLAN 2016 form 5500 responses |
|---|
| 2016-01-01 | Type of plan entity | Single employer plan |
| 2016-01-01 | Submission has been amended | No |
| 2016-01-01 | This submission is the final filing | No |
| 2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2016-01-01 | Plan is a collectively bargained plan | No |
| 2016-01-01 | Plan funding arrangement – Insurance | Yes |
| 2016-01-01 | Plan funding arrangement – Trust | Yes |
| 2016-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2016-01-01 | Plan benefit arrangement - Trust | Yes |
| 2015: WILSON MARKETING GROUP, LLC PROFIT SHARING PLAN 2015 form 5500 responses |
|---|
| 2015-01-01 | Type of plan entity | Single employer plan |
| 2015-01-01 | Submission has been amended | No |
| 2015-01-01 | This submission is the final filing | No |
| 2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2015-01-01 | Plan is a collectively bargained plan | No |
| 2015-01-01 | Plan funding arrangement – Insurance | Yes |
| 2015-01-01 | Plan funding arrangement – Trust | Yes |
| 2015-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2015-01-01 | Plan benefit arrangement - Trust | Yes |
| 2014: WILSON MARKETING GROUP, LLC PROFIT SHARING PLAN 2014 form 5500 responses |
|---|
| 2014-01-01 | Type of plan entity | Single employer plan |
| 2014-01-01 | Submission has been amended | Yes |
| 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 |
| 2014-01-01 | Plan benefit arrangement - Trust | Yes |
| 2013: WILSON MARKETING GROUP, LLC PROFIT SHARING PLAN 2013 form 5500 responses |
|---|
| 2013-01-01 | Type of plan entity | Single employer plan |
| 2013-01-01 | Submission has been amended | Yes |
| 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 – Insurance | Yes |
| 2013-01-01 | Plan benefit arrangement - Trust | Yes |
| 2012: WILSON MARKETING GROUP, LLC PROFIT SHARING PLAN 2012 form 5500 responses |
|---|
| 2012-01-01 | Type of plan entity | Single employer plan |
| 2012-01-01 | First time form 5500 has been submitted | Yes |
| 2012-01-01 | Submission has been amended | Yes |
| 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 – Insurance | Yes |
| 2012-01-01 | Plan funding arrangement – Trust | Yes |
| 2012-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2012-01-01 | Plan benefit arrangement - Trust | Yes |
