401k Plan data: MOON WALLACE, INC. PROFIT SHARING PLAN & TRUST plan

MOON WALLACE, INC. PROFIT SHARING PLAN & TRUST 401k Plan overview

Plan Name	MOON WALLACE, INC. PROFIT SHARING PLAN & TRUST
Plan identification number	001

MOON WALLACE, INC. PROFIT SHARING PLAN & TRUST 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.
Participant-directed brokerage accounts provided as an investment option under the plan.
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

MOON WALLACE, INC. has sponsored the creation of one or more 401k plans.

Company Name: MOON WALLACE, INC.

Employer identification number (EIN): 201886956

NAIC Classification: 453990

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MOON WALLACE, INC. PROFIT SHARING PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2016-01-01 DAVID L. WALLACE
001 2015-01-01 DAVID L. WALLACE
001 2014-01-01 DAVID L. WALLACE
001 2013-01-01 DAVID L. WALLACE
001 2012-01-01 DAVID L. WALLACE
001 2011-01-01 DAVID L. WALLACE
001 2009-01-01 DAVID WALLACE

Plan id#	Filing Submission Date	Name of Administrator
001	2016-01-01	DAVID L. WALLACE
001	2015-01-01	DAVID L. WALLACE
001	2014-01-01	DAVID L. WALLACE
001	2013-01-01	DAVID L. WALLACE
001	2012-01-01	DAVID L. WALLACE
001	2011-01-01	DAVID L. WALLACE
001	2009-01-01	DAVID WALLACE

Plan Statistics for MOON WALLACE, INC. PROFIT SHARING PLAN & TRUST

401k plan membership statisitcs for MOON WALLACE, INC. PROFIT SHARING PLAN & TRUST

Measure Date Value
2016: MOON WALLACE, INC. PROFIT SHARING PLAN & TRUST 2016 401k membership
Total participants, beginning-of-year 2016-01-01 1
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 0
Total of all active and inactive participants 2016-01-01 0
Total participants 2016-01-01 0
Number of participants with account balances 2016-01-01 0
2015: MOON WALLACE, INC. PROFIT SHARING PLAN & TRUST 2015 401k membership
Total participants, beginning-of-year 2015-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 1
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 2
Total of all active and inactive participants 2015-01-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 3
Number of participants with account balances 2015-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 1
2014: MOON WALLACE, INC. PROFIT SHARING PLAN & TRUST 2014 401k membership
Total participants, beginning-of-year 2014-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 4
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 1
Total of all active and inactive participants 2014-01-01 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 5
Number of participants with account balances 2014-01-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: MOON WALLACE, INC. PROFIT SHARING PLAN & TRUST 2013 401k membership
Total participants, beginning-of-year 2013-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 4
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 1
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 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: MOON WALLACE, INC. PROFIT SHARING PLAN & TRUST 2012 401k membership
Total participants, beginning-of-year 2012-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 4
Total of all active and inactive participants 2012-01-01 4
Total participants 2012-01-01 4
Number of participants with account balances 2012-01-01 3
2011: MOON WALLACE, INC. PROFIT SHARING PLAN & TRUST 2011 401k membership
Total participants, beginning-of-year 2011-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 4
Total of all active and inactive participants 2011-01-01 4
Total participants 2011-01-01 4
Number of participants with account balances 2011-01-01 3
2009: MOON WALLACE, INC. PROFIT SHARING PLAN & TRUST 2009 401k membership
Total participants, beginning-of-year 2009-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 3
Total of all active and inactive participants 2009-01-01 3
Total participants 2009-01-01 3
Number of participants with account balances 2009-01-01 3

Measure	Date	Value
2016: MOON WALLACE, INC. PROFIT SHARING PLAN & TRUST 2016 401k membership
Total participants, beginning-of-year	2016-01-01	1
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	0
Total of all active and inactive participants	2016-01-01	0
Total participants	2016-01-01	0
Number of participants with account balances	2016-01-01	0
2015: MOON WALLACE, INC. PROFIT SHARING PLAN & TRUST 2015 401k membership
Total participants, beginning-of-year	2015-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	1
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	2
Total of all active and inactive participants	2015-01-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	3
Number of participants with account balances	2015-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	1
2014: MOON WALLACE, INC. PROFIT SHARING PLAN & TRUST 2014 401k membership
Total participants, beginning-of-year	2014-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	4
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	1
Total of all active and inactive participants	2014-01-01	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	5
Number of participants with account balances	2014-01-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: MOON WALLACE, INC. PROFIT SHARING PLAN & TRUST 2013 401k membership
Total participants, beginning-of-year	2013-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	4
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	1
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	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: MOON WALLACE, INC. PROFIT SHARING PLAN & TRUST 2012 401k membership
Total participants, beginning-of-year	2012-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	4
Total of all active and inactive participants	2012-01-01	4
Total participants	2012-01-01	4
Number of participants with account balances	2012-01-01	3
2011: MOON WALLACE, INC. PROFIT SHARING PLAN & TRUST 2011 401k membership
Total participants, beginning-of-year	2011-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	4
Total of all active and inactive participants	2011-01-01	4
Total participants	2011-01-01	4
Number of participants with account balances	2011-01-01	3
2009: MOON WALLACE, INC. PROFIT SHARING PLAN & TRUST 2009 401k membership
Total participants, beginning-of-year	2009-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	3
Total of all active and inactive participants	2009-01-01	3
Total participants	2009-01-01	3
Number of participants with account balances	2009-01-01	3

Financial Data on MOON WALLACE, INC. PROFIT SHARING PLAN & TRUST

Measure	Date	Value
2016 : MOON WALLACE, INC. PROFIT SHARING PLAN & TRUST 2016 401k financial data
Total income from all sources	2016-12-31	$1,070
Expenses. Total of all expenses incurred	2016-12-31	$229,935
Benefits paid (including direct rollovers)	2016-12-31	$229,810
Total plan assets at end of year	2016-12-31	$0
Total plan assets at beginning of year	2016-12-31	$228,865
Other income received	2016-12-31	$1,070
Net income (gross income less expenses)	2016-12-31	$-228,865
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$0
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$228,865
Assets. Value of employer securities	2016-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$125
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
2015 : MOON WALLACE, INC. PROFIT SHARING PLAN & TRUST 2015 401k financial data
Total income from all sources	2015-12-31	$-97,840
Expenses. Total of all expenses incurred	2015-12-31	$0
Benefits paid (including direct rollovers)	2015-12-31	$0
Total plan assets at end of year	2015-12-31	$228,865
Total plan assets at beginning of year	2015-12-31	$326,705
Total contributions received or receivable from participants	2015-12-31	$0
Contributions received from other sources (not participants or employers)	2015-12-31	$0
Other income received	2015-12-31	$-97,840
Net income (gross income less expenses)	2015-12-31	$-97,840
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$228,865
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$326,705
Assets. Value of employer securities	2015-12-31	$214,060
Total contributions received or receivable from employer(s)	2015-12-31	$0
Value of certain deemed distributions of participant loans	2015-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$0
2014 : MOON WALLACE, INC. PROFIT SHARING PLAN & TRUST 2014 401k financial data
Total plan liabilities at beginning of year	2014-12-31	$1,300
Total income from all sources	2014-12-31	$100,041
Expenses. Total of all expenses incurred	2014-12-31	$0
Benefits paid (including direct rollovers)	2014-12-31	$0
Total plan assets at end of year	2014-12-31	$326,705
Total plan assets at beginning of year	2014-12-31	$227,964
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	$100,041
Net income (gross income less expenses)	2014-12-31	$100,041
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$326,705
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$226,664
Assets. Value of employer securities	2014-12-31	$312,259
Total contributions received or receivable from employer(s)	2014-12-31	$0
Value of certain deemed distributions of participant loans	2014-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$0
2013 : MOON WALLACE, INC. PROFIT SHARING PLAN & TRUST 2013 401k financial data
Total plan liabilities at end of year	2013-12-31	$1,300
Total income from all sources	2013-12-31	$-146,921
Expenses. Total of all expenses incurred	2013-12-31	$84
Benefits paid (including direct rollovers)	2013-12-31	$0
Total plan assets at end of year	2013-12-31	$227,964
Total plan assets at beginning of year	2013-12-31	$373,669
Total contributions received or receivable from participants	2013-12-31	$0
Contributions received from other sources (not participants or employers)	2013-12-31	$0
Other income received	2013-12-31	$-146,921
Net income (gross income less expenses)	2013-12-31	$-147,005
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$226,664
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$373,669
Assets. Value of employer securities	2013-12-31	$213,656
Total contributions received or receivable from employer(s)	2013-12-31	$0
Value of certain deemed distributions of participant loans	2013-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$84
2012 : MOON WALLACE, INC. PROFIT SHARING PLAN & TRUST 2012 401k financial data
Total income from all sources	2012-12-31	$35,984
Expenses. Total of all expenses incurred	2012-12-31	$125
Total plan assets at end of year	2012-12-31	$373,669
Total plan assets at beginning of year	2012-12-31	$337,810
Other income received	2012-12-31	$35,984
Net income (gross income less expenses)	2012-12-31	$35,859
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$373,669
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$337,810
Assets. Value of employer securities	2012-12-31	$363,185
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$125
2011 : MOON WALLACE, INC. PROFIT SHARING PLAN & TRUST 2011 401k financial data
Total income from all sources	2011-12-31	$146,151
Expenses. Total of all expenses incurred	2011-12-31	$5,000
Benefits paid (including direct rollovers)	2011-12-31	$5,000
Total plan assets at end of year	2011-12-31	$337,810
Total plan assets at beginning of year	2011-12-31	$196,659
Other income received	2011-12-31	$146,151
Net income (gross income less expenses)	2011-12-31	$141,151
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$337,810
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$196,659
Assets. Value of employer securities	2011-12-31	$328,359
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
2010 : MOON WALLACE, INC. PROFIT SHARING PLAN & TRUST 2010 401k financial data
Total income from all sources	2010-12-31	$-21,857
Expenses. Total of all expenses incurred	2010-12-31	$0
Total plan assets at end of year	2010-12-31	$196,659
Total plan assets at beginning of year	2010-12-31	$218,516
Other income received	2010-12-31	$-21,857
Net income (gross income less expenses)	2010-12-31	$-21,857
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$196,659
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$218,516
Assets. Value of employer securities	2010-12-31	$182,209

Form 5500 Responses for MOON WALLACE, INC. PROFIT SHARING PLAN & TRUST

2016: MOON WALLACE, INC. PROFIT SHARING PLAN & TRUST 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	This submission is the final filing	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: MOON WALLACE, INC. PROFIT SHARING PLAN & TRUST 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: MOON WALLACE, INC. PROFIT SHARING PLAN & TRUST 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: MOON WALLACE, INC. PROFIT SHARING PLAN & TRUST 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: MOON WALLACE, INC. PROFIT SHARING PLAN & TRUST 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: MOON WALLACE, INC. PROFIT SHARING PLAN & TRUST 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
2009: MOON WALLACE, INC. PROFIT SHARING PLAN & TRUST 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:	MOON WALLACE, INC.
Employer identification number (EIN):	201886956
NAIC Classification:	453990