401k Plan data: MELVIN T. WHEELER & SONS, INC. 401(K) PROFIT SHARING PLAN plan

MELVIN T. WHEELER & SONS, INC. 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan Name	MELVIN T. WHEELER & SONS, INC. 401(K) PROFIT SHARING PLAN
Plan identification number	001

MELVIN T. WHEELER & SONS, INC. 401(K) PROFIT SHARING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
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.
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.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

MELVIN T. WHEELER & SONS, INC. has sponsored the creation of one or more 401k plans.

Company Name: MELVIN T. WHEELER & SONS, INC.

Employer identification number (EIN): 202050291

NAIC Classification: 111900
NAIC Description: Other Crop Farming

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MELVIN T. WHEELER & SONS, INC. 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01
001 2022-01-01
001 2021-01-01
001 2020-01-01 DAVID W. WHEELER 2021-06-08
001 2019-01-01 DAVID W. WHEELER 2020-07-28
001 2018-01-01 DAVID W. WHEELER 2019-08-11
001 2017-01-01
001 2016-01-01
001 2015-01-01 WARREN HUTSON
001 2014-01-01 WARREN HUTSON
001 2013-01-01 WARREN HUTSON
001 2012-01-01 WARREN HUTSON
001 2011-01-01 WARREN HUTSON
001 2009-01-01 WARREN J. HUTSON

Plan Statistics for MELVIN T. WHEELER & SONS, INC. 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for MELVIN T. WHEELER & SONS, INC. 401(K) PROFIT SHARING PLAN

Measure Date Value
2020: MELVIN T. WHEELER & SONS, INC. 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 45
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 36
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 3
Total of all active and inactive participants 2020-01-01 39
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 1
Total participants 2020-01-01 40
Number of participants with account balances 2020-01-01 25
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: MELVIN T. WHEELER & SONS, INC. 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 45
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 41
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 3
Total of all active and inactive participants 2019-01-01 44
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 1
Total participants 2019-01-01 45
Number of participants with account balances 2019-01-01 27
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: MELVIN T. WHEELER & SONS, INC. 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 38
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 39
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 2
Total of all active and inactive participants 2018-01-01 41
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 1
Total participants 2018-01-01 42
Number of participants with account balances 2018-01-01 27
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: MELVIN T. WHEELER & SONS, INC. 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 39
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 29
Number of retired or separated participants receiving benefits 2017-01-01 1
Number of other retired or separated participants entitled to future benefits 2017-01-01 7
Total of all active and inactive participants 2017-01-01 37
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 37
Number of participants with account balances 2017-01-01 28
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: MELVIN T. WHEELER & SONS, INC. 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 46
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 29
Number of retired or separated participants receiving benefits 2016-01-01 1
Number of other retired or separated participants entitled to future benefits 2016-01-01 8
Total of all active and inactive participants 2016-01-01 38
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 38
Number of participants with account balances 2016-01-01 27
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: MELVIN T. WHEELER & SONS, INC. 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 50
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 44
Number of retired or separated participants receiving benefits 2015-01-01 1
Number of other retired or separated participants entitled to future benefits 2015-01-01 3
Total of all active and inactive participants 2015-01-01 48
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 48
Number of participants with account balances 2015-01-01 24
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: MELVIN T. WHEELER & SONS, INC. 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 55
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 48
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 4
Total of all active and inactive participants 2014-01-01 52
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 52
Number of participants with account balances 2014-01-01 20
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: MELVIN T. WHEELER & SONS, INC. 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 60
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 54
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 3
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 20
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: MELVIN T. WHEELER & SONS, INC. 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 50
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 49
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 2
Total of all active and inactive participants 2012-01-01 51
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 51
Number of participants with account balances 2012-01-01 20
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: MELVIN T. WHEELER & SONS, INC. 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 50
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 37
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 2
Total of all active and inactive participants 2011-01-01 39
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 39
Number of participants with account balances 2011-01-01 19
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2009: MELVIN T. WHEELER & SONS, INC. 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 45
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 45
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 2
Total of all active and inactive participants 2009-01-01 47
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 47
Number of participants with account balances 2009-01-01 22
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2020: MELVIN T. WHEELER & SONS, INC. 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	45
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	36
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	3
Total of all active and inactive participants	2020-01-01	39
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	1
Total participants	2020-01-01	40
Number of participants with account balances	2020-01-01	25
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: MELVIN T. WHEELER & SONS, INC. 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	45
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	41
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	3
Total of all active and inactive participants	2019-01-01	44
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	1
Total participants	2019-01-01	45
Number of participants with account balances	2019-01-01	27
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: MELVIN T. WHEELER & SONS, INC. 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	38
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	39
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	2
Total of all active and inactive participants	2018-01-01	41
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	1
Total participants	2018-01-01	42
Number of participants with account balances	2018-01-01	27
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: MELVIN T. WHEELER & SONS, INC. 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	39
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	29
Number of retired or separated participants receiving benefits	2017-01-01	1
Number of other retired or separated participants entitled to future benefits	2017-01-01	7
Total of all active and inactive participants	2017-01-01	37
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	37
Number of participants with account balances	2017-01-01	28
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: MELVIN T. WHEELER & SONS, INC. 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	46
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	29
Number of retired or separated participants receiving benefits	2016-01-01	1
Number of other retired or separated participants entitled to future benefits	2016-01-01	8
Total of all active and inactive participants	2016-01-01	38
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	38
Number of participants with account balances	2016-01-01	27
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: MELVIN T. WHEELER & SONS, INC. 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	50
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	44
Number of retired or separated participants receiving benefits	2015-01-01	1
Number of other retired or separated participants entitled to future benefits	2015-01-01	3
Total of all active and inactive participants	2015-01-01	48
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	48
Number of participants with account balances	2015-01-01	24
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: MELVIN T. WHEELER & SONS, INC. 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	55
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	48
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	4
Total of all active and inactive participants	2014-01-01	52
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	52
Number of participants with account balances	2014-01-01	20
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: MELVIN T. WHEELER & SONS, INC. 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	60
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	54
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	3
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	20
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: MELVIN T. WHEELER & SONS, INC. 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	50
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	49
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	2
Total of all active and inactive participants	2012-01-01	51
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	51
Number of participants with account balances	2012-01-01	20
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: MELVIN T. WHEELER & SONS, INC. 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	50
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	37
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	2
Total of all active and inactive participants	2011-01-01	39
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	39
Number of participants with account balances	2011-01-01	19
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2009: MELVIN T. WHEELER & SONS, INC. 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	45
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	45
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	2
Total of all active and inactive participants	2009-01-01	47
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	47
Number of participants with account balances	2009-01-01	22
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on MELVIN T. WHEELER & SONS, INC. 401(K) PROFIT SHARING PLAN

Measure	Date	Value
2020 : MELVIN T. WHEELER & SONS, INC. 401(K) PROFIT SHARING PLAN 2020 401k financial data
Total income from all sources	2020-12-31	$335,078
Expenses. Total of all expenses incurred	2020-12-31	$399,362
Benefits paid (including direct rollovers)	2020-12-31	$375,199
Total plan assets at end of year	2020-12-31	$2,055,225
Total plan assets at beginning of year	2020-12-31	$2,119,509
Value of fidelity bond covering the plan	2020-12-31	$250,000
Total contributions received or receivable from participants	2020-12-31	$74,070
Other income received	2020-12-31	$215,080
Net income (gross income less expenses)	2020-12-31	$-64,284
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$2,055,225
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$2,119,509
Assets. Value of participant loans	2020-12-31	$21,442
Total contributions received or receivable from employer(s)	2020-12-31	$45,928
Expenses. Administrative service providers (salaries,fees and commissions)	2020-12-31	$24,163
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
2019 : MELVIN T. WHEELER & SONS, INC. 401(K) PROFIT SHARING PLAN 2019 401k financial data
Total plan liabilities at end of year	2019-12-31	$11,203
Total plan liabilities at beginning of year	2019-12-31	$10,497
Total income from all sources	2019-12-31	$402,909
Expenses. Total of all expenses incurred	2019-12-31	$33,275
Benefits paid (including direct rollovers)	2019-12-31	$11,066
Total plan assets at end of year	2019-12-31	$2,130,712
Total plan assets at beginning of year	2019-12-31	$1,760,372
Value of fidelity bond covering the plan	2019-12-31	$200,000
Total contributions received or receivable from participants	2019-12-31	$85,839
Expenses. Other expenses not covered elsewhere	2019-12-31	$6
Other income received	2019-12-31	$277,094
Net income (gross income less expenses)	2019-12-31	$369,634
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$2,119,509
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$1,749,875
Assets. Value of participant loans	2019-12-31	$31,950
Total contributions received or receivable from employer(s)	2019-12-31	$39,976
Expenses. Administrative service providers (salaries,fees and commissions)	2019-12-31	$22,203
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
2018 : MELVIN T. WHEELER & SONS, INC. 401(K) PROFIT SHARING PLAN 2018 401k financial data
Total plan liabilities at end of year	2018-12-31	$10,497
Total plan liabilities at beginning of year	2018-12-31	$1,574
Total income from all sources	2018-12-31	$91,557
Expenses. Total of all expenses incurred	2018-12-31	$32,547
Benefits paid (including direct rollovers)	2018-12-31	$11,152
Total plan assets at end of year	2018-12-31	$1,760,372
Total plan assets at beginning of year	2018-12-31	$1,692,439
Value of fidelity bond covering the plan	2018-12-31	$200,000
Total contributions received or receivable from participants	2018-12-31	$96,041
Other income received	2018-12-31	$-48,891
Net income (gross income less expenses)	2018-12-31	$59,010
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$1,749,875
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$1,690,865
Assets. Value of participant loans	2018-12-31	$41,627
Total contributions received or receivable from employer(s)	2018-12-31	$44,407
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$21,395
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
2017 : MELVIN T. WHEELER & SONS, INC. 401(K) PROFIT SHARING PLAN 2017 401k financial data
Total plan liabilities at end of year	2017-12-31	$1,574
Total plan liabilities at beginning of year	2017-12-31	$103
Total income from all sources	2017-12-31	$343,390
Expenses. Total of all expenses incurred	2017-12-31	$57,710
Benefits paid (including direct rollovers)	2017-12-31	$39,127
Total plan assets at end of year	2017-12-31	$1,692,439
Total plan assets at beginning of year	2017-12-31	$1,405,288
Value of fidelity bond covering the plan	2017-12-31	$150,000
Total contributions received or receivable from participants	2017-12-31	$96,632
Expenses. Other expenses not covered elsewhere	2017-12-31	$0
Contributions received from other sources (not participants or employers)	2017-12-31	$0
Other income received	2017-12-31	$201,282
Noncash contributions received	2017-12-31	$0
Net income (gross income less expenses)	2017-12-31	$285,680
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$1,690,865
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$1,405,185
Assets. Value of participant loans	2017-12-31	$52,579
Total contributions received or receivable from employer(s)	2017-12-31	$45,476
Value of certain deemed distributions of participant loans	2017-12-31	$0
Value of corrective distributions	2017-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$18,583
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
2016 : MELVIN T. WHEELER & SONS, INC. 401(K) PROFIT SHARING PLAN 2016 401k financial data
Total plan liabilities at end of year	2016-12-31	$103
Total plan liabilities at beginning of year	2016-12-31	$0
Total income from all sources	2016-12-31	$216,706
Expenses. Total of all expenses incurred	2016-12-31	$101,490
Benefits paid (including direct rollovers)	2016-12-31	$85,643
Total plan assets at end of year	2016-12-31	$1,405,288
Total plan assets at beginning of year	2016-12-31	$1,289,969
Value of fidelity bond covering the plan	2016-12-31	$150,000
Total contributions received or receivable from participants	2016-12-31	$87,208
Expenses. Other expenses not covered elsewhere	2016-12-31	$0
Contributions received from other sources (not participants or employers)	2016-12-31	$0
Other income received	2016-12-31	$89,860
Noncash contributions received	2016-12-31	$0
Net income (gross income less expenses)	2016-12-31	$115,216
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$1,405,185
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$1,289,969
Assets. Value of participant loans	2016-12-31	$47,068
Total contributions received or receivable from employer(s)	2016-12-31	$39,638
Value of certain deemed distributions of participant loans	2016-12-31	$0
Value of corrective distributions	2016-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$15,847
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
2015 : MELVIN T. WHEELER & SONS, INC. 401(K) PROFIT SHARING PLAN 2015 401k financial data
Total plan liabilities at end of year	2015-12-31	$0
Total plan liabilities at beginning of year	2015-12-31	$0
Total income from all sources	2015-12-31	$92,947
Expenses. Total of all expenses incurred	2015-12-31	$89,950
Benefits paid (including direct rollovers)	2015-12-31	$78,015
Total plan assets at end of year	2015-12-31	$1,289,969
Total plan assets at beginning of year	2015-12-31	$1,286,972
Value of fidelity bond covering the plan	2015-12-31	$150,000
Total contributions received or receivable from participants	2015-12-31	$77,634
Expenses. Other expenses not covered elsewhere	2015-12-31	$12
Contributions received from other sources (not participants or employers)	2015-12-31	$0
Other income received	2015-12-31	$-15,533
Noncash contributions received	2015-12-31	$0
Net income (gross income less expenses)	2015-12-31	$2,997
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$1,289,969
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$1,286,972
Assets. Value of participant loans	2015-12-31	$32,502
Total contributions received or receivable from employer(s)	2015-12-31	$30,846
Value of certain deemed distributions of participant loans	2015-12-31	$0
Value of corrective distributions	2015-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$11,923
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
2014 : MELVIN T. WHEELER & SONS, INC. 401(K) PROFIT SHARING PLAN 2014 401k financial data
Total plan liabilities at end of year	2014-12-31	$0
Total plan liabilities at beginning of year	2014-12-31	$3,364
Total income from all sources	2014-12-31	$145,581
Expenses. Total of all expenses incurred	2014-12-31	$72,575
Benefits paid (including direct rollovers)	2014-12-31	$57,201
Total plan assets at end of year	2014-12-31	$1,286,972
Total plan assets at beginning of year	2014-12-31	$1,217,330
Value of fidelity bond covering the plan	2014-12-31	$130,000
Total contributions received or receivable from participants	2014-12-31	$70,759
Expenses. Other expenses not covered elsewhere	2014-12-31	$0
Contributions received from other sources (not participants or employers)	2014-12-31	$0
Other income received	2014-12-31	$47,225
Noncash contributions received	2014-12-31	$0
Net income (gross income less expenses)	2014-12-31	$73,006
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$1,286,972
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$1,213,966
Assets. Value of participant loans	2014-12-31	$25,384
Total contributions received or receivable from employer(s)	2014-12-31	$27,597
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	$15,374
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
2013 : MELVIN T. WHEELER & SONS, INC. 401(K) PROFIT SHARING PLAN 2013 401k financial data
Transfers to/from the plan	2013-12-31	$0
Total plan liabilities at end of year	2013-12-31	$4,182
Total plan liabilities at beginning of year	2013-12-31	$0
Total income from all sources	2013-12-31	$247,575
Expenses. Total of all expenses incurred	2013-12-31	$28,583
Benefits paid (including direct rollovers)	2013-12-31	$15,864
Total plan assets at end of year	2013-12-31	$1,213,280
Total plan assets at beginning of year	2013-12-31	$990,106
Value of fidelity bond covering the plan	2013-12-31	$100,000
Total contributions received or receivable from participants	2013-12-31	$72,024
Contributions received from other sources (not participants or employers)	2013-12-31	$0
Other income received	2013-12-31	$145,840
Noncash contributions received	2013-12-31	$0
Net income (gross income less expenses)	2013-12-31	$218,992
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$1,209,098
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$990,106
Assets. Value of participant loans	2013-12-31	$35,793
Total contributions received or receivable from employer(s)	2013-12-31	$29,711
Value of certain deemed distributions of participant loans	2013-12-31	$0
Value of corrective distributions	2013-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$12,719
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
2012 : MELVIN T. WHEELER & SONS, INC. 401(K) PROFIT SHARING PLAN 2012 401k financial data
Transfers to/from the plan	2012-12-31	$0
Total plan liabilities at end of year	2012-12-31	$0
Total plan liabilities at beginning of year	2012-12-31	$0
Total income from all sources	2012-12-31	$210,382
Expenses. Total of all expenses incurred	2012-12-31	$78,208
Benefits paid (including direct rollovers)	2012-12-31	$66,862
Total plan assets at end of year	2012-12-31	$990,106
Total plan assets at beginning of year	2012-12-31	$857,932
Value of fidelity bond covering the plan	2012-12-31	$100,000
Total contributions received or receivable from participants	2012-12-31	$68,266
Expenses. Other expenses not covered elsewhere	2012-12-31	$0
Contributions received from other sources (not participants or employers)	2012-12-31	$0
Other income received	2012-12-31	$112,132
Noncash contributions received	2012-12-31	$0
Net income (gross income less expenses)	2012-12-31	$132,174
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$990,106
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$857,932
Assets. Value of participant loans	2012-12-31	$41,156
Total contributions received or receivable from employer(s)	2012-12-31	$29,984
Value of certain deemed distributions of participant loans	2012-12-31	$0
Value of corrective distributions	2012-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$11,346
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
2011 : MELVIN T. WHEELER & SONS, INC. 401(K) PROFIT SHARING PLAN 2011 401k financial data
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	$45,047
Expenses. Total of all expenses incurred	2011-12-31	$35,949
Benefits paid (including direct rollovers)	2011-12-31	$26,225
Total plan assets at end of year	2011-12-31	$857,932
Total plan assets at beginning of year	2011-12-31	$848,834
Value of fidelity bond covering the plan	2011-12-31	$100,000
Total contributions received or receivable from participants	2011-12-31	$58,086
Expenses. Other expenses not covered elsewhere	2011-12-31	$9,724
Other income received	2011-12-31	$-40,274
Net income (gross income less expenses)	2011-12-31	$9,098
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$857,932
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$848,834
Assets. Value of participant loans	2011-12-31	$58,397
Total contributions received or receivable from employer(s)	2011-12-31	$27,235
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
2010 : MELVIN T. WHEELER & SONS, INC. 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	$167,511
Expenses. Total of all expenses incurred	2010-12-31	$281,679
Benefits paid (including direct rollovers)	2010-12-31	$272,040
Total plan assets at end of year	2010-12-31	$848,834
Total plan assets at beginning of year	2010-12-31	$963,002
Value of fidelity bond covering the plan	2010-12-31	$120,000
Total contributions received or receivable from participants	2010-12-31	$44,236
Expenses. Other expenses not covered elsewhere	2010-12-31	$9,639
Contributions received from other sources (not participants or employers)	2010-12-31	$0
Other income received	2010-12-31	$105,989
Noncash contributions received	2010-12-31	$0
Net income (gross income less expenses)	2010-12-31	$-114,168
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$848,834
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$963,002
Assets. Value of participant loans	2010-12-31	$65,448
Total contributions received or receivable from employer(s)	2010-12-31	$17,286
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	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
2009 : MELVIN T. WHEELER & SONS, INC. 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 MELVIN T. WHEELER & SONS, INC. 401(K) PROFIT SHARING PLAN

2020: MELVIN T. WHEELER & SONS, INC. 401(K) PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: MELVIN T. WHEELER & SONS, INC. 401(K) PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: MELVIN T. WHEELER & SONS, INC. 401(K) 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 – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: MELVIN T. WHEELER & SONS, INC. 401(K) 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 – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: MELVIN T. WHEELER & SONS, INC. 401(K) 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 – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: MELVIN T. WHEELER & SONS, INC. 401(K) 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 – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: MELVIN T. WHEELER & SONS, INC. 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: MELVIN T. WHEELER & SONS, INC. 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	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 - Trust	Yes
2012: MELVIN T. WHEELER & SONS, INC. 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: MELVIN T. WHEELER & SONS, INC. 401(K) PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: MELVIN T. WHEELER & SONS, INC. 401(K) PROFIT SHARING 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 – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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MELVIN T., INC. PROFIT SHARING PLAN [EIN = 264047165]

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Company Name:	MELVIN T. WHEELER & SONS, INC.
Employer identification number (EIN):	202050291
NAIC Classification:	111900
NAIC Description:	Other Crop Farming

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2023-01-01
001	2022-01-01
001	2021-01-01
001	2020-01-01	DAVID W. WHEELER	2021-06-08
001	2019-01-01	DAVID W. WHEELER	2020-07-28
001	2018-01-01	DAVID W. WHEELER	2019-08-11
001	2017-01-01
001	2016-01-01
001	2015-01-01	WARREN HUTSON
001	2014-01-01	WARREN HUTSON
001	2013-01-01	WARREN HUTSON
001	2012-01-01	WARREN HUTSON
001	2011-01-01	WARREN HUTSON
001	2009-01-01	WARREN J. HUTSON