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WHEELER MUNICIPALS CORP PROFIT SHARING PLAN 401k Plan overview

Plan NameWHEELER MUNICIPALS CORP PROFIT SHARING PLAN
Plan identification number 001

WHEELER MUNICIPALS CORP PROFIT SHARING PLAN Benefits

401k Plan TypeDefined 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.
  • 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

WHEELER MUNICIPALS CORP has sponsored the creation of one or more 401k plans.

Company Name:WHEELER MUNICIPALS CORP
Employer identification number (EIN):222580207
NAIC Classification:523120
NAIC Description:Securities Brokerage

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WHEELER MUNICIPALS CORP PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012021-01-01ALLISON WHEELER2022-10-17
0012020-01-01ALLISON WHEELER2021-09-23
0012019-01-01ALLISON WHEELER2020-09-14
0012018-01-01
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01
0012013-01-01
0012012-01-01ALLISON WHEELER
0012011-01-01ALLISON WHEELER
0012010-01-01ALLISON WHEELER
0012009-01-01ALLISON WHEELER

Plan Statistics for WHEELER MUNICIPALS CORP PROFIT SHARING PLAN

401k plan membership statisitcs for WHEELER MUNICIPALS CORP PROFIT SHARING PLAN

Measure Date Value
2021: WHEELER MUNICIPALS CORP PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-015
Total number of active participants reported on line 7a of the Form 55002021-01-010
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-010
Total of all active and inactive participants2021-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-010
Number of participants with account balances2021-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: WHEELER MUNICIPALS CORP PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-015
Total number of active participants reported on line 7a of the Form 55002020-01-015
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-010
Total of all active and inactive participants2020-01-015
Total participants2020-01-015
Number of participants with account balances2020-01-015
2019: WHEELER MUNICIPALS CORP PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-015
Total number of active participants reported on line 7a of the Form 55002019-01-015
Total of all active and inactive participants2019-01-015
Total participants2019-01-015
Number of participants with account balances2019-01-015
2018: WHEELER MUNICIPALS CORP PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-015
Total number of active participants reported on line 7a of the Form 55002018-01-015
Total of all active and inactive participants2018-01-015
Total participants2018-01-015
2017: WHEELER MUNICIPALS CORP PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-015
Total number of active participants reported on line 7a of the Form 55002017-01-015
Total of all active and inactive participants2017-01-015
Total participants2017-01-015
2016: WHEELER MUNICIPALS CORP PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-015
Total number of active participants reported on line 7a of the Form 55002016-01-015
Total of all active and inactive participants2016-01-015
Total participants2016-01-015
Number of participants with account balances2016-01-015
2015: WHEELER MUNICIPALS CORP PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-015
Total number of active participants reported on line 7a of the Form 55002015-01-015
Total of all active and inactive participants2015-01-015
Total participants2015-01-015
Number of participants with account balances2015-01-015
2014: WHEELER MUNICIPALS CORP PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-015
Total number of active participants reported on line 7a of the Form 55002014-01-015
Total of all active and inactive participants2014-01-015
Total participants2014-01-015
Number of participants with account balances2014-01-015
2013: WHEELER MUNICIPALS CORP PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-015
Total number of active participants reported on line 7a of the Form 55002013-01-015
Total of all active and inactive participants2013-01-015
Total participants2013-01-015
Number of participants with account balances2013-01-015
2012: WHEELER MUNICIPALS CORP PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-011
Total number of active participants reported on line 7a of the Form 55002012-01-011
Total of all active and inactive participants2012-01-011
Total participants2012-01-011
Number of participants with account balances2012-01-011
2011: WHEELER MUNICIPALS CORP PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-011
Total number of active participants reported on line 7a of the Form 55002011-01-011
Total of all active and inactive participants2011-01-011
Total participants2011-01-011
Number of participants with account balances2011-01-011
2010: WHEELER MUNICIPALS CORP PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-011
Total number of active participants reported on line 7a of the Form 55002010-01-011
Total of all active and inactive participants2010-01-011
Total participants2010-01-011
Number of participants with account balances2010-01-011
2009: WHEELER MUNICIPALS CORP PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-011
Total number of active participants reported on line 7a of the Form 55002009-01-011
Total of all active and inactive participants2009-01-011
Total participants2009-01-011
Number of participants with account balances2009-01-011

Financial Data on WHEELER MUNICIPALS CORP PROFIT SHARING PLAN

Measure Date Value
2021 : WHEELER MUNICIPALS CORP PROFIT SHARING PLAN 2021 401k financial data
Total income from all sources2021-12-31$9
Expenses. Total of all expenses incurred2021-12-31$215,908
Benefits paid (including direct rollovers)2021-12-31$215,848
Total plan assets at end of year2021-12-31$0
Total plan assets at beginning of year2021-12-31$215,899
Expenses. Other expenses not covered elsewhere2021-12-31$60
Other income received2021-12-31$9
Net income (gross income less expenses)2021-12-31$-215,899
Net plan assets at end of year (total assets less liabilities)2021-12-31$0
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$215,899
2020 : WHEELER MUNICIPALS CORP PROFIT SHARING PLAN 2020 401k financial data
Total income from all sources2020-12-31$111,330
Expenses. Total of all expenses incurred2020-12-31$53,445
Benefits paid (including direct rollovers)2020-12-31$4,570
Total plan assets at end of year2020-12-31$215,899
Total plan assets at beginning of year2020-12-31$158,014
Expenses. Other expenses not covered elsewhere2020-12-31$0
Other income received2020-12-31$111,330
Net income (gross income less expenses)2020-12-31$57,885
Net plan assets at end of year (total assets less liabilities)2020-12-31$215,899
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$158,014
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$48,875
2019 : WHEELER MUNICIPALS CORP PROFIT SHARING PLAN 2019 401k financial data
Total income from all sources2019-12-31$54
Expenses. Total of all expenses incurred2019-12-31$4,630
Benefits paid (including direct rollovers)2019-12-31$4,570
Total plan assets at end of year2019-12-31$158,014
Total plan assets at beginning of year2019-12-31$162,590
Expenses. Other expenses not covered elsewhere2019-12-31$0
Other income received2019-12-31$54
Net income (gross income less expenses)2019-12-31$-4,576
Net plan assets at end of year (total assets less liabilities)2019-12-31$158,014
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$162,590
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$60
2018 : WHEELER MUNICIPALS CORP PROFIT SHARING PLAN 2018 401k financial data
Total plan liabilities at end of year2018-12-31$0
Total plan liabilities at beginning of year2018-12-31$0
Total income from all sources2018-12-31$70
Expenses. Total of all expenses incurred2018-12-31$7,208
Benefits paid (including direct rollovers)2018-12-31$4,640
Total plan assets at end of year2018-12-31$162,590
Total plan assets at beginning of year2018-12-31$169,728
Expenses. Other expenses not covered elsewhere2018-12-31$0
Other income received2018-12-31$70
Net income (gross income less expenses)2018-12-31$-7,138
Net plan assets at end of year (total assets less liabilities)2018-12-31$162,590
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$169,728
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$2,568
2017 : WHEELER MUNICIPALS CORP PROFIT SHARING PLAN 2017 401k financial data
Total plan liabilities at end of year2017-12-31$0
Total plan liabilities at beginning of year2017-12-31$74,087
Total income from all sources2017-12-31$3,999
Expenses. Total of all expenses incurred2017-12-31$367,345
Benefits paid (including direct rollovers)2017-12-31$334,853
Total plan assets at end of year2017-12-31$169,728
Total plan assets at beginning of year2017-12-31$607,161
Expenses. Other expenses not covered elsewhere2017-12-31$0
Other income received2017-12-31$3,999
Net income (gross income less expenses)2017-12-31$-363,346
Net plan assets at end of year (total assets less liabilities)2017-12-31$169,728
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$533,074
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$32,492
2016 : WHEELER MUNICIPALS CORP PROFIT SHARING PLAN 2016 401k financial data
Total plan liabilities at end of year2016-12-31$74,087
Total income from all sources2016-12-31$-11,330
Expenses. Total of all expenses incurred2016-12-31$90,537
Benefits paid (including direct rollovers)2016-12-31$16,450
Total plan assets at end of year2016-12-31$607,161
Total plan assets at beginning of year2016-12-31$634,941
Expenses. Other expenses not covered elsewhere2016-12-31$74,087
Other income received2016-12-31$-11,330
Net income (gross income less expenses)2016-12-31$-101,867
Net plan assets at end of year (total assets less liabilities)2016-12-31$533,074
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$634,941
2015 : WHEELER MUNICIPALS CORP PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources2015-12-31$-32,736
Expenses. Total of all expenses incurred2015-12-31$17,295
Benefits paid (including direct rollovers)2015-12-31$17,295
Total plan assets at end of year2015-12-31$634,941
Total plan assets at beginning of year2015-12-31$684,972
Other income received2015-12-31$-32,736
Net income (gross income less expenses)2015-12-31$-50,031
Net plan assets at end of year (total assets less liabilities)2015-12-31$634,941
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$684,972
2014 : WHEELER MUNICIPALS CORP PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources2014-12-31$40,095
Expenses. Total of all expenses incurred2014-12-31$16,285
Benefits paid (including direct rollovers)2014-12-31$16,285
Total plan assets at end of year2014-12-31$684,972
Total plan assets at beginning of year2014-12-31$661,162
Other income received2014-12-31$40,095
Net income (gross income less expenses)2014-12-31$23,810
Net plan assets at end of year (total assets less liabilities)2014-12-31$684,972
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$661,162
2013 : WHEELER MUNICIPALS CORP PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources2013-12-31$-10,128
Expenses. Total of all expenses incurred2013-12-31$16,585
Benefits paid (including direct rollovers)2013-12-31$16,535
Total plan assets at end of year2013-12-31$661,162
Total plan assets at beginning of year2013-12-31$687,875
Other income received2013-12-31$-10,128
Net income (gross income less expenses)2013-12-31$-26,713
Net plan assets at end of year (total assets less liabilities)2013-12-31$661,162
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$687,875
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$50
2012 : WHEELER MUNICIPALS CORP PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources2012-12-31$35,284
Expenses. Total of all expenses incurred2012-12-31$15,740
Benefits paid (including direct rollovers)2012-12-31$15,690
Total plan assets at end of year2012-12-31$687,875
Total plan assets at beginning of year2012-12-31$668,331
Other income received2012-12-31$35,284
Net income (gross income less expenses)2012-12-31$19,544
Net plan assets at end of year (total assets less liabilities)2012-12-31$687,875
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$668,331
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$50
2011 : WHEELER MUNICIPALS CORP PROFIT SHARING PLAN 2011 401k financial data
Total plan liabilities at end of year2011-12-31$0
Total plan liabilities at beginning of year2011-12-31$36,076
Total income from all sources2011-12-31$43,254
Total plan assets at end of year2011-12-31$668,331
Total plan assets at beginning of year2011-12-31$661,153
Other income received2011-12-31$43,254
Net income (gross income less expenses)2011-12-31$43,254
Net plan assets at end of year (total assets less liabilities)2011-12-31$668,331
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$625,077
2010 : WHEELER MUNICIPALS CORP PROFIT SHARING PLAN 2010 401k financial data
Total plan liabilities at end of year2010-12-31$36,076
Total income from all sources2010-12-31$-101,589
Expenses. Total of all expenses incurred2010-12-31$1,208,384
Benefits paid (including direct rollovers)2010-12-31$623,384
Total plan assets at end of year2010-12-31$661,153
Total plan assets at beginning of year2010-12-31$1,935,050
Other income received2010-12-31$-101,589
Net income (gross income less expenses)2010-12-31$-1,309,973
Net plan assets at end of year (total assets less liabilities)2010-12-31$625,077
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$1,935,050
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$585,000

Form 5500 Responses for WHEELER MUNICIPALS CORP PROFIT SHARING PLAN

2021: WHEELER MUNICIPALS CORP PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01This submission is the final filingYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: WHEELER MUNICIPALS CORP PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: WHEELER MUNICIPALS CORP PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: WHEELER MUNICIPALS CORP PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: WHEELER MUNICIPALS CORP PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: WHEELER MUNICIPALS CORP PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: WHEELER MUNICIPALS CORP PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: WHEELER MUNICIPALS CORP PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: WHEELER MUNICIPALS CORP PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: WHEELER MUNICIPALS CORP PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: WHEELER MUNICIPALS CORP PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: WHEELER MUNICIPALS CORP PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: WHEELER MUNICIPALS CORP PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01This submission is the final filingNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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