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WINSTON-MARION A.R.C. 401K PROFIT SHARING PLAN 401k Plan overview

Plan NameWINSTON-MARION A.R.C. 401K PROFIT SHARING PLAN
Plan identification number 001

WINSTON-MARION A.R.C. 401K 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.
  • 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.
  • 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

WINSTON-MARION ASSOCIATION FOR RETARDED CITIZENS has sponsored the creation of one or more 401k plans.

Company Name:WINSTON-MARION ASSOCIATION FOR RETARDED CITIZENS
Employer identification number (EIN):237352161
NAIC Classification:624310
NAIC Description:Vocational Rehabilitation Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WINSTON-MARION A.R.C. 401K PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-10-01SUE ELLEN RAYE2023-11-17
0012021-10-01SUE ELLEN RAYE2023-02-17
0012020-10-01SUE ELLEN RAYE2022-07-11
0012019-10-01SUE ELLEN RAYE2021-03-31
0012018-10-01SUE ELLEN RAYE2020-01-13
0012017-10-01SUE ELLEN RAYE2020-08-28
0012015-10-01SUE ELLEN RAYE
0012014-10-01SUE ELLEN RAYE
0012013-10-01SUE ELLEN RAYE
0012012-10-01SUE ELLEN RAYE
0012011-10-01SUE ELLEN RAYE
0012009-10-01SUE ELLEN RAYE
0012007-10-01BRENDA TOMLIN

Plan Statistics for WINSTON-MARION A.R.C. 401K PROFIT SHARING PLAN

401k plan membership statisitcs for WINSTON-MARION A.R.C. 401K PROFIT SHARING PLAN

Measure Date Value
2015: WINSTON-MARION A.R.C. 401K PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-10-0118
Total number of active participants reported on line 7a of the Form 55002015-10-0111
Number of retired or separated participants receiving benefits2015-10-010
Number of other retired or separated participants entitled to future benefits2015-10-014
Total of all active and inactive participants2015-10-0115
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-10-010
Total participants2015-10-0115
Number of participants with account balances2015-10-0111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-10-010
2014: WINSTON-MARION A.R.C. 401K PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-10-0117
Total number of active participants reported on line 7a of the Form 55002014-10-0114
Number of retired or separated participants receiving benefits2014-10-010
Number of other retired or separated participants entitled to future benefits2014-10-014
Total of all active and inactive participants2014-10-0118
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-10-010
Total participants2014-10-0118
Number of participants with account balances2014-10-0112
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-10-010
2013: WINSTON-MARION A.R.C. 401K PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-10-0119
Total number of active participants reported on line 7a of the Form 55002013-10-0114
Number of retired or separated participants receiving benefits2013-10-010
Number of other retired or separated participants entitled to future benefits2013-10-013
Total of all active and inactive participants2013-10-0117
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-10-010
Total participants2013-10-0117
Number of participants with account balances2013-10-0112
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-10-010
2012: WINSTON-MARION A.R.C. 401K PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-10-0117
Total number of active participants reported on line 7a of the Form 55002012-10-0117
Number of retired or separated participants receiving benefits2012-10-010
Number of other retired or separated participants entitled to future benefits2012-10-012
Total of all active and inactive participants2012-10-0119
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-10-010
Total participants2012-10-0119
Number of participants with account balances2012-10-0114
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-10-010
2011: WINSTON-MARION A.R.C. 401K PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-10-0118
Total number of active participants reported on line 7a of the Form 55002011-10-0115
Number of retired or separated participants receiving benefits2011-10-010
Number of other retired or separated participants entitled to future benefits2011-10-012
Total of all active and inactive participants2011-10-0117
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-10-010
Total participants2011-10-0117
Number of participants with account balances2011-10-0113
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-10-010
2009: WINSTON-MARION A.R.C. 401K PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-10-0118
Total number of active participants reported on line 7a of the Form 55002009-10-0115
Number of retired or separated participants receiving benefits2009-10-010
Number of other retired or separated participants entitled to future benefits2009-10-011
Total of all active and inactive participants2009-10-0116
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-10-010
Total participants2009-10-0116
Number of participants with account balances2009-10-0111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-10-010
2007: WINSTON-MARION A.R.C. 401K PROFIT SHARING PLAN 2007 401k membership
Total participants, beginning-of-year2007-10-0118
Total number of active participants reported on line 7a of the Form 55002007-10-0119
Number of retired or separated participants receiving benefits2007-10-010
Number of other retired or separated participants entitled to future benefits2007-10-010
Total of all active and inactive participants2007-10-0119
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2007-10-010
Total participants2007-10-0119
Number of participants with account balances2007-10-0113
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2007-10-010

Financial Data on WINSTON-MARION A.R.C. 401K PROFIT SHARING PLAN

Measure Date Value
2016 : WINSTON-MARION A.R.C. 401K PROFIT SHARING PLAN 2016 401k financial data
Transfers to/from the plan2016-09-30$0
Total plan liabilities at end of year2016-09-30$0
Total plan liabilities at beginning of year2016-09-30$0
Total income from all sources2016-09-30$7,936
Expenses. Total of all expenses incurred2016-09-30$2,700
Benefits paid (including direct rollovers)2016-09-30$2,700
Total plan assets at end of year2016-09-30$74,176
Total plan assets at beginning of year2016-09-30$68,940
Value of fidelity bond covering the plan2016-09-30$1,000,000
Total contributions received or receivable from participants2016-09-30$3,621
Expenses. Other expenses not covered elsewhere2016-09-30$0
Contributions received from other sources (not participants or employers)2016-09-30$0
Other income received2016-09-30$4,315
Noncash contributions received2016-09-30$0
Net income (gross income less expenses)2016-09-30$5,236
Net plan assets at end of year (total assets less liabilities)2016-09-30$74,176
Net plan assets at beginning of year (total assets less liabilities)2016-09-30$68,940
Assets. Value of participant loans2016-09-30$1,319
Total contributions received or receivable from employer(s)2016-09-30$0
Value of certain deemed distributions of participant loans2016-09-30$0
Value of corrective distributions2016-09-30$0
Expenses. Administrative service providers (salaries,fees and commissions)2016-09-30$0
2015 : WINSTON-MARION A.R.C. 401K PROFIT SHARING PLAN 2015 401k financial data
Transfers to/from the plan2015-09-30$0
Total plan liabilities at end of year2015-09-30$0
Total plan liabilities at beginning of year2015-09-30$0
Total income from all sources2015-09-30$2,582
Expenses. Total of all expenses incurred2015-09-30$3,000
Benefits paid (including direct rollovers)2015-09-30$3,000
Total plan assets at end of year2015-09-30$68,940
Total plan assets at beginning of year2015-09-30$69,358
Value of fidelity bond covering the plan2015-09-30$1,000,000
Total contributions received or receivable from participants2015-09-30$3,476
Expenses. Other expenses not covered elsewhere2015-09-30$0
Contributions received from other sources (not participants or employers)2015-09-30$0
Other income received2015-09-30$-894
Noncash contributions received2015-09-30$0
Net income (gross income less expenses)2015-09-30$-418
Net plan assets at end of year (total assets less liabilities)2015-09-30$68,940
Net plan assets at beginning of year (total assets less liabilities)2015-09-30$69,358
Assets. Value of participant loans2015-09-30$1,319
Total contributions received or receivable from employer(s)2015-09-30$0
Value of certain deemed distributions of participant loans2015-09-30$0
Value of corrective distributions2015-09-30$0
Expenses. Administrative service providers (salaries,fees and commissions)2015-09-30$0
2014 : WINSTON-MARION A.R.C. 401K PROFIT SHARING PLAN 2014 401k financial data
Transfers to/from the plan2014-09-30$0
Total plan liabilities at end of year2014-09-30$0
Total plan liabilities at beginning of year2014-09-30$0
Total income from all sources2014-09-30$12,208
Expenses. Total of all expenses incurred2014-09-30$6,703
Benefits paid (including direct rollovers)2014-09-30$6,703
Total plan assets at end of year2014-09-30$69,358
Total plan assets at beginning of year2014-09-30$63,853
Value of fidelity bond covering the plan2014-09-30$50,000
Total contributions received or receivable from participants2014-09-30$4,859
Expenses. Other expenses not covered elsewhere2014-09-30$0
Contributions received from other sources (not participants or employers)2014-09-30$0
Other income received2014-09-30$7,349
Noncash contributions received2014-09-30$0
Net income (gross income less expenses)2014-09-30$5,505
Net plan assets at end of year (total assets less liabilities)2014-09-30$69,358
Net plan assets at beginning of year (total assets less liabilities)2014-09-30$63,853
Assets. Value of participant loans2014-09-30$1,319
Total contributions received or receivable from employer(s)2014-09-30$0
Value of certain deemed distributions of participant loans2014-09-30$0
Value of corrective distributions2014-09-30$0
Expenses. Administrative service providers (salaries,fees and commissions)2014-09-30$0
2013 : WINSTON-MARION A.R.C. 401K PROFIT SHARING PLAN 2013 401k financial data
Transfers to/from the plan2013-09-30$0
Total plan liabilities at end of year2013-09-30$0
Total plan liabilities at beginning of year2013-09-30$0
Total income from all sources2013-09-30$12,912
Expenses. Total of all expenses incurred2013-09-30$0
Benefits paid (including direct rollovers)2013-09-30$0
Total plan assets at end of year2013-09-30$63,853
Total plan assets at beginning of year2013-09-30$50,941
Value of fidelity bond covering the plan2013-09-30$50,000
Total contributions received or receivable from participants2013-09-30$5,954
Expenses. Other expenses not covered elsewhere2013-09-30$0
Contributions received from other sources (not participants or employers)2013-09-30$0
Other income received2013-09-30$6,958
Noncash contributions received2013-09-30$0
Net income (gross income less expenses)2013-09-30$12,912
Net plan assets at end of year (total assets less liabilities)2013-09-30$63,853
Net plan assets at beginning of year (total assets less liabilities)2013-09-30$50,941
Assets. Value of participant loans2013-09-30$1,319
Total contributions received or receivable from employer(s)2013-09-30$0
Value of certain deemed distributions of participant loans2013-09-30$0
Value of corrective distributions2013-09-30$0
Expenses. Administrative service providers (salaries,fees and commissions)2013-09-30$0
2012 : WINSTON-MARION A.R.C. 401K PROFIT SHARING PLAN 2012 401k financial data
Transfers to/from the plan2012-09-30$0
Total plan liabilities at end of year2012-09-30$0
Total plan liabilities at beginning of year2012-09-30$0
Total income from all sources2012-09-30$13,174
Expenses. Total of all expenses incurred2012-09-30$4,071
Benefits paid (including direct rollovers)2012-09-30$4,071
Total plan assets at end of year2012-09-30$50,941
Total plan assets at beginning of year2012-09-30$41,838
Value of fidelity bond covering the plan2012-09-30$50,000
Total contributions received or receivable from participants2012-09-30$5,590
Expenses. Other expenses not covered elsewhere2012-09-30$0
Contributions received from other sources (not participants or employers)2012-09-30$0
Other income received2012-09-30$7,584
Noncash contributions received2012-09-30$0
Net income (gross income less expenses)2012-09-30$9,103
Net plan assets at end of year (total assets less liabilities)2012-09-30$50,941
Net plan assets at beginning of year (total assets less liabilities)2012-09-30$41,838
Assets. Value of participant loans2012-09-30$1,314
Total contributions received or receivable from employer(s)2012-09-30$0
Value of certain deemed distributions of participant loans2012-09-30$0
Value of corrective distributions2012-09-30$0
Expenses. Administrative service providers (salaries,fees and commissions)2012-09-30$0
2011 : WINSTON-MARION A.R.C. 401K PROFIT SHARING PLAN 2011 401k financial data
Transfers to/from the plan2011-09-30$0
Total plan liabilities at end of year2011-09-30$0
Total plan liabilities at beginning of year2011-09-30$0
Total income from all sources2011-09-30$6,713
Expenses. Total of all expenses incurred2011-09-30$50,343
Benefits paid (including direct rollovers)2011-09-30$50,343
Total plan assets at end of year2011-09-30$41,838
Total plan assets at beginning of year2011-09-30$85,468
Value of fidelity bond covering the plan2011-09-30$50,000
Total contributions received or receivable from participants2011-09-30$3,887
Expenses. Other expenses not covered elsewhere2011-09-30$0
Contributions received from other sources (not participants or employers)2011-09-30$0
Other income received2011-09-30$2,826
Noncash contributions received2011-09-30$0
Net income (gross income less expenses)2011-09-30$-43,630
Net plan assets at end of year (total assets less liabilities)2011-09-30$41,838
Net plan assets at beginning of year (total assets less liabilities)2011-09-30$85,468
Assets. Value of participant loans2011-09-30$2,187
Total contributions received or receivable from employer(s)2011-09-30$0
Value of certain deemed distributions of participant loans2011-09-30$0
Value of corrective distributions2011-09-30$0
Expenses. Administrative service providers (salaries,fees and commissions)2011-09-30$0

Form 5500 Responses for WINSTON-MARION A.R.C. 401K PROFIT SHARING PLAN

2015: WINSTON-MARION A.R.C. 401K PROFIT SHARING PLAN 2015 form 5500 responses
2015-10-01Type of plan entitySingle employer plan
2015-10-01Plan funding arrangement – TrustYes
2015-10-01Plan benefit arrangement - TrustYes
2014: WINSTON-MARION A.R.C. 401K PROFIT SHARING PLAN 2014 form 5500 responses
2014-10-01Type of plan entitySingle employer plan
2014-10-01Plan funding arrangement – TrustYes
2014-10-01Plan benefit arrangement - TrustYes
2013: WINSTON-MARION A.R.C. 401K PROFIT SHARING PLAN 2013 form 5500 responses
2013-10-01Type of plan entitySingle employer plan
2013-10-01Plan funding arrangement – TrustYes
2013-10-01Plan benefit arrangement - TrustYes
2012: WINSTON-MARION A.R.C. 401K PROFIT SHARING PLAN 2012 form 5500 responses
2012-10-01Type of plan entitySingle employer plan
2012-10-01Plan funding arrangement – TrustYes
2012-10-01Plan benefit arrangement - TrustYes
2011: WINSTON-MARION A.R.C. 401K PROFIT SHARING PLAN 2011 form 5500 responses
2011-10-01Type of plan entitySingle employer plan
2011-10-01Plan funding arrangement – TrustYes
2011-10-01Plan benefit arrangement - TrustYes
2009: WINSTON-MARION A.R.C. 401K PROFIT SHARING PLAN 2009 form 5500 responses
2009-10-01Type of plan entitySingle employer plan
2009-10-01Submission has been amendedNo
2009-10-01This submission is the final filingNo
2009-10-01This return/report is a short plan year return/report (less than 12 months)No
2009-10-01Plan is a collectively bargained planNo
2009-10-01Plan funding arrangement – TrustYes
2009-10-01Plan benefit arrangement - TrustYes
2007: WINSTON-MARION A.R.C. 401K PROFIT SHARING PLAN 2007 form 5500 responses
2007-10-01Type of plan entitySingle employer plan
2007-10-01Submission has been amendedNo
2007-10-01This submission is the final filingNo
2007-10-01This return/report is a short plan year return/report (less than 12 months)No
2007-10-01Plan is a collectively bargained planNo
2007-10-01Plan funding arrangement – TrustYes
2007-10-01Plan benefit arrangement - TrustYes

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