401k Plan data: MARTIN WREN, P.C. 401(K) PLAN plan

MARTIN WREN, P.C. 401(K) PLAN 401k Plan overview

Plan Name	MARTIN WREN, P.C. 401(K) PLAN
Plan identification number	001

MARTIN WREN, P.C. 401(K) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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.
Participant-directed brokerage accounts provided as an investment option under the plan.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Plan covering Self-Employed individuals.
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

MARTIN WREN, P.C. has sponsored the creation of one or more 401k plans.

Company Name: MARTIN WREN, P.C.

Employer identification number (EIN): 270230493

NAIC Classification: 541110
NAIC Description: Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MARTIN WREN, P.C. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01 ANGELA SHIFLETT 2023-07-07 ANGELA SHIFLETT 2023-07-07
001 2021-01-01 ANGELA SHIFLETT 2022-07-15
001 2020-01-01 ANGELA SHIFLETT 2021-07-22
001 2019-01-01 ANGELA SHIFLETT 2020-07-14 ANGELA SHIFLETT 2020-07-14
001 2018-01-01 ANGELA SHEPHERD 2019-07-09
001 2017-01-01 ANGELA T. SHEPHERD 2018-07-19
001 2016-01-01 ANGELA T. SHEPHERD 2017-07-07
001 2015-01-01 ANGELA T. SHEPHERD ANGELA T. SHEPHERD 2016-06-29
001 2014-01-01 ANGELA T. SHEPHERD ANGELA T. SHEPHERD 2015-07-28
001 2013-01-01 ANGELA SHEPHERD ANGELA SHEPHERD 2014-07-22
001 2012-01-01 ANGELA SHEPHERD
001 2011-01-01 ANGELA T. SHEPHERD
001 2010-01-01 ANGELA SHEPHERD

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2022-01-01	ANGELA SHIFLETT	2023-07-07	ANGELA SHIFLETT	2023-07-07
001	2021-01-01	ANGELA SHIFLETT	2022-07-15
001	2020-01-01	ANGELA SHIFLETT	2021-07-22
001	2019-01-01	ANGELA SHIFLETT	2020-07-14	ANGELA SHIFLETT	2020-07-14
001	2018-01-01	ANGELA SHEPHERD	2019-07-09
001	2017-01-01	ANGELA T. SHEPHERD	2018-07-19
001	2016-01-01	ANGELA T. SHEPHERD	2017-07-07
001	2015-01-01	ANGELA T. SHEPHERD		ANGELA T. SHEPHERD	2016-06-29
001	2014-01-01	ANGELA T. SHEPHERD		ANGELA T. SHEPHERD	2015-07-28
001	2013-01-01	ANGELA SHEPHERD		ANGELA SHEPHERD	2014-07-22
001	2012-01-01	ANGELA SHEPHERD
001	2011-01-01	ANGELA T. SHEPHERD
001	2010-01-01	ANGELA SHEPHERD

Plan Statistics for MARTIN WREN, P.C. 401(K) PLAN

401k plan membership statisitcs for MARTIN WREN, P.C. 401(K) PLAN

Measure Date Value
2015: MARTIN WREN, P.C. 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 19
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 16
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 1
Total of all active and inactive participants 2015-01-01 17
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 17
Number of participants with account balances 2015-01-01 17
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: MARTIN WREN, P.C. 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 18
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 17
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 18
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 18
Number of participants with account balances 2014-01-01 17
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: MARTIN WREN, P.C. 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 18
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 14
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 2
Total of all active and inactive participants 2013-01-01 16
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 16
Number of participants with account balances 2013-01-01 16
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: MARTIN WREN, P.C. 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 13
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 14
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 3
Total of all active and inactive participants 2012-01-01 17
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 17
Number of participants with account balances 2012-01-01 16
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: MARTIN WREN, P.C. 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 16
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 13
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 15
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 15
Number of participants with account balances 2011-01-01 14
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2010: MARTIN WREN, P.C. 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 0
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 16
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 0
Total of all active and inactive participants 2010-01-01 16
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 16
Number of participants with account balances 2010-01-01 16
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 0

Measure	Date	Value
2015: MARTIN WREN, P.C. 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	19
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	16
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	1
Total of all active and inactive participants	2015-01-01	17
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	17
Number of participants with account balances	2015-01-01	17
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: MARTIN WREN, P.C. 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	18
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	17
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	18
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	18
Number of participants with account balances	2014-01-01	17
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: MARTIN WREN, P.C. 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	18
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	14
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	2
Total of all active and inactive participants	2013-01-01	16
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	16
Number of participants with account balances	2013-01-01	16
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: MARTIN WREN, P.C. 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	13
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	14
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	3
Total of all active and inactive participants	2012-01-01	17
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	17
Number of participants with account balances	2012-01-01	16
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: MARTIN WREN, P.C. 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	16
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	13
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	15
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	15
Number of participants with account balances	2011-01-01	14
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2010: MARTIN WREN, P.C. 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	0
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	16
Number of retired or separated participants receiving benefits	2010-01-01	0
Number of other retired or separated participants entitled to future benefits	2010-01-01	0
Total of all active and inactive participants	2010-01-01	16
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	16
Number of participants with account balances	2010-01-01	16
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	0

Financial Data on MARTIN WREN, P.C. 401(K) PLAN

Measure	Date	Value
2015 : MARTIN WREN, P.C. 401(K) PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$168,077
Expenses. Total of all expenses incurred	2015-12-31	$16,046
Benefits paid (including direct rollovers)	2015-12-31	$13,837
Total plan assets at end of year	2015-12-31	$1,592,737
Total plan assets at beginning of year	2015-12-31	$1,440,706
Value of fidelity bond covering the plan	2015-12-31	$250,000
Total contributions received or receivable from participants	2015-12-31	$131,443
Expenses. Other expenses not covered elsewhere	2015-12-31	$2,209
Other income received	2015-12-31	$-15,409
Net income (gross income less expenses)	2015-12-31	$152,031
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$1,592,737
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$1,440,706
Assets. Value of participant loans	2015-12-31	$39,363
Total contributions received or receivable from employer(s)	2015-12-31	$52,043
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
2014 : MARTIN WREN, P.C. 401(K) PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$248,484
Expenses. Total of all expenses incurred	2014-12-31	$30,542
Benefits paid (including direct rollovers)	2014-12-31	$22,285
Total plan assets at end of year	2014-12-31	$1,440,706
Total plan assets at beginning of year	2014-12-31	$1,222,764
Value of fidelity bond covering the plan	2014-12-31	$250,000
Total contributions received or receivable from participants	2014-12-31	$121,043
Expenses. Other expenses not covered elsewhere	2014-12-31	$1,928
Contributions received from other sources (not participants or employers)	2014-12-31	$0
Other income received	2014-12-31	$79,536
Net income (gross income less expenses)	2014-12-31	$217,942
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$1,440,706
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$1,222,764
Assets. Value of participant loans	2014-12-31	$44,887
Total contributions received or receivable from employer(s)	2014-12-31	$47,905
Value of certain deemed distributions of participant loans	2014-12-31	$0
Value of corrective distributions	2014-12-31	$6,329
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2014-12-31	$0
Minimum employer required contribution for this plan year	2014-12-31	$0
Amount contributed by the employer to the plan for this plan year	2014-12-31	$0
2013 : MARTIN WREN, P.C. 401(K) PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$374,472
Expenses. Total of all expenses incurred	2013-12-31	$38,121
Benefits paid (including direct rollovers)	2013-12-31	$33,424
Total plan assets at end of year	2013-12-31	$1,222,764
Total plan assets at beginning of year	2013-12-31	$886,413
Value of fidelity bond covering the plan	2013-12-31	$250,000
Total contributions received or receivable from participants	2013-12-31	$105,705
Expenses. Other expenses not covered elsewhere	2013-12-31	$1,448
Contributions received from other sources (not participants or employers)	2013-12-31	$0
Other income received	2013-12-31	$210,320
Net income (gross income less expenses)	2013-12-31	$336,351
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$1,222,764
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$886,413
Assets. Value of participant loans	2013-12-31	$49,147
Total contributions received or receivable from employer(s)	2013-12-31	$58,447
Value of certain deemed distributions of participant loans	2013-12-31	$3,249
Value of corrective distributions	2013-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2013-12-31	$0
Minimum employer required contribution for this plan year	2013-12-31	$0
Amount contributed by the employer to the plan for this plan year	2013-12-31	$0
2012 : MARTIN WREN, P.C. 401(K) PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$211,308
Expenses. Total of all expenses incurred	2012-12-31	$5,326
Benefits paid (including direct rollovers)	2012-12-31	$5,000
Total plan assets at end of year	2012-12-31	$886,413
Total plan assets at beginning of year	2012-12-31	$680,431
Value of fidelity bond covering the plan	2012-12-31	$250,000
Total contributions received or receivable from participants	2012-12-31	$76,567
Expenses. Other expenses not covered elsewhere	2012-12-31	$326
Contributions received from other sources (not participants or employers)	2012-12-31	$0
Other income received	2012-12-31	$96,073
Net income (gross income less expenses)	2012-12-31	$205,982
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$886,413
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$680,431
Assets. Value of participant loans	2012-12-31	$56,976
Total contributions received or receivable from employer(s)	2012-12-31	$38,668
Value of certain deemed distributions of participant loans	2012-12-31	$0
Value of corrective distributions	2012-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2012-12-31	$0
Minimum employer required contribution for this plan year	2012-12-31	$0
Amount contributed by the employer to the plan for this plan year	2012-12-31	$0
2011 : MARTIN WREN, P.C. 401(K) PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$286,452
Expenses. Total of all expenses incurred	2011-12-31	$1,021
Benefits paid (including direct rollovers)	2011-12-31	$1,021
Total plan assets at end of year	2011-12-31	$680,431
Total plan assets at beginning of year	2011-12-31	$395,000
Value of fidelity bond covering the plan	2011-12-31	$250,000
Total contributions received or receivable from participants	2011-12-31	$44,983
Expenses. Other expenses not covered elsewhere	2011-12-31	$0
Contributions received from other sources (not participants or employers)	2011-12-31	$227,783
Other income received	2011-12-31	$-26,836
Net income (gross income less expenses)	2011-12-31	$285,431
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$680,431
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$395,000
Assets. Value of participant loans	2011-12-31	$61,000
Total contributions received or receivable from employer(s)	2011-12-31	$40,522
Value of certain deemed distributions of participant loans	2011-12-31	$0
Value of corrective distributions	2011-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2011-12-31	$0
Minimum employer required contribution for this plan year	2011-12-31	$0
Amount contributed by the employer to the plan for this plan year	2011-12-31	$0
2010 : MARTIN WREN, P.C. 401(K) PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$395,000
Expenses. Total of all expenses incurred	2010-12-31	$0
Benefits paid (including direct rollovers)	2010-12-31	$0
Total plan assets at end of year	2010-12-31	$395,000
Total plan assets at beginning of year	2010-12-31	$0
Value of fidelity bond covering the plan	2010-12-31	$250,000
Total contributions received or receivable from participants	2010-12-31	$26,711
Expenses. Other expenses not covered elsewhere	2010-12-31	$0
Contributions received from other sources (not participants or employers)	2010-12-31	$346,100
Other income received	2010-12-31	$13,860
Net income (gross income less expenses)	2010-12-31	$395,000
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$395,000
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$0
Assets. Value of participant loans	2010-12-31	$0
Total contributions received or receivable from employer(s)	2010-12-31	$8,329
Value of certain deemed distributions of participant loans	2010-12-31	$0
Value of corrective distributions	2010-12-31	$0

Form 5500 Responses for MARTIN WREN, P.C. 401(K) PLAN

2015: MARTIN WREN, P.C. 401(K) 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: MARTIN WREN, P.C. 401(K) 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: MARTIN WREN, P.C. 401(K) PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
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: MARTIN WREN, P.C. 401(K) 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: MARTIN WREN, P.C. 401(K) 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
2010: MARTIN WREN, P.C. 401(K) PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	First time form 5500 has been submitted	Yes
2010-01-01	Submission has been amended	No
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	MARTIN WREN, P.C.
Employer identification number (EIN):	270230493
NAIC Classification:	541110
NAIC Description:	Offices of Lawyers