STUBBINS, WATSON, BRYAN & WITUCKY CO., LPA has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan STUBBINS, WATSON, BRYAN & WITUCKY CO, LPA SELF FUNDED MEDICAL REIMBURSEMENT PLAN
401k plan membership statisitcs for STUBBINS, WATSON, BRYAN & WITUCKY CO, LPA SELF FUNDED MEDICAL REIMBURSEMENT PLAN
| Measure | Date | Value |
|---|
| 2022: STUBBINS, WATSON, BRYAN & WITUCKY CO, LPA SELF FUNDED MEDICAL REIMBURSEMENT PLAN 2022 401k membership |
|---|
| Total participants, beginning-of-year | 2022-11-01 | 11 |
| Total number of active participants reported on line 7a of the Form 5500 | 2022-11-01 | 10 |
| Number of retired or separated participants receiving benefits | 2022-11-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2022-11-01 | 0 |
| Total of all active and inactive participants | 2022-11-01 | 10 |
| 2021: STUBBINS, WATSON, BRYAN & WITUCKY CO, LPA SELF FUNDED MEDICAL REIMBURSEMENT PLAN 2021 401k membership |
|---|
| Total participants, beginning-of-year | 2021-11-01 | 11 |
| Total number of active participants reported on line 7a of the Form 5500 | 2021-11-01 | 11 |
| Number of retired or separated participants receiving benefits | 2021-11-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2021-11-01 | 0 |
| Total of all active and inactive participants | 2021-11-01 | 11 |
| 2020: STUBBINS, WATSON, BRYAN & WITUCKY CO, LPA SELF FUNDED MEDICAL REIMBURSEMENT PLAN 2020 401k membership |
|---|
| Total participants, beginning-of-year | 2020-11-01 | 12 |
| Total number of active participants reported on line 7a of the Form 5500 | 2020-11-01 | 11 |
| Number of retired or separated participants receiving benefits | 2020-11-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2020-11-01 | 0 |
| Total of all active and inactive participants | 2020-11-01 | 11 |
| 2019: STUBBINS, WATSON, BRYAN & WITUCKY CO, LPA SELF FUNDED MEDICAL REIMBURSEMENT PLAN 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-11-01 | 13 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-11-01 | 12 |
| Number of retired or separated participants receiving benefits | 2019-11-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2019-11-01 | 0 |
| Total of all active and inactive participants | 2019-11-01 | 12 |
| 2018: STUBBINS, WATSON, BRYAN & WITUCKY CO, LPA SELF FUNDED MEDICAL REIMBURSEMENT PLAN 2018 401k membership |
|---|
| Total participants, beginning-of-year | 2018-11-01 | 12 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-11-01 | 13 |
| Number of retired or separated participants receiving benefits | 2018-11-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2018-11-01 | 0 |
| Total of all active and inactive participants | 2018-11-01 | 13 |
| Measure | Date | Value |
|---|
| 2022 : STUBBINS, WATSON, BRYAN & WITUCKY CO, LPA SELF FUNDED MEDICAL REIMBURSEMENT PLAN 2022 401k financial data |
|---|
| Total plan liabilities at beginning of year | 2022-10-31 | $206 |
| Total income from all sources | 2022-10-31 | $46,087 |
| Expenses. Total of all expenses incurred | 2022-10-31 | $15,605 |
| Benefits paid (including direct rollovers) | 2022-10-31 | $9,148 |
| Total plan assets at end of year | 2022-10-31 | $81,351 |
| Total plan assets at beginning of year | 2022-10-31 | $51,075 |
| Other income received | 2022-10-31 | $665 |
| Net income (gross income less expenses) | 2022-10-31 | $30,482 |
| Net plan assets at end of year (total assets less liabilities) | 2022-10-31 | $81,351 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-10-31 | $50,869 |
| Total contributions received or receivable from employer(s) | 2022-10-31 | $45,422 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2022-10-31 | $6,457 |
| 2021 : STUBBINS, WATSON, BRYAN & WITUCKY CO, LPA SELF FUNDED MEDICAL REIMBURSEMENT PLAN 2021 401k financial data |
|---|
| Total plan liabilities at end of year | 2021-10-31 | $206 |
| Total income from all sources | 2021-10-31 | $51,018 |
| Expenses. Total of all expenses incurred | 2021-10-31 | $15,527 |
| Benefits paid (including direct rollovers) | 2021-10-31 | $8,684 |
| Total plan assets at end of year | 2021-10-31 | $51,075 |
| Total plan assets at beginning of year | 2021-10-31 | $15,378 |
| Other income received | 2021-10-31 | $15 |
| Net income (gross income less expenses) | 2021-10-31 | $35,491 |
| Net plan assets at end of year (total assets less liabilities) | 2021-10-31 | $50,869 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-10-31 | $15,378 |
| Total contributions received or receivable from employer(s) | 2021-10-31 | $51,003 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2021-10-31 | $6,843 |
| 2020 : STUBBINS, WATSON, BRYAN & WITUCKY CO, LPA SELF FUNDED MEDICAL REIMBURSEMENT PLAN 2020 401k financial data |
|---|
| Total income from all sources | 2020-10-31 | $48,181 |
| Expenses. Total of all expenses incurred | 2020-10-31 | $50,402 |
| Benefits paid (including direct rollovers) | 2020-10-31 | $41,974 |
| Total plan assets at end of year | 2020-10-31 | $15,378 |
| Total plan assets at beginning of year | 2020-10-31 | $17,599 |
| Other income received | 2020-10-31 | $130 |
| Net income (gross income less expenses) | 2020-10-31 | $-2,221 |
| Net plan assets at end of year (total assets less liabilities) | 2020-10-31 | $15,378 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-10-31 | $17,599 |
| Total contributions received or receivable from employer(s) | 2020-10-31 | $48,051 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2020-10-31 | $8,428 |
| 2019 : STUBBINS, WATSON, BRYAN & WITUCKY CO, LPA SELF FUNDED MEDICAL REIMBURSEMENT PLAN 2019 401k financial data |
|---|
| Total income from all sources | 2019-10-31 | $35,083 |
| Expenses. Total of all expenses incurred | 2019-10-31 | $17,484 |
| Benefits paid (including direct rollovers) | 2019-10-31 | $10,920 |
| Total plan assets at end of year | 2019-10-31 | $17,599 |
| Total plan assets at beginning of year | 2019-10-31 | $0 |
| Other income received | 2019-10-31 | $215 |
| Net income (gross income less expenses) | 2019-10-31 | $17,599 |
| Net plan assets at end of year (total assets less liabilities) | 2019-10-31 | $17,599 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-10-31 | $0 |
| Total contributions received or receivable from employer(s) | 2019-10-31 | $34,868 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2019-10-31 | $6,564 |
| 2022: STUBBINS, WATSON, BRYAN & WITUCKY CO, LPA SELF FUNDED MEDICAL REIMBURSEMENT PLAN 2022 form 5500 responses |
|---|
| 2022-11-01 | Type of plan entity | Single employer plan |
| 2022-11-01 | Plan funding arrangement – Trust | Yes |
| 2022-11-01 | Plan benefit arrangement - Trust | Yes |
| 2021: STUBBINS, WATSON, BRYAN & WITUCKY CO, LPA SELF FUNDED MEDICAL REIMBURSEMENT PLAN 2021 form 5500 responses |
|---|
| 2021-11-01 | Type of plan entity | Single employer plan |
| 2021-11-01 | Plan funding arrangement – Trust | Yes |
| 2021-11-01 | Plan benefit arrangement - Trust | Yes |
| 2020: STUBBINS, WATSON, BRYAN & WITUCKY CO, LPA SELF FUNDED MEDICAL REIMBURSEMENT PLAN 2020 form 5500 responses |
|---|
| 2020-11-01 | Type of plan entity | Single employer plan |
| 2020-11-01 | Plan funding arrangement – Trust | Yes |
| 2020-11-01 | Plan benefit arrangement - Trust | Yes |
| 2019: STUBBINS, WATSON, BRYAN & WITUCKY CO, LPA SELF FUNDED MEDICAL REIMBURSEMENT PLAN 2019 form 5500 responses |
|---|
| 2019-11-01 | Type of plan entity | Single employer plan |
| 2019-11-01 | Plan funding arrangement – Trust | Yes |
| 2019-11-01 | Plan benefit arrangement - Trust | Yes |
| 2018: STUBBINS, WATSON, BRYAN & WITUCKY CO, LPA SELF FUNDED MEDICAL REIMBURSEMENT PLAN 2018 form 5500 responses |
|---|
| 2018-11-01 | Type of plan entity | Single employer plan |
| 2018-11-01 | First time form 5500 has been submitted | Yes |
| 2018-11-01 | Plan funding arrangement – Trust | Yes |
| 2018-11-01 | Plan benefit arrangement - Trust | Yes |
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