THE WILSON BOHANNAN COMPANY has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan THE WILSON BOHANNAN COMPANY 401K PLAN
| Measure | Date | Value |
|---|
| 2023 : THE WILSON BOHANNAN COMPANY 401K PLAN 2023 401k financial data |
|---|
| Transfers to/from the plan | 2023-12-31 | $0 |
| Total plan liabilities at end of year | 2023-12-31 | $0 |
| Total plan liabilities at beginning of year | 2023-12-31 | $0 |
| Total income from all sources | 2023-12-31 | $1,003,892 |
| Expenses. Total of all expenses incurred | 2023-12-31 | $794,061 |
| Benefits paid (including direct rollovers) | 2023-12-31 | $768,654 |
| Total plan assets at end of year | 2023-12-31 | $6,217,596 |
| Total plan assets at beginning of year | 2023-12-31 | $6,007,765 |
| Value of fidelity bond covering the plan | 2023-12-31 | $500,000 |
| Assets. Value of tangible personal property | 2023-12-31 | $0 |
| Total contributions received or receivable from participants | 2023-12-31 | $235,868 |
| Assets. Value of loans (other than to participants) | 2023-12-31 | $0 |
| Expenses. Other expenses not covered elsewhere | 2023-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2023-12-31 | $0 |
| Other income received | 2023-12-31 | $695,837 |
| Noncash contributions received | 2023-12-31 | $0 |
| Net income (gross income less expenses) | 2023-12-31 | $209,831 |
| Net plan assets at end of year (total assets less liabilities) | 2023-12-31 | $6,217,596 |
| Net plan assets at beginning of year (total assets less liabilities) | 2023-12-31 | $6,007,765 |
| Assets. Value of participant loans | 2023-12-31 | $15,486 |
| Assets. Value of assets in partnership/joint-venture interests | 2023-12-31 | $0 |
| Assets. Value of real-estate (other than employer real property) | 2023-12-31 | $0 |
| Assets. Value of employer securities | 2023-12-31 | $0 |
| Assets. Value of employer real property | 2023-12-31 | $0 |
| Total contributions received or receivable from employer(s) | 2023-12-31 | $72,187 |
| Value of certain deemed distributions of participant loans | 2023-12-31 | $0 |
| Value of corrective distributions | 2023-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2023-12-31 | $25,407 |
| 2022 : THE WILSON BOHANNAN COMPANY 401K PLAN 2022 401k financial data |
|---|
| Transfers to/from the plan | 2022-12-31 | $0 |
| Total plan liabilities at end of year | 2022-12-31 | $0 |
| Total plan liabilities at beginning of year | 2022-12-31 | $0 |
| Total income from all sources | 2022-12-31 | $-528,227 |
| Expenses. Total of all expenses incurred | 2022-12-31 | $342,146 |
| Benefits paid (including direct rollovers) | 2022-12-31 | $299,632 |
| Total plan assets at end of year | 2022-12-31 | $6,007,765 |
| Total plan assets at beginning of year | 2022-12-31 | $6,878,138 |
| Value of fidelity bond covering the plan | 2022-12-31 | $500,000 |
| Assets. Value of tangible personal property | 2022-12-31 | $0 |
| Total contributions received or receivable from participants | 2022-12-31 | $251,629 |
| Assets. Value of loans (other than to participants) | 2022-12-31 | $0 |
| Expenses. Other expenses not covered elsewhere | 2022-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2022-12-31 | $0 |
| Other income received | 2022-12-31 | $-849,788 |
| Noncash contributions received | 2022-12-31 | $0 |
| Net income (gross income less expenses) | 2022-12-31 | $-870,373 |
| Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $6,007,765 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $6,878,138 |
| Assets. Value of participant loans | 2022-12-31 | $28,659 |
| Assets. Value of assets in partnership/joint-venture interests | 2022-12-31 | $0 |
| Assets. Value of real-estate (other than employer real property) | 2022-12-31 | $0 |
| Assets. Value of employer securities | 2022-12-31 | $0 |
| Assets. Value of employer real property | 2022-12-31 | $0 |
| Total contributions received or receivable from employer(s) | 2022-12-31 | $69,932 |
| Value of certain deemed distributions of participant loans | 2022-12-31 | $14,819 |
| Value of corrective distributions | 2022-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2022-12-31 | $27,695 |
| 2021 : THE WILSON BOHANNAN COMPANY 401K PLAN 2021 401k financial data |
|---|
| Transfers to/from the plan | 2021-12-31 | $0 |
| Total plan liabilities at end of year | 2021-12-31 | $0 |
| Total plan liabilities at beginning of year | 2021-12-31 | $0 |
| Total income from all sources | 2021-12-31 | $891,678 |
| Expenses. Total of all expenses incurred | 2021-12-31 | $656,663 |
| Benefits paid (including direct rollovers) | 2021-12-31 | $619,903 |
| Total plan assets at end of year | 2021-12-31 | $6,878,138 |
| Total plan assets at beginning of year | 2021-12-31 | $6,643,123 |
| Value of fidelity bond covering the plan | 2021-12-31 | $500,000 |
| Assets. Value of tangible personal property | 2021-12-31 | $0 |
| Total contributions received or receivable from participants | 2021-12-31 | $246,676 |
| Assets. Value of loans (other than to participants) | 2021-12-31 | $0 |
| Expenses. Other expenses not covered elsewhere | 2021-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2021-12-31 | $0 |
| Other income received | 2021-12-31 | $570,456 |
| Noncash contributions received | 2021-12-31 | $0 |
| Net income (gross income less expenses) | 2021-12-31 | $235,015 |
| Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $6,878,138 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $6,643,123 |
| Assets. Value of participant loans | 2021-12-31 | $46,893 |
| Assets. Value of assets in partnership/joint-venture interests | 2021-12-31 | $0 |
| Assets. Value of real-estate (other than employer real property) | 2021-12-31 | $0 |
| Assets. Value of employer securities | 2021-12-31 | $0 |
| Assets. Value of employer real property | 2021-12-31 | $0 |
| Total contributions received or receivable from employer(s) | 2021-12-31 | $74,546 |
| Value of certain deemed distributions of participant loans | 2021-12-31 | $1,022 |
| Value of corrective distributions | 2021-12-31 | $6,045 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2021-12-31 | $29,693 |
| 2020 : THE WILSON BOHANNAN COMPANY 401K PLAN 2020 401k financial data |
|---|
| Transfers to/from the plan | 2020-12-31 | $0 |
| Total plan liabilities at end of year | 2020-12-31 | $0 |
| Total plan liabilities at beginning of year | 2020-12-31 | $0 |
| Total income from all sources | 2020-12-31 | $1,029,220 |
| Expenses. Total of all expenses incurred | 2020-12-31 | $348,175 |
| Benefits paid (including direct rollovers) | 2020-12-31 | $310,140 |
| Total plan assets at end of year | 2020-12-31 | $6,643,123 |
| Total plan assets at beginning of year | 2020-12-31 | $5,962,078 |
| Value of fidelity bond covering the plan | 2020-12-31 | $500,000 |
| Assets. Value of tangible personal property | 2020-12-31 | $0 |
| Total contributions received or receivable from participants | 2020-12-31 | $257,733 |
| Assets. Value of loans (other than to participants) | 2020-12-31 | $0 |
| Expenses. Other expenses not covered elsewhere | 2020-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2020-12-31 | $0 |
| Other income received | 2020-12-31 | $699,888 |
| Noncash contributions received | 2020-12-31 | $0 |
| Net income (gross income less expenses) | 2020-12-31 | $681,045 |
| Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $6,643,123 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $5,962,078 |
| Assets. Value of participant loans | 2020-12-31 | $67,338 |
| Assets. Value of assets in partnership/joint-venture interests | 2020-12-31 | $0 |
| Assets. Value of real-estate (other than employer real property) | 2020-12-31 | $0 |
| Assets. Value of employer securities | 2020-12-31 | $0 |
| Assets. Value of employer real property | 2020-12-31 | $0 |
| Total contributions received or receivable from employer(s) | 2020-12-31 | $71,599 |
| Value of certain deemed distributions of participant loans | 2020-12-31 | $0 |
| Value of corrective distributions | 2020-12-31 | $11,429 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2020-12-31 | $26,606 |
| 2019 : THE WILSON BOHANNAN COMPANY 401K PLAN 2019 401k financial data |
|---|
| Transfers to/from the plan | 2019-12-31 | $0 |
| Total plan liabilities at end of year | 2019-12-31 | $0 |
| Total plan liabilities at beginning of year | 2019-12-31 | $0 |
| Total income from all sources | 2019-12-31 | $1,183,508 |
| Expenses. Total of all expenses incurred | 2019-12-31 | $594,296 |
| Benefits paid (including direct rollovers) | 2019-12-31 | $553,011 |
| Total plan assets at end of year | 2019-12-31 | $5,962,078 |
| Total plan assets at beginning of year | 2019-12-31 | $5,372,866 |
| Value of fidelity bond covering the plan | 2019-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2019-12-31 | $254,290 |
| Expenses. Other expenses not covered elsewhere | 2019-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2019-12-31 | $0 |
| Other income received | 2019-12-31 | $857,162 |
| Noncash contributions received | 2019-12-31 | $0 |
| Net income (gross income less expenses) | 2019-12-31 | $589,212 |
| Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $5,962,078 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $5,372,866 |
| Assets. Value of participant loans | 2019-12-31 | $89,791 |
| Total contributions received or receivable from employer(s) | 2019-12-31 | $72,056 |
| Value of certain deemed distributions of participant loans | 2019-12-31 | $0 |
| Value of corrective distributions | 2019-12-31 | $16,314 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2019-12-31 | $24,971 |
| 2018 : THE WILSON BOHANNAN COMPANY 401K PLAN 2018 401k financial data |
|---|
| Transfers to/from the plan | 2018-12-31 | $0 |
| Total plan liabilities at end of year | 2018-12-31 | $0 |
| Total plan liabilities at beginning of year | 2018-12-31 | $0 |
| Total income from all sources | 2018-12-31 | $-53,243 |
| Expenses. Total of all expenses incurred | 2018-12-31 | $149,198 |
| Benefits paid (including direct rollovers) | 2018-12-31 | $130,759 |
| Total plan assets at end of year | 2018-12-31 | $5,372,866 |
| Total plan assets at beginning of year | 2018-12-31 | $5,575,307 |
| Value of fidelity bond covering the plan | 2018-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2018-12-31 | $257,415 |
| Expenses. Other expenses not covered elsewhere | 2018-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2018-12-31 | $0 |
| Other income received | 2018-12-31 | $-377,009 |
| Noncash contributions received | 2018-12-31 | $0 |
| Net income (gross income less expenses) | 2018-12-31 | $-202,441 |
| Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $5,372,866 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $5,575,307 |
| Assets. Value of participant loans | 2018-12-31 | $94,767 |
| Total contributions received or receivable from employer(s) | 2018-12-31 | $66,351 |
| Value of certain deemed distributions of participant loans | 2018-12-31 | $0 |
| Value of corrective distributions | 2018-12-31 | $11,639 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2018-12-31 | $6,800 |
| 2023: THE WILSON BOHANNAN COMPANY 401K PLAN 2023 form 5500 responses |
|---|
| 2023-01-01 | Type of plan entity | Single employer plan |
| 2023-01-01 | This submission is the final filing | No |
| 2023-01-01 | Plan is a collectively bargained plan | No |
| 2023-01-01 | Plan funding arrangement – Insurance | Yes |
| 2023-01-01 | Plan funding arrangement – Trust | Yes |
| 2023-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2023-01-01 | Plan benefit arrangement - Trust | Yes |
| 2022: THE WILSON BOHANNAN COMPANY 401K PLAN 2022 form 5500 responses |
|---|
| 2022-01-01 | Type of plan entity | Single employer plan |
| 2022-01-01 | This submission is the final filing | No |
| 2022-01-01 | Plan is a collectively bargained plan | No |
| 2022-01-01 | Plan funding arrangement – Insurance | Yes |
| 2022-01-01 | Plan funding arrangement – Trust | Yes |
| 2022-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2022-01-01 | Plan benefit arrangement - Trust | Yes |
| 2021: THE WILSON BOHANNAN COMPANY 401K PLAN 2021 form 5500 responses |
|---|
| 2021-01-01 | Type of plan entity | Single employer plan |
| 2021-01-01 | This submission is the final filing | No |
| 2021-01-01 | Plan is a collectively bargained plan | No |
| 2021-01-01 | Plan funding arrangement – Insurance | Yes |
| 2021-01-01 | Plan funding arrangement – Trust | Yes |
| 2021-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2021-01-01 | Plan benefit arrangement - Trust | Yes |
| 2020: THE WILSON BOHANNAN COMPANY 401K PLAN 2020 form 5500 responses |
|---|
| 2020-01-01 | Type of plan entity | Single employer plan |
| 2020-01-01 | This submission is the final filing | No |
| 2020-01-01 | Plan is a collectively bargained plan | No |
| 2020-01-01 | Plan funding arrangement – Insurance | Yes |
| 2020-01-01 | Plan funding arrangement – Trust | Yes |
| 2020-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2020-01-01 | Plan benefit arrangement - Trust | Yes |
| 2019: THE WILSON BOHANNAN COMPANY 401K 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 – Insurance | Yes |
| 2019-01-01 | Plan funding arrangement – Trust | Yes |
| 2019-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2019-01-01 | Plan benefit arrangement - Trust | Yes |
| 2018: THE WILSON BOHANNAN COMPANY 401K 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 – Insurance | Yes |
| 2018-01-01 | Plan funding arrangement – Trust | Yes |
| 2018-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2018-01-01 | Plan benefit arrangement - Trust | Yes |
