401k Plan data: WSM INC 401(K) RETIREMENT PLAN plan

WSM INC 401(K) RETIREMENT PLAN 401k Plan overview

Plan Name	WSM INC 401(K) RETIREMENT PLAN
Plan identification number	001

WSM INC 401(K) RETIREMENT 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.
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

WSM INC has sponsored the creation of one or more 401k plans.

Company Name: WSM INC

Employer identification number (EIN): 341180025

NAIC Classification: 541990
NAIC Description: All Other Professional, Scientific, and Technical Services

Additional information about WSM INC

Jurisdiction of Incorporation: State of Delaware Division of Corporations

Incorporation Date:

Company Identification Number: 2203822

More information about WSM INC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WSM INC 401(K) RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01 HERMAN FRIEDMAN HERMAN FRIEDMAN 2019-07-18
001 2017-01-01 HERMAN FRIEDMAN HERMAN FRIEDMAN 2018-04-24
001 2016-01-01 HERMAN FRIEDMAN HERMAN FRIEDMAN 2017-04-11
001 2015-01-01 HERMAN FRIEDMAN HERMAN FRIEDMAN 2016-06-09
001 2014-01-01 HERMAN FRIEDMAN 2015-03-25 HERMAN FRIEDMAN 2015-03-25
001 2013-01-01 HERMAN FRIEDMAN 2014-06-12
001 2012-01-01 STEPHEN SPEER 2013-09-09 STEPHEN SPEER 2013-09-09
001 2011-01-01 STEPHEN SPEER 2012-05-08 STEPHEN SPEER 2012-05-08
001 2010-01-01 STEPHEN SPEER 2011-05-17 STEPHEN SPEER 2011-05-17

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2022-01-01
001	2021-01-01
001	2020-01-01
001	2019-01-01
001	2018-01-01	HERMAN FRIEDMAN		HERMAN FRIEDMAN	2019-07-18
001	2017-01-01	HERMAN FRIEDMAN		HERMAN FRIEDMAN	2018-04-24
001	2016-01-01	HERMAN FRIEDMAN		HERMAN FRIEDMAN	2017-04-11
001	2015-01-01	HERMAN FRIEDMAN		HERMAN FRIEDMAN	2016-06-09
001	2014-01-01	HERMAN FRIEDMAN	2015-03-25	HERMAN FRIEDMAN	2015-03-25
001	2013-01-01	HERMAN FRIEDMAN	2014-06-12
001	2012-01-01	STEPHEN SPEER	2013-09-09	STEPHEN SPEER	2013-09-09
001	2011-01-01	STEPHEN SPEER	2012-05-08	STEPHEN SPEER	2012-05-08
001	2010-01-01	STEPHEN SPEER	2011-05-17	STEPHEN SPEER	2011-05-17

Plan Statistics for WSM INC 401(K) RETIREMENT PLAN

401k plan membership statisitcs for WSM INC 401(K) RETIREMENT PLAN

Measure Date Value
2022: WSM INC 401(K) RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 0
Total of all active and inactive participants 2022-01-01 0
Total participants 2022-01-01 0
2021: WSM INC 401(K) RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 3
Total of all active and inactive participants 2021-01-01 3
Total participants 2021-01-01 3
Number of participants with account balances 2021-01-01 3
2020: WSM INC 401(K) RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 4
Total of all active and inactive participants 2020-01-01 4
Total participants 2020-01-01 4
Number of participants with account balances 2020-01-01 4
2019: WSM INC 401(K) RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 2
Number of other retired or separated participants entitled to future benefits 2019-01-01 2
Total of all active and inactive participants 2019-01-01 4
Total participants 2019-01-01 4
Number of participants with account balances 2019-01-01 4
2018: WSM INC 401(K) RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 2
Number of retired or separated participants receiving benefits 2018-01-01 1
Total of all active and inactive participants 2018-01-01 3
Total participants 2018-01-01 3
Number of participants with account balances 2018-01-01 3
2017: WSM INC 401(K) RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 4
Total of all active and inactive participants 2017-01-01 4
Total participants 2017-01-01 4
Number of participants with account balances 2017-01-01 4
2016: WSM INC 401(K) RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 4
Total of all active and inactive participants 2016-01-01 4
Total participants 2016-01-01 4
Number of participants with account balances 2016-01-01 4
2015: WSM INC 401(K) RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 4
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 0
Total of all active and inactive participants 2015-01-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 4
Number of participants with account balances 2015-01-01 4

Measure	Date	Value
2022: WSM INC 401(K) RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	0
Total of all active and inactive participants	2022-01-01	0
Total participants	2022-01-01	0
2021: WSM INC 401(K) RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	3
Total of all active and inactive participants	2021-01-01	3
Total participants	2021-01-01	3
Number of participants with account balances	2021-01-01	3
2020: WSM INC 401(K) RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	4
Total of all active and inactive participants	2020-01-01	4
Total participants	2020-01-01	4
Number of participants with account balances	2020-01-01	4
2019: WSM INC 401(K) RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	2
Number of other retired or separated participants entitled to future benefits	2019-01-01	2
Total of all active and inactive participants	2019-01-01	4
Total participants	2019-01-01	4
Number of participants with account balances	2019-01-01	4
2018: WSM INC 401(K) RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	2
Number of retired or separated participants receiving benefits	2018-01-01	1
Total of all active and inactive participants	2018-01-01	3
Total participants	2018-01-01	3
Number of participants with account balances	2018-01-01	3
2017: WSM INC 401(K) RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	4
Total of all active and inactive participants	2017-01-01	4
Total participants	2017-01-01	4
Number of participants with account balances	2017-01-01	4
2016: WSM INC 401(K) RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	4
Total of all active and inactive participants	2016-01-01	4
Total participants	2016-01-01	4
Number of participants with account balances	2016-01-01	4
2015: WSM INC 401(K) RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	4
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	0
Total of all active and inactive participants	2015-01-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	4
Number of participants with account balances	2015-01-01	4

Financial Data on WSM INC 401(K) RETIREMENT PLAN

Measure	Date	Value
2022 : WSM INC 401(K) RETIREMENT PLAN 2022 401k financial data
Total income from all sources	2022-12-31	$0
Expenses. Total of all expenses incurred	2022-12-31	$517,205
Benefits paid (including direct rollovers)	2022-12-31	$517,205
Total plan assets at end of year	2022-12-31	$0
Total plan assets at beginning of year	2022-12-31	$517,205
Net income (gross income less expenses)	2022-12-31	$-517,205
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$0
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$517,205
2021 : WSM INC 401(K) RETIREMENT PLAN 2021 401k financial data
Total income from all sources	2021-12-31	$69,629
Expenses. Total of all expenses incurred	2021-12-31	$7,026
Benefits paid (including direct rollovers)	2021-12-31	$7,026
Total plan assets at end of year	2021-12-31	$517,204
Total plan assets at beginning of year	2021-12-31	$454,601
Other income received	2021-12-31	$69,629
Net income (gross income less expenses)	2021-12-31	$62,603
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$517,204
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$454,601
2020 : WSM INC 401(K) RETIREMENT PLAN 2020 401k financial data
Total income from all sources	2020-12-31	$61,565
Expenses. Total of all expenses incurred	2020-12-31	$70,789
Benefits paid (including direct rollovers)	2020-12-31	$70,789
Total plan assets at end of year	2020-12-31	$454,601
Total plan assets at beginning of year	2020-12-31	$463,825
Other income received	2020-12-31	$36,565
Net income (gross income less expenses)	2020-12-31	$-9,224
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$454,601
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$463,825
Total contributions received or receivable from employer(s)	2020-12-31	$25,000
2019 : WSM INC 401(K) RETIREMENT PLAN 2019 401k financial data
Total income from all sources	2019-12-31	$96,402
Expenses. Total of all expenses incurred	2019-12-31	$0
Total plan assets at end of year	2019-12-31	$463,825
Total plan assets at beginning of year	2019-12-31	$367,423
Other income received	2019-12-31	$71,402
Net income (gross income less expenses)	2019-12-31	$96,402
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$463,825
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$367,423
Total contributions received or receivable from employer(s)	2019-12-31	$25,000
2018 : WSM INC 401(K) RETIREMENT PLAN 2018 401k financial data
Total income from all sources	2018-12-31	$-18,024
Expenses. Total of all expenses incurred	2018-12-31	$16,598
Benefits paid (including direct rollovers)	2018-12-31	$16,598
Total plan assets at end of year	2018-12-31	$367,423
Total plan assets at beginning of year	2018-12-31	$402,045
Other income received	2018-12-31	$-18,024
Net income (gross income less expenses)	2018-12-31	$-34,622
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$367,423
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$402,045
2017 : WSM INC 401(K) RETIREMENT PLAN 2017 401k financial data
Total income from all sources	2017-12-31	$70,605
Expenses. Total of all expenses incurred	2017-12-31	$0
Total plan assets at end of year	2017-12-31	$402,045
Total plan assets at beginning of year	2017-12-31	$331,440
Other income received	2017-12-31	$45,605
Net income (gross income less expenses)	2017-12-31	$70,605
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$402,045
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$331,440
Total contributions received or receivable from employer(s)	2017-12-31	$25,000
2016 : WSM INC 401(K) RETIREMENT PLAN 2016 401k financial data
Total income from all sources	2016-12-31	$47,384
Expenses. Total of all expenses incurred	2016-12-31	$0
Total plan assets at end of year	2016-12-31	$331,440
Total plan assets at beginning of year	2016-12-31	$284,056
Other income received	2016-12-31	$22,384
Net income (gross income less expenses)	2016-12-31	$47,384
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$331,440
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$284,056
Total contributions received or receivable from employer(s)	2016-12-31	$25,000
2015 : WSM INC 401(K) RETIREMENT PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$26,539
Expenses. Total of all expenses incurred	2015-12-31	$0
Total plan assets at end of year	2015-12-31	$284,056
Total plan assets at beginning of year	2015-12-31	$257,517
Value of fidelity bond covering the plan	2015-12-31	$25,000
Other income received	2015-12-31	$1,539
Net income (gross income less expenses)	2015-12-31	$26,539
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$284,056
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$257,517
Total contributions received or receivable from employer(s)	2015-12-31	$25,000

Form 5500 Responses for WSM INC 401(K) RETIREMENT PLAN

2022: WSM INC 401(K) RETIREMENT PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	Yes
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: WSM INC 401(K) RETIREMENT PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: WSM INC 401(K) RETIREMENT PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: WSM INC 401(K) RETIREMENT 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 – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: WSM INC 401(K) RETIREMENT 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 – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: WSM INC 401(K) RETIREMENT PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: WSM INC 401(K) RETIREMENT PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: WSM INC 401(K) RETIREMENT 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

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Company Name:	WSM INC
Employer identification number (EIN):	341180025
NAIC Classification:	541990
NAIC Description:	All Other Professional, Scientific, and Technical Services

Jurisdiction of Incorporation:	State of Delaware Division of Corporations
Incorporation Date:
Company Identification Number:	2203822