Logo

WM ASSOCIATES, INC. 401K PROFIT SHARING PLAN & TRUST 401k Plan overview

Plan NameWM ASSOCIATES, INC. 401K PROFIT SHARING PLAN & TRUST
Plan identification number 001

WM ASSOCIATES, INC. 401K PROFIT SHARING PLAN & TRUST Benefits

401k Plan TypeDefined 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.
  • 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

WM ASSOCIATES, INC. has sponsored the creation of one or more 401k plans.

Company Name:WM ASSOCIATES, INC.
Employer identification number (EIN):341244468
NAIC Classification:541512
NAIC Description:Computer Systems Design Services

Additional information about WM ASSOCIATES, INC.

Jurisdiction of Incorporation: Ohio Secretary of State Business Services Division
Incorporation Date: 1978-01-13
Company Identification Number: 510109
Legal Registered Office Address: 9816 CHARDON RD
-
CHARDON
United States of America (USA)
44024

More information about WM ASSOCIATES, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WM ASSOCIATES, INC. 401K PROFIT SHARING PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01
0012013-01-01PATRICK FRIEL
0012012-01-01TODD JACKSON
0012011-01-01BILL MAYER
0012009-01-01BILL MAYER

Plan Statistics for WM ASSOCIATES, INC. 401K PROFIT SHARING PLAN & TRUST

401k plan membership statisitcs for WM ASSOCIATES, INC. 401K PROFIT SHARING PLAN & TRUST

Measure Date Value
2015: WM ASSOCIATES, INC. 401K PROFIT SHARING PLAN & TRUST 2015 401k membership
Total participants, beginning-of-year2015-01-0119
Total number of active participants reported on line 7a of the Form 55002015-01-0117
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-011
Total of all active and inactive participants2015-01-0118
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-0118
Number of participants with account balances2015-01-0118
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: WM ASSOCIATES, INC. 401K PROFIT SHARING PLAN & TRUST 2014 401k membership
Total participants, beginning-of-year2014-01-0119
Total number of active participants reported on line 7a of the Form 55002014-01-0117
Number of retired or separated participants receiving benefits2014-01-011
Number of other retired or separated participants entitled to future benefits2014-01-011
Total of all active and inactive participants2014-01-0119
Total participants2014-01-0119
Number of participants with account balances2014-01-0119
2013: WM ASSOCIATES, INC. 401K PROFIT SHARING PLAN & TRUST 2013 401k membership
Total participants, beginning-of-year2013-01-0118
Total number of active participants reported on line 7a of the Form 55002013-01-0117
Number of retired or separated participants receiving benefits2013-01-012
Total of all active and inactive participants2013-01-0119
Total participants2013-01-0119
Number of participants with account balances2013-01-0119
2012: WM ASSOCIATES, INC. 401K PROFIT SHARING PLAN & TRUST 2012 401k membership
Total participants, beginning-of-year2012-01-0116
Total number of active participants reported on line 7a of the Form 55002012-01-0117
Number of retired or separated participants receiving benefits2012-01-011
Total of all active and inactive participants2012-01-0118
Total participants2012-01-0118
Number of participants with account balances2012-01-0118
2011: WM ASSOCIATES, INC. 401K PROFIT SHARING PLAN & TRUST 2011 401k membership
Total participants, beginning-of-year2011-01-0115
Total number of active participants reported on line 7a of the Form 55002011-01-0115
Number of other retired or separated participants entitled to future benefits2011-01-011
Total of all active and inactive participants2011-01-0116
Total participants2011-01-0116
Number of participants with account balances2011-01-0116
2009: WM ASSOCIATES, INC. 401K PROFIT SHARING PLAN & TRUST 2009 401k membership
Total participants, beginning-of-year2009-01-0117
Total number of active participants reported on line 7a of the Form 55002009-01-0115
Number of retired or separated participants receiving benefits2009-01-011
Total of all active and inactive participants2009-01-0116
Total participants2009-01-0116
Number of participants with account balances2009-01-0116
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on WM ASSOCIATES, INC. 401K PROFIT SHARING PLAN & TRUST

Measure Date Value
2015 : WM ASSOCIATES, INC. 401K PROFIT SHARING PLAN & TRUST 2015 401k financial data
Total income from all sources2015-12-31$285,626
Expenses. Total of all expenses incurred2015-12-31$1,247,295
Benefits paid (including direct rollovers)2015-12-31$1,221,524
Total plan assets at end of year2015-12-31$10,227,938
Total plan assets at beginning of year2015-12-31$11,189,607
Value of fidelity bond covering the plan2015-12-31$500,000
Total contributions received or receivable from participants2015-12-31$191,460
Other income received2015-12-31$-193,020
Net income (gross income less expenses)2015-12-31$-961,669
Net plan assets at end of year (total assets less liabilities)2015-12-31$10,227,938
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$11,189,607
Assets. Value of participant loans2015-12-31$216,439
Total contributions received or receivable from employer(s)2015-12-31$287,186
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$25,771
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
2014 : WM ASSOCIATES, INC. 401K PROFIT SHARING PLAN & TRUST 2014 401k financial data
Total income from all sources2014-12-31$981,409
Expenses. Total of all expenses incurred2014-12-31$63,707
Benefits paid (including direct rollovers)2014-12-31$45,542
Total plan assets at end of year2014-12-31$11,189,607
Total plan assets at beginning of year2014-12-31$10,271,905
Value of fidelity bond covering the plan2014-12-31$500,000
Total contributions received or receivable from participants2014-12-31$168,174
Expenses. Other expenses not covered elsewhere2014-12-31$18,165
Other income received2014-12-31$538,663
Net income (gross income less expenses)2014-12-31$917,702
Net plan assets at end of year (total assets less liabilities)2014-12-31$11,189,607
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$10,271,905
Assets. Value of participant loans2014-12-31$189,618
Total contributions received or receivable from employer(s)2014-12-31$274,572
2013 : WM ASSOCIATES, INC. 401K PROFIT SHARING PLAN & TRUST 2013 401k financial data
Total income from all sources2013-12-31$1,483,808
Expenses. Total of all expenses incurred2013-12-31$44,405
Benefits paid (including direct rollovers)2013-12-31$43,000
Total plan assets at end of year2013-12-31$10,271,905
Total plan assets at beginning of year2013-12-31$8,832,502
Value of fidelity bond covering the plan2013-12-31$500,000
Total contributions received or receivable from participants2013-12-31$171,131
Other income received2013-12-31$1,046,369
Net income (gross income less expenses)2013-12-31$1,439,403
Net plan assets at end of year (total assets less liabilities)2013-12-31$10,271,905
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$8,832,502
Assets. Value of participant loans2013-12-31$233,979
Total contributions received or receivable from employer(s)2013-12-31$266,308
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$1,405
2012 : WM ASSOCIATES, INC. 401K PROFIT SHARING PLAN & TRUST 2012 401k financial data
Total income from all sources2012-12-31$1,050,946
Expenses. Total of all expenses incurred2012-12-31$47,983
Benefits paid (including direct rollovers)2012-12-31$40,000
Total plan assets at end of year2012-12-31$8,832,502
Total plan assets at beginning of year2012-12-31$7,829,539
Value of fidelity bond covering the plan2012-12-31$500,000
Total contributions received or receivable from participants2012-12-31$181,879
Expenses. Other expenses not covered elsewhere2012-12-31$7,983
Other income received2012-12-31$652,456
Net income (gross income less expenses)2012-12-31$1,002,963
Net plan assets at end of year (total assets less liabilities)2012-12-31$8,832,502
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$7,829,539
Assets. Value of participant loans2012-12-31$258,089
Total contributions received or receivable from employer(s)2012-12-31$216,611
2011 : WM ASSOCIATES, INC. 401K PROFIT SHARING PLAN & TRUST 2011 401k financial data
Total income from all sources2011-12-31$215,037
Expenses. Total of all expenses incurred2011-12-31$48,332
Benefits paid (including direct rollovers)2011-12-31$38,903
Total plan assets at end of year2011-12-31$7,829,539
Total plan assets at beginning of year2011-12-31$7,662,834
Value of fidelity bond covering the plan2011-12-31$500,000
Total contributions received or receivable from participants2011-12-31$157,480
Expenses. Other expenses not covered elsewhere2011-12-31$9,429
Other income received2011-12-31$-159,165
Net income (gross income less expenses)2011-12-31$166,705
Net plan assets at end of year (total assets less liabilities)2011-12-31$7,829,539
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$7,662,834
Assets. Value of participant loans2011-12-31$266,781
Total contributions received or receivable from employer(s)2011-12-31$216,722
2010 : WM ASSOCIATES, INC. 401K PROFIT SHARING PLAN & TRUST 2010 401k financial data
Total income from all sources2010-12-31$822,851
Expenses. Total of all expenses incurred2010-12-31$810,235
Benefits paid (including direct rollovers)2010-12-31$805,192
Total plan assets at end of year2010-12-31$7,662,834
Total plan assets at beginning of year2010-12-31$7,650,218
Value of fidelity bond covering the plan2010-12-31$500,000
Total contributions received or receivable from participants2010-12-31$163,532
Expenses. Other expenses not covered elsewhere2010-12-31$5,043
Other income received2010-12-31$605,968
Net income (gross income less expenses)2010-12-31$12,616
Net plan assets at end of year (total assets less liabilities)2010-12-31$7,662,834
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$7,650,218
Assets. Value of participant loans2010-12-31$245,300
Total contributions received or receivable from employer(s)2010-12-31$53,351
2009 : WM ASSOCIATES, INC. 401K PROFIT SHARING PLAN & TRUST 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for WM ASSOCIATES, INC. 401K PROFIT SHARING PLAN & TRUST

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

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S1