Logo

WHEELER MISSION MINISTRIES, INC 403(B) RETIREMENT PLAN 401k Plan overview

Plan NameWHEELER MISSION MINISTRIES, INC 403(B) RETIREMENT PLAN
Plan identification number 001

WHEELER MISSION MINISTRIES, INC 403(B) RETIREMENT PLAN 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 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • 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

WHEELER MISSION MINISTRIES, INC. has sponsored the creation of one or more 401k plans.

Company Name:WHEELER MISSION MINISTRIES, INC.
Employer identification number (EIN):350888771
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WHEELER MISSION MINISTRIES, INC 403(B) RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-06-01
0012021-06-01
0012020-06-01
0012019-06-01
0012018-06-01
0012017-06-01RICHARD ALVIS RICHARD ALVIS2019-03-13
0012016-06-01RICHARD ALVIS RICHARD ALVIS2018-03-14
0012015-06-01RICHARD ALVIS RICHARD ALVIS2017-03-10
0012014-06-01RICHARD ALVIS
0012013-06-01RICHARD ALVIS
0012012-06-01RICHARD ALVIS
0012011-06-01RICHARD ALVIS

Plan Statistics for WHEELER MISSION MINISTRIES, INC 403(B) RETIREMENT PLAN

401k plan membership statisitcs for WHEELER MISSION MINISTRIES, INC 403(B) RETIREMENT PLAN

Measure Date Value
2022: WHEELER MISSION MINISTRIES, INC 403(B) RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-06-01202
Total number of active participants reported on line 7a of the Form 55002022-06-01189
Number of retired or separated participants receiving benefits2022-06-010
Number of other retired or separated participants entitled to future benefits2022-06-0119
Total of all active and inactive participants2022-06-01208
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-06-010
Total participants2022-06-01208
Number of participants with account balances2022-06-01170
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-06-0115
2021: WHEELER MISSION MINISTRIES, INC 403(B) RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-06-01261
Total number of active participants reported on line 7a of the Form 55002021-06-01179
Number of retired or separated participants receiving benefits2021-06-010
Number of other retired or separated participants entitled to future benefits2021-06-0113
Total of all active and inactive participants2021-06-01192
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-06-011
Total participants2021-06-01193
Number of participants with account balances2021-06-01162
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-06-0115
2020: WHEELER MISSION MINISTRIES, INC 403(B) RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-06-01285
Total number of active participants reported on line 7a of the Form 55002020-06-01123
Number of retired or separated participants receiving benefits2020-06-010
Number of other retired or separated participants entitled to future benefits2020-06-01137
Total of all active and inactive participants2020-06-01260
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-06-010
Total participants2020-06-01260
Number of participants with account balances2020-06-01259
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-06-0123
2019: WHEELER MISSION MINISTRIES, INC 403(B) RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-06-01244
Total number of active participants reported on line 7a of the Form 55002019-06-01171
Number of retired or separated participants receiving benefits2019-06-010
Number of other retired or separated participants entitled to future benefits2019-06-01114
Total of all active and inactive participants2019-06-01285
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-06-010
Total participants2019-06-01285
Number of participants with account balances2019-06-01255
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-06-016
2018: WHEELER MISSION MINISTRIES, INC 403(B) RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-06-01223
Total number of active participants reported on line 7a of the Form 55002018-06-01152
Number of retired or separated participants receiving benefits2018-06-010
Number of other retired or separated participants entitled to future benefits2018-06-0192
Total of all active and inactive participants2018-06-01244
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-06-010
Total participants2018-06-01244
Number of participants with account balances2018-06-01244
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-06-0121
2017: WHEELER MISSION MINISTRIES, INC 403(B) RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-06-01215
Total number of active participants reported on line 7a of the Form 55002017-06-01152
Number of retired or separated participants receiving benefits2017-06-010
Number of other retired or separated participants entitled to future benefits2017-06-0171
Total of all active and inactive participants2017-06-01223
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-06-010
Total participants2017-06-01223
Number of participants with account balances2017-06-01223
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-06-0114
2016: WHEELER MISSION MINISTRIES, INC 403(B) RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-06-01188
Total number of active participants reported on line 7a of the Form 55002016-06-01133
Number of retired or separated participants receiving benefits2016-06-010
Number of other retired or separated participants entitled to future benefits2016-06-0182
Total of all active and inactive participants2016-06-01215
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-06-010
Total participants2016-06-01215
Number of participants with account balances2016-06-01200
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-06-0113
2015: WHEELER MISSION MINISTRIES, INC 403(B) RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-06-01145
Total number of active participants reported on line 7a of the Form 55002015-06-01130
Number of retired or separated participants receiving benefits2015-06-010
Number of other retired or separated participants entitled to future benefits2015-06-0158
Total of all active and inactive participants2015-06-01188
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-06-010
Total participants2015-06-01188
Number of participants with account balances2015-06-01162
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-06-0114
2014: WHEELER MISSION MINISTRIES, INC 403(B) RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-06-01156
Total number of active participants reported on line 7a of the Form 55002014-06-0199
Number of other retired or separated participants entitled to future benefits2014-06-0146
Total of all active and inactive participants2014-06-01145
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-06-010
Total participants2014-06-01145
Number of participants with account balances2014-06-01130
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-06-0110
2013: WHEELER MISSION MINISTRIES, INC 403(B) RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-06-01196
Total number of active participants reported on line 7a of the Form 55002013-06-01156
Number of other retired or separated participants entitled to future benefits2013-06-0137
Total of all active and inactive participants2013-06-01193
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-06-010
Total participants2013-06-01193
Number of participants with account balances2013-06-01110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-06-013
2012: WHEELER MISSION MINISTRIES, INC 403(B) RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-06-01170
Total number of active participants reported on line 7a of the Form 55002012-06-01159
Number of other retired or separated participants entitled to future benefits2012-06-0137
Total of all active and inactive participants2012-06-01196
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-06-010
Total participants2012-06-01196
Number of participants with account balances2012-06-01109
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-06-018
2011: WHEELER MISSION MINISTRIES, INC 403(B) RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-06-01114
Total number of active participants reported on line 7a of the Form 55002011-06-01147
Number of other retired or separated participants entitled to future benefits2011-06-0123
Total of all active and inactive participants2011-06-01170
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-06-010
Total participants2011-06-01170
Number of participants with account balances2011-06-01101
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-06-018

Financial Data on WHEELER MISSION MINISTRIES, INC 403(B) RETIREMENT PLAN

Measure Date Value
2023 : WHEELER MISSION MINISTRIES, INC 403(B) RETIREMENT PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets2023-05-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-05-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-05-31$0
Total income from all sources (including contributions)2023-05-31$610,700
Total loss/gain on sale of assets2023-05-31$0
Total of all expenses incurred2023-05-31$443,849
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-05-31$411,134
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-05-31$622,144
Value of total assets at end of year2023-05-31$4,841,420
Value of total assets at beginning of year2023-05-31$4,674,569
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-05-31$32,715
Total interest from all sources2023-05-31$29,914
Total dividends received (eg from common stock, registered investment company shares)2023-05-31$56,032
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-05-31No
Total dividends received from registered investment company shares (eg mutual funds)2023-05-31$56,032
Was this plan covered by a fidelity bond2023-05-31Yes
Value of fidelity bond cover2023-05-31$500,000
If this is an individual account plan, was there a blackout period2023-05-31No
Were there any nonexempt tranactions with any party-in-interest2023-05-31No
Contributions received from participants2023-05-31$320,977
Participant contributions at end of year2023-05-31$61,739
Participant contributions at beginning of year2023-05-31$31,447
Income. Received or receivable in cash from other sources (including rollovers)2023-05-31$2,458
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-05-31No
Value of net income/loss2023-05-31$166,851
Value of net assets at end of year (total assets less liabilities)2023-05-31$4,841,420
Value of net assets at beginning of year (total assets less liabilities)2023-05-31$4,674,569
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-05-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-05-31No
Were any leases to which the plan was party in default or uncollectible2023-05-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-05-31$3,188,454
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-05-31$3,111,998
Interest on participant loans2023-05-31$2,212
Interest earned on other investments2023-05-31$27,702
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2023-05-31$1,591,227
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-05-31$1,531,124
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-05-31$-97,390
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-05-31No
Was there a failure to transmit to the plan any participant contributions2023-05-31No
Has the plan failed to provide any benefit when due under the plan2023-05-31No
Contributions received in cash from employer2023-05-31$298,709
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-05-31$411,134
Contract administrator fees2023-05-31$32,715
Did the plan have assets held for investment2023-05-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-05-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-05-31No
Opinion of an independent qualified public accountant for this plan2023-05-31Unqualified
Accountancy firm name2023-05-31BLUE AND COMPANY, LLC
Accountancy firm EIN2023-05-31351178661
2022 : WHEELER MISSION MINISTRIES, INC 403(B) RETIREMENT PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-05-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-05-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-05-31$0
Total income from all sources (including contributions)2022-05-31$157,578
Total loss/gain on sale of assets2022-05-31$0
Total of all expenses incurred2022-05-31$807,961
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-05-31$776,419
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-05-31$585,731
Value of total assets at end of year2022-05-31$4,674,569
Value of total assets at beginning of year2022-05-31$5,324,952
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-05-31$31,542
Total interest from all sources2022-05-31$21,385
Total dividends received (eg from common stock, registered investment company shares)2022-05-31$36,389
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-05-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-05-31$36,389
Was this plan covered by a fidelity bond2022-05-31Yes
Value of fidelity bond cover2022-05-31$230,000
If this is an individual account plan, was there a blackout period2022-05-31Yes
Were there any nonexempt tranactions with any party-in-interest2022-05-31No
Contributions received from participants2022-05-31$297,895
Participant contributions at end of year2022-05-31$31,447
Participant contributions at beginning of year2022-05-31$33,958
Income. Received or receivable in cash from other sources (including rollovers)2022-05-31$7,877
Other income not declared elsewhere2022-05-31$12,549
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-05-31No
Value of net income/loss2022-05-31$-650,383
Value of net assets at end of year (total assets less liabilities)2022-05-31$4,674,569
Value of net assets at beginning of year (total assets less liabilities)2022-05-31$5,324,952
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-05-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-05-31No
Were any leases to which the plan was party in default or uncollectible2022-05-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-05-31$3,111,998
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-05-31$5,290,994
Interest on participant loans2022-05-31$1,611
Interest earned on other investments2022-05-31$19,774
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-05-31$1,531,124
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-05-31$-498,476
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-05-31No
Was there a failure to transmit to the plan any participant contributions2022-05-31No
Has the plan failed to provide any benefit when due under the plan2022-05-31No
Contributions received in cash from employer2022-05-31$279,959
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-05-31$776,419
Contract administrator fees2022-05-31$31,542
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-05-31Yes
Did the plan have assets held for investment2022-05-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-05-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-05-31No
Opinion of an independent qualified public accountant for this plan2022-05-31Unqualified
Accountancy firm name2022-05-31BLUE & CO., LLC
Accountancy firm EIN2022-05-31351178661
2021 : WHEELER MISSION MINISTRIES, INC 403(B) RETIREMENT PLAN 2021 401k financial data
Total income from all sources (including contributions)2021-05-31$1,992,843
Total of all expenses incurred2021-05-31$388,694
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-05-31$334,643
Expenses. Certain deemed distributions of participant loans2021-05-31$1,676
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-05-31$546,317
Value of total assets at end of year2021-05-31$5,324,952
Value of total assets at beginning of year2021-05-31$3,720,803
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-05-31$52,375
Total interest from all sources2021-05-31$1,620
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-05-31No
Was this plan covered by a fidelity bond2021-05-31Yes
Value of fidelity bond cover2021-05-31$230,000
If this is an individual account plan, was there a blackout period2021-05-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-05-31$0
Were there any nonexempt tranactions with any party-in-interest2021-05-31No
Contributions received from participants2021-05-31$257,284
Participant contributions at end of year2021-05-31$33,958
Participant contributions at beginning of year2021-05-31$39,380
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-05-31No
Value of net income/loss2021-05-31$1,604,149
Value of net assets at end of year (total assets less liabilities)2021-05-31$5,324,952
Value of net assets at beginning of year (total assets less liabilities)2021-05-31$3,720,803
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-05-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-05-31No
Were any leases to which the plan was party in default or uncollectible2021-05-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-05-31$5,290,994
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-05-31$3,681,423
Interest on participant loans2021-05-31$1,620
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-05-31$1,444,906
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-05-31No
Was there a failure to transmit to the plan any participant contributions2021-05-31No
Has the plan failed to provide any benefit when due under the plan2021-05-31No
Contributions received in cash from employer2021-05-31$289,033
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-05-31$334,643
Contract administrator fees2021-05-31$52,375
Did the plan have assets held for investment2021-05-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-05-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-05-31No
Opinion of an independent qualified public accountant for this plan2021-05-31Disclaimer
Accountancy firm name2021-05-31BLUE & CO, LLC
Accountancy firm EIN2021-05-31351178661
2020 : WHEELER MISSION MINISTRIES, INC 403(B) RETIREMENT PLAN 2020 401k financial data
Total income from all sources (including contributions)2020-05-31$868,852
Total of all expenses incurred2020-05-31$378,070
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-05-31$309,886
Expenses. Certain deemed distributions of participant loans2020-05-31$6,223
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-05-31$556,895
Value of total assets at end of year2020-05-31$3,720,803
Value of total assets at beginning of year2020-05-31$3,230,021
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-05-31$61,961
Total interest from all sources2020-05-31$1,880
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-05-31No
Administrative expenses professional fees incurred2020-05-31$44,116
Was this plan covered by a fidelity bond2020-05-31Yes
Value of fidelity bond cover2020-05-31$230,000
If this is an individual account plan, was there a blackout period2020-05-31No
Were there any nonexempt tranactions with any party-in-interest2020-05-31No
Contributions received from participants2020-05-31$232,369
Participant contributions at end of year2020-05-31$39,380
Participant contributions at beginning of year2020-05-31$36,123
Participant contributions at end of year2020-05-31$0
Participant contributions at beginning of year2020-05-31$7,654
Income. Received or receivable in cash from other sources (including rollovers)2020-05-31$47,820
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-05-31No
Value of net income/loss2020-05-31$490,782
Value of net assets at end of year (total assets less liabilities)2020-05-31$3,720,803
Value of net assets at beginning of year (total assets less liabilities)2020-05-31$3,230,021
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-05-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-05-31No
Were any leases to which the plan was party in default or uncollectible2020-05-31No
Investment advisory and management fees2020-05-31$17,845
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-05-31$3,681,423
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-05-31$3,176,480
Interest on participant loans2020-05-31$1,880
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-05-31$310,077
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-05-31No
Was there a failure to transmit to the plan any participant contributions2020-05-31No
Has the plan failed to provide any benefit when due under the plan2020-05-31No
Contributions received in cash from employer2020-05-31$276,706
Employer contributions (assets) at end of year2020-05-31$0
Employer contributions (assets) at beginning of year2020-05-31$9,764
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-05-31$309,886
Did the plan have assets held for investment2020-05-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-05-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-05-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-05-31Yes
Opinion of an independent qualified public accountant for this plan2020-05-31Disclaimer
Accountancy firm name2020-05-31BLUE & CO, LLC
Accountancy firm EIN2020-05-31351178661
2019 : WHEELER MISSION MINISTRIES, INC 403(B) RETIREMENT PLAN 2019 401k financial data
Total income from all sources (including contributions)2019-05-31$450,684
Total of all expenses incurred2019-05-31$428,686
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-05-31$367,434
Expenses. Certain deemed distributions of participant loans2019-05-31$6,845
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-05-31$463,246
Value of total assets at end of year2019-05-31$3,230,021
Value of total assets at beginning of year2019-05-31$3,208,023
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-05-31$54,407
Total interest from all sources2019-05-31$2,014
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-05-31No
Was this plan covered by a fidelity bond2019-05-31Yes
Value of fidelity bond cover2019-05-31$250,000
If this is an individual account plan, was there a blackout period2019-05-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-05-31$0
Were there any nonexempt tranactions with any party-in-interest2019-05-31No
Contributions received from participants2019-05-31$185,395
Participant contributions at end of year2019-05-31$36,123
Participant contributions at beginning of year2019-05-31$24,835
Participant contributions at end of year2019-05-31$7,654
Participant contributions at beginning of year2019-05-31$7,823
Income. Received or receivable in cash from other sources (including rollovers)2019-05-31$51,700
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-05-31No
Value of net income/loss2019-05-31$21,998
Value of net assets at end of year (total assets less liabilities)2019-05-31$3,230,021
Value of net assets at beginning of year (total assets less liabilities)2019-05-31$3,208,023
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-05-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-05-31No
Were any leases to which the plan was party in default or uncollectible2019-05-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-05-31$3,176,480
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-05-31$3,166,874
Interest on participant loans2019-05-31$2,014
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-05-31$-14,576
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-05-31No
Was there a failure to transmit to the plan any participant contributions2019-05-31No
Has the plan failed to provide any benefit when due under the plan2019-05-31No
Contributions received in cash from employer2019-05-31$226,151
Employer contributions (assets) at end of year2019-05-31$9,764
Employer contributions (assets) at beginning of year2019-05-31$8,491
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-05-31$367,434
Contract administrator fees2019-05-31$54,407
Did the plan have assets held for investment2019-05-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-05-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-05-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-05-31Yes
Opinion of an independent qualified public accountant for this plan2019-05-31Disclaimer
Accountancy firm name2019-05-31BLUE & CO, LLC
Accountancy firm EIN2019-05-31351178661
2018 : WHEELER MISSION MINISTRIES, INC 403(B) RETIREMENT PLAN 2018 401k financial data
Total income from all sources (including contributions)2018-05-31$789,046
Total of all expenses incurred2018-05-31$471,008
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-05-31$396,362
Expenses. Certain deemed distributions of participant loans2018-05-31$24,835
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-05-31$378,175
Value of total assets at end of year2018-05-31$3,208,023
Value of total assets at beginning of year2018-05-31$2,889,985
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-05-31$49,811
Total interest from all sources2018-05-31$2,224
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-05-31No
Was this plan covered by a fidelity bond2018-05-31Yes
Value of fidelity bond cover2018-05-31$250,000
If this is an individual account plan, was there a blackout period2018-05-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-05-31$0
Were there any nonexempt tranactions with any party-in-interest2018-05-31No
Contributions received from participants2018-05-31$164,924
Participant contributions at end of year2018-05-31$24,835
Participant contributions at beginning of year2018-05-31$61,808
Participant contributions at end of year2018-05-31$7,823
Participant contributions at beginning of year2018-05-31$7,562
Income. Received or receivable in cash from other sources (including rollovers)2018-05-31$5,183
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-05-31No
Value of net income/loss2018-05-31$318,038
Value of net assets at end of year (total assets less liabilities)2018-05-31$3,208,023
Value of net assets at beginning of year (total assets less liabilities)2018-05-31$2,889,985
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-05-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-05-31No
Were any leases to which the plan was party in default or uncollectible2018-05-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-05-31$3,166,874
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-05-31$2,811,152
Interest on participant loans2018-05-31$2,224
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-05-31$408,647
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-05-31No
Was there a failure to transmit to the plan any participant contributions2018-05-31No
Has the plan failed to provide any benefit when due under the plan2018-05-31No
Contributions received in cash from employer2018-05-31$208,068
Employer contributions (assets) at end of year2018-05-31$8,491
Employer contributions (assets) at beginning of year2018-05-31$9,463
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-05-31$396,362
Contract administrator fees2018-05-31$49,811
Did the plan have assets held for investment2018-05-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-05-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-05-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-05-31Yes
Opinion of an independent qualified public accountant for this plan2018-05-31Disclaimer
Accountancy firm name2018-05-31BLUE & CO, LLC
Accountancy firm EIN2018-05-31351178661
2017 : WHEELER MISSION MINISTRIES, INC 403(B) RETIREMENT PLAN 2017 401k financial data
Total transfer of assets to this plan2017-05-31$0
Total income from all sources (including contributions)2017-05-31$760,320
Total of all expenses incurred2017-05-31$424,866
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-05-31$359,773
Expenses. Certain deemed distributions of participant loans2017-05-31$21,610
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-05-31$329,159
Value of total assets at end of year2017-05-31$2,889,985
Value of total assets at beginning of year2017-05-31$2,554,531
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-05-31$43,483
Total interest from all sources2017-05-31$3,713
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-05-31No
Was this plan covered by a fidelity bond2017-05-31Yes
Value of fidelity bond cover2017-05-31$250,000
If this is an individual account plan, was there a blackout period2017-05-31No
Were there any nonexempt tranactions with any party-in-interest2017-05-31No
Contributions received from participants2017-05-31$142,639
Participant contributions at end of year2017-05-31$61,808
Participant contributions at beginning of year2017-05-31$106,401
Participant contributions at end of year2017-05-31$7,562
Participant contributions at beginning of year2017-05-31$6,797
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-05-31No
Value of net income/loss2017-05-31$335,454
Value of net assets at end of year (total assets less liabilities)2017-05-31$2,889,985
Value of net assets at beginning of year (total assets less liabilities)2017-05-31$2,554,531
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-05-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-05-31No
Were any leases to which the plan was party in default or uncollectible2017-05-31No
Investment advisory and management fees2017-05-31$12,453
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-05-31$2,811,152
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-05-31$2,436,340
Interest on participant loans2017-05-31$3,713
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-05-31$427,448
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-05-31No
Was there a failure to transmit to the plan any participant contributions2017-05-31No
Has the plan failed to provide any benefit when due under the plan2017-05-31No
Contributions received in cash from employer2017-05-31$186,520
Employer contributions (assets) at end of year2017-05-31$9,463
Employer contributions (assets) at beginning of year2017-05-31$4,993
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-05-31$359,773
Contract administrator fees2017-05-31$31,030
Did the plan have assets held for investment2017-05-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-05-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-05-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-05-31Yes
Opinion of an independent qualified public accountant for this plan2017-05-31Disclaimer
Accountancy firm name2017-05-31BLUE & CO, LLC
Accountancy firm EIN2017-05-31351178661
2016 : WHEELER MISSION MINISTRIES, INC 403(B) RETIREMENT PLAN 2016 401k financial data
Total income from all sources (including contributions)2016-05-31$324,847
Total of all expenses incurred2016-05-31$139,928
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-05-31$105,003
Expenses. Certain deemed distributions of participant loans2016-05-31$6,886
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-05-31$349,660
Value of total assets at end of year2016-05-31$2,554,531
Value of total assets at beginning of year2016-05-31$2,369,612
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-05-31$28,039
Total interest from all sources2016-05-31$3,540
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-05-31No
Was this plan covered by a fidelity bond2016-05-31Yes
Value of fidelity bond cover2016-05-31$250,000
If this is an individual account plan, was there a blackout period2016-05-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-05-31$0
Were there any nonexempt tranactions with any party-in-interest2016-05-31No
Contributions received from participants2016-05-31$113,895
Participant contributions at end of year2016-05-31$106,401
Participant contributions at beginning of year2016-05-31$65,153
Participant contributions at end of year2016-05-31$6,797
Participant contributions at beginning of year2016-05-31$6,214
Income. Received or receivable in cash from other sources (including rollovers)2016-05-31$64,544
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-05-31No
Income. Non cash contributions2016-05-31$0
Value of net income/loss2016-05-31$184,919
Value of net assets at end of year (total assets less liabilities)2016-05-31$2,554,531
Value of net assets at beginning of year (total assets less liabilities)2016-05-31$2,369,612
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-05-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-05-31No
Were any leases to which the plan was party in default or uncollectible2016-05-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-05-31$2,436,340
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-05-31$0
Value of interest in pooled separate accounts at end of year2016-05-31$0
Value of interest in pooled separate accounts at beginning of year2016-05-31$2,294,156
Interest on participant loans2016-05-31$3,540
Value of interest in common/collective trusts at end of year2016-05-31$0
Value of interest in common/collective trusts at beginning of year2016-05-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-05-31$-28,353
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-05-31No
Was there a failure to transmit to the plan any participant contributions2016-05-31No
Has the plan failed to provide any benefit when due under the plan2016-05-31No
Contributions received in cash from employer2016-05-31$171,221
Employer contributions (assets) at end of year2016-05-31$4,993
Employer contributions (assets) at beginning of year2016-05-31$4,089
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-05-31$105,003
Contract administrator fees2016-05-31$28,039
Did the plan have assets held for investment2016-05-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-05-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-05-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-05-31Yes
Opinion of an independent qualified public accountant for this plan2016-05-31Disclaimer
Accountancy firm name2016-05-31BLUE & CO, LLC
Accountancy firm EIN2016-05-31351178661
2015 : WHEELER MISSION MINISTRIES, INC 403(B) RETIREMENT PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-05-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-05-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-05-31$0
Total income from all sources (including contributions)2015-05-31$418,668
Total loss/gain on sale of assets2015-05-31$0
Total of all expenses incurred2015-05-31$195,836
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-05-31$144,590
Expenses. Certain deemed distributions of participant loans2015-05-31$22,124
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-05-31$258,943
Value of total assets at end of year2015-05-31$2,369,612
Value of total assets at beginning of year2015-05-31$2,146,780
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-05-31$29,122
Total interest from all sources2015-05-31$3,574
Total dividends received (eg from common stock, registered investment company shares)2015-05-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-05-31No
Was this plan covered by a fidelity bond2015-05-31Yes
Value of fidelity bond cover2015-05-31$230,000
If this is an individual account plan, was there a blackout period2015-05-31No
Were there any nonexempt tranactions with any party-in-interest2015-05-31No
Contributions received from participants2015-05-31$99,985
Participant contributions at end of year2015-05-31$65,153
Participant contributions at beginning of year2015-05-31$93,617
Participant contributions at end of year2015-05-31$6,214
Participant contributions at beginning of year2015-05-31$2,048
Income. Received or receivable in cash from other sources (including rollovers)2015-05-31$2,162
Other income not declared elsewhere2015-05-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-05-31No
Value of net income/loss2015-05-31$222,832
Value of net assets at end of year (total assets less liabilities)2015-05-31$2,369,612
Value of net assets at beginning of year (total assets less liabilities)2015-05-31$2,146,780
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-05-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-05-31No
Were any leases to which the plan was party in default or uncollectible2015-05-31No
Value of interest in pooled separate accounts at end of year2015-05-31$2,294,156
Value of interest in pooled separate accounts at beginning of year2015-05-31$2,033,133
Income. Interest from loans (other than to participants)2015-05-31$3,574
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-05-31$156,151
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-05-31No
Was there a failure to transmit to the plan any participant contributions2015-05-31No
Has the plan failed to provide any benefit when due under the plan2015-05-31No
Contributions received in cash from employer2015-05-31$156,796
Employer contributions (assets) at end of year2015-05-31$4,089
Employer contributions (assets) at beginning of year2015-05-31$17,982
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-05-31$144,590
Contract administrator fees2015-05-31$29,122
Did the plan have assets held for investment2015-05-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-05-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-05-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-05-31Yes
Opinion of an independent qualified public accountant for this plan2015-05-31Disclaimer
Accountancy firm name2015-05-31BLUE & CO. LLC., LLC
Accountancy firm EIN2015-05-31351178661
2014 : WHEELER MISSION MINISTRIES, INC 403(B) RETIREMENT PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-05-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-05-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-05-31$0
Total income from all sources (including contributions)2014-05-31$671,063
Total loss/gain on sale of assets2014-05-31$0
Total of all expenses incurred2014-05-31$233,248
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-05-31$190,721
Expenses. Certain deemed distributions of participant loans2014-05-31$16,869
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-05-31$397,950
Value of total assets at end of year2014-05-31$2,146,780
Value of total assets at beginning of year2014-05-31$1,708,965
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-05-31$25,658
Total interest from all sources2014-05-31$1,978
Total dividends received (eg from common stock, registered investment company shares)2014-05-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-05-31No
Was this plan covered by a fidelity bond2014-05-31Yes
Value of fidelity bond cover2014-05-31$200,000
If this is an individual account plan, was there a blackout period2014-05-31No
Were there any nonexempt tranactions with any party-in-interest2014-05-31No
Contributions received from participants2014-05-31$73,667
Participant contributions at end of year2014-05-31$93,617
Participant contributions at beginning of year2014-05-31$45,674
Participant contributions at end of year2014-05-31$2,048
Participant contributions at beginning of year2014-05-31$1,958
Income. Received or receivable in cash from other sources (including rollovers)2014-05-31$162,917
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-05-31No
Value of net income/loss2014-05-31$437,815
Value of net assets at end of year (total assets less liabilities)2014-05-31$2,146,780
Value of net assets at beginning of year (total assets less liabilities)2014-05-31$1,708,965
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-05-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-05-31No
Were any leases to which the plan was party in default or uncollectible2014-05-31No
Value of interest in pooled separate accounts at end of year2014-05-31$2,033,133
Value of interest in pooled separate accounts at beginning of year2014-05-31$1,657,415
Interest on participant loans2014-05-31$1,978
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-05-31$271,135
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-05-31No
Was there a failure to transmit to the plan any participant contributions2014-05-31No
Has the plan failed to provide any benefit when due under the plan2014-05-31No
Contributions received in cash from employer2014-05-31$161,366
Employer contributions (assets) at end of year2014-05-31$17,982
Employer contributions (assets) at beginning of year2014-05-31$3,918
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-05-31$190,721
Contract administrator fees2014-05-31$25,658
Did the plan have assets held for investment2014-05-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-05-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-05-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-05-31Yes
Opinion of an independent qualified public accountant for this plan2014-05-31Disclaimer
Accountancy firm name2014-05-31BLUE & CO., LLC
Accountancy firm EIN2014-05-31351178661
2013 : WHEELER MISSION MINISTRIES, INC 403(B) RETIREMENT PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-05-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-05-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-05-31$0
Total income from all sources (including contributions)2013-05-31$547,945
Total loss/gain on sale of assets2013-05-31$0
Total of all expenses incurred2013-05-31$192,845
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-05-31$170,012
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-05-31$221,720
Value of total assets at end of year2013-05-31$1,708,965
Value of total assets at beginning of year2013-05-31$1,353,865
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-05-31$22,833
Total interest from all sources2013-05-31$1,619
Total dividends received (eg from common stock, registered investment company shares)2013-05-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-05-31No
Was this plan covered by a fidelity bond2013-05-31Yes
Value of fidelity bond cover2013-05-31$200,000
If this is an individual account plan, was there a blackout period2013-05-31No
Were there any nonexempt tranactions with any party-in-interest2013-05-31No
Contributions received from participants2013-05-31$78,124
Participant contributions at end of year2013-05-31$45,674
Participant contributions at beginning of year2013-05-31$28,857
Participant contributions at end of year2013-05-31$1,958
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-05-31No
Value of net income/loss2013-05-31$355,100
Value of net assets at end of year (total assets less liabilities)2013-05-31$1,708,965
Value of net assets at beginning of year (total assets less liabilities)2013-05-31$1,353,865
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-05-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-05-31No
Were any leases to which the plan was party in default or uncollectible2013-05-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-05-31$1,657,415
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-05-31$1,325,008
Interest on participant loans2013-05-31$1,619
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-05-31$324,606
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-05-31No
Was there a failure to transmit to the plan any participant contributions2013-05-31No
Has the plan failed to provide any benefit when due under the plan2013-05-31No
Contributions received in cash from employer2013-05-31$143,596
Employer contributions (assets) at end of year2013-05-31$3,918
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-05-31$170,012
Contract administrator fees2013-05-31$22,833
Did the plan have assets held for investment2013-05-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-05-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-05-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-05-31Yes
Opinion of an independent qualified public accountant for this plan2013-05-31Disclaimer
Accountancy firm name2013-05-31BLUE & CO., LLC
Accountancy firm EIN2013-05-31351178661
2012 : WHEELER MISSION MINISTRIES, INC 403(B) RETIREMENT PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-05-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-05-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-05-31$0
Total income from all sources (including contributions)2012-05-31$129,296
Total loss/gain on sale of assets2012-05-31$0
Total of all expenses incurred2012-05-31$170,601
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-05-31$149,087
Expenses. Certain deemed distributions of participant loans2012-05-31$2,084
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-05-31$218,673
Value of total assets at end of year2012-05-31$1,353,865
Value of total assets at beginning of year2012-05-31$1,395,170
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-05-31$19,430
Total interest from all sources2012-05-31$1,026
Total dividends received (eg from common stock, registered investment company shares)2012-05-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-05-31No
Was this plan covered by a fidelity bond2012-05-31Yes
Value of fidelity bond cover2012-05-31$200,000
If this is an individual account plan, was there a blackout period2012-05-31No
Were there any nonexempt tranactions with any party-in-interest2012-05-31No
Contributions received from participants2012-05-31$77,049
Participant contributions at end of year2012-05-31$28,857
Participant contributions at beginning of year2012-05-31$17,389
Administrative expenses (other) incurred2012-05-31$8
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-05-31No
Value of net income/loss2012-05-31$-41,305
Value of net assets at end of year (total assets less liabilities)2012-05-31$1,353,865
Value of net assets at beginning of year (total assets less liabilities)2012-05-31$1,395,170
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-05-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-05-31No
Were any leases to which the plan was party in default or uncollectible2012-05-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-05-31$1,325,008
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-05-31$1,377,781
Interest on participant loans2012-05-31$1,026
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-05-31$-90,403
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-05-31No
Was there a failure to transmit to the plan any participant contributions2012-05-31No
Has the plan failed to provide any benefit when due under the plan2012-05-31No
Contributions received in cash from employer2012-05-31$141,624
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-05-31$149,087
Contract administrator fees2012-05-31$19,422
Did the plan have assets held for investment2012-05-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-05-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-05-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-05-31Yes
Opinion of an independent qualified public accountant for this plan2012-05-31Disclaimer
Accountancy firm name2012-05-31BLUE & CO., LLC
Accountancy firm EIN2012-05-31351178661
2011 : WHEELER MISSION MINISTRIES, INC 403(B) RETIREMENT PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-05-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-05-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-05-31$0
Total income from all sources (including contributions)2011-05-31$481,527
Total loss/gain on sale of assets2011-05-31$0
Total of all expenses incurred2011-05-31$169,388
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-05-31$148,275
Expenses. Certain deemed distributions of participant loans2011-05-31$2,425
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-05-31$231,414
Value of total assets at end of year2011-05-31$1,395,170
Value of total assets at beginning of year2011-05-31$1,083,031
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-05-31$18,688
Total interest from all sources2011-05-31$869
Total dividends received (eg from common stock, registered investment company shares)2011-05-31$0
Was this plan covered by a fidelity bond2011-05-31Yes
Value of fidelity bond cover2011-05-31$200,000
If this is an individual account plan, was there a blackout period2011-05-31No
Were there any nonexempt tranactions with any party-in-interest2011-05-31No
Contributions received from participants2011-05-31$74,576
Participant contributions at end of year2011-05-31$17,389
Participant contributions at beginning of year2011-05-31$10,726
Income. Received or receivable in cash from other sources (including rollovers)2011-05-31$17,566
Other income not declared elsewhere2011-05-31$4,951
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-05-31No
Value of net income/loss2011-05-31$312,139
Value of net assets at end of year (total assets less liabilities)2011-05-31$1,395,170
Value of net assets at beginning of year (total assets less liabilities)2011-05-31$1,083,031
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-05-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-05-31No
Were any leases to which the plan was party in default or uncollectible2011-05-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-05-31$1,377,781
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-05-31$1,072,305
Interest on participant loans2011-05-31$869
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-05-31$244,293
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-05-31No
Was there a failure to transmit to the plan any participant contributions2011-05-31No
Has the plan failed to provide any benefit when due under the plan2011-05-31No
Contributions received in cash from employer2011-05-31$139,272
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-05-31$148,275
Contract administrator fees2011-05-31$18,688
Did the plan have assets held for investment2011-05-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-05-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-05-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-05-31Yes
Opinion of an independent qualified public accountant for this plan2011-05-31Disclaimer
Accountancy firm name2011-05-31CAPIN CROUSE LLP
Accountancy firm EIN2011-05-31363990892

Form 5500 Responses for WHEELER MISSION MINISTRIES, INC 403(B) RETIREMENT PLAN

2022: WHEELER MISSION MINISTRIES, INC 403(B) RETIREMENT PLAN 2022 form 5500 responses
2022-06-01Type of plan entitySingle employer plan
2022-06-01This submission is the final filingNo
2022-06-01This return/report is a short plan year return/report (less than 12 months)No
2022-06-01Plan is a collectively bargained planNo
2022-06-01Plan funding arrangement – InsuranceYes
2022-06-01Plan funding arrangement – TrustYes
2022-06-01Plan benefit arrangement – InsuranceYes
2022-06-01Plan benefit arrangement - TrustYes
2021: WHEELER MISSION MINISTRIES, INC 403(B) RETIREMENT PLAN 2021 form 5500 responses
2021-06-01Type of plan entitySingle employer plan
2021-06-01This submission is the final filingNo
2021-06-01This return/report is a short plan year return/report (less than 12 months)No
2021-06-01Plan is a collectively bargained planNo
2021-06-01Plan funding arrangement – InsuranceYes
2021-06-01Plan funding arrangement – TrustYes
2021-06-01Plan benefit arrangement – InsuranceYes
2021-06-01Plan benefit arrangement - TrustYes
2020: WHEELER MISSION MINISTRIES, INC 403(B) RETIREMENT PLAN 2020 form 5500 responses
2020-06-01Type of plan entitySingle employer plan
2020-06-01Submission has been amendedNo
2020-06-01This submission is the final filingNo
2020-06-01This return/report is a short plan year return/report (less than 12 months)No
2020-06-01Plan is a collectively bargained planNo
2020-06-01Plan funding arrangement – TrustYes
2020-06-01Plan benefit arrangement - TrustYes
2019: WHEELER MISSION MINISTRIES, INC 403(B) RETIREMENT PLAN 2019 form 5500 responses
2019-06-01Type of plan entitySingle employer plan
2019-06-01Submission has been amendedNo
2019-06-01This submission is the final filingNo
2019-06-01This return/report is a short plan year return/report (less than 12 months)No
2019-06-01Plan is a collectively bargained planNo
2019-06-01Plan funding arrangement – TrustYes
2019-06-01Plan benefit arrangement - TrustYes
2018: WHEELER MISSION MINISTRIES, INC 403(B) RETIREMENT PLAN 2018 form 5500 responses
2018-06-01Type of plan entitySingle employer plan
2018-06-01Submission has been amendedNo
2018-06-01This submission is the final filingNo
2018-06-01This return/report is a short plan year return/report (less than 12 months)No
2018-06-01Plan is a collectively bargained planNo
2018-06-01Plan funding arrangement – TrustYes
2018-06-01Plan benefit arrangement - TrustYes
2017: WHEELER MISSION MINISTRIES, INC 403(B) RETIREMENT PLAN 2017 form 5500 responses
2017-06-01Type of plan entitySingle employer plan
2017-06-01Submission has been amendedNo
2017-06-01This submission is the final filingNo
2017-06-01This return/report is a short plan year return/report (less than 12 months)No
2017-06-01Plan is a collectively bargained planNo
2017-06-01Plan funding arrangement – TrustYes
2017-06-01Plan benefit arrangement - TrustYes
2016: WHEELER MISSION MINISTRIES, INC 403(B) RETIREMENT PLAN 2016 form 5500 responses
2016-06-01Type of plan entitySingle employer plan
2016-06-01Submission has been amendedNo
2016-06-01This submission is the final filingNo
2016-06-01This return/report is a short plan year return/report (less than 12 months)No
2016-06-01Plan is a collectively bargained planNo
2016-06-01Plan funding arrangement – TrustYes
2016-06-01Plan benefit arrangement - TrustYes
2015: WHEELER MISSION MINISTRIES, INC 403(B) RETIREMENT PLAN 2015 form 5500 responses
2015-06-01Type of plan entitySingle employer plan
2015-06-01Submission has been amendedNo
2015-06-01This submission is the final filingNo
2015-06-01This return/report is a short plan year return/report (less than 12 months)No
2015-06-01Plan is a collectively bargained planNo
2015-06-01Plan funding arrangement – InsuranceYes
2015-06-01Plan funding arrangement – TrustYes
2015-06-01Plan benefit arrangement – InsuranceYes
2015-06-01Plan benefit arrangement - TrustYes
2014: WHEELER MISSION MINISTRIES, INC 403(B) RETIREMENT PLAN 2014 form 5500 responses
2014-06-01Type of plan entitySingle employer plan
2014-06-01Submission has been amendedNo
2014-06-01This submission is the final filingNo
2014-06-01This return/report is a short plan year return/report (less than 12 months)No
2014-06-01Plan is a collectively bargained planNo
2014-06-01Plan funding arrangement – InsuranceYes
2014-06-01Plan funding arrangement – TrustYes
2014-06-01Plan benefit arrangement – InsuranceYes
2014-06-01Plan benefit arrangement - TrustYes
2013: WHEELER MISSION MINISTRIES, INC 403(B) RETIREMENT PLAN 2013 form 5500 responses
2013-06-01Type of plan entitySingle employer plan
2013-06-01Submission has been amendedNo
2013-06-01This submission is the final filingNo
2013-06-01This return/report is a short plan year return/report (less than 12 months)No
2013-06-01Plan is a collectively bargained planNo
2013-06-01Plan funding arrangement – InsuranceYes
2013-06-01Plan funding arrangement – TrustYes
2013-06-01Plan benefit arrangement – InsuranceYes
2013-06-01Plan benefit arrangement - TrustYes
2012: WHEELER MISSION MINISTRIES, INC 403(B) RETIREMENT PLAN 2012 form 5500 responses
2012-06-01Type of plan entitySingle employer plan
2012-06-01Submission has been amendedNo
2012-06-01This submission is the final filingNo
2012-06-01This return/report is a short plan year return/report (less than 12 months)No
2012-06-01Plan is a collectively bargained planNo
2012-06-01Plan funding arrangement – TrustYes
2012-06-01Plan benefit arrangement - TrustYes
2011: WHEELER MISSION MINISTRIES, INC 403(B) RETIREMENT PLAN 2011 form 5500 responses
2011-06-01Type of plan entitySingle employer plan
2011-06-01Submission has been amendedNo
2011-06-01This submission is the final filingNo
2011-06-01This return/report is a short plan year return/report (less than 12 months)No
2011-06-01Plan is a collectively bargained planNo
2011-06-01Plan funding arrangement – TrustYes
2011-06-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number467968
Policy instance 1
Insurance contract or identification number467968
Number of Individuals Covered208
Insurance policy start date2022-06-01
Insurance policy end date2023-05-31
Total amount of commissions paid to insurance brokerUSD $3,938
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,938
Amount paid for insurance broker fees0
Insurance broker organization code?3
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number467968
Policy instance 1
Insurance contract or identification number467968
Number of Individuals Covered193
Insurance policy start date2021-07-15
Insurance policy end date2022-05-31
Total amount of commissions paid to insurance brokerUSD $2,847
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,847
Amount paid for insurance broker fees0
Insurance broker organization code?3

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