WOOD, DEVARY & ARMSTRONG, P.C. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan WOOD, DEVARY & ARMSTRONG, P.C. EMPLOYEE SAVINGS PLAN
401k plan membership statisitcs for WOOD, DEVARY & ARMSTRONG, P.C. EMPLOYEE SAVINGS PLAN
| Measure | Date | Value |
|---|
| 2021: WOOD, DEVARY & ARMSTRONG, P.C. EMPLOYEE SAVINGS PLAN 2021 401k membership |
|---|
| Total participants, beginning-of-year | 2021-01-01 | 10 |
| Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 10 |
| Number of retired or separated participants receiving benefits | 2021-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 0 |
| Total of all active and inactive participants | 2021-01-01 | 10 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
| Total participants | 2021-01-01 | 10 |
| Number of participants with account balances | 2021-01-01 | 10 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 0 |
| 2020: WOOD, DEVARY & ARMSTRONG, P.C. EMPLOYEE SAVINGS PLAN 2020 401k membership |
|---|
| Total participants, beginning-of-year | 2020-01-01 | 13 |
| Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 11 |
| Number of retired or separated participants receiving benefits | 2020-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 0 |
| Total of all active and inactive participants | 2020-01-01 | 11 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
| Total participants | 2020-01-01 | 11 |
| Number of participants with account balances | 2020-01-01 | 11 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 0 |
| 2019: WOOD, DEVARY & ARMSTRONG, P.C. EMPLOYEE SAVINGS PLAN 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-01-01 | 10 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 11 |
| Number of retired or separated participants receiving benefits | 2019-01-01 | 0 |
| 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 | 13 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
| Total participants | 2019-01-01 | 13 |
| Number of participants with account balances | 2019-01-01 | 13 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 0 |
| 2018: WOOD, DEVARY & ARMSTRONG, P.C. EMPLOYEE SAVINGS PLAN 2018 401k membership |
|---|
| Total participants, beginning-of-year | 2018-01-01 | 15 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 11 |
| Number of retired or separated participants receiving benefits | 2018-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 2 |
| Total of all active and inactive participants | 2018-01-01 | 13 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
| Total participants | 2018-01-01 | 13 |
| Number of participants with account balances | 2018-01-01 | 13 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 0 |
| 2017: WOOD, DEVARY & ARMSTRONG, P.C. EMPLOYEE SAVINGS PLAN 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-01-01 | 17 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 15 |
| Total of all active and inactive participants | 2017-01-01 | 15 |
| Total participants | 2017-01-01 | 15 |
| Number of participants with account balances | 2017-01-01 | 15 |
| 2016: WOOD, DEVARY & ARMSTRONG, P.C. EMPLOYEE SAVINGS PLAN 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-01-01 | 16 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 17 |
| Total of all active and inactive participants | 2016-01-01 | 17 |
| Total participants | 2016-01-01 | 17 |
| Number of participants with account balances | 2016-01-01 | 17 |
| 2015: WOOD, DEVARY & ARMSTRONG, P.C. EMPLOYEE SAVINGS PLAN 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-01-01 | 14 |
| Total of all active and inactive participants | 2015-01-01 | 0 |
| Total participants | 2015-01-01 | 0 |
| Number of participants with account balances | 2015-01-01 | 16 |
| 2014: WOOD, DEVARY & ARMSTRONG, P.C. EMPLOYEE SAVINGS PLAN 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-01-01 | 13 |
| Total of all active and inactive participants | 2014-01-01 | 0 |
| Total participants | 2014-01-01 | 0 |
| Number of participants with account balances | 2014-01-01 | 14 |
| 2013: WOOD, DEVARY & ARMSTRONG, P.C. EMPLOYEE SAVINGS PLAN 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-01-01 | 13 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 13 |
| Total of all active and inactive participants | 2013-01-01 | 13 |
| Total participants | 2013-01-01 | 13 |
| Number of participants with account balances | 2013-01-01 | 13 |
| 2012: WOOD, DEVARY & ARMSTRONG, P.C. EMPLOYEE SAVINGS PLAN 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-01-01 | 12 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 13 |
| Total of all active and inactive participants | 2012-01-01 | 13 |
| Total participants | 2012-01-01 | 13 |
| Number of participants with account balances | 2012-01-01 | 13 |
| 2011: WOOD, DEVARY & ARMSTRONG, P.C. EMPLOYEE SAVINGS PLAN 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-01-01 | 13 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 12 |
| Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 1 |
| Total of all active and inactive participants | 2011-01-01 | 13 |
| Total participants | 2011-01-01 | 13 |
| Number of participants with account balances | 2011-01-01 | 12 |
| 2010: WOOD, DEVARY & ARMSTRONG, P.C. EMPLOYEE SAVINGS PLAN 2010 401k membership |
|---|
| Total participants, beginning-of-year | 2010-01-01 | 13 |
| Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 12 |
| Number of other retired or separated participants entitled to future benefits | 2010-01-01 | 1 |
| Total of all active and inactive participants | 2010-01-01 | 13 |
| Total participants | 2010-01-01 | 13 |
| Number of participants with account balances | 2010-01-01 | 13 |
| 2009: WOOD, DEVARY & ARMSTRONG, P.C. EMPLOYEE SAVINGS PLAN 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-01-01 | 13 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 12 |
| Total of all active and inactive participants | 2009-01-01 | 12 |
| Total participants | 2009-01-01 | 12 |
| Number of participants with account balances | 2009-01-01 | 12 |
| 2008: WOOD, DEVARY & ARMSTRONG, P.C. EMPLOYEE SAVINGS PLAN 2008 401k membership |
|---|
| Total participants, beginning-of-year | 2008-01-01 | 13 |
| Total number of active participants reported on line 7a of the Form 5500 | 2008-01-01 | 13 |
| Total of all active and inactive participants | 2008-01-01 | 13 |
| Total participants | 2008-01-01 | 13 |
| 2007: WOOD, DEVARY & ARMSTRONG, P.C. EMPLOYEE SAVINGS PLAN 2007 401k membership |
|---|
| Total participants, beginning-of-year | 2007-01-01 | 13 |
| Total number of active participants reported on line 7a of the Form 5500 | 2007-01-01 | 13 |
| Total of all active and inactive participants | 2007-01-01 | 13 |
| Total participants | 2007-01-01 | 13 |
| 2006: WOOD, DEVARY & ARMSTRONG, P.C. EMPLOYEE SAVINGS PLAN 2006 401k membership |
|---|
| Total participants, beginning-of-year | 2006-01-01 | 11 |
| Total number of active participants reported on line 7a of the Form 5500 | 2006-01-01 | 13 |
| Total of all active and inactive participants | 2006-01-01 | 13 |
| Total participants | 2006-01-01 | 13 |
| Measure | Date | Value |
|---|
| 2021 : WOOD, DEVARY & ARMSTRONG, P.C. EMPLOYEE SAVINGS PLAN 2021 401k financial data |
|---|
| Total income from all sources | 2021-12-31 | $818,008 |
| Expenses. Total of all expenses incurred | 2021-12-31 | $120 |
| Total plan assets at end of year | 2021-12-31 | $3,174,911 |
| Total plan assets at beginning of year | 2021-12-31 | $2,357,023 |
| Total contributions received or receivable from participants | 2021-12-31 | $83,352 |
| Expenses. Other expenses not covered elsewhere | 2021-12-31 | $120 |
| Other income received | 2021-12-31 | $719,754 |
| Net income (gross income less expenses) | 2021-12-31 | $817,888 |
| Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $3,174,911 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $2,357,023 |
| Total contributions received or receivable from employer(s) | 2021-12-31 | $14,902 |
| 2020 : WOOD, DEVARY & ARMSTRONG, P.C. EMPLOYEE SAVINGS PLAN 2020 401k financial data |
|---|
| Total income from all sources | 2020-12-31 | $866,823 |
| Expenses. Total of all expenses incurred | 2020-12-31 | $1,003,016 |
| Benefits paid (including direct rollovers) | 2020-12-31 | $1,002,882 |
| Total plan assets at end of year | 2020-12-31 | $2,357,023 |
| Total plan assets at beginning of year | 2020-12-31 | $2,493,216 |
| Total contributions received or receivable from participants | 2020-12-31 | $74,234 |
| Expenses. Other expenses not covered elsewhere | 2020-12-31 | $134 |
| Other income received | 2020-12-31 | $774,391 |
| Net income (gross income less expenses) | 2020-12-31 | $-136,193 |
| Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $2,357,023 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $2,493,216 |
| Total contributions received or receivable from employer(s) | 2020-12-31 | $18,198 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
| 2019 : WOOD, DEVARY & ARMSTRONG, P.C. EMPLOYEE SAVINGS PLAN 2019 401k financial data |
|---|
| Total income from all sources | 2019-12-31 | $723,394 |
| Expenses. Total of all expenses incurred | 2019-12-31 | $431,703 |
| Benefits paid (including direct rollovers) | 2019-12-31 | $431,643 |
| Total plan assets at end of year | 2019-12-31 | $2,493,216 |
| Total plan assets at beginning of year | 2019-12-31 | $2,201,525 |
| Total contributions received or receivable from participants | 2019-12-31 | $114,392 |
| Expenses. Other expenses not covered elsewhere | 2019-12-31 | $60 |
| Other income received | 2019-12-31 | $592,380 |
| Net income (gross income less expenses) | 2019-12-31 | $291,691 |
| Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $2,493,216 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $2,201,525 |
| Total contributions received or receivable from employer(s) | 2019-12-31 | $16,622 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
| 2018 : WOOD, DEVARY & ARMSTRONG, P.C. EMPLOYEE SAVINGS PLAN 2018 401k financial data |
|---|
| Total income from all sources | 2018-12-31 | $-90,557 |
| Expenses. Total of all expenses incurred | 2018-12-31 | $106,577 |
| Benefits paid (including direct rollovers) | 2018-12-31 | $106,430 |
| Total plan assets at end of year | 2018-12-31 | $2,201,525 |
| Total plan assets at beginning of year | 2018-12-31 | $2,398,659 |
| Total contributions received or receivable from participants | 2018-12-31 | $129,381 |
| Expenses. Other expenses not covered elsewhere | 2018-12-31 | $147 |
| Other income received | 2018-12-31 | $-239,154 |
| Net income (gross income less expenses) | 2018-12-31 | $-197,134 |
| Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $2,201,525 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $2,398,659 |
| Total contributions received or receivable from employer(s) | 2018-12-31 | $19,216 |
| 2017 : WOOD, DEVARY & ARMSTRONG, P.C. EMPLOYEE SAVINGS PLAN 2017 401k financial data |
|---|
| Total income from all sources | 2017-12-31 | $552,593 |
| Expenses. Total of all expenses incurred | 2017-12-31 | $56,543 |
| Benefits paid (including direct rollovers) | 2017-12-31 | $55,787 |
| Total plan assets at end of year | 2017-12-31 | $2,398,659 |
| Total plan assets at beginning of year | 2017-12-31 | $1,902,609 |
| Total contributions received or receivable from participants | 2017-12-31 | $136,858 |
| Expenses. Other expenses not covered elsewhere | 2017-12-31 | $756 |
| Contributions received from other sources (not participants or employers) | 2017-12-31 | $9,503 |
| Other income received | 2017-12-31 | $384,791 |
| Net income (gross income less expenses) | 2017-12-31 | $496,050 |
| Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $2,398,659 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $1,902,609 |
| Total contributions received or receivable from employer(s) | 2017-12-31 | $21,441 |
| 2016 : WOOD, DEVARY & ARMSTRONG, P.C. EMPLOYEE SAVINGS PLAN 2016 401k financial data |
|---|
| Total income from all sources | 2016-12-31 | $284,852 |
| Expenses. Total of all expenses incurred | 2016-12-31 | $56,154 |
| Benefits paid (including direct rollovers) | 2016-12-31 | $54,916 |
| Total plan assets at end of year | 2016-12-31 | $1,902,609 |
| Total plan assets at beginning of year | 2016-12-31 | $1,673,911 |
| Total contributions received or receivable from participants | 2016-12-31 | $101,740 |
| Expenses. Other expenses not covered elsewhere | 2016-12-31 | $1,238 |
| Other income received | 2016-12-31 | $165,588 |
| Net income (gross income less expenses) | 2016-12-31 | $228,698 |
| Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $1,902,609 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $1,673,911 |
| Total contributions received or receivable from employer(s) | 2016-12-31 | $17,524 |
| 2015 : WOOD, DEVARY & ARMSTRONG, P.C. EMPLOYEE SAVINGS PLAN 2015 401k financial data |
|---|
| Total income from all sources | 2015-12-31 | $70,103 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $34,325 |
| Benefits paid (including direct rollovers) | 2015-12-31 | $32,631 |
| Total plan assets at end of year | 2015-12-31 | $1,673,911 |
| Total plan assets at beginning of year | 2015-12-31 | $1,638,133 |
| Total contributions received or receivable from participants | 2015-12-31 | $78,062 |
| Expenses. Other expenses not covered elsewhere | 2015-12-31 | $1,694 |
| Other income received | 2015-12-31 | $-23,002 |
| Net income (gross income less expenses) | 2015-12-31 | $35,778 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $1,673,911 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $1,638,133 |
| Total contributions received or receivable from employer(s) | 2015-12-31 | $15,043 |
| 2014 : WOOD, DEVARY & ARMSTRONG, P.C. EMPLOYEE SAVINGS PLAN 2014 401k financial data |
|---|
| Total income from all sources | 2014-12-31 | $212,476 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $167,246 |
| Benefits paid (including direct rollovers) | 2014-12-31 | $165,872 |
| Total plan assets at end of year | 2014-12-31 | $1,638,133 |
| Total plan assets at beginning of year | 2014-12-31 | $1,592,903 |
| Total contributions received or receivable from participants | 2014-12-31 | $59,929 |
| Expenses. Other expenses not covered elsewhere | 2014-12-31 | $1,374 |
| Other income received | 2014-12-31 | $135,458 |
| Net income (gross income less expenses) | 2014-12-31 | $45,230 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $1,638,133 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $1,592,903 |
| Total contributions received or receivable from employer(s) | 2014-12-31 | $17,089 |
| 2013 : WOOD, DEVARY & ARMSTRONG, P.C. EMPLOYEE SAVINGS PLAN 2013 401k financial data |
|---|
| Total income from all sources | 2013-12-31 | $407,646 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $62,256 |
| Benefits paid (including direct rollovers) | 2013-12-31 | $61,911 |
| Total plan assets at end of year | 2013-12-31 | $1,592,903 |
| Total plan assets at beginning of year | 2013-12-31 | $1,247,513 |
| Total contributions received or receivable from participants | 2013-12-31 | $84,598 |
| Expenses. Other expenses not covered elsewhere | 2013-12-31 | $345 |
| Other income received | 2013-12-31 | $305,923 |
| Net income (gross income less expenses) | 2013-12-31 | $345,390 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $1,592,903 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $1,247,513 |
| Total contributions received or receivable from employer(s) | 2013-12-31 | $17,125 |
| 2012 : WOOD, DEVARY & ARMSTRONG, P.C. EMPLOYEE SAVINGS PLAN 2012 401k financial data |
|---|
| Total income from all sources | 2012-12-31 | $251,632 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $76,710 |
| Benefits paid (including direct rollovers) | 2012-12-31 | $76,404 |
| Total plan assets at end of year | 2012-12-31 | $1,247,513 |
| Total plan assets at beginning of year | 2012-12-31 | $1,072,591 |
| Total contributions received or receivable from participants | 2012-12-31 | $64,494 |
| Expenses. Other expenses not covered elsewhere | 2012-12-31 | $306 |
| Other income received | 2012-12-31 | $171,372 |
| Net income (gross income less expenses) | 2012-12-31 | $174,922 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $1,247,513 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $1,072,591 |
| Total contributions received or receivable from employer(s) | 2012-12-31 | $15,766 |
| 2011 : WOOD, DEVARY & ARMSTRONG, P.C. EMPLOYEE SAVINGS PLAN 2011 401k financial data |
|---|
| Transfers to/from the plan | 2011-12-31 | $43,078 |
| Total income from all sources | 2011-12-31 | $36,220 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $4,263 |
| Benefits paid (including direct rollovers) | 2011-12-31 | $4,000 |
| Total plan assets at end of year | 2011-12-31 | $1,072,591 |
| Total plan assets at beginning of year | 2011-12-31 | $997,556 |
| Total contributions received or receivable from participants | 2011-12-31 | $70,344 |
| Expenses. Other expenses not covered elsewhere | 2011-12-31 | $263 |
| Other income received | 2011-12-31 | $-50,044 |
| Net income (gross income less expenses) | 2011-12-31 | $31,957 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $1,072,591 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $997,556 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $15,920 |
| 2010 : WOOD, DEVARY & ARMSTRONG, P.C. EMPLOYEE SAVINGS PLAN 2010 401k financial data |
|---|
| Transfers to/from the plan | 2010-12-31 | $-3,428 |
| Total income from all sources | 2010-12-31 | $205,805 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $249 |
| Total plan assets at end of year | 2010-12-31 | $997,556 |
| Total plan assets at beginning of year | 2010-12-31 | $795,428 |
| Total contributions received or receivable from participants | 2010-12-31 | $73,365 |
| Expenses. Other expenses not covered elsewhere | 2010-12-31 | $249 |
| Other income received | 2010-12-31 | $116,407 |
| Net income (gross income less expenses) | 2010-12-31 | $205,556 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $997,556 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $795,428 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $16,033 |
| 2021: WOOD, DEVARY & ARMSTRONG, P.C. EMPLOYEE SAVINGS 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 – Insurance | Yes |
| 2021-01-01 | Plan funding arrangement – Trust | Yes |
| 2021-01-01 | Plan benefit arrangement - Trust | Yes |
| 2020: WOOD, DEVARY & ARMSTRONG, P.C. EMPLOYEE SAVINGS 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 – Insurance | Yes |
| 2020-01-01 | Plan funding arrangement – Trust | Yes |
| 2020-01-01 | Plan benefit arrangement - Trust | Yes |
| 2019: WOOD, DEVARY & ARMSTRONG, P.C. EMPLOYEE SAVINGS PLAN 2019 form 5500 responses |
|---|
| 2019-01-01 | Type of plan entity | Single employer plan |
| 2019-01-01 | Submission has been amended | No |
| 2019-01-01 | This submission is the final filing | No |
| 2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2019-01-01 | Plan is a collectively bargained plan | No |
| 2019-01-01 | Plan funding arrangement – Insurance | Yes |
| 2019-01-01 | Plan funding arrangement – Trust | Yes |
| 2019-01-01 | Plan benefit arrangement - Trust | Yes |
| 2018: WOOD, DEVARY & ARMSTRONG, P.C. EMPLOYEE SAVINGS PLAN 2018 form 5500 responses |
|---|
| 2018-01-01 | Type of plan entity | Single employer plan |
| 2018-01-01 | Submission has been amended | No |
| 2018-01-01 | This submission is the final filing | No |
| 2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2018-01-01 | Plan is a collectively bargained plan | No |
| 2018-01-01 | Plan funding arrangement – Insurance | Yes |
| 2018-01-01 | Plan funding arrangement – Trust | Yes |
| 2018-01-01 | Plan benefit arrangement - Trust | Yes |
| 2017: WOOD, DEVARY & ARMSTRONG, P.C. EMPLOYEE SAVINGS PLAN 2017 form 5500 responses |
|---|
| 2017-01-01 | Type of plan entity | Single employer plan |
| 2017-01-01 | Plan funding arrangement – Trust | Yes |
| 2017-01-01 | Plan benefit arrangement - Trust | Yes |
| 2016: WOOD, DEVARY & ARMSTRONG, P.C. EMPLOYEE SAVINGS PLAN 2016 form 5500 responses |
|---|
| 2016-01-01 | Type of plan entity | Single employer plan |
| 2016-01-01 | Plan funding arrangement – Trust | Yes |
| 2016-01-01 | Plan benefit arrangement - Trust | Yes |
| 2015: WOOD, DEVARY & ARMSTRONG, P.C. EMPLOYEE SAVINGS PLAN 2015 form 5500 responses |
|---|
| 2015-01-01 | Type of plan entity | Single employer plan |
| 2015-01-01 | Plan funding arrangement – Trust | Yes |
| 2015-01-01 | Plan benefit arrangement - Trust | Yes |
| 2014: WOOD, DEVARY & ARMSTRONG, P.C. EMPLOYEE SAVINGS PLAN 2014 form 5500 responses |
|---|
| 2014-01-01 | Type of plan entity | Single employer plan |
| 2014-01-01 | Plan funding arrangement – Trust | Yes |
| 2014-01-01 | Plan benefit arrangement - Trust | Yes |
| 2013: WOOD, DEVARY & ARMSTRONG, P.C. EMPLOYEE SAVINGS PLAN 2013 form 5500 responses |
|---|
| 2013-01-01 | Type of plan entity | Single employer plan |
| 2013-01-01 | Plan funding arrangement – Trust | Yes |
| 2013-01-01 | Plan benefit arrangement - Trust | Yes |
| 2012: WOOD, DEVARY & ARMSTRONG, P.C. EMPLOYEE SAVINGS PLAN 2012 form 5500 responses |
|---|
| 2012-01-01 | Type of plan entity | Single employer plan |
| 2012-01-01 | Plan funding arrangement – Trust | Yes |
| 2012-01-01 | Plan benefit arrangement - Trust | Yes |
| 2011: WOOD, DEVARY & ARMSTRONG, P.C. EMPLOYEE SAVINGS PLAN 2011 form 5500 responses |
|---|
| 2011-01-01 | Type of plan entity | Single employer plan |
| 2011-01-01 | Plan funding arrangement – Trust | Yes |
| 2011-01-01 | Plan benefit arrangement - Trust | Yes |
| 2010: WOOD, DEVARY & ARMSTRONG, P.C. EMPLOYEE SAVINGS PLAN 2010 form 5500 responses |
|---|
| 2010-01-01 | Type of plan entity | Single employer plan |
| 2010-01-01 | Plan funding arrangement – Trust | Yes |
| 2010-01-01 | Plan benefit arrangement - Trust | Yes |
| 2009: WOOD, DEVARY & ARMSTRONG, P.C. EMPLOYEE SAVINGS PLAN 2009 form 5500 responses |
|---|
| 2009-01-01 | Type of plan entity | Single employer plan |
| 2009-01-01 | Submission has been amended | No |
| 2009-01-01 | This submission is the final filing | No |
| 2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2009-01-01 | Plan is a collectively bargained plan | No |
| 2009-01-01 | Plan funding arrangement – Trust | Yes |
| 2009-01-01 | Plan benefit arrangement - Trust | Yes |
| 2008: WOOD, DEVARY & ARMSTRONG, P.C. EMPLOYEE SAVINGS PLAN 2008 form 5500 responses |
|---|
| 2008-01-01 | Type of plan entity | Single employer plan |
| 2008-01-01 | Submission has been amended | Yes |
| 2008-01-01 | This submission is the final filing | No |
| 2008-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2008-01-01 | Plan is a collectively bargained plan | No |
| 2008-01-01 | Plan funding arrangement – Trust | Yes |
| 2008-01-01 | Plan benefit arrangement - Trust | Yes |
| 2007: WOOD, DEVARY & ARMSTRONG, P.C. EMPLOYEE SAVINGS PLAN 2007 form 5500 responses |
|---|
| 2007-01-01 | Type of plan entity | Single employer plan |
| 2007-01-01 | Submission has been amended | Yes |
| 2007-01-01 | This submission is the final filing | No |
| 2007-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2007-01-01 | Plan is a collectively bargained plan | No |
| 2007-01-01 | Plan funding arrangement – Trust | Yes |
| 2007-01-01 | Plan benefit arrangement - Trust | Yes |
| 2006: WOOD, DEVARY & ARMSTRONG, P.C. EMPLOYEE SAVINGS PLAN 2006 form 5500 responses |
|---|
| 2006-01-01 | Type of plan entity | Single employer plan |
| 2006-01-01 | Submission has been amended | Yes |
| 2006-01-01 | This submission is the final filing | No |
| 2006-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2006-01-01 | Plan is a collectively bargained plan | No |
| 2006-01-01 | Plan funding arrangement – Trust | Yes |
| 2006-01-01 | Plan benefit arrangement - Trust | Yes |
| AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 ) |
| Policy contract number | 611578 |
| Policy instance | 1 |
| Insurance contract or identification number | 611578 | | Insurance policy start date | 2021-01-01 | | Insurance policy end date | 2021-12-31 | | Total amount of commissions paid to insurance broker | USD $171 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | 0 | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $171 | | Insurance broker organization code? | 3 |
|
| AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 ) |
| Policy contract number | 611578 |
| Policy instance | 1 |
| Insurance contract or identification number | 611578 | | Insurance policy start date | 2020-01-01 | | Insurance policy end date | 2020-12-31 | | Total amount of commissions paid to insurance broker | USD $187 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | 0 | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $187 | | Insurance broker organization code? | 3 |
|
| AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 ) |
| Policy contract number | 611578 |
| Policy instance | 1 |
| Insurance contract or identification number | 611578 | | Insurance policy start date | 2019-01-01 | | Insurance policy end date | 2019-12-31 | | Total amount of commissions paid to insurance broker | USD $310 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | 0 | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $295 | | Insurance broker organization code? | 3 |
|
| AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 ) |
| Policy contract number | 611578 |
| Policy instance | 1 |
| Insurance contract or identification number | 611578 | | Insurance policy start date | 2018-01-01 | | Insurance policy end date | 2018-12-31 | | Total amount of commissions paid to insurance broker | USD $313 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | 0 | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $313 | | Insurance broker organization code? | 3 |
|
| AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 ) |
| Policy contract number | 611578 |
| Policy instance | 1 |
| Insurance contract or identification number | 611578 | | Insurance policy start date | 2017-01-01 | | Insurance policy end date | 2017-12-31 | | Total amount of commissions paid to insurance broker | USD $204 | | 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 Broker | USD $204 | | Insurance broker organization code? | 3 | | Insurance broker name | KEVIN C KINGSTON |
|
| AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 ) |
| Policy contract number | 611578 |
| Policy instance | 1 |
| Insurance contract or identification number | 611578 | | Insurance policy start date | 2015-01-01 | | Insurance policy end date | 2015-12-31 | | Total amount of commissions paid to insurance broker | USD $149 | | 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 Broker | USD $149 | | Insurance broker organization code? | 3 | | Insurance broker name | KEVIN C KINGSTON |
|
| AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 ) |
| Policy contract number | 611578 |
| Policy instance | 1 |
| Insurance contract or identification number | 611578 | | Insurance policy start date | 2013-01-01 | | Insurance policy end date | 2013-12-31 | | Total amount of commissions paid to insurance broker | USD $388 | | 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 Broker | USD $388 | | Insurance broker organization code? | 3 | | Insurance broker name | KEVIN C KINGSTON |
|
| AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 ) |
| Policy contract number | 611578 |
| Policy instance | 1 |
| Insurance contract or identification number | 611578 | | Insurance policy start date | 2013-01-01 | | Insurance policy end date | 2013-12-31 | | Total amount of commissions paid to insurance broker | USD $426 | | 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 Broker | USD $426 | | Insurance broker organization code? | 3 | | Insurance broker name | KEVIN C KINGSTON |
|
| AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 ) |
| Policy contract number | 611578 |
| Policy instance | 1 |
| Insurance contract or identification number | 611578 | | Insurance policy start date | 2012-01-01 | | Insurance policy end date | 2012-12-31 | | Total amount of fees paid to insurance company | USD $345 | | 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 | | Amount paid for insurance broker fees | 345 | | Insurance broker organization code? | 3 | | Insurance broker name | KEVIN C KINGSTON |
|
| AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 ) |
| Policy contract number | 91611578 |
| Policy instance | 1 |
| Insurance contract or identification number | 91611578 | | Insurance policy start date | 2011-01-01 | | Insurance policy end date | 2011-12-31 | | Total amount of fees paid to insurance company | USD $328 | | 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 |
|
| AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 ) |
| Policy contract number | 91611578 |
| Policy instance | 1 |
| Insurance contract or identification number | 91611578 | | Insurance policy start date | 2010-01-01 | | Insurance policy end date | 2010-12-31 | | Total amount of commissions paid to insurance broker | USD $381 | | 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 Broker | USD $381 | | Insurance broker organization code? | 3 | | Insurance broker name | KEVIN C KINGSTON |
|
