401k Plan data: WINGATE SALES ASSOCIATES, LLC PROFIT SHARING PLAN plan

WINGATE SALES ASSOCIATES, LLC PROFIT SHARING PLAN 401k Plan overview

Plan Name	WINGATE SALES ASSOCIATES, LLC PROFIT SHARING PLAN
Plan identification number	001

WINGATE SALES ASSOCIATES, LLC PROFIT SHARING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Participant-directed brokerage accounts provided as an investment option under the plan.

401k Sponsoring company profile

WINGATE SALES ASSOCIATES LLC has sponsored the creation of one or more 401k plans.

Company Name: WINGATE SALES ASSOCIATES LLC

Employer identification number (EIN): 455592906

NAIC Classification: 423100

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WINGATE SALES ASSOCIATES, LLC PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2018-01-01 HOWARD LAZEROWICH 2019-10-07 HOWARD LAZEROWICH 2019-10-07
001 2017-01-01
001 2016-01-01
001 2015-01-01
001 2014-01-01
001 2013-08-01
001 2012-08-01 HOWARD LAZEROWICH

Plan Statistics for WINGATE SALES ASSOCIATES, LLC PROFIT SHARING PLAN

401k plan membership statisitcs for WINGATE SALES ASSOCIATES, LLC PROFIT SHARING PLAN

Measure Date Value
2018: WINGATE SALES ASSOCIATES, LLC PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 4
Total of all active and inactive participants 2018-01-01 4
Total participants 2018-01-01 4
Number of participants with account balances 2018-01-01 4
2017: WINGATE SALES ASSOCIATES, LLC PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 4
Total of all active and inactive participants 2017-01-01 4
Total participants 2017-01-01 4
Number of participants with account balances 2017-01-01 4
2016: WINGATE SALES ASSOCIATES, LLC PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 4
Total of all active and inactive participants 2016-01-01 4
Total participants 2016-01-01 4
Number of participants with account balances 2016-01-01 4
2015: WINGATE SALES ASSOCIATES, LLC PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 3
Total of all active and inactive participants 2015-01-01 3
Total participants 2015-01-01 3
Number of participants with account balances 2015-01-01 3
2014: WINGATE SALES ASSOCIATES, LLC PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 3
Total of all active and inactive participants 2014-01-01 3
Total participants 2014-01-01 3
Number of participants with account balances 2014-01-01 3
2013: WINGATE SALES ASSOCIATES, LLC PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-08-01 3
Total number of active participants reported on line 7a of the Form 5500 2013-08-01 3
Total of all active and inactive participants 2013-08-01 3
Total participants 2013-08-01 3
Number of participants with account balances 2013-08-01 3
2012: WINGATE SALES ASSOCIATES, LLC PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-08-01 3
Total number of active participants reported on line 7a of the Form 5500 2012-08-01 3
Total of all active and inactive participants 2012-08-01 3
Total participants 2012-08-01 3
Number of participants with account balances 2012-08-01 3

Measure	Date	Value
2018: WINGATE SALES ASSOCIATES, LLC PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	4
Total of all active and inactive participants	2018-01-01	4
Total participants	2018-01-01	4
Number of participants with account balances	2018-01-01	4
2017: WINGATE SALES ASSOCIATES, LLC PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	4
Total of all active and inactive participants	2017-01-01	4
Total participants	2017-01-01	4
Number of participants with account balances	2017-01-01	4
2016: WINGATE SALES ASSOCIATES, LLC PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	4
Total of all active and inactive participants	2016-01-01	4
Total participants	2016-01-01	4
Number of participants with account balances	2016-01-01	4
2015: WINGATE SALES ASSOCIATES, LLC PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	3
Total of all active and inactive participants	2015-01-01	3
Total participants	2015-01-01	3
Number of participants with account balances	2015-01-01	3
2014: WINGATE SALES ASSOCIATES, LLC PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	3
Total of all active and inactive participants	2014-01-01	3
Total participants	2014-01-01	3
Number of participants with account balances	2014-01-01	3
2013: WINGATE SALES ASSOCIATES, LLC PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-08-01	3
Total number of active participants reported on line 7a of the Form 5500	2013-08-01	3
Total of all active and inactive participants	2013-08-01	3
Total participants	2013-08-01	3
Number of participants with account balances	2013-08-01	3
2012: WINGATE SALES ASSOCIATES, LLC PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-08-01	3
Total number of active participants reported on line 7a of the Form 5500	2012-08-01	3
Total of all active and inactive participants	2012-08-01	3
Total participants	2012-08-01	3
Number of participants with account balances	2012-08-01	3

Financial Data on WINGATE SALES ASSOCIATES, LLC PROFIT SHARING PLAN

Measure	Date	Value
2018 : WINGATE SALES ASSOCIATES, LLC PROFIT SHARING PLAN 2018 401k financial data
Total plan liabilities at end of year	2018-12-31	$1,500
Total plan liabilities at beginning of year	2018-12-31	$1,500
Total income from all sources	2018-12-31	$182,766
Expenses. Total of all expenses incurred	2018-12-31	$19,506
Total plan assets at end of year	2018-12-31	$3,290,468
Total plan assets at beginning of year	2018-12-31	$3,127,208
Value of fidelity bond covering the plan	2018-12-31	$500,000
Total contributions received or receivable from participants	2018-12-31	$64,096
Other income received	2018-12-31	$56,351
Net income (gross income less expenses)	2018-12-31	$163,260
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$3,288,968
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$3,125,708
Assets. Value of participant loans	2018-12-31	$22,360
Total contributions received or receivable from employer(s)	2018-12-31	$62,319
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$19,506
2017 : WINGATE SALES ASSOCIATES, LLC PROFIT SHARING PLAN 2017 401k financial data
Transfers to/from the plan	2017-12-31	$19,776
Total plan liabilities at end of year	2017-12-31	$1,500
Total plan liabilities at beginning of year	2017-12-31	$1,500
Total income from all sources	2017-12-31	$274,974
Expenses. Total of all expenses incurred	2017-12-31	$7,442
Total plan assets at end of year	2017-12-31	$3,127,208
Total plan assets at beginning of year	2017-12-31	$2,839,900
Value of fidelity bond covering the plan	2017-12-31	$500,000
Total contributions received or receivable from participants	2017-12-31	$57,046
Other income received	2017-12-31	$96,325
Net income (gross income less expenses)	2017-12-31	$267,532
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$3,125,708
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$2,838,400
Assets. Value of participant loans	2017-12-31	$36,898
Total contributions received or receivable from employer(s)	2017-12-31	$121,603
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$7,442
2016 : WINGATE SALES ASSOCIATES, LLC PROFIT SHARING PLAN 2016 401k financial data
Transfers to/from the plan	2016-12-31	$-200,000
Total plan liabilities at end of year	2016-12-31	$1,500
Total plan liabilities at beginning of year	2016-12-31	$1,500
Total income from all sources	2016-12-31	$248,209
Expenses. Total of all expenses incurred	2016-12-31	$27,142
Total plan assets at end of year	2016-12-31	$2,839,975
Total plan assets at beginning of year	2016-12-31	$2,818,908
Value of fidelity bond covering the plan	2016-12-31	$500,000
Total contributions received or receivable from participants	2016-12-31	$63,972
Other income received	2016-12-31	$70,742
Net income (gross income less expenses)	2016-12-31	$221,067
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$2,838,475
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$2,817,408
Assets. Value of participant loans	2016-12-31	$51,148
Total contributions received or receivable from employer(s)	2016-12-31	$113,495
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$27,142
2015 : WINGATE SALES ASSOCIATES, LLC PROFIT SHARING PLAN 2015 401k financial data
Transfers to/from the plan	2015-12-31	$1,520,745
Total plan liabilities at end of year	2015-12-31	$1,500
Total plan liabilities at beginning of year	2015-12-31	$1,500
Total income from all sources	2015-12-31	$224,650
Expenses. Total of all expenses incurred	2015-12-31	$14,574
Total plan assets at end of year	2015-12-31	$2,818,908
Total plan assets at beginning of year	2015-12-31	$1,088,087
Value of fidelity bond covering the plan	2015-12-31	$300,000
Total contributions received or receivable from participants	2015-12-31	$55,314
Other income received	2015-12-31	$120,836
Net income (gross income less expenses)	2015-12-31	$210,076
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$2,817,408
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$1,086,587
Assets. Value of participant loans	2015-12-31	$65,118
Total contributions received or receivable from employer(s)	2015-12-31	$48,500
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$14,574
2014 : WINGATE SALES ASSOCIATES, LLC PROFIT SHARING PLAN 2014 401k financial data
Total plan liabilities at end of year	2014-12-31	$1,500
Total plan liabilities at beginning of year	2014-12-31	$1,500
Total income from all sources	2014-12-31	$53,645
Expenses. Total of all expenses incurred	2014-12-31	$9,191
Total plan assets at end of year	2014-12-31	$1,088,087
Total plan assets at beginning of year	2014-12-31	$1,043,633
Value of fidelity bond covering the plan	2014-12-31	$250,000
Total contributions received or receivable from participants	2014-12-31	$20,025
Other income received	2014-12-31	$31,302
Net income (gross income less expenses)	2014-12-31	$44,454
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$1,086,587
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$1,042,133
Assets. Value of participant loans	2014-12-31	$24,703
Total contributions received or receivable from employer(s)	2014-12-31	$2,318
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$9,191
2013 : WINGATE SALES ASSOCIATES, LLC PROFIT SHARING PLAN 2013 401k financial data
Total plan liabilities at end of year	2013-12-31	$1,500
Total plan liabilities at beginning of year	2013-12-31	$1,500
Total income from all sources	2013-12-31	$150,752
Expenses. Total of all expenses incurred	2013-12-31	$4,650
Total plan assets at end of year	2013-12-31	$1,043,633
Total plan assets at beginning of year	2013-12-31	$897,531
Value of fidelity bond covering the plan	2013-12-31	$250,000
Total contributions received or receivable from participants	2013-12-31	$35,000
Other income received	2013-12-31	$111,664
Net income (gross income less expenses)	2013-12-31	$146,102
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$1,042,133
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$896,031
Assets. Value of participant loans	2013-12-31	$56,371
Total contributions received or receivable from employer(s)	2013-12-31	$4,088
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$4,650
Total plan liabilities at end of year	2013-07-31	$1,500
Total plan liabilities at beginning of year	2013-07-31	$1,500
Total income from all sources	2013-07-31	$95,808
Expenses. Total of all expenses incurred	2013-07-31	$100,000
Benefits paid (including direct rollovers)	2013-07-31	$100,000
Total plan assets at end of year	2013-07-31	$897,531
Total plan assets at beginning of year	2013-07-31	$901,723
Value of fidelity bond covering the plan	2013-07-31	$250,000
Other income received	2013-07-31	$95,808
Net income (gross income less expenses)	2013-07-31	$-4,192
Net plan assets at end of year (total assets less liabilities)	2013-07-31	$896,031
Net plan assets at beginning of year (total assets less liabilities)	2013-07-31	$900,223
Assets. Value of participant loans	2013-07-31	$71,680

Form 5500 Responses for WINGATE SALES ASSOCIATES, LLC PROFIT SHARING PLAN

2018: WINGATE SALES ASSOCIATES, LLC PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: WINGATE SALES ASSOCIATES, LLC PROFIT SHARING 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: WINGATE SALES ASSOCIATES, LLC PROFIT SHARING 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: WINGATE SALES ASSOCIATES, LLC PROFIT SHARING 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: WINGATE SALES ASSOCIATES, LLC PROFIT SHARING 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: WINGATE SALES ASSOCIATES, LLC PROFIT SHARING PLAN 2013 form 5500 responses
2013-08-01	Type of plan entity	Single employer plan
2013-08-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2013-08-01	Plan funding arrangement – Trust	Yes
2013-08-01	Plan benefit arrangement - Trust	Yes
2012: WINGATE SALES ASSOCIATES, LLC PROFIT SHARING PLAN 2012 form 5500 responses
2012-08-01	Type of plan entity	Single employer plan
2012-08-01	Plan funding arrangement – Trust	Yes
2012-08-01	Plan benefit arrangement - Trust	Yes

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Company Name:	WINGATE SALES ASSOCIATES LLC
Employer identification number (EIN):	455592906
NAIC Classification:	423100

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2018-01-01	HOWARD LAZEROWICH	2019-10-07	HOWARD LAZEROWICH	2019-10-07
001	2017-01-01
001	2016-01-01
001	2015-01-01
001	2014-01-01
001	2013-08-01
001	2012-08-01	HOWARD LAZEROWICH