401k Plan data: WJ VAKOS COMPANIES 401K PLAN plan

WJ VAKOS COMPANIES 401K PLAN 401k Plan overview

Plan Name	WJ VAKOS COMPANIES 401K PLAN
Plan identification number	001

WJ VAKOS COMPANIES 401K 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.
Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
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.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

WJ VAKOS MANAGEMENT COMPANY has sponsored the creation of one or more 401k plans.

Company Name: WJ VAKOS MANAGEMENT COMPANY

Employer identification number (EIN): 541750537

NAIC Classification: 531310

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WJ VAKOS COMPANIES 401K PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01 TARA MCMILLAN 2024-05-31
001 2022-01-01 TARA MCMILLAN 2023-05-26
001 2021-01-01 TARA MCMILLAN 2022-06-06
001 2020-01-01 TARA MCMILLAN 2021-06-10
001 2019-01-01 TARA MCMILLAN 2020-06-29
001 2018-01-01 TARA MCMILLAN 2019-05-30
001 2017-01-01 TARA MCMILLAN 2018-05-30
001 2016-01-01 TARA MCMILLAN 2017-05-25
001 2015-01-01 TARA MCMILLAN 2016-05-24
001 2014-01-01 TARA MCMILLAN 2015-06-09
001 2013-01-01 TARA MCMILLAN 2014-05-21
001 2012-01-01 TARA MCMILLAN 2013-05-29
001 2011-01-01 TARA MCMILLAN 2012-06-06
001 2010-01-01 TARA MCMILLAN 2011-06-09
001 2009-01-01 TARA MCMILLAN SANDRA HARDING 2010-06-18

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2023-01-01	TARA MCMILLAN	2024-05-31
001	2022-01-01	TARA MCMILLAN	2023-05-26
001	2021-01-01	TARA MCMILLAN	2022-06-06
001	2020-01-01	TARA MCMILLAN	2021-06-10
001	2019-01-01	TARA MCMILLAN	2020-06-29
001	2018-01-01	TARA MCMILLAN	2019-05-30
001	2017-01-01	TARA MCMILLAN	2018-05-30
001	2016-01-01	TARA MCMILLAN	2017-05-25
001	2015-01-01	TARA MCMILLAN	2016-05-24
001	2014-01-01	TARA MCMILLAN	2015-06-09
001	2013-01-01	TARA MCMILLAN	2014-05-21
001	2012-01-01	TARA MCMILLAN	2013-05-29
001	2011-01-01	TARA MCMILLAN	2012-06-06
001	2010-01-01	TARA MCMILLAN	2011-06-09
001	2009-01-01	TARA MCMILLAN		SANDRA HARDING	2010-06-18

Plan Statistics for WJ VAKOS COMPANIES 401K PLAN

401k plan membership statisitcs for WJ VAKOS COMPANIES 401K PLAN

Measure Date Value
2009: WJ VAKOS COMPANIES 401K PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 60
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 101
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 1
Total of all active and inactive participants 2009-01-01 102
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 102
Number of participants with account balances 2009-01-01 28
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2009: WJ VAKOS COMPANIES 401K PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	60
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	101
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	1
Total of all active and inactive participants	2009-01-01	102
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	102
Number of participants with account balances	2009-01-01	28
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on WJ VAKOS COMPANIES 401K PLAN

Measure	Date	Value
2009 : WJ VAKOS COMPANIES 401K PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for WJ VAKOS COMPANIES 401K PLAN

2009: WJ VAKOS COMPANIES 401K 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

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Company Name:	WJ VAKOS MANAGEMENT COMPANY
Employer identification number (EIN):	541750537
NAIC Classification:	531310