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THE WILSON COMPANY 401(K) SAVINGS PLAN 401k Plan overview

Plan NameTHE WILSON COMPANY 401(K) SAVINGS PLAN
Plan identification number 001

THE WILSON COMPANY 401(K) SAVINGS 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 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.
  • 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)).
  • Life insurance

401k Sponsoring company profile

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

Company Name:WILSON MANAGEMENT COMPANY
Employer identification number (EIN):592027272
NAIC Classification:531310

Additional information about WILSON MANAGEMENT COMPANY

Jurisdiction of Incorporation: Florida Department of State Division of Corporations
Incorporation Date: 1980-09-17
Company Identification Number: 688005
Legal Registered Office Address: 655 N FRANKLIN STREET

TAMPA

33602

More information about WILSON MANAGEMENT COMPANY

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE WILSON COMPANY 401(K) SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01RHONDA WALTER2024-07-05
0012022-01-01RHONDA WALTER2023-07-11 RHONDA WALTER2023-07-11
0012021-01-01RHONDA WALTER2022-09-20 RHONDA WALTER2022-09-20
0012020-01-01RHONDA WALTER2021-10-06 RHONDA WALTER2021-10-06
0012019-01-01RHONDA WALTER2020-07-01 RHONDA WALTER2020-07-01
0012018-01-01RHONDA WALTER2019-07-26 RHONDA WALTER2019-07-26
0012017-01-01RHONDA WALTER2018-07-18 RHONDA WALTER2018-07-18
0012016-01-01RHONDA WALTER2017-10-05 RHONDA WALTER2017-10-05
0012016-01-01RHONDA WALTER2017-10-05 RHONDA WALTER2017-10-05
0012015-01-01RHONDA WALTER RHONDA WALTER2016-10-14
0012014-01-01RHONDA WALTER ERIK BOLE2015-09-23
0012013-01-01RHONDA WALTER ERIK BOLE2014-10-06
0012012-01-01RHONDA WALTER ERIK BOLE2013-09-16
0012012-01-01ERIK BOLE RHONDA WALTER2013-09-16
0012011-01-01RHONDA WALTER ERIK BOLE2012-09-18
0012009-01-01BRENDA H. STOREY BRENDA H. STOREY2010-09-21
0012009-01-01BRENDA H. STOREY BRENDA H. STOREY2010-09-21
0012009-01-01BRENDA H. STOREY BRENDA H. STOREY2010-09-23

Financial Data on THE WILSON COMPANY 401(K) SAVINGS PLAN

Measure Date Value
2025 : THE WILSON COMPANY 401(K) SAVINGS PLAN 2025 401k financial data
Total liabilities as of the beginning of the plan year2025-09-110
Total expenses incurred by plan in this plan year2025-09-1127705
Net assets as of the end of the plan year2025-09-113155771
Total assets as of the beginning of the plan year2025-09-112731048
Value of plan covered by a fidelity bond2025-09-11273105
Participant contributions to plan in this plan year2025-09-11105588
Value of participant loans at end of plan year2025-09-1111093
Other expenses paid from plan in this plan year2025-09-1117056
Other income to plan in this plan year2025-09-11346840
Plan net income in this plan year2025-09-11424723
Net assets as of the end of the plan year2025-09-113155771
Net assets as of the beginning of the plan year2025-09-112731048
Fees paid to broker by Benefit Provider2025-09-1110300
2024 : THE WILSON COMPANY 401(K) SAVINGS PLAN 2024 401k financial data
Total liabilities as of the end of the plan year2024-07-050
Total liabilities as of the beginning of the plan year2024-07-050
Total expenses incurred by plan in this plan year2024-07-0527443
Net assets as of the end of the plan year2024-07-052731048
Total assets as of the beginning of the plan year2024-07-052315854
Value of plan covered by a fidelity bond2024-07-05261383
Participant contributions to plan in this plan year2024-07-0597157
Value of participant loans at end of plan year2024-07-0517763
Other expenses paid from plan in this plan year2024-07-050
Other contributions to plan in this plan year2024-07-050
Other income to plan in this plan year2024-07-05345480
Plan net income in this plan year2024-07-05415194
Net assets as of the end of the plan year2024-07-052731048
Net assets as of the beginning of the plan year2024-07-052315854
Employer contributions to plan in this plan year2024-07-050
Fees paid to broker by Benefit Provider2024-07-058645
Expensese paid to adminstrative service provicers from plan in this plan year2024-07-0514820
2022 : THE WILSON COMPANY 401(K) SAVINGS PLAN 2022 401k financial data
Total expenses incurred by plan in this plan year2022-09-2060363
Net assets as of the end of the plan year2022-09-202614129
Total assets as of the beginning of the plan year2022-09-202346608
Value of plan covered by a fidelity bond2022-09-201000000
Participant contributions to plan in this plan year2022-09-2055324
Other income to plan in this plan year2022-09-20272560
Plan net income in this plan year2022-09-20267521
Net assets as of the end of the plan year2022-09-202614129
Net assets as of the beginning of the plan year2022-09-202346608
Fees paid to broker by Benefit Provider2022-09-2014172
2015 : THE WILSON COMPANY 401(K) SAVINGS PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$173,286
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$151,963
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$144,678
Expenses. Certain deemed distributions of participant loans2015-12-31$0
Value of total corrective distributions2015-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$167,084
Value of total assets at end of year2015-12-31$4,537,946
Value of total assets at beginning of year2015-12-31$4,516,623
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$7,285
Total interest from all sources2015-12-31$49,467
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$0
Administrative expenses professional fees incurred2015-12-31$4,000
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$167,084
Participant contributions at end of year2015-12-31$134,347
Participant contributions at beginning of year2015-12-31$185,764
Assets. Other investments not covered elsewhere at end of year2015-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2015-12-31$0
Other income not declared elsewhere2015-12-31$-64,711
Administrative expenses (other) incurred2015-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$21,323
Value of net assets at end of year (total assets less liabilities)2015-12-31$4,537,946
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$4,516,623
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$20
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$0
Value of interest in pooled separate accounts at end of year2015-12-31$2,679,247
Value of interest in pooled separate accounts at beginning of year2015-12-31$2,892,294
Interest on participant loans2015-12-31$8,077
Interest earned on other investments2015-12-31$41,390
Value of interest in common/collective trusts at end of year2015-12-31$0
Value of interest in common/collective trusts at beginning of year2015-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$1,724,352
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$1,438,565
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$0
Net investment gain/loss from pooled separate accounts2015-12-31$21,446
Net investment gain or loss from common/collective trusts2015-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Assets. Invements in employer securities at end of year2015-12-31$0
Assets. Invements in employer securities at beginning of year2015-12-31$0
Contributions received in cash from employer2015-12-31$0
Income. Dividends from common stock2015-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$144,678
Contract administrator fees2015-12-31$3,265
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31SKODA MINOTTI
Accountancy firm EIN2015-12-31391945206
2014 : THE WILSON COMPANY 401(K) SAVINGS PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$177,539
Total unrealized appreciation/depreciation of assets2014-12-31$177,539
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$625,557
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$393,473
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$381,083
Expenses. Certain deemed distributions of participant loans2014-12-31$0
Value of total corrective distributions2014-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$171,204
Value of total assets at end of year2014-12-31$4,516,623
Value of total assets at beginning of year2014-12-31$4,284,539
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$12,390
Total interest from all sources2014-12-31$40,899
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$0
Administrative expenses professional fees incurred2014-12-31$8,000
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$1,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$166,254
Participant contributions at end of year2014-12-31$185,764
Participant contributions at beginning of year2014-12-31$226,629
Assets. Other investments not covered elsewhere at end of year2014-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$4,950
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2014-12-31$0
Other income not declared elsewhere2014-12-31$0
Administrative expenses (other) incurred2014-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$232,084
Value of net assets at end of year (total assets less liabilities)2014-12-31$4,516,623
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$4,284,539
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$35
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$0
Value of interest in pooled separate accounts at end of year2014-12-31$2,892,294
Value of interest in pooled separate accounts at beginning of year2014-12-31$3,101,566
Interest on participant loans2014-12-31$10,523
Interest earned on other investments2014-12-31$30,376
Value of interest in common/collective trusts at end of year2014-12-31$0
Value of interest in common/collective trusts at beginning of year2014-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$1,438,565
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$956,344
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$0
Net investment gain/loss from pooled separate accounts2014-12-31$235,915
Net investment gain or loss from common/collective trusts2014-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Assets. Invements in employer securities at end of year2014-12-31$0
Assets. Invements in employer securities at beginning of year2014-12-31$0
Income. Dividends from common stock2014-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$381,083
Contract administrator fees2014-12-31$4,355
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31SKODA MINOTTI
Accountancy firm EIN2014-12-31391945206
2013 : THE WILSON COMPANY 401(K) SAVINGS PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$867,365
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$226,663
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$209,277
Expenses. Certain deemed distributions of participant loans2013-12-31$4,626
Value of total corrective distributions2013-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$209,022
Value of total assets at end of year2013-12-31$4,284,539
Value of total assets at beginning of year2013-12-31$3,643,837
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$12,760
Total interest from all sources2013-12-31$42,037
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$0
Administrative expenses professional fees incurred2013-12-31$8,000
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$1,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$155,666
Participant contributions at end of year2013-12-31$226,629
Participant contributions at beginning of year2013-12-31$282,130
Assets. Other investments not covered elsewhere at end of year2013-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$53,356
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2013-12-31$0
Other income not declared elsewhere2013-12-31$0
Administrative expenses (other) incurred2013-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$640,702
Value of net assets at end of year (total assets less liabilities)2013-12-31$4,284,539
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$3,643,837
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$35
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$0
Value of interest in pooled separate accounts at end of year2013-12-31$3,101,566
Value of interest in pooled separate accounts at beginning of year2013-12-31$2,430,122
Interest on participant loans2013-12-31$13,889
Interest earned on other investments2013-12-31$28,148
Value of interest in common/collective trusts at end of year2013-12-31$0
Value of interest in common/collective trusts at beginning of year2013-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$956,344
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$931,585
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$0
Net investment gain/loss from pooled separate accounts2013-12-31$616,306
Net investment gain or loss from common/collective trusts2013-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Assets. Invements in employer securities at end of year2013-12-31$0
Assets. Invements in employer securities at beginning of year2013-12-31$0
Contributions received in cash from employer2013-12-31$0
Income. Dividends from common stock2013-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$209,277
Contract administrator fees2013-12-31$4,725
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31SKODA MINOTTI
Accountancy firm EIN2013-12-31391945206
2012 : THE WILSON COMPANY 401(K) SAVINGS PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$521,814
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$276,138
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$270,411
Expenses. Certain deemed distributions of participant loans2012-12-31$0
Value of total corrective distributions2012-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$192,953
Value of total assets at end of year2012-12-31$3,643,837
Value of total assets at beginning of year2012-12-31$3,398,161
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$5,727
Total interest from all sources2012-12-31$45,769
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$0
Administrative expenses professional fees incurred2012-12-31$0
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$1,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$177,622
Participant contributions at end of year2012-12-31$282,130
Participant contributions at beginning of year2012-12-31$321,405
Assets. Other investments not covered elsewhere at end of year2012-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$15,331
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2012-12-31$0
Other income not declared elsewhere2012-12-31$0
Administrative expenses (other) incurred2012-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$245,676
Value of net assets at end of year (total assets less liabilities)2012-12-31$3,643,837
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$3,398,161
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$32
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$0
Value of interest in pooled separate accounts at end of year2012-12-31$2,430,122
Value of interest in pooled separate accounts at beginning of year2012-12-31$1,990,266
Interest on participant loans2012-12-31$15,823
Interest earned on other investments2012-12-31$29,946
Value of interest in common/collective trusts at end of year2012-12-31$0
Value of interest in common/collective trusts at beginning of year2012-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$931,585
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$1,086,490
Expenses. Payments to insurance carriers foe the provision of benefits2012-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$0
Net investment gain/loss from pooled separate accounts2012-12-31$283,092
Net investment gain or loss from common/collective trusts2012-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Assets. Invements in employer securities at end of year2012-12-31$0
Assets. Invements in employer securities at beginning of year2012-12-31$0
Contributions received in cash from employer2012-12-31$0
Income. Dividends from common stock2012-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$270,411
Contract administrator fees2012-12-31$5,695
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31SKODA MINOTTI
Accountancy firm EIN2012-12-31592883491
2011 : THE WILSON COMPANY 401(K) SAVINGS PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$427,038
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$678,832
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$668,885
Expenses. Certain deemed distributions of participant loans2011-12-31$0
Value of total corrective distributions2011-12-31$1,792
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$388,186
Value of total assets at end of year2011-12-31$3,398,161
Value of total assets at beginning of year2011-12-31$3,649,955
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$8,155
Total interest from all sources2011-12-31$50,148
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$0
Administrative expenses professional fees incurred2011-12-31$0
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$1,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$179,628
Participant contributions at end of year2011-12-31$321,405
Participant contributions at beginning of year2011-12-31$300,379
Assets. Other investments not covered elsewhere at end of year2011-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$208,558
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2011-12-31$0
Other income not declared elsewhere2011-12-31$0
Administrative expenses (other) incurred2011-12-31$125
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-251,794
Value of net assets at end of year (total assets less liabilities)2011-12-31$3,398,161
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$3,649,955
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$27
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$0
Value of interest in pooled separate accounts at end of year2011-12-31$1,990,266
Value of interest in pooled separate accounts at beginning of year2011-12-31$2,042,918
Interest on participant loans2011-12-31$16,356
Interest earned on other investments2011-12-31$33,792
Value of interest in common/collective trusts at end of year2011-12-31$0
Value of interest in common/collective trusts at beginning of year2011-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$1,086,490
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$1,306,658
Expenses. Payments to insurance carriers foe the provision of benefits2011-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$0
Net investment gain/loss from pooled separate accounts2011-12-31$-11,296
Net investment gain or loss from common/collective trusts2011-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Assets. Invements in employer securities at end of year2011-12-31$0
Assets. Invements in employer securities at beginning of year2011-12-31$0
Income. Dividends from common stock2011-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$668,885
Contract administrator fees2011-12-31$8,003
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31BAUMANN, RAYMONDO & COMPANY, PA
Accountancy firm EIN2011-12-31592883491
2010 : THE WILSON COMPANY 401(K) SAVINGS PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$645,415
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$1,038,001
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$999,109
Expenses. Certain deemed distributions of participant loans2010-12-31$0
Value of total corrective distributions2010-12-31$24,041
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$314,933
Value of total assets at end of year2010-12-31$3,649,955
Value of total assets at beginning of year2010-12-31$4,042,541
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$14,851
Total interest from all sources2010-12-31$62,306
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$0
Administrative expenses professional fees incurred2010-12-31$6,000
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$1,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$276,035
Participant contributions at end of year2010-12-31$300,379
Participant contributions at beginning of year2010-12-31$347,437
Assets. Other investments not covered elsewhere at end of year2010-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$3,831
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2010-12-31$0
Other income not declared elsewhere2010-12-31$0
Administrative expenses (other) incurred2010-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$-392,586
Value of net assets at end of year (total assets less liabilities)2010-12-31$3,649,955
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$4,042,541
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Investment advisory and management fees2010-12-31$14
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$0
Value of interest in pooled separate accounts at end of year2010-12-31$2,042,918
Value of interest in pooled separate accounts at beginning of year2010-12-31$2,213,863
Interest on participant loans2010-12-31$18,639
Interest earned on other investments2010-12-31$43,667
Value of interest in common/collective trusts at end of year2010-12-31$0
Value of interest in common/collective trusts at beginning of year2010-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$1,306,658
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$1,481,241
Expenses. Payments to insurance carriers foe the provision of benefits2010-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$0
Net investment gain/loss from pooled separate accounts2010-12-31$268,176
Net investment gain or loss from common/collective trusts2010-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Assets. Invements in employer securities at end of year2010-12-31$0
Assets. Invements in employer securities at beginning of year2010-12-31$0
Contributions received in cash from employer2010-12-31$35,067
Income. Dividends from common stock2010-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$999,109
Contract administrator fees2010-12-31$8,837
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31BAUMANN, RAYMONDO & CO., PA
Accountancy firm EIN2010-12-31592883491
2009 : THE WILSON COMPANY 401(K) SAVINGS PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for THE WILSON COMPANY 401(K) SAVINGS PLAN

2015: THE WILSON COMPANY 401(K) SAVINGS PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: THE WILSON COMPANY 401(K) SAVINGS PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: THE WILSON COMPANY 401(K) SAVINGS PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: THE WILSON COMPANY 401(K) SAVINGS PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: THE WILSON COMPANY 401(K) SAVINGS PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2009: THE WILSON COMPANY 401(K) SAVINGS PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberFL 8997
Policy instance 1
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberFL 8997
Policy instance 1
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberFL 8997
Policy instance 1
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberFL 8997
Policy instance 1
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberFL 8997
Policy instance 1
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberFL 8997
Policy instance 1

Potentially related plans

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