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WILKES & ASSOCIATES, PA 401(K) PLAN 401k Plan overview

Plan NameWILKES & ASSOCIATES, PA 401(K) PLAN
Plan identification number 001

WILKES & ASSOCIATES, PA 401(K) 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) received services of leased employees, as defined in Code section 414(n), during the plan year.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

THE WILKES FIRM, P.A. has sponsored the creation of one or more 401k plans.

Company Name:THE WILKES FIRM, P.A.
Employer identification number (EIN):593340923
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Additional information about THE WILKES FIRM, P.A.

Jurisdiction of Incorporation: Florida Department of State Division of Corporations
Incorporation Date: 1995-10-31
Company Identification Number: P95000083321
Legal Registered Office Address: 1201 HAYS ST

TALLAHASSEE

32301

More information about THE WILKES FIRM, P.A.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WILKES & ASSOCIATES, PA 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012022-01-01
0012021-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01TIM KULIG SHAWN MCHUGH2018-10-12
0012016-01-01
0012015-01-01
0012014-01-01SHAWN MCHUGH
0012013-01-01SHAWN MCHUGH
0012012-01-01PAUL RAGAINI
0012011-01-01PAUL RAGAINI PAUL RAGAINI2012-10-15
0012009-01-01PAUL RAGAINI PAUL RAGAINI2010-09-29

Plan Statistics for WILKES & ASSOCIATES, PA 401(K) PLAN

401k plan membership statisitcs for WILKES & ASSOCIATES, PA 401(K) PLAN

Measure Date Value
2022: WILKES & ASSOCIATES, PA 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01185
Total number of active participants reported on line 7a of the Form 55002022-01-0151
Number of retired or separated participants receiving benefits2022-01-014
Number of other retired or separated participants entitled to future benefits2022-01-0197
Total of all active and inactive participants2022-01-01152
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01152
Number of participants with account balances2022-01-01134
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: WILKES & ASSOCIATES, PA 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01206
Total number of active participants reported on line 7a of the Form 55002021-01-0185
Number of retired or separated participants receiving benefits2021-01-011
Number of other retired or separated participants entitled to future benefits2021-01-0197
Total of all active and inactive participants2021-01-01183
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01183
Number of participants with account balances2021-01-01157
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: WILKES & ASSOCIATES, PA 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01210
Total number of active participants reported on line 7a of the Form 55002020-01-01117
Number of retired or separated participants receiving benefits2020-01-012
Number of other retired or separated participants entitled to future benefits2020-01-0186
Total of all active and inactive participants2020-01-01205
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01205
Number of participants with account balances2020-01-01170
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: WILKES & ASSOCIATES, PA 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01256
Total number of active participants reported on line 7a of the Form 55002019-01-01120
Number of retired or separated participants receiving benefits2019-01-015
Number of other retired or separated participants entitled to future benefits2019-01-0184
Total of all active and inactive participants2019-01-01209
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01209
Number of participants with account balances2019-01-01176
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: WILKES & ASSOCIATES, PA 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01260
Total number of active participants reported on line 7a of the Form 55002018-01-01191
Number of retired or separated participants receiving benefits2018-01-013
Number of other retired or separated participants entitled to future benefits2018-01-0161
Total of all active and inactive participants2018-01-01255
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01255
Number of participants with account balances2018-01-01206
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: WILKES & ASSOCIATES, PA 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01250
Total number of active participants reported on line 7a of the Form 55002017-01-01208
Number of retired or separated participants receiving benefits2017-01-011
Number of other retired or separated participants entitled to future benefits2017-01-0149
Total of all active and inactive participants2017-01-01258
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01258
Number of participants with account balances2017-01-01198
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: WILKES & ASSOCIATES, PA 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01236
Total number of active participants reported on line 7a of the Form 55002016-01-01203
Number of retired or separated participants receiving benefits2016-01-011
Number of other retired or separated participants entitled to future benefits2016-01-0146
Total of all active and inactive participants2016-01-01250
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01250
Number of participants with account balances2016-01-01178
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: WILKES & ASSOCIATES, PA 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01233
Total number of active participants reported on line 7a of the Form 55002015-01-01194
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0150
Total of all active and inactive participants2015-01-01244
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01244
Number of participants with account balances2015-01-01176
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: WILKES & ASSOCIATES, PA 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01228
Total number of active participants reported on line 7a of the Form 55002014-01-01189
Number of retired or separated participants receiving benefits2014-01-011
Number of other retired or separated participants entitled to future benefits2014-01-0144
Total of all active and inactive participants2014-01-01234
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01234
Number of participants with account balances2014-01-01177
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: WILKES & ASSOCIATES, PA 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01254
Total number of active participants reported on line 7a of the Form 55002013-01-01176
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0149
Total of all active and inactive participants2013-01-01225
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01225
Number of participants with account balances2013-01-01178
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: WILKES & ASSOCIATES, PA 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01238
Total number of active participants reported on line 7a of the Form 55002012-01-01201
Number of retired or separated participants receiving benefits2012-01-0150
Number of other retired or separated participants entitled to future benefits2012-01-010
Total of all active and inactive participants2012-01-01251
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01251
Number of participants with account balances2012-01-01196
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: WILKES & ASSOCIATES, PA 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01231
Total number of active participants reported on line 7a of the Form 55002011-01-01202
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0137
Total of all active and inactive participants2011-01-01239
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01239
Number of participants with account balances2011-01-01173
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: WILKES & ASSOCIATES, PA 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01262
Total number of active participants reported on line 7a of the Form 55002009-01-01195
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0158
Total of all active and inactive participants2009-01-01253
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01253
Number of participants with account balances2009-01-01206
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on WILKES & ASSOCIATES, PA 401(K) PLAN

Measure Date Value
2022 : WILKES & ASSOCIATES, PA 401(K) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-2,409,260
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$3,422,229
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$3,382,168
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$751,695
Value of total assets at end of year2022-12-31$15,330,370
Value of total assets at beginning of year2022-12-31$21,161,859
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$40,061
Total interest from all sources2022-12-31$7,907
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$663,157
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$663,157
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$528,161
Participant contributions at end of year2022-12-31$118,225
Participant contributions at beginning of year2022-12-31$182,050
Other income not declared elsewhere2022-12-31$-3
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-5,831,489
Value of net assets at end of year (total assets less liabilities)2022-12-31$15,330,370
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$21,161,859
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$35,966
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$15,115,871
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$20,979,809
Interest on participant loans2022-12-31$7,907
Value of interest in common/collective trusts at end of year2022-12-31$96,274
Value of interest in common/collective trusts at beginning of year2022-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-3,832,016
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$223,534
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$3,382,168
Contract administrator fees2022-12-31$4,095
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31CARON & BLETZER, PLLC
Accountancy firm EIN2022-12-31043499945
2021 : WILKES & ASSOCIATES, PA 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$3,701,638
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$1,624,055
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,580,618
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$930,478
Value of total assets at end of year2021-12-31$21,161,859
Value of total assets at beginning of year2021-12-31$19,084,276
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$43,437
Total interest from all sources2021-12-31$12,187
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$862,012
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$862,012
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$631,589
Participant contributions at end of year2021-12-31$182,050
Participant contributions at beginning of year2021-12-31$246,540
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$2,077,583
Value of net assets at end of year (total assets less liabilities)2021-12-31$21,161,859
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$19,084,276
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$39,147
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$20,979,809
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$18,837,736
Interest on participant loans2021-12-31$12,187
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$1,896,961
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$298,889
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,580,618
Contract administrator fees2021-12-31$4,290
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Disclaimer
Accountancy firm name2021-12-31THOMAS CRAIG & COMPANY, LLP
Accountancy firm EIN2021-12-31591027527
2020 : WILKES & ASSOCIATES, PA 401(K) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$3,644,432
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$2,997,004
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$2,959,076
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,071,874
Value of total assets at end of year2020-12-31$19,084,276
Value of total assets at beginning of year2020-12-31$18,436,848
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$37,928
Total interest from all sources2020-12-31$19,053
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$561,210
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$561,210
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$708,733
Participant contributions at end of year2020-12-31$246,540
Participant contributions at beginning of year2020-12-31$303,363
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$12,724
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$647,428
Value of net assets at end of year (total assets less liabilities)2020-12-31$19,084,276
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$18,436,848
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$34,735
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$18,837,736
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$18,133,485
Interest on participant loans2020-12-31$19,053
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$1,992,295
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$350,417
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$2,959,076
Contract administrator fees2020-12-31$3,193
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31THOMAS CRAIG & COMPANY, LLP
Accountancy firm EIN2020-12-31591027527
2019 : WILKES & ASSOCIATES, PA 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$4,428,113
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$4,000,285
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$3,959,087
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,041,892
Value of total assets at end of year2019-12-31$18,436,848
Value of total assets at beginning of year2019-12-31$18,009,020
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$41,198
Total interest from all sources2019-12-31$24,365
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$636,420
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$636,420
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$666,241
Participant contributions at end of year2019-12-31$303,363
Participant contributions at beginning of year2019-12-31$481,650
Participant contributions at end of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$28,361
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$427,828
Value of net assets at end of year (total assets less liabilities)2019-12-31$18,436,848
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$18,009,020
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$34,922
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$18,133,485
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$17,484,252
Interest on participant loans2019-12-31$24,365
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$2,725,436
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$375,651
Employer contributions (assets) at end of year2019-12-31$0
Employer contributions (assets) at beginning of year2019-12-31$14,757
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$3,959,087
Contract administrator fees2019-12-31$6,276
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31THOMAS CRAIG & COMPANY, LLP
Accountancy firm EIN2019-12-31591027527
2018 : WILKES & ASSOCIATES, PA 401(K) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$787,131
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$1,039,186
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$996,348
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,551,349
Value of total assets at end of year2018-12-31$18,009,020
Value of total assets at beginning of year2018-12-31$18,261,075
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$42,838
Total interest from all sources2018-12-31$25,282
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$721,473
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$721,473
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$950,943
Participant contributions at end of year2018-12-31$481,650
Participant contributions at beginning of year2018-12-31$406,561
Participant contributions at end of year2018-12-31$28,361
Participant contributions at beginning of year2018-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$53,699
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-252,055
Value of net assets at end of year (total assets less liabilities)2018-12-31$18,009,020
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$18,261,075
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$36,420
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$17,484,252
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$17,854,514
Interest on participant loans2018-12-31$25,282
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-1,510,973
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$546,707
Employer contributions (assets) at end of year2018-12-31$14,757
Employer contributions (assets) at beginning of year2018-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$996,348
Contract administrator fees2018-12-31$6,418
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31THOMAS CRAIG & COMPANY, LLP
Accountancy firm EIN2018-12-31591027527
2017 : WILKES & ASSOCIATES, PA 401(K) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$4,152,052
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$1,322,484
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,308,596
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,484,833
Value of total assets at end of year2017-12-31$18,261,075
Value of total assets at beginning of year2017-12-31$15,431,507
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$13,888
Total interest from all sources2017-12-31$17,733
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$495,746
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$495,746
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$903,174
Participant contributions at end of year2017-12-31$406,561
Participant contributions at beginning of year2017-12-31$283,461
Participant contributions at end of year2017-12-31$0
Participant contributions at beginning of year2017-12-31$23,955
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$74,470
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$2,829,568
Value of net assets at end of year (total assets less liabilities)2017-12-31$18,261,075
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$15,431,507
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in pooled separate accounts at end of year2017-12-31$0
Value of interest in pooled separate accounts at beginning of year2017-12-31$13,275,258
Interest on participant loans2017-12-31$17,733
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$17,854,514
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$1,824,763
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$2,153,740
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$507,189
Employer contributions (assets) at end of year2017-12-31$0
Employer contributions (assets) at beginning of year2017-12-31$24,070
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,308,596
Contract administrator fees2017-12-31$13,888
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31Yes
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31THOMAS CRAIG & COMPANY, LLP
Accountancy firm EIN2017-12-31591027527
2016 : WILKES & ASSOCIATES, PA 401(K) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$2,384,952
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$1,598,659
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,593,683
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,298,459
Value of total assets at end of year2016-12-31$15,431,507
Value of total assets at beginning of year2016-12-31$14,645,214
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$4,976
Total interest from all sources2016-12-31$11,692
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Administrative expenses professional fees incurred2016-12-31$4,976
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$821,571
Participant contributions at end of year2016-12-31$283,461
Participant contributions at beginning of year2016-12-31$257,350
Participant contributions at end of year2016-12-31$23,955
Participant contributions at beginning of year2016-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$11,569
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Income. Non cash contributions2016-12-31$0
Value of net income/loss2016-12-31$786,293
Value of net assets at end of year (total assets less liabilities)2016-12-31$15,431,507
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$14,645,214
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in pooled separate accounts at end of year2016-12-31$13,275,258
Value of interest in pooled separate accounts at beginning of year2016-12-31$12,841,737
Interest on participant loans2016-12-31$11,692
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$1,824,763
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$1,546,127
Net investment gain/loss from pooled separate accounts2016-12-31$1,074,801
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31Yes
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$465,319
Employer contributions (assets) at end of year2016-12-31$24,070
Employer contributions (assets) at beginning of year2016-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$1,593,683
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31THOMAS CRAIG & COMPANY, LLP
Accountancy firm EIN2016-12-31591027527
2015 : WILKES & ASSOCIATES, PA 401(K) 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$1,136,469
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$743,025
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$739,234
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,397,853
Value of total assets at end of year2015-12-31$14,645,214
Value of total assets at beginning of year2015-12-31$14,251,770
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$3,791
Total interest from all sources2015-12-31$10,470
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
Administrative expenses professional fees incurred2015-12-31$3,791
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
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$793,709
Participant contributions at end of year2015-12-31$257,350
Participant contributions at beginning of year2015-12-31$229,869
Participant contributions at end of year2015-12-31$0
Participant contributions at beginning of year2015-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$147,813
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$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
Income. Non cash contributions2015-12-31$0
Value of net income/loss2015-12-31$393,444
Value of net assets at end of year (total assets less liabilities)2015-12-31$14,645,214
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$14,251,770
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
Value of interest in pooled separate accounts at end of year2015-12-31$12,841,737
Value of interest in pooled separate accounts at beginning of year2015-12-31$12,413,960
Interest on participant loans2015-12-31$10,470
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$1,546,127
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$1,598,528
Net investment gain/loss from pooled separate accounts2015-12-31$-271,854
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 contributions2015-12-31Yes
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$456,331
Employer contributions (assets) at end of year2015-12-31$0
Employer contributions (assets) at beginning of year2015-12-31$9,413
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$739,234
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 name2015-12-31THOMAS CRAIG & COMPANY, LLP
Accountancy firm EIN2015-12-31591027527
2014 : WILKES & ASSOCIATES, PA 401(K) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
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$2,105,666
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$983,303
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$979,205
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,309,323
Value of total assets at end of year2014-12-31$14,251,770
Value of total assets at beginning of year2014-12-31$13,129,407
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$4,098
Total interest from all sources2014-12-31$10,011
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
Administrative expenses professional fees incurred2014-12-31$4,098
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
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$747,612
Participant contributions at end of year2014-12-31$229,869
Participant contributions at beginning of year2014-12-31$249,226
Participant contributions at end of year2014-12-31$0
Participant contributions at beginning of year2014-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$127,948
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$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
Income. Non cash contributions2014-12-31$0
Value of net income/loss2014-12-31$1,122,363
Value of net assets at end of year (total assets less liabilities)2014-12-31$14,251,770
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$13,129,407
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
Value of interest in pooled separate accounts at end of year2014-12-31$12,413,960
Value of interest in pooled separate accounts at beginning of year2014-12-31$11,219,474
Interest on participant loans2014-12-31$10,011
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$1,598,528
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$1,650,921
Net investment gain/loss from pooled separate accounts2014-12-31$786,332
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
Contributions received in cash from employer2014-12-31$433,763
Employer contributions (assets) at end of year2014-12-31$9,413
Employer contributions (assets) at beginning of year2014-12-31$9,786
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$979,205
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 name2014-12-31THOMAS CRAIG & COMPANY, LLP
Accountancy firm EIN2014-12-31591027527
2013 : WILKES & ASSOCIATES, PA 401(K) 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$3,596,527
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$1,641,272
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$1,634,335
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,279,490
Value of total assets at end of year2013-12-31$13,129,407
Value of total assets at beginning of year2013-12-31$11,174,152
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$6,937
Total interest from all sources2013-12-31$11,059
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
Administrative expenses professional fees incurred2013-12-31$6,937
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
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$791,992
Participant contributions at end of year2013-12-31$249,226
Participant contributions at beginning of year2013-12-31$230,140
Participant contributions at end of year2013-12-31$0
Participant contributions at beginning of year2013-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$35,397
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$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
Income. Non cash contributions2013-12-31$0
Value of net income/loss2013-12-31$1,955,255
Value of net assets at end of year (total assets less liabilities)2013-12-31$13,129,407
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$11,174,152
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
Value of interest in pooled separate accounts at end of year2013-12-31$11,219,474
Value of interest in pooled separate accounts at beginning of year2013-12-31$9,258,381
Income. Interest from loans (other than to participants)2013-12-31$11,059
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$1,650,921
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$1,675,350
Net investment gain/loss from pooled separate accounts2013-12-31$2,305,978
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
Contributions received in cash from employer2013-12-31$452,101
Employer contributions (assets) at end of year2013-12-31$9,786
Employer contributions (assets) at beginning of year2013-12-31$10,281
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$1,634,335
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 name2013-12-31THOMAS CRAIG & COMPANY, LLP
Accountancy firm EIN2013-12-31591027527
2012 : WILKES & ASSOCIATES, PA 401(K) 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$2,645,646
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$873,116
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$868,045
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$1,565,182
Value of total assets at end of year2012-12-31$11,174,152
Value of total assets at beginning of year2012-12-31$9,401,622
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$5,071
Total interest from all sources2012-12-31$10,366
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
Administrative expenses professional fees incurred2012-12-31$5,071
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
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$805,619
Participant contributions at end of year2012-12-31$230,140
Participant contributions at beginning of year2012-12-31$256,217
Participant contributions at end of year2012-12-31$0
Participant contributions at beginning of year2012-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$297,038
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$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$1,772,530
Value of net assets at end of year (total assets less liabilities)2012-12-31$11,174,152
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$9,401,622
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
Value of interest in pooled separate accounts at end of year2012-12-31$9,258,381
Value of interest in pooled separate accounts at beginning of year2012-12-31$7,637,126
Interest on participant loans2012-12-31$10,366
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$1,675,350
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$1,488,006
Net investment gain/loss from pooled separate accounts2012-12-31$1,070,098
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
Contributions received in cash from employer2012-12-31$462,525
Employer contributions (assets) at end of year2012-12-31$10,281
Employer contributions (assets) at beginning of year2012-12-31$20,273
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$868,045
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 name2012-12-31THOMAS CRAIG & COMPANY, LLP
Accountancy firm EIN2012-12-31591027527
2011 : WILKES & ASSOCIATES, PA 401(K) 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$355
Total income from all sources (including contributions)2011-12-31$1,328,987
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$1,269,145
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$1,263,380
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,314,682
Value of total assets at end of year2011-12-31$9,401,622
Value of total assets at beginning of year2011-12-31$9,342,135
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$5,765
Total interest from all sources2011-12-31$4,765
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
Administrative expenses professional fees incurred2011-12-31$5,765
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31Yes
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$787,509
Participant contributions at end of year2011-12-31$256,217
Participant contributions at end of year2011-12-31$0
Participant contributions at beginning of year2011-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$54,945
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$355
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
Income. Non cash contributions2011-12-31$0
Value of net income/loss2011-12-31$59,842
Value of net assets at end of year (total assets less liabilities)2011-12-31$9,401,622
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$9,341,780
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
Value of interest in pooled separate accounts at end of year2011-12-31$7,637,126
Value of interest in pooled separate accounts at beginning of year2011-12-31$7,521,937
Interest on participant loans2011-12-31$4,765
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$165,067
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$165,067
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$1,488,006
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$1,655,131
Net investment gain/loss from pooled separate accounts2011-12-31$9,540
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
Contributions received in cash from employer2011-12-31$472,228
Employer contributions (assets) at end of year2011-12-31$20,273
Employer contributions (assets) at beginning of year2011-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$1,263,380
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31Yes
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 name2011-12-31THOMAS CRAIG & COMPANY, LLP
Accountancy firm EIN2011-12-31591027527
2010 : WILKES & ASSOCIATES, PA 401(K) PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total transfer of assets to this plan2010-12-31$0
Total transfer of assets from this plan2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$355
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$355
Total income from all sources (including contributions)2010-12-31$2,388,038
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$1,654,501
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$1,619,877
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$1,220,898
Value of total assets at end of year2010-12-31$9,342,135
Value of total assets at beginning of year2010-12-31$8,608,598
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$34,624
Total interest from all sources2010-12-31$37,653
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
Administrative expenses professional fees incurred2010-12-31$34,624
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31Yes
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$767,117
Participant contributions at end of year2010-12-31$0
Participant contributions at beginning of year2010-12-31$51,868
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$355
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$355
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
Income. Non cash contributions2010-12-31$0
Value of net income/loss2010-12-31$733,537
Value of net assets at end of year (total assets less liabilities)2010-12-31$9,341,780
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$8,608,243
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
Value of interest in pooled separate accounts at end of year2010-12-31$7,521,937
Value of interest in pooled separate accounts at beginning of year2010-12-31$6,069,989
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$165,067
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$1,229,241
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$1,229,241
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$37,653
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$1,655,131
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$1,228,766
Net investment gain/loss from pooled separate accounts2010-12-31$1,129,487
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
Contributions received in cash from employer2010-12-31$453,781
Employer contributions (assets) at end of year2010-12-31$0
Employer contributions (assets) at beginning of year2010-12-31$28,734
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$1,619,877
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31Yes
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 name2010-12-31THOMAS CRIAG & COMPANY, LLP
Accountancy firm EIN2010-12-31591027527
2009 : WILKES & ASSOCIATES, PA 401(K) 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 WILKES & ASSOCIATES, PA 401(K) PLAN

2022: WILKES & ASSOCIATES, PA 401(K) PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: WILKES & ASSOCIATES, PA 401(K) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: WILKES & ASSOCIATES, PA 401(K) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: WILKES & ASSOCIATES, PA 401(K) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: WILKES & ASSOCIATES, PA 401(K) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: WILKES & ASSOCIATES, PA 401(K) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: WILKES & ASSOCIATES, PA 401(K) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: WILKES & ASSOCIATES, PA 401(K) 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: WILKES & ASSOCIATES, PA 401(K) 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: WILKES & ASSOCIATES, PA 401(K) 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: WILKES & ASSOCIATES, PA 401(K) 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: WILKES & ASSOCIATES, PA 401(K) 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: WILKES & ASSOCIATES, PA 401(K) 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

HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA824574
Policy instance 1
Insurance contract or identification numberGA824574
Number of Individuals Covered0
Insurance policy start date2017-01-01
Insurance policy end date2017-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $3,861
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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
Amount paid for insurance broker fees3861
Additional information about fees paid to insurance brokerADMINISTRATIVE ALLOWANCE
Insurance broker organization code?5
Insurance broker nameKB PENSION SERVICES

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