401k Plan data: WEAVER C. BARKSDALE & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN plan

WEAVER C. BARKSDALE & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan Name	WEAVER C. BARKSDALE & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN
Plan identification number	001

WEAVER C. BARKSDALE & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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

401k Sponsoring company profile

WEAVER C. BARKSDALE & ASSOCIATES, INC. has sponsored the creation of one or more 401k plans.

Company Name: WEAVER C. BARKSDALE & ASSOCIATES, INC.

Employer identification number (EIN): 621217255

NAIC Classification: 523900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WEAVER C. BARKSDALE & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01 JIM MURPHY 2024-09-18
001 2022-01-01 JIM MURPHY 2023-05-18
001 2021-01-01 JIM MURPHY 2022-06-13 JIM MURPHY 2022-06-13
001 2020-01-01 JIM MURPHY 2021-04-09 JIM MURPHY 2021-04-09
001 2020-01-01 JIM MURPHY 2022-06-02 JIM MURPHY 2022-06-02
001 2019-01-01 JAMES MURPHY 2020-05-14 JAMES MURPHY 2020-05-14
001 2018-01-01 DEBORAH SLOCUM 2019-05-07 DEBORAH SLOCUM 2019-05-07
001 2017-01-01 DEBORAH SLOCUM 2018-04-04 DEBORAH SLOCUM 2018-04-04
001 2017-01-01 DEBORAH SLOCUM 2019-05-03 DEBORAH SLOCUM 2019-05-03
001 2016-01-01 DEBORAH SLOCUM 2017-04-25 DEBORAH SLOCUM 2017-04-25
001 2015-01-01 DEBORAH SLOCUM 2016-07-26 DEBORAH SLOCUM 2016-07-26
001 2014-01-01 DEBORAH SLOCUM
001 2013-01-01 DEBORAH SLOCUM
001 2012-01-01 DEBORAH SLOCUM
001 2011-01-01 DEBORAH SLOCUM
001 2010-01-01 DEBORAH SLOCUM
001 2009-01-01 DEBBIE SLOCUM
001 2009-01-01 DEBORAH SLOCUM
001 2009-01-01 DEBORAH SLOCUM

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2023-01-01	JIM MURPHY	2024-09-18
001	2022-01-01	JIM MURPHY	2023-05-18
001	2021-01-01	JIM MURPHY	2022-06-13	JIM MURPHY	2022-06-13
001	2020-01-01	JIM MURPHY	2021-04-09	JIM MURPHY	2021-04-09
001	2020-01-01	JIM MURPHY	2022-06-02	JIM MURPHY	2022-06-02
001	2019-01-01	JAMES MURPHY	2020-05-14	JAMES MURPHY	2020-05-14
001	2018-01-01	DEBORAH SLOCUM	2019-05-07	DEBORAH SLOCUM	2019-05-07
001	2017-01-01	DEBORAH SLOCUM	2018-04-04	DEBORAH SLOCUM	2018-04-04
001	2017-01-01	DEBORAH SLOCUM	2019-05-03	DEBORAH SLOCUM	2019-05-03
001	2016-01-01	DEBORAH SLOCUM	2017-04-25	DEBORAH SLOCUM	2017-04-25
001	2015-01-01	DEBORAH SLOCUM	2016-07-26	DEBORAH SLOCUM	2016-07-26
001	2014-01-01	DEBORAH SLOCUM
001	2013-01-01	DEBORAH SLOCUM
001	2012-01-01	DEBORAH SLOCUM
001	2011-01-01	DEBORAH SLOCUM
001	2010-01-01	DEBORAH SLOCUM
001	2009-01-01	DEBBIE SLOCUM
001	2009-01-01	DEBORAH SLOCUM
001	2009-01-01	DEBORAH SLOCUM

Plan Statistics for WEAVER C. BARKSDALE & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for WEAVER C. BARKSDALE & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN

Measure Date Value
2014: WEAVER C. BARKSDALE & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 16
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 14
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 2
Total of all active and inactive participants 2014-01-01 16
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 16
Number of participants with account balances 2014-01-01 16
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: WEAVER C. BARKSDALE & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 15
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 13
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 2
Total of all active and inactive participants 2013-01-01 15
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 15
Number of participants with account balances 2013-01-01 14
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: WEAVER C. BARKSDALE & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 15
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 12
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 3
Total of all active and inactive participants 2012-01-01 15
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 15
Number of participants with account balances 2012-01-01 14
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: WEAVER C. BARKSDALE & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 15
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 14
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 1
Total of all active and inactive participants 2011-01-01 15
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 15
Number of participants with account balances 2011-01-01 14
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2010: WEAVER C. BARKSDALE & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 15
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 14
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 1
Total of all active and inactive participants 2010-01-01 15
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 15
Number of participants with account balances 2010-01-01 15
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 0
2009: WEAVER C. BARKSDALE & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 14
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 13
Number of other retired or separated participants entitled to future benefits 2009-01-01 1
Total of all active and inactive participants 2009-01-01 14
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 14
Number of participants with account balances 2009-01-01 14

Measure	Date	Value
2014: WEAVER C. BARKSDALE & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	16
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	14
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	2
Total of all active and inactive participants	2014-01-01	16
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	16
Number of participants with account balances	2014-01-01	16
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: WEAVER C. BARKSDALE & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	15
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	13
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	2
Total of all active and inactive participants	2013-01-01	15
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	15
Number of participants with account balances	2013-01-01	14
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: WEAVER C. BARKSDALE & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	15
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	12
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	3
Total of all active and inactive participants	2012-01-01	15
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	15
Number of participants with account balances	2012-01-01	14
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: WEAVER C. BARKSDALE & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	15
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	14
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	1
Total of all active and inactive participants	2011-01-01	15
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	15
Number of participants with account balances	2011-01-01	14
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2010: WEAVER C. BARKSDALE & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	15
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	14
Number of retired or separated participants receiving benefits	2010-01-01	0
Number of other retired or separated participants entitled to future benefits	2010-01-01	1
Total of all active and inactive participants	2010-01-01	15
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	15
Number of participants with account balances	2010-01-01	15
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	0
2009: WEAVER C. BARKSDALE & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	14
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	13
Number of other retired or separated participants entitled to future benefits	2009-01-01	1
Total of all active and inactive participants	2009-01-01	14
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	14
Number of participants with account balances	2009-01-01	14

Financial Data on WEAVER C. BARKSDALE & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN

Measure	Date	Value
2014 : WEAVER C. BARKSDALE & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$533,420
Expenses. Total of all expenses incurred	2014-12-31	$5,947
Benefits paid (including direct rollovers)	2014-12-31	$5,872
Total plan assets at end of year	2014-12-31	$3,795,782
Total plan assets at beginning of year	2014-12-31	$3,268,309
Value of fidelity bond covering the plan	2014-12-31	$350,000
Total contributions received or receivable from participants	2014-12-31	$207,772
Other income received	2014-12-31	$264,648
Net income (gross income less expenses)	2014-12-31	$527,473
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$3,795,782
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$3,268,309
Total contributions received or receivable from employer(s)	2014-12-31	$61,000
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$75
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
2013 : WEAVER C. BARKSDALE & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$642,498
Expenses. Total of all expenses incurred	2013-12-31	$74,459
Benefits paid (including direct rollovers)	2013-12-31	$74,309
Total plan assets at end of year	2013-12-31	$3,268,309
Total plan assets at beginning of year	2013-12-31	$2,700,270
Value of fidelity bond covering the plan	2013-12-31	$350,000
Total contributions received or receivable from participants	2013-12-31	$157,657
Contributions received from other sources (not participants or employers)	2013-12-31	$13,218
Other income received	2013-12-31	$413,623
Net income (gross income less expenses)	2013-12-31	$568,039
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$3,268,309
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$2,700,270
Total contributions received or receivable from employer(s)	2013-12-31	$58,000
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$150
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
2012 : WEAVER C. BARKSDALE & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$398,601
Expenses. Total of all expenses incurred	2012-12-31	$4,317
Benefits paid (including direct rollovers)	2012-12-31	$4,242
Total plan assets at end of year	2012-12-31	$2,700,270
Total plan assets at beginning of year	2012-12-31	$2,305,986
Value of fidelity bond covering the plan	2012-12-31	$350,000
Total contributions received or receivable from participants	2012-12-31	$183,297
Other income received	2012-12-31	$161,304
Net income (gross income less expenses)	2012-12-31	$394,284
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$2,700,270
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$2,305,986
Assets. Value of participant loans	2012-12-31	$38,961
Total contributions received or receivable from employer(s)	2012-12-31	$54,000
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$75
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
2011 : WEAVER C. BARKSDALE & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$166,704
Expenses. Total of all expenses incurred	2011-12-31	$59,997
Benefits paid (including direct rollovers)	2011-12-31	$59,707
Total plan assets at end of year	2011-12-31	$2,305,986
Total plan assets at beginning of year	2011-12-31	$2,199,279
Value of fidelity bond covering the plan	2011-12-31	$350,000
Total contributions received or receivable from participants	2011-12-31	$141,606
Expenses. Other expenses not covered elsewhere	2011-12-31	$0
Other income received	2011-12-31	$-23,902
Noncash contributions received	2011-12-31	$0
Net income (gross income less expenses)	2011-12-31	$106,707
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$2,305,986
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$2,199,279
Assets. Value of participant loans	2011-12-31	$46,437
Total contributions received or receivable from employer(s)	2011-12-31	$49,000
Value of certain deemed distributions of participant loans	2011-12-31	$0
Value of corrective distributions	2011-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$290
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
2010 : WEAVER C. BARKSDALE & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2010 401k financial data
Transfers to/from the plan	2010-12-31	$0
Total plan liabilities at end of year	2010-12-31	$0
Total plan liabilities at beginning of year	2010-12-31	$0
Total income from all sources	2010-12-31	$382,195
Expenses. Total of all expenses incurred	2010-12-31	$90
Benefits paid (including direct rollovers)	2010-12-31	$0
Total plan assets at end of year	2010-12-31	$2,199,279
Total plan assets at beginning of year	2010-12-31	$1,817,174
Value of fidelity bond covering the plan	2010-12-31	$350,000
Total contributions received or receivable from participants	2010-12-31	$142,194
Expenses. Other expenses not covered elsewhere	2010-12-31	$0
Other income received	2010-12-31	$195,001
Net income (gross income less expenses)	2010-12-31	$382,105
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$2,199,279
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$1,817,174
Assets. Value of participant loans	2010-12-31	$3,754
Total contributions received or receivable from employer(s)	2010-12-31	$45,000
Value of certain deemed distributions of participant loans	2010-12-31	$0
Value of corrective distributions	2010-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$90

Form 5500 Responses for WEAVER C. BARKSDALE & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN

2014: WEAVER C. BARKSDALE & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: WEAVER C. BARKSDALE & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: WEAVER C. BARKSDALE & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: WEAVER C. BARKSDALE & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: WEAVER C. BARKSDALE & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: WEAVER C. BARKSDALE & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	WEAVER C. BARKSDALE & ASSOCIATES, INC.
Employer identification number (EIN):	621217255
NAIC Classification:	523900