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WOODSON WHOLESALE, INC. PROFIT SHARING/401(K) PLAN AND TRUST 401k Plan overview

Plan NameWOODSON WHOLESALE, INC. PROFIT SHARING/401(K) PLAN AND TRUST
Plan identification number 001

WOODSON WHOLESALE, INC. PROFIT SHARING/401(K) PLAN AND TRUST Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

WOODSON WHOLESALE, INC. has sponsored the creation of one or more 401k plans.

Company Name:WOODSON WHOLESALE, INC.
Employer identification number (EIN):741177629
NAIC Classification:444110
NAIC Description:Home Centers

Additional information about WOODSON WHOLESALE, INC.

Jurisdiction of Incorporation: Texas Secretary of State
Incorporation Date: 1952-12-05
Company Identification Number: 0011296400
Legal Registered Office Address: PO BOX 419

CALDWELL
United States of America (USA)
77836

More information about WOODSON WHOLESALE, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WOODSON WHOLESALE, INC. PROFIT SHARING/401(K) PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012020-01-01
0012019-01-01
0012018-01-01CRAIG BLUM2019-07-30
0012017-01-01CRAIG BLUM2018-07-19
0012016-01-01CRAIG BLUM2017-07-27
0012015-01-01CRAIG BLUM2016-07-25 CRAIG BLUM2016-07-25
0012014-01-01CRAIG BLUM2015-07-31 CRAIG BLUM2015-07-31
0012013-01-01CRAIG BLUM2014-07-28
0012012-01-01CRAIG BLUM2013-07-18
0012011-01-01CRAIG BLUM2012-07-20 CRAIG BLUM2012-07-20
0012009-01-01CRAIG BLUM

Plan Statistics for WOODSON WHOLESALE, INC. PROFIT SHARING/401(K) PLAN AND TRUST

401k plan membership statisitcs for WOODSON WHOLESALE, INC. PROFIT SHARING/401(K) PLAN AND TRUST

Measure Date Value
2022: WOODSON WHOLESALE, INC. PROFIT SHARING/401(K) PLAN AND TRUST 2022 401k membership
Total participants, beginning-of-year2022-01-01155
Total number of active participants reported on line 7a of the Form 55002022-01-01116
Number of retired or separated participants receiving benefits2022-01-015
Number of other retired or separated participants entitled to future benefits2022-01-0138
Total of all active and inactive participants2022-01-01159
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01159
Number of participants with account balances2022-01-01113
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0110
2021: WOODSON WHOLESALE, INC. PROFIT SHARING/401(K) PLAN AND TRUST 2021 401k membership
Total participants, beginning-of-year2021-01-01137
Total number of active participants reported on line 7a of the Form 55002021-01-01105
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0127
Total of all active and inactive participants2021-01-01132
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01132
Number of participants with account balances2021-01-01120
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-017
2020: WOODSON WHOLESALE, INC. PROFIT SHARING/401(K) PLAN AND TRUST 2020 401k membership
Total participants, beginning-of-year2020-01-01139
Total number of active participants reported on line 7a of the Form 55002020-01-01112
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0118
Total of all active and inactive participants2020-01-01130
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01130
Number of participants with account balances2020-01-01109
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-015
2019: WOODSON WHOLESALE, INC. PROFIT SHARING/401(K) PLAN AND TRUST 2019 401k membership
Total participants, beginning-of-year2019-01-01127
Total number of active participants reported on line 7a of the Form 55002019-01-01110
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0122
Total of all active and inactive participants2019-01-01132
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01132
Number of participants with account balances2019-01-01128
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-019
2009: WOODSON WHOLESALE, INC. PROFIT SHARING/401(K) PLAN AND TRUST 2009 401k membership
Total participants, beginning-of-year2009-01-01101
Total number of active participants reported on line 7a of the Form 55002009-01-01101
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0112
Total of all active and inactive participants2009-01-01113
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01113
Number of participants with account balances2009-01-01111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-016

Financial Data on WOODSON WHOLESALE, INC. PROFIT SHARING/401(K) PLAN AND TRUST

Measure Date Value
2022 : WOODSON WHOLESALE, INC. PROFIT SHARING/401(K) PLAN AND TRUST 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$0
Total income from all sources (including contributions)2022-12-31$-342,835
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$987,214
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$960,796
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$686,386
Value of total assets at end of year2022-12-31$6,339,066
Value of total assets at beginning of year2022-12-31$7,669,115
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$26,418
Total interest from all sources2022-12-31$3,295
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$133,371
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$133,371
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$352,242
Participant contributions at end of year2022-12-31$70,996
Participant contributions at beginning of year2022-12-31$74,199
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$75,067
Other income not declared elsewhere2022-12-31$486
Administrative expenses (other) incurred2022-12-31$26,418
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-1,330,049
Value of net assets at end of year (total assets less liabilities)2022-12-31$6,339,066
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$7,669,115
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$4,623,131
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$5,377,178
Interest on participant loans2022-12-31$3,295
Value of interest in common/collective trusts at end of year2022-12-31$1,644,939
Value of interest in common/collective trusts at beginning of year2022-12-31$2,217,738
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-1,166,373
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$259,077
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$960,796
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 name2022-12-31SEIDEL SCHROEDER
Accountancy firm EIN2022-12-31742052353
2021 : WOODSON WHOLESALE, INC. PROFIT SHARING/401(K) PLAN AND TRUST 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$1,366,770
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$505,163
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$458,502
Expenses. Certain deemed distributions of participant loans2021-12-31$21,320
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$529,113
Value of total assets at end of year2021-12-31$7,669,115
Value of total assets at beginning of year2021-12-31$6,807,508
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$25,341
Total interest from all sources2021-12-31$3,550
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$436,594
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$436,594
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$343,097
Participant contributions at end of year2021-12-31$74,199
Participant contributions at beginning of year2021-12-31$90,279
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$861,607
Value of net assets at end of year (total assets less liabilities)2021-12-31$7,669,115
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$6,807,508
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$25,341
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$5,377,178
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$4,352,934
Interest on participant loans2021-12-31$3,550
Value of interest in common/collective trusts at end of year2021-12-31$2,217,738
Value of interest in common/collective trusts at beginning of year2021-12-31$2,364,295
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$359,460
Net investment gain or loss from common/collective trusts2021-12-31$38,053
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$186,016
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$458,502
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 plan2021-12-31Unqualified
Accountancy firm name2021-12-31SEIDEL SCHROEDER
Accountancy firm EIN2021-12-31742052353
2020 : WOODSON WHOLESALE, INC. PROFIT SHARING/401(K) PLAN AND TRUST 2020 401k financial data
Unrealized appreciation/depreciation of real estate assets2020-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$0
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total transfer of assets to this plan2020-12-31$0
Total transfer of assets from this plan2020-12-31$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
Expenses. Interest paid2020-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022020-12-31$0
Total income from all sources (including contributions)2020-12-31$1,014,261
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$212,500
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$186,179
Expenses. Certain deemed distributions of participant loans2020-12-31$1,882
Value of total corrective distributions2020-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$486,251
Value of total assets at end of year2020-12-31$6,807,508
Value of total assets at beginning of year2020-12-31$6,005,747
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$24,439
Total income from rents2020-12-31$0
Total interest from all sources2020-12-31$4,103
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$112,313
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$112,313
Assets. Real estate other than employer real property at end of year2020-12-31$0
Assets. Real estate other than employer real property at beginning of year2020-12-31$0
Administrative expenses professional fees incurred2020-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2020-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2020-12-31$0
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$312,764
Participant contributions at end of year2020-12-31$90,279
Participant contributions at beginning of year2020-12-31$71,800
Participant contributions at end of year2020-12-31$0
Participant contributions at beginning of year2020-12-31$0
Assets. Other investments not covered elsewhere at end of year2020-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2020-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$0
Assets. Loans (other than to participants) at end of year2020-12-31$0
Assets. Loans (other than to participants) at beginning of year2020-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$0
Other income not declared elsewhere2020-12-31$0
Administrative expenses (other) incurred2020-12-31$0
Liabilities. Value of operating payables at end of year2020-12-31$0
Liabilities. Value of operating payables at beginning of year2020-12-31$0
Total non interest bearing cash at end of year2020-12-31$0
Total non interest bearing cash at beginning of year2020-12-31$7,400
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
Income. Non cash contributions2020-12-31$0
Value of net income/loss2020-12-31$801,761
Value of net assets at end of year (total assets less liabilities)2020-12-31$6,807,508
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$6,005,747
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
Assets. partnership/joint venture interests at end of year2020-12-31$0
Assets. partnership/joint venture interests at beginning of year2020-12-31$0
Investment advisory and management fees2020-12-31$24,439
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$4,352,934
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$4,277,163
Value of interest in pooled separate accounts at end of year2020-12-31$0
Value of interest in pooled separate accounts at beginning of year2020-12-31$0
Interest on participant loans2020-12-31$4,103
Income. Interest from loans (other than to participants)2020-12-31$0
Interest earned on other investments2020-12-31$0
Income. Interest from US Government securities2020-12-31$0
Income. Interest from corporate debt instruments2020-12-31$0
Value of interest in master investment trust accounts at end of year2020-12-31$0
Value of interest in master investment trust accounts at beginning of year2020-12-31$0
Value of interest in common/collective trusts at end of year2020-12-31$2,364,295
Value of interest in common/collective trusts at beginning of year2020-12-31$1,649,384
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$0
Assets. Value of investments in 103.12 investment entities at end of year2020-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2020-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$0
Asset value of US Government securities at end of year2020-12-31$0
Asset value of US Government securities at beginning of year2020-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$369,579
Net investment gain/loss from pooled separate accounts2020-12-31$0
Net investment gain or loss from common/collective trusts2020-12-31$42,015
Net gain/loss from 103.12 investment entities2020-12-31$0
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
Assets. Invements in employer securities at end of year2020-12-31$0
Assets. Invements in employer securities at beginning of year2020-12-31$0
Assets. Value of employer real property at end of year2020-12-31$0
Assets. Value of employer real property at beginning of year2020-12-31$0
Contributions received in cash from employer2020-12-31$173,487
Employer contributions (assets) at end of year2020-12-31$0
Employer contributions (assets) at beginning of year2020-12-31$0
Income. Dividends from preferred stock2020-12-31$0
Income. Dividends from common stock2020-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$186,179
Asset. Corporate debt instrument preferred debt at end of year2020-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2020-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2020-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2020-12-31$0
Contract administrator fees2020-12-31$0
Assets. Corporate common stocks other than exployer securities at end of year2020-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2020-12-31$0
Liabilities. Value of benefit claims payable at end of year2020-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2020-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2020-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2020-12-31$0
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
Aggregate proceeds on sale of assets2020-12-31$0
Aggregate carrying amount (costs) on sale of assets2020-12-31$0
Liabilities. Value of acquisition indebtedness at end of year2020-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2020-12-31$0
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31SEIDEL SCHROEDER
Accountancy firm EIN2020-12-31742052353
2019 : WOODSON WHOLESALE, INC. PROFIT SHARING/401(K) PLAN AND TRUST 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$1,274,153
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$198,495
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$179,180
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$423,454
Value of total assets at end of year2019-12-31$6,005,747
Value of total assets at beginning of year2019-12-31$4,930,089
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$19,315
Total interest from all sources2019-12-31$4,015
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$113,635
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$113,635
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$268,263
Participant contributions at end of year2019-12-31$71,800
Participant contributions at beginning of year2019-12-31$75,102
Total non interest bearing cash at end of year2019-12-31$7,400
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$1,075,658
Value of net assets at end of year (total assets less liabilities)2019-12-31$6,005,747
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$4,930,089
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$19,315
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$4,277,163
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$3,114,905
Interest on participant loans2019-12-31$4,015
Value of interest in common/collective trusts at end of year2019-12-31$1,649,384
Value of interest in common/collective trusts at beginning of year2019-12-31$1,740,082
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$695,885
Net investment gain or loss from common/collective trusts2019-12-31$37,164
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$155,191
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$179,180
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 name2019-12-31SEIDEL SCHROEDER
Accountancy firm EIN2019-12-31742052353
2010 : WOODSON WHOLESALE, INC. PROFIT SHARING/401(K) PLAN AND TRUST 2010 401k financial data
Total plan liabilities at beginning of year2010-12-31$0
Total income from all sources2010-12-31$539,498
Expenses. Total of all expenses incurred2010-12-31$196,521
Benefits paid (including direct rollovers)2010-12-31$184,997
Total plan assets at end of year2010-12-31$3,284,080
Total plan assets at beginning of year2010-12-31$2,941,103
Value of fidelity bond covering the plan2010-12-31$150,000
Total contributions received or receivable from participants2010-12-31$150,981
Contributions received from other sources (not participants or employers)2010-12-31$9,049
Other income received2010-12-31$295,847
Net income (gross income less expenses)2010-12-31$342,977
Net plan assets at end of year (total assets less liabilities)2010-12-31$3,284,080
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$2,941,103
Assets. Value of participant loans2010-12-31$44,759
Total contributions received or receivable from employer(s)2010-12-31$83,621
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$11,524
2009 : WOODSON WHOLESALE, INC. PROFIT SHARING/401(K) PLAN AND TRUST 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 WOODSON WHOLESALE, INC. PROFIT SHARING/401(K) PLAN AND TRUST

2022: WOODSON WHOLESALE, INC. PROFIT SHARING/401(K) PLAN AND TRUST 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedYes
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: WOODSON WHOLESALE, INC. PROFIT SHARING/401(K) PLAN AND TRUST 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: WOODSON WHOLESALE, INC. PROFIT SHARING/401(K) PLAN AND TRUST 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: WOODSON WHOLESALE, INC. PROFIT SHARING/401(K) PLAN AND TRUST 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
2009: WOODSON WHOLESALE, INC. PROFIT SHARING/401(K) PLAN AND TRUST 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 – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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