Plan Name | WOODSON WHOLESALE, INC. PROFIT SHARING/401(K) PLAN AND TRUST |
Plan identification number | 001 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
|
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.
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
001 | 2022-01-01 | ||||
001 | 2021-01-01 | ||||
001 | 2020-01-01 | ||||
001 | 2020-01-01 | ||||
001 | 2019-01-01 | ||||
001 | 2018-01-01 | CRAIG BLUM | 2019-07-30 | ||
001 | 2017-01-01 | CRAIG BLUM | 2018-07-19 | ||
001 | 2016-01-01 | CRAIG BLUM | 2017-07-27 | ||
001 | 2015-01-01 | CRAIG BLUM | 2016-07-25 | CRAIG BLUM | 2016-07-25 |
001 | 2014-01-01 | CRAIG BLUM | 2015-07-31 | CRAIG BLUM | 2015-07-31 |
001 | 2013-01-01 | CRAIG BLUM | 2014-07-28 | ||
001 | 2012-01-01 | CRAIG BLUM | 2013-07-18 | ||
001 | 2011-01-01 | CRAIG BLUM | 2012-07-20 | CRAIG BLUM | 2012-07-20 |
001 | 2009-01-01 | CRAIG BLUM |
Measure | Date | Value |
---|---|---|
2022: WOODSON WHOLESALE, INC. PROFIT SHARING/401(K) PLAN AND TRUST 2022 401k membership | ||
Total participants, beginning-of-year | 2022-01-01 | 155 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 116 |
Number of retired or separated participants receiving benefits | 2022-01-01 | 5 |
Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 38 |
Total of all active and inactive participants | 2022-01-01 | 159 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 0 |
Total participants | 2022-01-01 | 159 |
Number of participants with account balances | 2022-01-01 | 113 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 10 |
2021: WOODSON WHOLESALE, INC. PROFIT SHARING/401(K) PLAN AND TRUST 2021 401k membership | ||
Total participants, beginning-of-year | 2021-01-01 | 137 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 105 |
Number of retired or separated participants receiving benefits | 2021-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 27 |
Total of all active and inactive participants | 2021-01-01 | 132 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
Total participants | 2021-01-01 | 132 |
Number of participants with account balances | 2021-01-01 | 120 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 7 |
2020: WOODSON WHOLESALE, INC. PROFIT SHARING/401(K) PLAN AND TRUST 2020 401k membership | ||
Total participants, beginning-of-year | 2020-01-01 | 139 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 112 |
Number of retired or separated participants receiving benefits | 2020-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 18 |
Total of all active and inactive participants | 2020-01-01 | 130 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
Total participants | 2020-01-01 | 130 |
Number of participants with account balances | 2020-01-01 | 109 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 5 |
2019: WOODSON WHOLESALE, INC. PROFIT SHARING/401(K) PLAN AND TRUST 2019 401k membership | ||
Total participants, beginning-of-year | 2019-01-01 | 127 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 110 |
Number of retired or separated participants receiving benefits | 2019-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 22 |
Total of all active and inactive participants | 2019-01-01 | 132 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
Total participants | 2019-01-01 | 132 |
Number of participants with account balances | 2019-01-01 | 128 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 9 |
2009: WOODSON WHOLESALE, INC. PROFIT SHARING/401(K) PLAN AND TRUST 2009 401k membership | ||
Total participants, beginning-of-year | 2009-01-01 | 101 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 101 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 12 |
Total of all active and inactive participants | 2009-01-01 | 113 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
Total participants | 2009-01-01 | 113 |
Number of participants with account balances | 2009-01-01 | 111 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 6 |
Measure | Date | Value |
---|---|---|
2022 : WOODSON WHOLESALE, INC. PROFIT SHARING/401(K) PLAN AND TRUST 2022 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2022-12-31 | $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 assets | 2022-12-31 | $0 |
Total of all expenses incurred | 2022-12-31 | $987,214 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $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 year | 2022-12-31 | $6,339,066 |
Value of total assets at beginning of year | 2022-12-31 | $7,669,115 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $26,418 |
Total interest from all sources | 2022-12-31 | $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 year | 2022-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2022-12-31 | $133,371 |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
Contributions received from participants | 2022-12-31 | $352,242 |
Participant contributions at end of year | 2022-12-31 | $70,996 |
Participant contributions at beginning of year | 2022-12-31 | $74,199 |
Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $75,067 |
Other income not declared elsewhere | 2022-12-31 | $486 |
Administrative expenses (other) incurred | 2022-12-31 | $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 appraiser | 2022-12-31 | No |
Value of net income/loss | 2022-12-31 | $-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) | 2022-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $4,623,131 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $5,377,178 |
Interest on participant loans | 2022-12-31 | $3,295 |
Value of interest in common/collective trusts at end of year | 2022-12-31 | $1,644,939 |
Value of interest in common/collective trusts at beginning of year | 2022-12-31 | $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 assets | 2022-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
Contributions received in cash from employer | 2022-12-31 | $259,077 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $960,796 |
Did the plan have assets held for investment | 2022-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
Accountancy firm name | 2022-12-31 | SEIDEL SCHROEDER |
Accountancy firm EIN | 2022-12-31 | 742052353 |
2021 : WOODSON WHOLESALE, INC. PROFIT SHARING/401(K) PLAN AND TRUST 2021 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2021-12-31 | $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 assets | 2021-12-31 | $0 |
Total of all expenses incurred | 2021-12-31 | $505,163 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $458,502 |
Expenses. Certain deemed distributions of participant loans | 2021-12-31 | $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 year | 2021-12-31 | $7,669,115 |
Value of total assets at beginning of year | 2021-12-31 | $6,807,508 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $25,341 |
Total interest from all sources | 2021-12-31 | $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 year | 2021-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2021-12-31 | $436,594 |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Contributions received from participants | 2021-12-31 | $343,097 |
Participant contributions at end of year | 2021-12-31 | $74,199 |
Participant contributions at beginning of year | 2021-12-31 | $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 appraiser | 2021-12-31 | No |
Value of net income/loss | 2021-12-31 | $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) | 2021-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
Investment advisory and management fees | 2021-12-31 | $25,341 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $5,377,178 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $4,352,934 |
Interest on participant loans | 2021-12-31 | $3,550 |
Value of interest in common/collective trusts at end of year | 2021-12-31 | $2,217,738 |
Value of interest in common/collective trusts at beginning of year | 2021-12-31 | $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 trusts | 2021-12-31 | $38,053 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
Contributions received in cash from employer | 2021-12-31 | $186,016 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $458,502 |
Did the plan have assets held for investment | 2021-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
Accountancy firm name | 2021-12-31 | SEIDEL SCHROEDER |
Accountancy firm EIN | 2021-12-31 | 742052353 |
2020 : WOODSON WHOLESALE, INC. PROFIT SHARING/401(K) PLAN AND TRUST 2020 401k financial data | ||
Unrealized appreciation/depreciation of real estate assets | 2020-12-31 | $0 |
Unrealized appreciation/depreciation of other (non real estate) assets | 2020-12-31 | $0 |
Total unrealized appreciation/depreciation of assets | 2020-12-31 | $0 |
Total transfer of assets to this plan | 2020-12-31 | $0 |
Total transfer of assets from this plan | 2020-12-31 | $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 paid | 2020-12-31 | $0 |
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102 | 2020-12-31 | $0 |
Total income from all sources (including contributions) | 2020-12-31 | $1,014,261 |
Total loss/gain on sale of assets | 2020-12-31 | $0 |
Total of all expenses incurred | 2020-12-31 | $212,500 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $186,179 |
Expenses. Certain deemed distributions of participant loans | 2020-12-31 | $1,882 |
Value of total corrective distributions | 2020-12-31 | $0 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $486,251 |
Value of total assets at end of year | 2020-12-31 | $6,807,508 |
Value of total assets at beginning of year | 2020-12-31 | $6,005,747 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $24,439 |
Total income from rents | 2020-12-31 | $0 |
Total interest from all sources | 2020-12-31 | $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 year | 2020-12-31 | No |
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 year | 2020-12-31 | $0 |
Assets. Real estate other than employer real property at beginning of year | 2020-12-31 | $0 |
Administrative expenses professional fees incurred | 2020-12-31 | $0 |
Assets. Corporate prefeered stocks other than exployer securities at end of year | 2020-12-31 | $0 |
Assets. Corporate prefeered stocks other than exployer securities at beginning of year | 2020-12-31 | $0 |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Contributions received from participants | 2020-12-31 | $312,764 |
Participant contributions at end of year | 2020-12-31 | $90,279 |
Participant contributions at beginning of year | 2020-12-31 | $71,800 |
Participant contributions at end of year | 2020-12-31 | $0 |
Participant contributions at beginning of year | 2020-12-31 | $0 |
Assets. Other investments not covered elsewhere at end of year | 2020-12-31 | $0 |
Assets. Other investments not covered elsewhere at beginning of year | 2020-12-31 | $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 year | 2020-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2020-12-31 | $0 |
Assets. Loans (other than to participants) at end of year | 2020-12-31 | $0 |
Assets. Loans (other than to participants) at beginning of year | 2020-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2020-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2020-12-31 | $0 |
Other income not declared elsewhere | 2020-12-31 | $0 |
Administrative expenses (other) incurred | 2020-12-31 | $0 |
Liabilities. Value of operating payables at end of year | 2020-12-31 | $0 |
Liabilities. Value of operating payables at beginning of year | 2020-12-31 | $0 |
Total non interest bearing cash at end of year | 2020-12-31 | $0 |
Total non interest bearing cash at beginning of year | 2020-12-31 | $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 appraiser | 2020-12-31 | No |
Income. Non cash contributions | 2020-12-31 | $0 |
Value of net income/loss | 2020-12-31 | $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) | 2020-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
Assets. partnership/joint venture interests at end of year | 2020-12-31 | $0 |
Assets. partnership/joint venture interests at beginning of year | 2020-12-31 | $0 |
Investment advisory and management fees | 2020-12-31 | $24,439 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $4,352,934 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $4,277,163 |
Value of interest in pooled separate accounts at end of year | 2020-12-31 | $0 |
Value of interest in pooled separate accounts at beginning of year | 2020-12-31 | $0 |
Interest on participant loans | 2020-12-31 | $4,103 |
Income. Interest from loans (other than to participants) | 2020-12-31 | $0 |
Interest earned on other investments | 2020-12-31 | $0 |
Income. Interest from US Government securities | 2020-12-31 | $0 |
Income. Interest from corporate debt instruments | 2020-12-31 | $0 |
Value of interest in master investment trust accounts at end of year | 2020-12-31 | $0 |
Value of interest in master investment trust accounts at beginning of year | 2020-12-31 | $0 |
Value of interest in common/collective trusts at end of year | 2020-12-31 | $2,364,295 |
Value of interest in common/collective trusts at beginning of year | 2020-12-31 | $1,649,384 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2020-12-31 | $0 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2020-12-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2020-12-31 | $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 year | 2020-12-31 | $0 |
Assets. Value of investments in 103.12 investment entities at beginning of year | 2020-12-31 | $0 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2020-12-31 | $0 |
Asset value of US Government securities at end of year | 2020-12-31 | $0 |
Asset value of US Government securities at beginning of year | 2020-12-31 | $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 accounts | 2020-12-31 | $0 |
Net investment gain or loss from common/collective trusts | 2020-12-31 | $42,015 |
Net gain/loss from 103.12 investment entities | 2020-12-31 | $0 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
Assets. Invements in employer securities at end of year | 2020-12-31 | $0 |
Assets. Invements in employer securities at beginning of year | 2020-12-31 | $0 |
Assets. Value of employer real property at end of year | 2020-12-31 | $0 |
Assets. Value of employer real property at beginning of year | 2020-12-31 | $0 |
Contributions received in cash from employer | 2020-12-31 | $173,487 |
Employer contributions (assets) at end of year | 2020-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2020-12-31 | $0 |
Income. Dividends from preferred stock | 2020-12-31 | $0 |
Income. Dividends from common stock | 2020-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $186,179 |
Asset. Corporate debt instrument preferred debt at end of year | 2020-12-31 | $0 |
Asset. Corporate debt instrument preferred debt at beginning of year | 2020-12-31 | $0 |
Asset. Corporate debt instrument debt (other) at end of year | 2020-12-31 | $0 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2020-12-31 | $0 |
Contract administrator fees | 2020-12-31 | $0 |
Assets. Corporate common stocks other than exployer securities at end of year | 2020-12-31 | $0 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2020-12-31 | $0 |
Liabilities. Value of benefit claims payable at end of year | 2020-12-31 | $0 |
Liabilities. Value of benefit claims payable at beginning of year | 2020-12-31 | $0 |
Assets. Value of buildings and other operty used in plan operation at end of year | 2020-12-31 | $0 |
Assets. Value of buildings and other operty used in plan operation at beginning of year | 2020-12-31 | $0 |
Did the plan have assets held for investment | 2020-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
Aggregate proceeds on sale of assets | 2020-12-31 | $0 |
Aggregate carrying amount (costs) on sale of assets | 2020-12-31 | $0 |
Liabilities. Value of acquisition indebtedness at end of year | 2020-12-31 | $0 |
Liabilities. Value of acquisition indebtedness at beginning of year | 2020-12-31 | $0 |
Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Unqualified |
Accountancy firm name | 2020-12-31 | SEIDEL SCHROEDER |
Accountancy firm EIN | 2020-12-31 | 742052353 |
2019 : WOODSON WHOLESALE, INC. PROFIT SHARING/401(K) PLAN AND TRUST 2019 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2019-12-31 | $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 assets | 2019-12-31 | $0 |
Total of all expenses incurred | 2019-12-31 | $198,495 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $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 year | 2019-12-31 | $6,005,747 |
Value of total assets at beginning of year | 2019-12-31 | $4,930,089 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $19,315 |
Total interest from all sources | 2019-12-31 | $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 year | 2019-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $113,635 |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Contributions received from participants | 2019-12-31 | $268,263 |
Participant contributions at end of year | 2019-12-31 | $71,800 |
Participant contributions at beginning of year | 2019-12-31 | $75,102 |
Total non interest bearing cash at end of year | 2019-12-31 | $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 appraiser | 2019-12-31 | No |
Value of net income/loss | 2019-12-31 | $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) | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Investment advisory and management fees | 2019-12-31 | $19,315 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $4,277,163 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $3,114,905 |
Interest on participant loans | 2019-12-31 | $4,015 |
Value of interest in common/collective trusts at end of year | 2019-12-31 | $1,649,384 |
Value of interest in common/collective trusts at beginning of year | 2019-12-31 | $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 trusts | 2019-12-31 | $37,164 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Contributions received in cash from employer | 2019-12-31 | $155,191 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $179,180 |
Did the plan have assets held for investment | 2019-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Accountancy firm name | 2019-12-31 | SEIDEL SCHROEDER |
Accountancy firm EIN | 2019-12-31 | 742052353 |
2010 : WOODSON WHOLESALE, INC. PROFIT SHARING/401(K) PLAN AND TRUST 2010 401k financial data | ||
Total plan liabilities at beginning of year | 2010-12-31 | $0 |
Total income from all sources | 2010-12-31 | $539,498 |
Expenses. Total of all expenses incurred | 2010-12-31 | $196,521 |
Benefits paid (including direct rollovers) | 2010-12-31 | $184,997 |
Total plan assets at end of year | 2010-12-31 | $3,284,080 |
Total plan assets at beginning of year | 2010-12-31 | $2,941,103 |
Value of fidelity bond covering the plan | 2010-12-31 | $150,000 |
Total contributions received or receivable from participants | 2010-12-31 | $150,981 |
Contributions received from other sources (not participants or employers) | 2010-12-31 | $9,049 |
Other income received | 2010-12-31 | $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 loans | 2010-12-31 | $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 securities | 2009-12-31 | $0 |
2022: WOODSON WHOLESALE, INC. PROFIT SHARING/401(K) PLAN AND TRUST 2022 form 5500 responses | ||
---|---|---|
2022-01-01 | Type of plan entity | Single employer plan |
2022-01-01 | Submission has been amended | Yes |
2022-01-01 | This submission is the final filing | No |
2022-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2022-01-01 | Plan is a collectively bargained plan | No |
2022-01-01 | Plan funding arrangement – Trust | Yes |
2022-01-01 | Plan benefit arrangement - Trust | Yes |
2021: WOODSON WHOLESALE, INC. PROFIT SHARING/401(K) PLAN AND TRUST 2021 form 5500 responses | ||
2021-01-01 | Type of plan entity | Single employer plan |
2021-01-01 | Submission has been amended | No |
2021-01-01 | This submission is the final filing | No |
2021-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2021-01-01 | Plan is a collectively bargained plan | No |
2021-01-01 | Plan funding arrangement – Trust | Yes |
2021-01-01 | Plan benefit arrangement - Trust | Yes |
2020: WOODSON WHOLESALE, INC. PROFIT SHARING/401(K) PLAN AND TRUST 2020 form 5500 responses | ||
2020-01-01 | Type of plan entity | Single employer plan |
2020-01-01 | Submission has been amended | No |
2020-01-01 | This submission is the final filing | No |
2020-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2020-01-01 | Plan is a collectively bargained plan | No |
2020-01-01 | Plan funding arrangement – Trust | Yes |
2020-01-01 | Plan benefit arrangement - Trust | Yes |
2019: WOODSON WHOLESALE, INC. PROFIT SHARING/401(K) PLAN AND TRUST 2019 form 5500 responses | ||
2019-01-01 | Type of plan entity | Single employer plan |
2019-01-01 | Submission has been amended | No |
2019-01-01 | This submission is the final filing | No |
2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2019-01-01 | Plan is a collectively bargained plan | No |
2019-01-01 | Plan funding arrangement – Trust | Yes |
2019-01-01 | Plan benefit arrangement - Trust | Yes |
2009: WOODSON WHOLESALE, INC. PROFIT SHARING/401(K) PLAN AND TRUST 2009 form 5500 responses | ||
2009-01-01 | Type of plan entity | Single employer plan |
2009-01-01 | Submission has been amended | No |
2009-01-01 | This submission is the final filing | No |
2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2009-01-01 | Plan is a collectively bargained plan | No |
2009-01-01 | Plan funding arrangement – Trust | Yes |
2009-01-01 | Plan benefit arrangement - Trust | Yes |