WJH LLC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan WJH LLC 401 K PROFIT SHARING PLAN TRUST
Measure | Date | Value |
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2019 : WJH LLC 401 K PROFIT SHARING PLAN TRUST 2019 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2019-07-01 | $0 |
Total transfer of assets from this plan | 2019-07-01 | $2,362,346 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-07-01 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-07-01 | $20,444 |
Total income from all sources (including contributions) | 2019-07-01 | $309,158 |
Total loss/gain on sale of assets | 2019-07-01 | $0 |
Total of all expenses incurred | 2019-07-01 | $204,895 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-07-01 | $203,054 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-07-01 | $72 |
Value of total assets at end of year | 2019-07-01 | $0 |
Value of total assets at beginning of year | 2019-07-01 | $2,278,527 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-07-01 | $1,841 |
Total interest from all sources | 2019-07-01 | $441 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-07-01 | $6,605 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-07-01 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2019-07-01 | $6,605 |
Was this plan covered by a fidelity bond | 2019-07-01 | Yes |
Value of fidelity bond cover | 2019-07-01 | $226,000 |
If this is an individual account plan, was there a blackout period | 2019-07-01 | Yes |
Were there any nonexempt tranactions with any party-in-interest | 2019-07-01 | No |
Contributions received from participants | 2019-07-01 | $0 |
Participant contributions at end of year | 2019-07-01 | $0 |
Participant contributions at beginning of year | 2019-07-01 | $11,450 |
Participant contributions at end of year | 2019-07-01 | $0 |
Participant contributions at beginning of year | 2019-07-01 | $68,301 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-07-01 | $72 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2019-07-01 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2019-07-01 | $20,444 |
Administrative expenses (other) incurred | 2019-07-01 | $1,841 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-07-01 | No |
Value of net income/loss | 2019-07-01 | $104,263 |
Value of net assets at end of year (total assets less liabilities) | 2019-07-01 | $0 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-07-01 | $2,258,083 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-07-01 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-07-01 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-07-01 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-07-01 | $0 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-07-01 | $2,156,279 |
Interest on participant loans | 2019-07-01 | $441 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-07-01 | $302,040 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-07-01 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-07-01 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2019-07-01 | No |
Contributions received in cash from employer | 2019-07-01 | $0 |
Employer contributions (assets) at end of year | 2019-07-01 | $0 |
Employer contributions (assets) at beginning of year | 2019-07-01 | $42,497 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-07-01 | $203,054 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2019-07-01 | Yes |
Did the plan have assets held for investment | 2019-07-01 | No |
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 | 2019-07-01 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-07-01 | Yes |
Opinion of an independent qualified public accountant for this plan | 2019-07-01 | Disclaimer |
Accountancy firm name | 2019-07-01 | BDO USA, P.C. |
Accountancy firm EIN | 2019-07-01 | 135381590 |
2018 : WJH LLC 401 K PROFIT SHARING PLAN TRUST 2018 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2018-12-31 | $0 |
Total transfer of assets from this plan | 2018-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
Total income from all sources (including contributions) | 2018-12-31 | $1,225,046 |
Total loss/gain on sale of assets | 2018-12-31 | $0 |
Total of all expenses incurred | 2018-12-31 | $368,444 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $363,724 |
Expenses. Certain deemed distributions of participant loans | 2018-12-31 | $20,444 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $1,364,307 |
Value of total assets at end of year | 2018-12-31 | $2,167,729 |
Value of total assets at beginning of year | 2018-12-31 | $1,311,127 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $4,720 |
Total interest from all sources | 2018-12-31 | $427 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $94,498 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2018-12-31 | $94,498 |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $132,000 |
If this is an individual account plan, was there a blackout period | 2018-12-31 | Yes |
Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
Contributions received from participants | 2018-12-31 | $731,266 |
Participant contributions at end of year | 2018-12-31 | $11,450 |
Participant contributions at beginning of year | 2018-12-31 | $18,102 |
Participant contributions at end of year | 2018-12-31 | $68,301 |
Income. Received or receivable in cash from other sources (including rollovers) | 2018-12-31 | $170,828 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2018-12-31 | $20,444 |
Administrative expenses (other) incurred | 2018-12-31 | $4,720 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Value of net income/loss | 2018-12-31 | $856,602 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $2,167,729 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $1,311,127 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $2,156,279 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $1,293,025 |
Interest on participant loans | 2018-12-31 | $427 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $-234,186 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
Contributions received in cash from employer | 2018-12-31 | $462,213 |
Employer contributions (assets) at end of year | 2018-12-31 | $42,497 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $363,724 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2018-12-31 | Yes |
Did the plan have assets held for investment | 2018-12-31 | 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 | 2018-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |