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WILSON DOWNING GROUP LLC PROFIT-SHARING PLAN 401k Plan overview

Plan NameWILSON DOWNING GROUP LLC PROFIT-SHARING PLAN
Plan identification number 002

WILSON DOWNING GROUP LLC PROFIT-SHARING PLAN Benefits

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

WILSON DOWNING GROUP LLC has sponsored the creation of one or more 401k plans.

Company Name:WILSON DOWNING GROUP LLC
Employer identification number (EIN):840509647
NAIC Classification:541211
NAIC Description:Offices of Certified Public Accountants

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WILSON DOWNING GROUP LLC PROFIT-SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01JOHNNIE L DOWNING
0022016-01-01JOHNNIE L DOWNING
0022015-01-01JOHNNIE L DOWNING JOHNNIE L DOWNING2016-09-05
0022014-01-01JOHNNIE L DOWNING JOHNNIE L DOWNING2015-10-12
0022013-01-01JOHNNIE L DOWNING
0022012-01-01JOHNNIE L DOWNING
0022011-01-01JOHNNIE L DOWNING
0022009-01-01JOHNNIE L DOWNING

Plan Statistics for WILSON DOWNING GROUP LLC PROFIT-SHARING PLAN

401k plan membership statisitcs for WILSON DOWNING GROUP LLC PROFIT-SHARING PLAN

Measure Date Value
2020: WILSON DOWNING GROUP LLC PROFIT-SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-016
Number of other retired or separated participants entitled to future benefits2020-01-010
Total of all active and inactive participants2020-01-010
Total participants2020-01-010
Number of participants with account balances2020-01-010
2019: WILSON DOWNING GROUP LLC PROFIT-SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-019
Number of other retired or separated participants entitled to future benefits2019-01-014
Total of all active and inactive participants2019-01-014
Total participants2019-01-014
Number of participants with account balances2019-01-014
2018: WILSON DOWNING GROUP LLC PROFIT-SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-0110
Total number of active participants reported on line 7a of the Form 55002018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-019
Total of all active and inactive participants2018-01-019
Total participants2018-01-019
Number of participants with account balances2018-01-019
2017: WILSON DOWNING GROUP LLC PROFIT-SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-0111
Total number of active participants reported on line 7a of the Form 55002017-01-016
Number of other retired or separated participants entitled to future benefits2017-01-014
Total of all active and inactive participants2017-01-0110
Total participants2017-01-0110
Number of participants with account balances2017-01-0110
2016: WILSON DOWNING GROUP LLC PROFIT-SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-0110
Number of other retired or separated participants entitled to future benefits2016-01-014
Total of all active and inactive participants2016-01-014
Total participants2016-01-014
Number of participants with account balances2016-01-0111
2015: WILSON DOWNING GROUP LLC PROFIT-SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-0112
Total number of active participants reported on line 7a of the Form 55002015-01-018
Number of other retired or separated participants entitled to future benefits2015-01-012
Total of all active and inactive participants2015-01-0110
Total participants2015-01-0110
2014: WILSON DOWNING GROUP LLC PROFIT-SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0111
Total number of active participants reported on line 7a of the Form 55002014-01-019
Number of other retired or separated participants entitled to future benefits2014-01-013
Total of all active and inactive participants2014-01-0112
Total participants2014-01-0112
2013: WILSON DOWNING GROUP LLC PROFIT-SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0112
Total number of active participants reported on line 7a of the Form 55002013-01-019
Number of other retired or separated participants entitled to future benefits2013-01-012
Total of all active and inactive participants2013-01-0111
Total participants2013-01-0111
Number of participants with account balances2013-01-0111
2012: WILSON DOWNING GROUP LLC PROFIT-SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0115
Total number of active participants reported on line 7a of the Form 55002012-01-019
Number of other retired or separated participants entitled to future benefits2012-01-013
Total of all active and inactive participants2012-01-0112
Total participants2012-01-0112
Number of participants with account balances2012-01-0112
2011: WILSON DOWNING GROUP LLC PROFIT-SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0113
Total number of active participants reported on line 7a of the Form 55002011-01-0111
Number of other retired or separated participants entitled to future benefits2011-01-014
Total of all active and inactive participants2011-01-0115
Total participants2011-01-0115
Number of participants with account balances2011-01-0115
2009: WILSON DOWNING GROUP LLC PROFIT-SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0119
Total number of active participants reported on line 7a of the Form 55002009-01-0112
Number of other retired or separated participants entitled to future benefits2009-01-014
Total of all active and inactive participants2009-01-0116
Total participants2009-01-0116
Number of participants with account balances2009-01-0116

Financial Data on WILSON DOWNING GROUP LLC PROFIT-SHARING PLAN

Measure Date Value
2020 : WILSON DOWNING GROUP LLC PROFIT-SHARING PLAN 2020 401k financial data
Total income from all sources2020-12-09$34,322
Expenses. Total of all expenses incurred2020-12-09$745,003
Benefits paid (including direct rollovers)2020-12-09$743,154
Total plan assets at end of year2020-12-09$0
Total plan assets at beginning of year2020-12-09$710,681
Other income received2020-12-09$34,322
Net income (gross income less expenses)2020-12-09$-710,681
Net plan assets at end of year (total assets less liabilities)2020-12-09$0
Net plan assets at beginning of year (total assets less liabilities)2020-12-09$710,681
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-09$1,849
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-09$0
Funding deficiency by the employer to the plan for this plan year2020-12-09$0
Minimum employer required contribution for this plan year2020-12-09$0
Amount contributed by the employer to the plan for this plan year2020-12-09$0
2019 : WILSON DOWNING GROUP LLC PROFIT-SHARING PLAN 2019 401k financial data
Total income from all sources2019-12-31$204,685
Expenses. Total of all expenses incurred2019-12-31$769,441
Benefits paid (including direct rollovers)2019-12-31$767,822
Total plan assets at end of year2019-12-31$710,681
Total plan assets at beginning of year2019-12-31$1,275,437
Other income received2019-12-31$204,685
Net income (gross income less expenses)2019-12-31$-564,756
Net plan assets at end of year (total assets less liabilities)2019-12-31$710,681
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$1,275,437
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$1,619
2018 : WILSON DOWNING GROUP LLC PROFIT-SHARING PLAN 2018 401k financial data
Total income from all sources2018-12-31$-46,041
Expenses. Total of all expenses incurred2018-12-31$8,149
Benefits paid (including direct rollovers)2018-12-31$7,825
Total plan assets at end of year2018-12-31$1,275,437
Total plan assets at beginning of year2018-12-31$1,329,627
Other income received2018-12-31$-46,041
Net income (gross income less expenses)2018-12-31$-54,190
Net plan assets at end of year (total assets less liabilities)2018-12-31$1,275,437
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$1,329,627
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$324
2017 : WILSON DOWNING GROUP LLC PROFIT-SHARING PLAN 2017 401k financial data
Total income from all sources2017-12-31$259,862
Expenses. Total of all expenses incurred2017-12-31$44,553
Benefits paid (including direct rollovers)2017-12-31$44,553
Total plan assets at end of year2017-12-31$1,329,627
Total plan assets at beginning of year2017-12-31$1,114,318
Value of fidelity bond covering the plan2017-12-31$100,000
Total contributions received or receivable from participants2017-12-31$52,165
Other income received2017-12-31$183,340
Net income (gross income less expenses)2017-12-31$215,309
Net plan assets at end of year (total assets less liabilities)2017-12-31$1,329,627
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$1,114,318
Total contributions received or receivable from employer(s)2017-12-31$24,357
2016 : WILSON DOWNING GROUP LLC PROFIT-SHARING PLAN 2016 401k financial data
Total income from all sources2016-12-31$168,973
Total plan assets at end of year2016-12-31$1,114,318
Total plan assets at beginning of year2016-12-31$945,345
Value of fidelity bond covering the plan2016-12-31$100,000
Total contributions received or receivable from participants2016-12-31$46,716
Other income received2016-12-31$98,607
Net income (gross income less expenses)2016-12-31$168,973
Net plan assets at end of year (total assets less liabilities)2016-12-31$1,114,318
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$945,345
Total contributions received or receivable from employer(s)2016-12-31$23,650
2015 : WILSON DOWNING GROUP LLC PROFIT-SHARING PLAN 2015 401k financial data
Total income from all sources2015-12-31$52,947
Expenses. Total of all expenses incurred2015-12-31$4,114
Benefits paid (including direct rollovers)2015-12-31$4,114
Total plan assets at end of year2015-12-31$945,345
Total plan assets at beginning of year2015-12-31$896,512
Value of fidelity bond covering the plan2015-12-31$100,000
Total contributions received or receivable from participants2015-12-31$46,653
Other income received2015-12-31$-27,543
Net income (gross income less expenses)2015-12-31$48,833
Net plan assets at end of year (total assets less liabilities)2015-12-31$945,345
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$896,512
Total contributions received or receivable from employer(s)2015-12-31$33,837
2014 : WILSON DOWNING GROUP LLC PROFIT-SHARING PLAN 2014 401k financial data
Total income from all sources2014-12-31$183,507
Expenses. Total of all expenses incurred2014-12-31$450,895
Benefits paid (including direct rollovers)2014-12-31$450,895
Total plan assets at end of year2014-12-31$896,512
Total plan assets at beginning of year2014-12-31$1,163,900
Value of fidelity bond covering the plan2014-12-31$116,400
Total contributions received or receivable from participants2014-12-31$52,277
Other income received2014-12-31$103,446
Net income (gross income less expenses)2014-12-31$-267,388
Net plan assets at end of year (total assets less liabilities)2014-12-31$896,512
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$1,163,900
Total contributions received or receivable from employer(s)2014-12-31$27,784
2013 : WILSON DOWNING GROUP LLC PROFIT-SHARING PLAN 2013 401k financial data
Total income from all sources2013-12-31$314,254
Expenses. Total of all expenses incurred2013-12-31$35,446
Benefits paid (including direct rollovers)2013-12-31$35,446
Total plan assets at end of year2013-12-31$1,163,900
Total plan assets at beginning of year2013-12-31$885,092
Value of fidelity bond covering the plan2013-12-31$116,400
Total contributions received or receivable from participants2013-12-31$74,482
Other income received2013-12-31$212,638
Net income (gross income less expenses)2013-12-31$278,808
Net plan assets at end of year (total assets less liabilities)2013-12-31$1,163,900
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$885,092
Total contributions received or receivable from employer(s)2013-12-31$27,134
2012 : WILSON DOWNING GROUP LLC PROFIT-SHARING PLAN 2012 401k financial data
Total income from all sources2012-12-31$191,460
Expenses. Total of all expenses incurred2012-12-31$31,655
Benefits paid (including direct rollovers)2012-12-31$31,655
Total plan assets at end of year2012-12-31$885,092
Total plan assets at beginning of year2012-12-31$725,287
Value of fidelity bond covering the plan2012-12-31$100,000
Total contributions received or receivable from participants2012-12-31$76,635
Other income received2012-12-31$82,354
Net income (gross income less expenses)2012-12-31$159,805
Net plan assets at end of year (total assets less liabilities)2012-12-31$885,092
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$725,287
Total contributions received or receivable from employer(s)2012-12-31$32,471
2011 : WILSON DOWNING GROUP LLC PROFIT-SHARING PLAN 2011 401k financial data
Total income from all sources2011-12-31$91,925
Expenses. Total of all expenses incurred2011-12-31$14,847
Benefits paid (including direct rollovers)2011-12-31$14,847
Total plan assets at end of year2011-12-31$725,287
Total plan assets at beginning of year2011-12-31$648,209
Value of fidelity bond covering the plan2011-12-31$10,000
Total contributions received or receivable from participants2011-12-31$76,802
Contributions received from other sources (not participants or employers)2011-12-31$1,681
Other income received2011-12-31$-16,367
Net income (gross income less expenses)2011-12-31$77,078
Net plan assets at end of year (total assets less liabilities)2011-12-31$725,287
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$648,209
Total contributions received or receivable from employer(s)2011-12-31$29,809
2010 : WILSON DOWNING GROUP LLC PROFIT-SHARING PLAN 2010 401k financial data
Total income from all sources2010-12-31$149,104
Expenses. Total of all expenses incurred2010-12-31$86,882
Benefits paid (including direct rollovers)2010-12-31$86,882
Total plan assets at end of year2010-12-31$648,209
Total plan assets at beginning of year2010-12-31$585,987
Value of fidelity bond covering the plan2010-12-31$10,000
Total contributions received or receivable from participants2010-12-31$69,246
Other income received2010-12-31$55,062
Net income (gross income less expenses)2010-12-31$62,222
Net plan assets at end of year (total assets less liabilities)2010-12-31$648,209
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$585,987
Total contributions received or receivable from employer(s)2010-12-31$24,796

Form 5500 Responses for WILSON DOWNING GROUP LLC PROFIT-SHARING PLAN

2020: WILSON DOWNING GROUP LLC PROFIT-SHARING PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01This submission is the final filingYes
2020-01-01This return/report is a short plan year return/report (less than 12 months)Yes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: WILSON DOWNING GROUP LLC PROFIT-SHARING PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: WILSON DOWNING GROUP LLC PROFIT-SHARING PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: WILSON DOWNING GROUP LLC PROFIT-SHARING PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: WILSON DOWNING GROUP LLC PROFIT-SHARING PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: WILSON DOWNING GROUP LLC PROFIT-SHARING PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: WILSON DOWNING GROUP LLC PROFIT-SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: WILSON DOWNING GROUP LLC PROFIT-SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: WILSON DOWNING GROUP LLC PROFIT-SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: WILSON DOWNING GROUP LLC PROFIT-SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: WILSON DOWNING GROUP LLC PROFIT-SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01This submission is the final filingNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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