WILSON DOWNING GROUP LLC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan WILSON DOWNING GROUP LLC PROFIT-SHARING PLAN
Measure | Date | Value |
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2020: WILSON DOWNING GROUP LLC PROFIT-SHARING PLAN 2020 401k membership |
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Total participants, beginning-of-year | 2020-01-01 | 6 |
Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 0 |
Total of all active and inactive participants | 2020-01-01 | 0 |
Total participants | 2020-01-01 | 0 |
Number of participants with account balances | 2020-01-01 | 0 |
2019: WILSON DOWNING GROUP LLC PROFIT-SHARING PLAN 2019 401k membership |
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Total participants, beginning-of-year | 2019-01-01 | 9 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 4 |
Total of all active and inactive participants | 2019-01-01 | 4 |
Total participants | 2019-01-01 | 4 |
Number of participants with account balances | 2019-01-01 | 4 |
2018: WILSON DOWNING GROUP LLC PROFIT-SHARING PLAN 2018 401k membership |
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Total participants, beginning-of-year | 2018-01-01 | 10 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 9 |
Total of all active and inactive participants | 2018-01-01 | 9 |
Total participants | 2018-01-01 | 9 |
Number of participants with account balances | 2018-01-01 | 9 |
2017: WILSON DOWNING GROUP LLC PROFIT-SHARING PLAN 2017 401k membership |
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Total participants, beginning-of-year | 2017-01-01 | 11 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 6 |
Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 4 |
Total of all active and inactive participants | 2017-01-01 | 10 |
Total participants | 2017-01-01 | 10 |
Number of participants with account balances | 2017-01-01 | 10 |
2016: WILSON DOWNING GROUP LLC PROFIT-SHARING PLAN 2016 401k membership |
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Total participants, beginning-of-year | 2016-01-01 | 10 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 4 |
Total of all active and inactive participants | 2016-01-01 | 4 |
Total participants | 2016-01-01 | 4 |
Number of participants with account balances | 2016-01-01 | 11 |
2015: WILSON DOWNING GROUP LLC PROFIT-SHARING PLAN 2015 401k membership |
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Total participants, beginning-of-year | 2015-01-01 | 12 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 8 |
Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 2 |
Total of all active and inactive participants | 2015-01-01 | 10 |
Total participants | 2015-01-01 | 10 |
2014: WILSON DOWNING GROUP LLC PROFIT-SHARING PLAN 2014 401k membership |
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Total participants, beginning-of-year | 2014-01-01 | 11 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 9 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 3 |
Total of all active and inactive participants | 2014-01-01 | 12 |
Total participants | 2014-01-01 | 12 |
2013: WILSON DOWNING GROUP LLC PROFIT-SHARING PLAN 2013 401k membership |
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Total participants, beginning-of-year | 2013-01-01 | 12 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 9 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 2 |
Total of all active and inactive participants | 2013-01-01 | 11 |
Total participants | 2013-01-01 | 11 |
Number of participants with account balances | 2013-01-01 | 11 |
2012: WILSON DOWNING GROUP LLC PROFIT-SHARING PLAN 2012 401k membership |
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Total participants, beginning-of-year | 2012-01-01 | 15 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 9 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 3 |
Total of all active and inactive participants | 2012-01-01 | 12 |
Total participants | 2012-01-01 | 12 |
Number of participants with account balances | 2012-01-01 | 12 |
2011: WILSON DOWNING GROUP LLC PROFIT-SHARING PLAN 2011 401k membership |
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Total participants, beginning-of-year | 2011-01-01 | 13 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 11 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 4 |
Total of all active and inactive participants | 2011-01-01 | 15 |
Total participants | 2011-01-01 | 15 |
Number of participants with account balances | 2011-01-01 | 15 |
2009: WILSON DOWNING GROUP LLC PROFIT-SHARING PLAN 2009 401k membership |
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Total participants, beginning-of-year | 2009-01-01 | 19 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 12 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 4 |
Total of all active and inactive participants | 2009-01-01 | 16 |
Total participants | 2009-01-01 | 16 |
Number of participants with account balances | 2009-01-01 | 16 |
Measure | Date | Value |
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2020 : WILSON DOWNING GROUP LLC PROFIT-SHARING PLAN 2020 401k financial data |
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Total income from all sources | 2020-12-09 | $34,322 |
Expenses. Total of all expenses incurred | 2020-12-09 | $745,003 |
Benefits paid (including direct rollovers) | 2020-12-09 | $743,154 |
Total plan assets at end of year | 2020-12-09 | $0 |
Total plan assets at beginning of year | 2020-12-09 | $710,681 |
Other income received | 2020-12-09 | $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 securities | 2020-12-09 | $0 |
Funding deficiency by the employer to the plan for this plan year | 2020-12-09 | $0 |
Minimum employer required contribution for this plan year | 2020-12-09 | $0 |
Amount contributed by the employer to the plan for this plan year | 2020-12-09 | $0 |
2019 : WILSON DOWNING GROUP LLC PROFIT-SHARING PLAN 2019 401k financial data |
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Total income from all sources | 2019-12-31 | $204,685 |
Expenses. Total of all expenses incurred | 2019-12-31 | $769,441 |
Benefits paid (including direct rollovers) | 2019-12-31 | $767,822 |
Total plan assets at end of year | 2019-12-31 | $710,681 |
Total plan assets at beginning of year | 2019-12-31 | $1,275,437 |
Other income received | 2019-12-31 | $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 |
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Total income from all sources | 2018-12-31 | $-46,041 |
Expenses. Total of all expenses incurred | 2018-12-31 | $8,149 |
Benefits paid (including direct rollovers) | 2018-12-31 | $7,825 |
Total plan assets at end of year | 2018-12-31 | $1,275,437 |
Total plan assets at beginning of year | 2018-12-31 | $1,329,627 |
Other income received | 2018-12-31 | $-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 |
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Total income from all sources | 2017-12-31 | $259,862 |
Expenses. Total of all expenses incurred | 2017-12-31 | $44,553 |
Benefits paid (including direct rollovers) | 2017-12-31 | $44,553 |
Total plan assets at end of year | 2017-12-31 | $1,329,627 |
Total plan assets at beginning of year | 2017-12-31 | $1,114,318 |
Value of fidelity bond covering the plan | 2017-12-31 | $100,000 |
Total contributions received or receivable from participants | 2017-12-31 | $52,165 |
Other income received | 2017-12-31 | $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 |
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Total income from all sources | 2016-12-31 | $168,973 |
Total plan assets at end of year | 2016-12-31 | $1,114,318 |
Total plan assets at beginning of year | 2016-12-31 | $945,345 |
Value of fidelity bond covering the plan | 2016-12-31 | $100,000 |
Total contributions received or receivable from participants | 2016-12-31 | $46,716 |
Other income received | 2016-12-31 | $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 |
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Total income from all sources | 2015-12-31 | $52,947 |
Expenses. Total of all expenses incurred | 2015-12-31 | $4,114 |
Benefits paid (including direct rollovers) | 2015-12-31 | $4,114 |
Total plan assets at end of year | 2015-12-31 | $945,345 |
Total plan assets at beginning of year | 2015-12-31 | $896,512 |
Value of fidelity bond covering the plan | 2015-12-31 | $100,000 |
Total contributions received or receivable from participants | 2015-12-31 | $46,653 |
Other income received | 2015-12-31 | $-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 |
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Total income from all sources | 2014-12-31 | $183,507 |
Expenses. Total of all expenses incurred | 2014-12-31 | $450,895 |
Benefits paid (including direct rollovers) | 2014-12-31 | $450,895 |
Total plan assets at end of year | 2014-12-31 | $896,512 |
Total plan assets at beginning of year | 2014-12-31 | $1,163,900 |
Value of fidelity bond covering the plan | 2014-12-31 | $116,400 |
Total contributions received or receivable from participants | 2014-12-31 | $52,277 |
Other income received | 2014-12-31 | $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 |
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Total income from all sources | 2013-12-31 | $314,254 |
Expenses. Total of all expenses incurred | 2013-12-31 | $35,446 |
Benefits paid (including direct rollovers) | 2013-12-31 | $35,446 |
Total plan assets at end of year | 2013-12-31 | $1,163,900 |
Total plan assets at beginning of year | 2013-12-31 | $885,092 |
Value of fidelity bond covering the plan | 2013-12-31 | $116,400 |
Total contributions received or receivable from participants | 2013-12-31 | $74,482 |
Other income received | 2013-12-31 | $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 |
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Total income from all sources | 2012-12-31 | $191,460 |
Expenses. Total of all expenses incurred | 2012-12-31 | $31,655 |
Benefits paid (including direct rollovers) | 2012-12-31 | $31,655 |
Total plan assets at end of year | 2012-12-31 | $885,092 |
Total plan assets at beginning of year | 2012-12-31 | $725,287 |
Value of fidelity bond covering the plan | 2012-12-31 | $100,000 |
Total contributions received or receivable from participants | 2012-12-31 | $76,635 |
Other income received | 2012-12-31 | $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 |
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Total income from all sources | 2011-12-31 | $91,925 |
Expenses. Total of all expenses incurred | 2011-12-31 | $14,847 |
Benefits paid (including direct rollovers) | 2011-12-31 | $14,847 |
Total plan assets at end of year | 2011-12-31 | $725,287 |
Total plan assets at beginning of year | 2011-12-31 | $648,209 |
Value of fidelity bond covering the plan | 2011-12-31 | $10,000 |
Total contributions received or receivable from participants | 2011-12-31 | $76,802 |
Contributions received from other sources (not participants or employers) | 2011-12-31 | $1,681 |
Other income received | 2011-12-31 | $-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 |
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Total income from all sources | 2010-12-31 | $149,104 |
Expenses. Total of all expenses incurred | 2010-12-31 | $86,882 |
Benefits paid (including direct rollovers) | 2010-12-31 | $86,882 |
Total plan assets at end of year | 2010-12-31 | $648,209 |
Total plan assets at beginning of year | 2010-12-31 | $585,987 |
Value of fidelity bond covering the plan | 2010-12-31 | $10,000 |
Total contributions received or receivable from participants | 2010-12-31 | $69,246 |
Other income received | 2010-12-31 | $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 |