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WADE ASH WOODS HILL & FARLEY, PC CASH OR DEFERRED PS PLAN 401k Plan overview

Plan NameWADE ASH WOODS HILL & FARLEY, PC CASH OR DEFERRED PS PLAN
Plan identification number 001

WADE ASH WOODS HILL & FARLEY, PC CASH OR DEFERRED PS PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • 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.
  • 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

WADE ASH WOODS HILL & FARLEY, PC has sponsored the creation of one or more 401k plans.

Company Name:WADE ASH WOODS HILL & FARLEY, PC
Employer identification number (EIN):840914630
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WADE ASH WOODS HILL & FARLEY, PC CASH OR DEFERRED PS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01JOSEPH BRASCH2024-08-30 JOSEPH BRASCH2024-08-30
0012022-01-01LOREEN E JONES2023-10-11 LOREEN E JONES2023-10-11
0012021-01-01LOREEN E JONES2022-07-14 LOREEN E JONES2022-07-14
0012020-01-01LOREEN E. JONES2021-09-28 LOREEN E. JONES2021-09-28
0012019-01-01JILL A. GRIFFITHS2020-10-08 JILL A. GRIFFITHS2020-10-08
0012018-01-01JILL A. GRIFFITHS2019-10-15 JILL A. GRIFFITHS2019-10-15
0012017-01-01JILL A. GRIFFITHS2018-09-17 JILL2018-09-17
0012016-01-01JILL A. GRIFFITHS2017-10-13 JILL A. GRIFFITHS2017-10-13
0012015-01-012016-10-17
0012015-01-01JILL A. GRIFFITHS
0012014-01-01JILL A. GRIFFITHS
0012014-01-01JILL A. GRIFFITHS JILL A. GRIFFITHS2015-10-15
0012013-01-01JILL GRIFFITHS
0012012-01-01JILL A. GRIFFITHS2013-10-14 JILL A. GRIFFITHS2013-10-14
0012011-01-01JILL A. GRIFFITHS JILL A. GRIFFITHS2012-10-12
0012010-01-01JILL A. GRIFFITHS JILL A. GRIFFITHS2011-10-14
0012009-01-01JILL A. GRIFFITHS JILL A. GRIFFITHS2010-09-13

Plan Statistics for WADE ASH WOODS HILL & FARLEY, PC CASH OR DEFERRED PS PLAN

401k plan membership statisitcs for WADE ASH WOODS HILL & FARLEY, PC CASH OR DEFERRED PS PLAN

Measure Date Value
2015: WADE ASH WOODS HILL & FARLEY, PC CASH OR DEFERRED PS PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-0127
Total number of active participants reported on line 7a of the Form 55002015-01-0123
Number of retired or separated participants receiving benefits2015-01-011
Number of other retired or separated participants entitled to future benefits2015-01-016
Total of all active and inactive participants2015-01-0130
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-0130
Number of participants with account balances2015-01-0130
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: WADE ASH WOODS HILL & FARLEY, PC CASH OR DEFERRED PS PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0124
Total number of active participants reported on line 7a of the Form 55002014-01-0123
Number of retired or separated participants receiving benefits2014-01-011
Number of other retired or separated participants entitled to future benefits2014-01-012
Total of all active and inactive participants2014-01-0126
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-011
Total participants2014-01-0127
Number of participants with account balances2014-01-0126
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: WADE ASH WOODS HILL & FARLEY, PC CASH OR DEFERRED PS PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0125
Total number of active participants reported on line 7a of the Form 55002013-01-0121
Number of retired or separated participants receiving benefits2013-01-011
Number of other retired or separated participants entitled to future benefits2013-01-011
Total of all active and inactive participants2013-01-0123
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-011
Total participants2013-01-0124
Number of participants with account balances2013-01-0122
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: WADE ASH WOODS HILL & FARLEY, PC CASH OR DEFERRED PS PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0122
Total number of active participants reported on line 7a of the Form 55002012-01-0122
Number of retired or separated participants receiving benefits2012-01-011
Number of other retired or separated participants entitled to future benefits2012-01-012
Total of all active and inactive participants2012-01-0125
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-0125
Number of participants with account balances2012-01-0125
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: WADE ASH WOODS HILL & FARLEY, PC CASH OR DEFERRED PS PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0125
Total number of active participants reported on line 7a of the Form 55002011-01-0121
Number of retired or separated participants receiving benefits2011-01-011
Number of other retired or separated participants entitled to future benefits2011-01-010
Total of all active and inactive participants2011-01-0122
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-0122
Number of participants with account balances2011-01-0122
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: WADE ASH WOODS HILL & FARLEY, PC CASH OR DEFERRED PS PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-0123
Total number of active participants reported on line 7a of the Form 55002010-01-0122
Number of retired or separated participants receiving benefits2010-01-011
Number of other retired or separated participants entitled to future benefits2010-01-012
Total of all active and inactive participants2010-01-0125
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-0125
Number of participants with account balances2010-01-0124
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: WADE ASH WOODS HILL & FARLEY, PC CASH OR DEFERRED PS PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0126
Total number of active participants reported on line 7a of the Form 55002009-01-0120
Number of retired or separated participants receiving benefits2009-01-011
Number of other retired or separated participants entitled to future benefits2009-01-012
Total of all active and inactive participants2009-01-0123
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-0123
Number of participants with account balances2009-01-0123
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on WADE ASH WOODS HILL & FARLEY, PC CASH OR DEFERRED PS PLAN

Measure Date Value
2015 : WADE ASH WOODS HILL & FARLEY, PC CASH OR DEFERRED PS PLAN 2015 401k financial data
Total income from all sources2015-12-31$203,445
Expenses. Total of all expenses incurred2015-12-31$411,208
Benefits paid (including direct rollovers)2015-12-31$410,805
Total plan assets at end of year2015-12-31$4,802,096
Total plan assets at beginning of year2015-12-31$5,009,859
Value of fidelity bond covering the plan2015-12-31$400,000
Total contributions received or receivable from participants2015-12-31$188,739
Expenses. Other expenses not covered elsewhere2015-12-31$403
Contributions received from other sources (not participants or employers)2015-12-31$4,447
Other income received2015-12-31$-61,595
Net income (gross income less expenses)2015-12-31$-207,763
Net plan assets at end of year (total assets less liabilities)2015-12-31$4,802,096
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$5,009,859
Assets. Value of participant loans2015-12-31$9,780
Total contributions received or receivable from employer(s)2015-12-31$71,854
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Funding deficiency by the employer to the plan for this plan year2015-12-31$0
Minimum employer required contribution for this plan year2015-12-31$0
Amount contributed by the employer to the plan for this plan year2015-12-31$0
2014 : WADE ASH WOODS HILL & FARLEY, PC CASH OR DEFERRED PS PLAN 2014 401k financial data
Total income from all sources2014-12-31$500,840
Expenses. Total of all expenses incurred2014-12-31$116,533
Benefits paid (including direct rollovers)2014-12-31$116,533
Total plan assets at end of year2014-12-31$4,790,048
Total plan assets at beginning of year2014-12-31$4,405,741
Value of fidelity bond covering the plan2014-12-31$400,000
Total contributions received or receivable from participants2014-12-31$195,025
Expenses. Other expenses not covered elsewhere2014-12-31$0
Contributions received from other sources (not participants or employers)2014-12-31$0
Other income received2014-12-31$233,105
Net income (gross income less expenses)2014-12-31$384,307
Net plan assets at end of year (total assets less liabilities)2014-12-31$4,790,048
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$4,405,741
Assets. Value of participant loans2014-12-31$9,867
Total contributions received or receivable from employer(s)2014-12-31$72,710
Value of certain deemed distributions of participant loans2014-12-31$0
Value of corrective distributions2014-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Funding deficiency by the employer to the plan for this plan year2014-12-31$0
Minimum employer required contribution for this plan year2014-12-31$0
Amount contributed by the employer to the plan for this plan year2014-12-31$0
2013 : WADE ASH WOODS HILL & FARLEY, PC CASH OR DEFERRED PS PLAN 2013 401k financial data
Total income from all sources2013-12-31$403,042
Expenses. Total of all expenses incurred2013-12-31$228,673
Benefits paid (including direct rollovers)2013-12-31$227,629
Total plan assets at end of year2013-12-31$4,341,903
Total plan assets at beginning of year2013-12-31$4,167,534
Value of fidelity bond covering the plan2013-12-31$400,000
Total contributions received or receivable from participants2013-12-31$181,589
Expenses. Other expenses not covered elsewhere2013-12-31$0
Contributions received from other sources (not participants or employers)2013-12-31$0
Other income received2013-12-31$221,453
Net income (gross income less expenses)2013-12-31$174,369
Net plan assets at end of year (total assets less liabilities)2013-12-31$4,341,903
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$4,167,534
Assets. Value of participant loans2013-12-31$3,494
Total contributions received or receivable from employer(s)2013-12-31$0
Value of certain deemed distributions of participant loans2013-12-31$1,044
Value of corrective distributions2013-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Funding deficiency by the employer to the plan for this plan year2013-12-31$0
Minimum employer required contribution for this plan year2013-12-31$0
Amount contributed by the employer to the plan for this plan year2013-12-31$0
2012 : WADE ASH WOODS HILL & FARLEY, PC CASH OR DEFERRED PS PLAN 2012 401k financial data
Total income from all sources2012-12-31$606,513
Expenses. Total of all expenses incurred2012-12-31$100,471
Benefits paid (including direct rollovers)2012-12-31$100,471
Total plan assets at end of year2012-12-31$4,167,534
Total plan assets at beginning of year2012-12-31$3,661,492
Value of fidelity bond covering the plan2012-12-31$400,000
Total contributions received or receivable from participants2012-12-31$162,348
Expenses. Other expenses not covered elsewhere2012-12-31$0
Contributions received from other sources (not participants or employers)2012-12-31$0
Other income received2012-12-31$380,348
Net income (gross income less expenses)2012-12-31$506,042
Net plan assets at end of year (total assets less liabilities)2012-12-31$4,167,534
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$3,661,492
Assets. Value of participant loans2012-12-31$4,709
Total contributions received or receivable from employer(s)2012-12-31$63,817
Value of certain deemed distributions of participant loans2012-12-31$0
Value of corrective distributions2012-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Funding deficiency by the employer to the plan for this plan year2012-12-31$0
Minimum employer required contribution for this plan year2012-12-31$0
Amount contributed by the employer to the plan for this plan year2012-12-31$0
2011 : WADE ASH WOODS HILL & FARLEY, PC CASH OR DEFERRED PS PLAN 2011 401k financial data
Total income from all sources2011-12-31$350,781
Expenses. Total of all expenses incurred2011-12-31$199,960
Benefits paid (including direct rollovers)2011-12-31$182,331
Total plan assets at end of year2011-12-31$3,661,492
Total plan assets at beginning of year2011-12-31$3,510,671
Value of fidelity bond covering the plan2011-12-31$400,000
Total contributions received or receivable from participants2011-12-31$158,214
Expenses. Other expenses not covered elsewhere2011-12-31$0
Contributions received from other sources (not participants or employers)2011-12-31$0
Other income received2011-12-31$127,386
Net income (gross income less expenses)2011-12-31$150,821
Net plan assets at end of year (total assets less liabilities)2011-12-31$3,661,492
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$3,510,671
Assets. Value of participant loans2011-12-31$2,004
Total contributions received or receivable from employer(s)2011-12-31$65,181
Value of certain deemed distributions of participant loans2011-12-31$17,629
Value of corrective distributions2011-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Funding deficiency by the employer to the plan for this plan year2011-12-31$0
Minimum employer required contribution for this plan year2011-12-31$0
Amount contributed by the employer to the plan for this plan year2011-12-31$0
2010 : WADE ASH WOODS HILL & FARLEY, PC CASH OR DEFERRED PS PLAN 2010 401k financial data
Total income from all sources2010-12-31$623,112
Expenses. Total of all expenses incurred2010-12-31$481,275
Benefits paid (including direct rollovers)2010-12-31$469,768
Total plan assets at end of year2010-12-31$3,510,671
Total plan assets at beginning of year2010-12-31$3,368,834
Value of fidelity bond covering the plan2010-12-31$400,000
Total contributions received or receivable from participants2010-12-31$158,123
Expenses. Other expenses not covered elsewhere2010-12-31$0
Contributions received from other sources (not participants or employers)2010-12-31$0
Other income received2010-12-31$348,212
Net income (gross income less expenses)2010-12-31$141,837
Net plan assets at end of year (total assets less liabilities)2010-12-31$3,510,671
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$3,368,834
Assets. Value of participant loans2010-12-31$15,819
Total contributions received or receivable from employer(s)2010-12-31$116,777
Value of certain deemed distributions of participant loans2010-12-31$11,507
Value of corrective distributions2010-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Funding deficiency by the employer to the plan for this plan year2010-12-31$0
Minimum employer required contribution for this plan year2010-12-31$0
Amount contributed by the employer to the plan for this plan year2010-12-31$0
2009 : WADE ASH WOODS HILL & FARLEY, PC CASH OR DEFERRED PS PLAN 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
Funding deficiency by the employer to the plan for this plan year2009-12-31$0
Minimum employer required contribution for this plan year2009-12-31$0
Amount contributed by the employer to the plan for this plan year2009-12-31$0

Form 5500 Responses for WADE ASH WOODS HILL & FARLEY, PC CASH OR DEFERRED PS PLAN

2015: WADE ASH WOODS HILL & FARLEY, PC CASH OR DEFERRED PS PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: WADE ASH WOODS HILL & FARLEY, PC CASH OR DEFERRED PS PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedYes
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: WADE ASH WOODS HILL & FARLEY, PC CASH OR DEFERRED PS PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedYes
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: WADE ASH WOODS HILL & FARLEY, PC CASH OR DEFERRED PS PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: WADE ASH WOODS HILL & FARLEY, PC CASH OR DEFERRED PS PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: WADE ASH WOODS HILL & FARLEY, PC CASH OR DEFERRED PS PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: WADE ASH WOODS HILL & FARLEY, PC CASH OR DEFERRED PS PLAN 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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