Logo

WRIGHT WELKER & PAUOLE PLC 401k Plan overview

Plan NameWRIGHT WELKER & PAUOLE PLC
Plan identification number 001

WRIGHT WELKER & PAUOLE PLC 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.
  • 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

HOLM WRIGHT HYDE & HAYS PLC has sponsored the creation of one or more 401k plans.

Company Name:HOLM WRIGHT HYDE & HAYS PLC
Employer identification number (EIN):860974303
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WRIGHT WELKER & PAUOLE PLC

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012015-01-01MATTHEW WRIGHT MATTHEW WRIGHT2016-07-29
0012014-01-01BARBARA HOLM BRADLEY D HOLM2015-07-22
0012013-01-01BARBARA HOLM
0012012-01-01BARBARA HOLM BRAD HOLM2013-07-15
0012011-01-01BARBARA HOLM BRAD HOLM2012-07-17
0012010-01-01BARBARA HOLM HOLM WRIGHT HYDE AND HAYS2011-07-21
0012009-01-01BARBARA HOLM

Plan Statistics for WRIGHT WELKER & PAUOLE PLC

401k plan membership statisitcs for WRIGHT WELKER & PAUOLE PLC

Measure Date Value
2015: WRIGHT WELKER & PAUOLE PLC 2015 401k membership
Total participants, beginning-of-year2015-01-0136
Total number of active participants reported on line 7a of the Form 55002015-01-0128
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-016
Total of all active and inactive participants2015-01-0134
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-0134
Number of participants with account balances2015-01-0134
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: WRIGHT WELKER & PAUOLE PLC 2014 401k membership
Total participants, beginning-of-year2014-01-0135
Total number of active participants reported on line 7a of the Form 55002014-01-0125
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-015
Total of all active and inactive participants2014-01-0130
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-0130
Number of participants with account balances2014-01-0130
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: WRIGHT WELKER & PAUOLE PLC 2013 401k membership
Total participants, beginning-of-year2013-01-0132
Total number of active participants reported on line 7a of the Form 55002013-01-0127
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-015
Total of all active and inactive participants2013-01-0132
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-0132
Number of participants with account balances2013-01-0131
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: WRIGHT WELKER & PAUOLE PLC 2012 401k membership
Total participants, beginning-of-year2012-01-0123
Total number of active participants reported on line 7a of the Form 55002012-01-0125
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-014
Total of all active and inactive participants2012-01-0129
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-0129
Number of participants with account balances2012-01-0129
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: WRIGHT WELKER & PAUOLE PLC 2011 401k membership
Total participants, beginning-of-year2011-01-0125
Total number of active participants reported on line 7a of the Form 55002011-01-0125
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-013
Total of all active and inactive participants2011-01-0128
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-0128
Number of participants with account balances2011-01-0128
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: WRIGHT WELKER & PAUOLE PLC 2010 401k membership
Total participants, beginning-of-year2010-01-0127
Total number of active participants reported on line 7a of the Form 55002010-01-0122
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-015
Total of all active and inactive participants2010-01-0127
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-0127
Number of participants with account balances2010-01-0127
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: WRIGHT WELKER & PAUOLE PLC 2009 401k membership
Total participants, beginning-of-year2009-01-0123
Total number of active participants reported on line 7a of the Form 55002009-01-0124
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-014
Total of all active and inactive participants2009-01-0128
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-0128
Number of participants with account balances2009-01-0128
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on WRIGHT WELKER & PAUOLE PLC

Measure Date Value
2015 : WRIGHT WELKER & PAUOLE PLC 2015 401k financial data
Total income from all sources2015-12-31$196,548
Expenses. Total of all expenses incurred2015-12-31$31,694
Benefits paid (including direct rollovers)2015-12-31$31,533
Total plan assets at end of year2015-12-31$3,662,282
Total plan assets at beginning of year2015-12-31$3,497,428
Value of fidelity bond covering the plan2015-12-31$500,000
Total contributions received or receivable from participants2015-12-31$142,003
Expenses. Other expenses not covered elsewhere2015-12-31$161
Contributions received from other sources (not participants or employers)2015-12-31$4,326
Other income received2015-12-31$-37,047
Net income (gross income less expenses)2015-12-31$164,854
Net plan assets at end of year (total assets less liabilities)2015-12-31$3,662,282
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$3,497,428
Assets. Value of participant loans2015-12-31$143,123
Total contributions received or receivable from employer(s)2015-12-31$87,266
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
2014 : WRIGHT WELKER & PAUOLE PLC 2014 401k financial data
Total income from all sources2014-12-31$411,207
Expenses. Total of all expenses incurred2014-12-31$19,105
Benefits paid (including direct rollovers)2014-12-31$18,963
Total plan assets at end of year2014-12-31$3,497,428
Total plan assets at beginning of year2014-12-31$3,105,326
Value of fidelity bond covering the plan2014-12-31$500,000
Total contributions received or receivable from participants2014-12-31$160,440
Expenses. Other expenses not covered elsewhere2014-12-31$142
Contributions received from other sources (not participants or employers)2014-12-31$0
Other income received2014-12-31$152,438
Net income (gross income less expenses)2014-12-31$392,102
Net plan assets at end of year (total assets less liabilities)2014-12-31$3,497,428
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$3,105,326
Assets. Value of participant loans2014-12-31$72,546
Total contributions received or receivable from employer(s)2014-12-31$98,329
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 : WRIGHT WELKER & PAUOLE PLC 2013 401k financial data
Total income from all sources2013-12-31$536,338
Expenses. Total of all expenses incurred2013-12-31$134,910
Benefits paid (including direct rollovers)2013-12-31$134,799
Total plan assets at end of year2013-12-31$3,105,326
Total plan assets at beginning of year2013-12-31$2,703,898
Value of fidelity bond covering the plan2013-12-31$500,000
Total contributions received or receivable from participants2013-12-31$145,913
Expenses. Other expenses not covered elsewhere2013-12-31$111
Contributions received from other sources (not participants or employers)2013-12-31$10,414
Other income received2013-12-31$287,230
Net income (gross income less expenses)2013-12-31$401,428
Net plan assets at end of year (total assets less liabilities)2013-12-31$3,105,326
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$2,703,898
Assets. Value of participant loans2013-12-31$81,883
Total contributions received or receivable from employer(s)2013-12-31$92,781
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 : WRIGHT WELKER & PAUOLE PLC 2012 401k financial data
Total income from all sources2012-12-31$410,298
Expenses. Total of all expenses incurred2012-12-31$3,143
Benefits paid (including direct rollovers)2012-12-31$3,121
Total plan assets at end of year2012-12-31$2,703,898
Total plan assets at beginning of year2012-12-31$2,296,742
Value of fidelity bond covering the plan2012-12-31$500,000
Total contributions received or receivable from participants2012-12-31$139,442
Expenses. Other expenses not covered elsewhere2012-12-31$22
Contributions received from other sources (not participants or employers)2012-12-31$0
Other income received2012-12-31$181,171
Net income (gross income less expenses)2012-12-31$407,155
Net plan assets at end of year (total assets less liabilities)2012-12-31$2,703,898
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$2,296,742
Assets. Value of participant loans2012-12-31$55,666
Total contributions received or receivable from employer(s)2012-12-31$89,685
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 : WRIGHT WELKER & PAUOLE PLC 2011 401k financial data
Total income from all sources2011-12-31$254,733
Expenses. Total of all expenses incurred2011-12-31$17,064
Benefits paid (including direct rollovers)2011-12-31$17,064
Total plan assets at end of year2011-12-31$2,296,742
Total plan assets at beginning of year2011-12-31$2,059,073
Value of fidelity bond covering the plan2011-12-31$500,000
Total contributions received or receivable from participants2011-12-31$119,448
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$48,067
Net income (gross income less expenses)2011-12-31$237,669
Net plan assets at end of year (total assets less liabilities)2011-12-31$2,296,742
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$2,059,073
Assets. Value of participant loans2011-12-31$47,919
Total contributions received or receivable from employer(s)2011-12-31$87,218
Value of certain deemed distributions of participant loans2011-12-31$0
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 : WRIGHT WELKER & PAUOLE PLC 2010 401k financial data
Total income from all sources2010-12-31$369,683
Expenses. Total of all expenses incurred2010-12-31$41,175
Benefits paid (including direct rollovers)2010-12-31$38,084
Total plan assets at end of year2010-12-31$2,059,073
Total plan assets at beginning of year2010-12-31$1,730,565
Value of fidelity bond covering the plan2010-12-31$200,000
Total contributions received or receivable from participants2010-12-31$110,293
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$180,104
Net income (gross income less expenses)2010-12-31$328,508
Net plan assets at end of year (total assets less liabilities)2010-12-31$2,059,073
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$1,730,565
Assets. Value of participant loans2010-12-31$71,949
Total contributions received or receivable from employer(s)2010-12-31$79,286
Value of certain deemed distributions of participant loans2010-12-31$3,091
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 : WRIGHT WELKER & PAUOLE PLC 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 WRIGHT WELKER & PAUOLE PLC

2015: WRIGHT WELKER & PAUOLE PLC 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: WRIGHT WELKER & PAUOLE PLC 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
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: WRIGHT WELKER & PAUOLE PLC 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
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: WRIGHT WELKER & PAUOLE PLC 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: WRIGHT WELKER & PAUOLE PLC 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: WRIGHT WELKER & PAUOLE PLC 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: WRIGHT WELKER & PAUOLE PLC 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

Potentially related plans

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S1