401k Plan data: WOODS & ERICKSON LLP EMPLOYEE RETIREMENT PLAN plan

WOODS & ERICKSON LLP EMPLOYEE RETIREMENT PLAN 401k Plan overview

Plan Name	WOODS & ERICKSON LLP EMPLOYEE RETIREMENT PLAN
Plan identification number	001

WOODS & ERICKSON LLP EMPLOYEE RETIREMENT PLAN Benefits

401k Plan Type

Defined 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.
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.
Other welfare benefit cover

401k Sponsoring company profile

WOODS & ERICKSON LLP has sponsored the creation of one or more 401k plans.

Company Name: WOODS & ERICKSON LLP

Employer identification number (EIN): 880326599

NAIC Classification: 541110
NAIC Description: Offices of Lawyers

Additional information about WOODS & ERICKSON LLP

Jurisdiction of Incorporation: Nevada Department of State

Incorporation Date: 1997-12-31

Company Identification Number: 19971000248

Legal Registered Office Address: 1349 GALLERIA DRIVE STE 200

HENDERSON
United States of America (USA)
89014

More information about WOODS & ERICKSON LLP

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WOODS & ERICKSON LLP EMPLOYEE RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2017-01-01 BRIAN WHITAKER
001 2016-01-01 BRIAN WHITAKER
001 2015-01-01 BRIAN WHITAKER
001 2015-01-01 BRIAN WHITAKER
001 2014-01-01 BRIAN WHITAKER
001 2013-01-01 BRIAN WHITAKER
001 2012-01-01 PAMELA WEST 2013-10-09
001 2011-01-01 PAMELA WEST 2012-10-15
001 2010-01-01 PAMELA WEST 2011-09-28

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2017-01-01	BRIAN WHITAKER
001	2016-01-01	BRIAN WHITAKER
001	2015-01-01	BRIAN WHITAKER
001	2015-01-01	BRIAN WHITAKER
001	2014-01-01	BRIAN WHITAKER
001	2013-01-01	BRIAN WHITAKER
001	2012-01-01	PAMELA WEST	2013-10-09
001	2011-01-01	PAMELA WEST	2012-10-15
001	2010-01-01	PAMELA WEST	2011-09-28

Plan Statistics for WOODS & ERICKSON LLP EMPLOYEE RETIREMENT PLAN

401k plan membership statisitcs for WOODS & ERICKSON LLP EMPLOYEE RETIREMENT PLAN

Measure Date Value
2017: WOODS & ERICKSON LLP EMPLOYEE RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 25
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 15
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 9
Total of all active and inactive participants 2017-01-01 24
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 24
Number of participants with account balances 2017-01-01 20
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: WOODS & ERICKSON LLP EMPLOYEE RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 26
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 14
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 10
Total of all active and inactive participants 2016-01-01 24
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 24
Number of participants with account balances 2016-01-01 20
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: WOODS & ERICKSON LLP EMPLOYEE RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 24
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 14
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 8
Total of all active and inactive participants 2015-01-01 22
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 22
Number of participants with account balances 2015-01-01 19
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: WOODS & ERICKSON LLP EMPLOYEE RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 22
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 13
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 11
Total of all active and inactive participants 2014-01-01 24
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 24
Number of participants with account balances 2014-01-01 20
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: WOODS & ERICKSON LLP EMPLOYEE RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 23
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 11
Number of other retired or separated participants entitled to future benefits 2013-01-01 11
Total of all active and inactive participants 2013-01-01 22
Total participants 2013-01-01 22
Number of participants with account balances 2013-01-01 20
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 2

Measure	Date	Value
2017: WOODS & ERICKSON LLP EMPLOYEE RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	25
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	15
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	9
Total of all active and inactive participants	2017-01-01	24
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	24
Number of participants with account balances	2017-01-01	20
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: WOODS & ERICKSON LLP EMPLOYEE RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	26
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	14
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	10
Total of all active and inactive participants	2016-01-01	24
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	24
Number of participants with account balances	2016-01-01	20
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: WOODS & ERICKSON LLP EMPLOYEE RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	24
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	14
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	8
Total of all active and inactive participants	2015-01-01	22
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	22
Number of participants with account balances	2015-01-01	19
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: WOODS & ERICKSON LLP EMPLOYEE RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	22
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	13
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	11
Total of all active and inactive participants	2014-01-01	24
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	24
Number of participants with account balances	2014-01-01	20
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: WOODS & ERICKSON LLP EMPLOYEE RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	23
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	11
Number of other retired or separated participants entitled to future benefits	2013-01-01	11
Total of all active and inactive participants	2013-01-01	22
Total participants	2013-01-01	22
Number of participants with account balances	2013-01-01	20
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	2

Financial Data on WOODS & ERICKSON LLP EMPLOYEE RETIREMENT PLAN

Measure	Date	Value
2017 : WOODS & ERICKSON LLP EMPLOYEE RETIREMENT PLAN 2017 401k financial data
Transfers to/from the plan	2017-12-31	$0
Total plan liabilities at end of year	2017-12-31	$0
Total plan liabilities at beginning of year	2017-12-31	$0
Total income from all sources	2017-12-31	$780,793
Expenses. Total of all expenses incurred	2017-12-31	$46,788
Benefits paid (including direct rollovers)	2017-12-31	$12,645
Total plan assets at end of year	2017-12-31	$4,195,344
Total plan assets at beginning of year	2017-12-31	$3,461,339
Value of fidelity bond covering the plan	2017-12-31	$300,000
Total contributions received or receivable from participants	2017-12-31	$61,159
Expenses. Other expenses not covered elsewhere	2017-12-31	$0
Contributions received from other sources (not participants or employers)	2017-12-31	$0
Other income received	2017-12-31	$686,746
Noncash contributions received	2017-12-31	$0
Net income (gross income less expenses)	2017-12-31	$734,005
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$4,195,344
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$3,461,339
Assets. Value of assets in partnership/joint-venture interests	2017-12-31	$45,030
Total contributions received or receivable from employer(s)	2017-12-31	$32,888
Value of certain deemed distributions of participant loans	2017-12-31	$0
Value of corrective distributions	2017-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$34,143
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
2016 : WOODS & ERICKSON LLP EMPLOYEE RETIREMENT PLAN 2016 401k financial data
Transfers to/from the plan	2016-12-31	$0
Total plan liabilities at end of year	2016-12-31	$0
Total plan liabilities at beginning of year	2016-12-31	$0
Total income from all sources	2016-12-31	$375,521
Expenses. Total of all expenses incurred	2016-12-31	$187,327
Benefits paid (including direct rollovers)	2016-12-31	$149,175
Total plan assets at end of year	2016-12-31	$3,461,339
Total plan assets at beginning of year	2016-12-31	$3,273,145
Value of fidelity bond covering the plan	2016-12-31	$300,000
Total contributions received or receivable from participants	2016-12-31	$71,959
Expenses. Other expenses not covered elsewhere	2016-12-31	$0
Contributions received from other sources (not participants or employers)	2016-12-31	$0
Other income received	2016-12-31	$248,135
Noncash contributions received	2016-12-31	$0
Net income (gross income less expenses)	2016-12-31	$188,194
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$3,461,339
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$3,273,145
Assets. Value of assets in partnership/joint-venture interests	2016-12-31	$45,030
Total contributions received or receivable from employer(s)	2016-12-31	$55,427
Value of certain deemed distributions of participant loans	2016-12-31	$0
Value of corrective distributions	2016-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$38,152
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
2015 : WOODS & ERICKSON LLP EMPLOYEE RETIREMENT PLAN 2015 401k financial data
Transfers to/from the plan	2015-12-31	$0
Total plan liabilities at end of year	2015-12-31	$0
Total plan liabilities at beginning of year	2015-12-31	$0
Total income from all sources	2015-12-31	$91,824
Expenses. Total of all expenses incurred	2015-12-31	$139,483
Benefits paid (including direct rollovers)	2015-12-31	$103,027
Total plan assets at end of year	2015-12-31	$3,275,478
Total plan assets at beginning of year	2015-12-31	$3,323,137
Value of fidelity bond covering the plan	2015-12-31	$300,000
Total contributions received or receivable from participants	2015-12-31	$29,994
Expenses. Other expenses not covered elsewhere	2015-12-31	$180
Contributions received from other sources (not participants or employers)	2015-12-31	$0
Other income received	2015-12-31	$339
Noncash contributions received	2015-12-31	$0
Net income (gross income less expenses)	2015-12-31	$-47,659
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$3,275,478
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$3,323,137
Assets. Value of assets in partnership/joint-venture interests	2015-12-31	$45,030
Total contributions received or receivable from employer(s)	2015-12-31	$61,491
Value of certain deemed distributions of participant loans	2015-12-31	$0
Value of corrective distributions	2015-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$36,276
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
2014 : WOODS & ERICKSON LLP EMPLOYEE RETIREMENT PLAN 2014 401k financial data
Total plan liabilities at end of year	2014-12-31	$0
Total plan liabilities at beginning of year	2014-12-31	$0
Total income from all sources	2014-12-31	$115,432
Expenses. Total of all expenses incurred	2014-12-31	$50,575
Benefits paid (including direct rollovers)	2014-12-31	$17,087
Total plan assets at end of year	2014-12-31	$3,323,137
Total plan assets at beginning of year	2014-12-31	$3,258,280
Value of fidelity bond covering the plan	2014-12-31	$300,000
Total contributions received or receivable from participants	2014-12-31	$60,862
Expenses. Other expenses not covered elsewhere	2014-12-31	$0
Contributions received from other sources (not participants or employers)	2014-12-31	$0
Other income received	2014-12-31	$-16,962
Net income (gross income less expenses)	2014-12-31	$64,857
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$3,323,137
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$3,258,280
Assets. Value of assets in partnership/joint-venture interests	2014-12-31	$45,030
Total contributions received or receivable from employer(s)	2014-12-31	$71,532
Value of certain deemed distributions of participant loans	2014-12-31	$0
Value of corrective distributions	2014-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$33,488
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
2013 : WOODS & ERICKSON LLP EMPLOYEE RETIREMENT PLAN 2013 401k financial data
Transfers to/from the plan	2013-12-31	$0
Total plan liabilities at end of year	2013-12-31	$0
Total plan liabilities at beginning of year	2013-12-31	$0
Total income from all sources	2013-12-31	$718,869
Expenses. Total of all expenses incurred	2013-12-31	$313,519
Benefits paid (including direct rollovers)	2013-12-31	$291,206
Total plan assets at end of year	2013-12-31	$3,258,280
Total plan assets at beginning of year	2013-12-31	$2,852,930
Value of fidelity bond covering the plan	2013-12-31	$300,000
Total contributions received or receivable from participants	2013-12-31	$74,221
Expenses. Other expenses not covered elsewhere	2013-12-31	$0
Contributions received from other sources (not participants or employers)	2013-12-31	$0
Other income received	2013-12-31	$604,121
Noncash contributions received	2013-12-31	$0
Net income (gross income less expenses)	2013-12-31	$405,350
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$3,258,280
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$2,852,930
Assets. Value of assets in partnership/joint-venture interests	2013-12-31	$225,000
Total contributions received or receivable from employer(s)	2013-12-31	$40,527
Value of certain deemed distributions of participant loans	2013-12-31	$0
Value of corrective distributions	2013-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$22,313
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0

Form 5500 Responses for WOODS & ERICKSON LLP EMPLOYEE RETIREMENT PLAN

2017: WOODS & ERICKSON LLP EMPLOYEE RETIREMENT PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: WOODS & ERICKSON LLP EMPLOYEE RETIREMENT PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: WOODS & ERICKSON LLP EMPLOYEE RETIREMENT PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: WOODS & ERICKSON LLP EMPLOYEE RETIREMENT PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: WOODS & ERICKSON LLP EMPLOYEE RETIREMENT PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	WOODS & ERICKSON LLP
Employer identification number (EIN):	880326599
NAIC Classification:	541110
NAIC Description:	Offices of Lawyers

Jurisdiction of Incorporation:	Nevada Department of State
Incorporation Date:	1997-12-31
Company Identification Number:	19971000248
Legal Registered Office Address:	1349 GALLERIA DRIVE STE 200 HENDERSON United States of America (USA) 89014