WILSON REALTY EXCHANGE, INC. has sponsored the creation of one or more 401k plans.
Additional information about WILSON REALTY EXCHANGE, INC.
Submission information for form 5500 for 401k plan WILSON REALTY EXCHANGE, INC. PROFIT SHARING PLAN
401k plan membership statisitcs for WILSON REALTY EXCHANGE, INC. PROFIT SHARING PLAN
Measure | Date | Value |
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2018: WILSON REALTY EXCHANGE, INC. PROFIT SHARING PLAN 2018 401k membership |
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Total participants, beginning-of-year | 2018-01-01 | 3 |
Total of all active and inactive participants | 2018-01-01 | 0 |
Total participants | 2018-01-01 | 0 |
2017: WILSON REALTY EXCHANGE, INC. PROFIT SHARING PLAN 2017 401k membership |
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Total participants, beginning-of-year | 2017-01-01 | 3 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 3 |
Total of all active and inactive participants | 2017-01-01 | 3 |
Total participants | 2017-01-01 | 3 |
Number of participants with account balances | 2017-01-01 | 3 |
2016: WILSON REALTY EXCHANGE, INC. PROFIT SHARING PLAN 2016 401k membership |
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Total participants, beginning-of-year | 2016-01-01 | 4 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 3 |
Total of all active and inactive participants | 2016-01-01 | 3 |
Total participants | 2016-01-01 | 3 |
2015: WILSON REALTY EXCHANGE, INC. PROFIT SHARING PLAN 2015 401k membership |
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Total participants, beginning-of-year | 2015-01-01 | 4 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 4 |
Total of all active and inactive participants | 2015-01-01 | 4 |
Total participants | 2015-01-01 | 4 |
Number of participants with account balances | 2015-01-01 | 4 |
2014: WILSON REALTY EXCHANGE, INC. PROFIT SHARING PLAN 2014 401k membership |
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Total participants, beginning-of-year | 2014-01-01 | 4 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 4 |
Total of all active and inactive participants | 2014-01-01 | 4 |
Total participants | 2014-01-01 | 4 |
Number of participants with account balances | 2014-01-01 | 4 |
2013: WILSON REALTY EXCHANGE, INC. PROFIT SHARING PLAN 2013 401k membership |
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Total participants, beginning-of-year | 2013-01-01 | 4 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 3 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 1 |
Total of all active and inactive participants | 2013-01-01 | 4 |
Total participants | 2013-01-01 | 4 |
Number of participants with account balances | 2013-01-01 | 4 |
2012: WILSON REALTY EXCHANGE, INC. PROFIT SHARING PLAN 2012 401k membership |
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Total participants, beginning-of-year | 2012-01-01 | 4 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 4 |
Total of all active and inactive participants | 2012-01-01 | 4 |
Total participants | 2012-01-01 | 4 |
Number of participants with account balances | 2012-01-01 | 4 |
2011: WILSON REALTY EXCHANGE, INC. PROFIT SHARING PLAN 2011 401k membership |
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Total participants, beginning-of-year | 2011-01-01 | 4 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 4 |
Total of all active and inactive participants | 2011-01-01 | 4 |
Total participants | 2011-01-01 | 4 |
Number of participants with account balances | 2011-01-01 | 4 |
2009: WILSON REALTY EXCHANGE, INC. PROFIT SHARING PLAN 2009 401k membership |
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Total participants, beginning-of-year | 2009-01-01 | 4 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 4 |
Total of all active and inactive participants | 2009-01-01 | 4 |
Total participants | 2009-01-01 | 4 |
Number of participants with account balances | 2009-01-01 | 4 |
Measure | Date | Value |
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2018 : WILSON REALTY EXCHANGE, INC. PROFIT SHARING PLAN 2018 401k financial data |
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Total income from all sources | 2018-12-31 | $-40,373 |
Expenses. Total of all expenses incurred | 2018-12-31 | $2,083,065 |
Benefits paid (including direct rollovers) | 2018-12-31 | $2,075,327 |
Total plan assets at end of year | 2018-12-31 | $0 |
Total plan assets at beginning of year | 2018-12-31 | $2,123,438 |
Value of fidelity bond covering the plan | 2018-12-31 | $1,500,000 |
Expenses. Other expenses not covered elsewhere | 2018-12-31 | $7,738 |
Other income received | 2018-12-31 | $-40,373 |
Net income (gross income less expenses) | 2018-12-31 | $-2,123,438 |
Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $0 |
Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $2,123,438 |
2017 : WILSON REALTY EXCHANGE, INC. PROFIT SHARING PLAN 2017 401k financial data |
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Total income from all sources | 2017-12-31 | $156,816 |
Expenses. Total of all expenses incurred | 2017-12-31 | $104,551 |
Benefits paid (including direct rollovers) | 2017-12-31 | $95,000 |
Total plan assets at end of year | 2017-12-31 | $2,123,438 |
Total plan assets at beginning of year | 2017-12-31 | $2,071,173 |
Value of fidelity bond covering the plan | 2017-12-31 | $1,500,000 |
Assets. Value of loans (other than to participants) | 2017-12-31 | $260,591 |
Expenses. Other expenses not covered elsewhere | 2017-12-31 | $9,551 |
Other income received | 2017-12-31 | $156,816 |
Net income (gross income less expenses) | 2017-12-31 | $52,265 |
Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $2,123,438 |
Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $2,071,173 |
2016 : WILSON REALTY EXCHANGE, INC. PROFIT SHARING PLAN 2016 401k financial data |
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Total plan liabilities at beginning of year | 2016-12-31 | $746 |
Total income from all sources | 2016-12-31 | $134,123 |
Expenses. Total of all expenses incurred | 2016-12-31 | $302,153 |
Benefits paid (including direct rollovers) | 2016-12-31 | $295,272 |
Total plan assets at end of year | 2016-12-31 | $2,071,173 |
Total plan assets at beginning of year | 2016-12-31 | $2,239,949 |
Value of fidelity bond covering the plan | 2016-12-31 | $1,500,000 |
Assets. Value of loans (other than to participants) | 2016-12-31 | $613,892 |
Expenses. Other expenses not covered elsewhere | 2016-12-31 | $6,881 |
Other income received | 2016-12-31 | $134,123 |
Net income (gross income less expenses) | 2016-12-31 | $-168,030 |
Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $2,071,173 |
Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $2,239,203 |
2015 : WILSON REALTY EXCHANGE, INC. PROFIT SHARING PLAN 2015 401k financial data |
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Total plan liabilities at end of year | 2015-12-31 | $746 |
Total plan liabilities at beginning of year | 2015-12-31 | $300,000 |
Total income from all sources | 2015-12-31 | $263,761 |
Expenses. Total of all expenses incurred | 2015-12-31 | $111,979 |
Benefits paid (including direct rollovers) | 2015-12-31 | $100,000 |
Total plan assets at end of year | 2015-12-31 | $2,239,949 |
Total plan assets at beginning of year | 2015-12-31 | $2,387,421 |
Value of fidelity bond covering the plan | 2015-12-31 | $1,500,000 |
Assets. Value of loans (other than to participants) | 2015-12-31 | $986,520 |
Expenses. Other expenses not covered elsewhere | 2015-12-31 | $11,979 |
Other income received | 2015-12-31 | $263,761 |
Net income (gross income less expenses) | 2015-12-31 | $151,782 |
Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $2,239,203 |
Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $2,087,421 |
Assets. Value of real-estate (other than employer real property) | 2015-12-31 | $0 |
2014 : WILSON REALTY EXCHANGE, INC. PROFIT SHARING PLAN 2014 401k financial data |
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Total plan liabilities at end of year | 2014-12-31 | $300,000 |
Total income from all sources | 2014-12-31 | $188,279 |
Expenses. Total of all expenses incurred | 2014-12-31 | $86,403 |
Benefits paid (including direct rollovers) | 2014-12-31 | $73,000 |
Total plan assets at end of year | 2014-12-31 | $2,387,421 |
Total plan assets at beginning of year | 2014-12-31 | $1,985,545 |
Value of fidelity bond covering the plan | 2014-12-31 | $1,500,000 |
Assets. Value of loans (other than to participants) | 2014-12-31 | $425,311 |
Expenses. Other expenses not covered elsewhere | 2014-12-31 | $13,403 |
Other income received | 2014-12-31 | $188,279 |
Net income (gross income less expenses) | 2014-12-31 | $101,876 |
Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $2,087,421 |
Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $1,985,545 |
Assets. Value of assets in partnership/joint-venture interests | 2014-12-31 | $450,552 |
Assets. Value of real-estate (other than employer real property) | 2014-12-31 | $627,180 |
2013 : WILSON REALTY EXCHANGE, INC. PROFIT SHARING PLAN 2013 401k financial data |
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Total income from all sources | 2013-12-31 | $98,571 |
Expenses. Total of all expenses incurred | 2013-12-31 | $51,320 |
Benefits paid (including direct rollovers) | 2013-12-31 | $50,000 |
Total plan assets at end of year | 2013-12-31 | $1,985,545 |
Total plan assets at beginning of year | 2013-12-31 | $1,938,294 |
Value of fidelity bond covering the plan | 2013-12-31 | $1,500,000 |
Expenses. Other expenses not covered elsewhere | 2013-12-31 | $1,320 |
Other income received | 2013-12-31 | $98,571 |
Net income (gross income less expenses) | 2013-12-31 | $47,251 |
Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $1,985,545 |
Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $1,938,294 |
Assets. Value of assets in partnership/joint-venture interests | 2013-12-31 | $313,047 |
2012 : WILSON REALTY EXCHANGE, INC. PROFIT SHARING PLAN 2012 401k financial data |
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Total income from all sources | 2012-12-31 | $103,073 |
Expenses. Total of all expenses incurred | 2012-12-31 | $2,482 |
Total plan assets at end of year | 2012-12-31 | $1,938,294 |
Total plan assets at beginning of year | 2012-12-31 | $1,837,703 |
Value of fidelity bond covering the plan | 2012-12-31 | $1,500,000 |
Expenses. Other expenses not covered elsewhere | 2012-12-31 | $2,482 |
Other income received | 2012-12-31 | $103,073 |
Net income (gross income less expenses) | 2012-12-31 | $100,591 |
Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $1,938,294 |
Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $1,837,703 |
Assets. Value of assets in partnership/joint-venture interests | 2012-12-31 | $312,516 |
2011 : WILSON REALTY EXCHANGE, INC. PROFIT SHARING PLAN 2011 401k financial data |
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Total income from all sources | 2011-12-31 | $95,124 |
Expenses. Total of all expenses incurred | 2011-12-31 | $1,067 |
Total plan assets at end of year | 2011-12-31 | $1,837,703 |
Total plan assets at beginning of year | 2011-12-31 | $1,743,646 |
Value of fidelity bond covering the plan | 2011-12-31 | $1,500,000 |
Expenses. Other expenses not covered elsewhere | 2011-12-31 | $1,067 |
Other income received | 2011-12-31 | $95,124 |
Net income (gross income less expenses) | 2011-12-31 | $94,057 |
Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $1,837,703 |
Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $1,743,646 |
Assets. Value of assets in partnership/joint-venture interests | 2011-12-31 | $309,541 |