401k Plan data: BILL WILSON CENTER RETIREMENT PLAN III plan

BILL WILSON CENTER RETIREMENT PLAN III 401k Plan overview

Plan Name	BILL WILSON CENTER RETIREMENT PLAN III
Plan identification number	003

BILL WILSON CENTER RETIREMENT PLAN III Benefits

401k Plan Type

Defined 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.
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

BILL WILSON CENTER has sponsored the creation of one or more 401k plans.

Company Name: BILL WILSON CENTER

Employer identification number (EIN): 942221849

NAIC Classification: 624100
NAIC Description: Individual and Family Services

Additional information about BILL WILSON CENTER

Jurisdiction of Incorporation: California Department of State

Incorporation Date:

Company Identification Number: C0711524

More information about BILL WILSON CENTER

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BILL WILSON CENTER RETIREMENT PLAN III

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
003 2021-07-01 JOSH SELO 2023-04-13 JOSH SELO 2023-04-14
003 2021-07-01 JOSH SELO 2023-04-14 JOSH SELO 2023-04-12
003 2020-07-01 SHERYL D. JONES 2022-04-05 SHERYL D. JONES 2022-04-06
003 2019-07-01 IVIS PENA 2021-02-03 IVIS PENA 2021-02-03
003 2019-07-01 SHERYL D. JONES 2022-04-05 SHERYL D. JONES 2022-04-05
003 2018-07-01 IVIS PENA 2020-03-09 IVIS PENA 2020-03-09
003 2018-07-01 SHERYL D. JONES 2022-04-05 SHERYL D. JONES 2022-04-05
003 2017-07-01
003 2016-07-01
003 2016-07-01 IVIS PENA 2018-04-14
003 2015-07-01
003 2014-07-01 SPARKY HARLAN 2016-04-13 SPARKY HARLAN 2016-04-13

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
003	2021-07-01	JOSH SELO	2023-04-13	JOSH SELO	2023-04-14
003	2021-07-01	JOSH SELO	2023-04-14	JOSH SELO	2023-04-12
003	2020-07-01	SHERYL D. JONES	2022-04-05	SHERYL D. JONES	2022-04-06
003	2019-07-01	IVIS PENA	2021-02-03	IVIS PENA	2021-02-03
003	2019-07-01	SHERYL D. JONES	2022-04-05	SHERYL D. JONES	2022-04-05
003	2018-07-01	IVIS PENA	2020-03-09	IVIS PENA	2020-03-09
003	2018-07-01	SHERYL D. JONES	2022-04-05	SHERYL D. JONES	2022-04-05
003	2017-07-01
003	2016-07-01
003	2016-07-01			IVIS PENA	2018-04-14
003	2015-07-01
003	2014-07-01	SPARKY HARLAN	2016-04-13	SPARKY HARLAN	2016-04-13

Plan Statistics for BILL WILSON CENTER RETIREMENT PLAN III

401k plan membership statisitcs for BILL WILSON CENTER RETIREMENT PLAN III

Measure Date Value
2021: BILL WILSON CENTER RETIREMENT PLAN III 2021 401k membership
Total participants, beginning-of-year 2021-07-01 413
Total number of active participants reported on line 7a of the Form 5500 2021-07-01 204
Number of retired or separated participants receiving benefits 2021-07-01 0
Number of other retired or separated participants entitled to future benefits 2021-07-01 229
Total of all active and inactive participants 2021-07-01 433
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-07-01 0
Total participants 2021-07-01 433
Number of participants with account balances 2021-07-01 322
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-07-01 10
2020: BILL WILSON CENTER RETIREMENT PLAN III 2020 401k membership
Total participants, beginning-of-year 2020-07-01 419
Total number of active participants reported on line 7a of the Form 5500 2020-07-01 301
Number of retired or separated participants receiving benefits 2020-07-01 0
Number of other retired or separated participants entitled to future benefits 2020-07-01 134
Total of all active and inactive participants 2020-07-01 435
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-07-01 0
Total participants 2020-07-01 435
Number of participants with account balances 2020-07-01 275
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-07-01 9
2019: BILL WILSON CENTER RETIREMENT PLAN III 2019 401k membership
Total participants, beginning-of-year 2019-07-01 337
Total number of active participants reported on line 7a of the Form 5500 2019-07-01 210
Number of other retired or separated participants entitled to future benefits 2019-07-01 113
Total of all active and inactive participants 2019-07-01 323
Total participants 2019-07-01 323
Number of participants with account balances 2019-07-01 275
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-07-01 0
Number of retired or separated participants receiving benefits 2019-07-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-07-01 0
2018: BILL WILSON CENTER RETIREMENT PLAN III 2018 401k membership
Total participants, beginning-of-year 2018-07-01 241
Total number of active participants reported on line 7a of the Form 5500 2018-07-01 241
Number of retired or separated participants receiving benefits 2018-07-01 0
Number of other retired or separated participants entitled to future benefits 2018-07-01 67
Total of all active and inactive participants 2018-07-01 308
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-07-01 0
Total participants 2018-07-01 308
Number of participants with account balances 2018-07-01 267
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-07-01 10
2017: BILL WILSON CENTER RETIREMENT PLAN III 2017 401k membership
Total participants, beginning-of-year 2017-07-01 298
Total number of active participants reported on line 7a of the Form 5500 2017-07-01 193
Number of retired or separated participants receiving benefits 2017-07-01 0
Number of other retired or separated participants entitled to future benefits 2017-07-01 136
Total of all active and inactive participants 2017-07-01 329
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-07-01 0
Total participants 2017-07-01 329
Number of participants with account balances 2017-07-01 241
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-07-01 10
2016: BILL WILSON CENTER RETIREMENT PLAN III 2016 401k membership
Total participants, beginning-of-year 2016-07-01 125
Total number of active participants reported on line 7a of the Form 5500 2016-07-01 115
Number of retired or separated participants receiving benefits 2016-07-01 0
Number of other retired or separated participants entitled to future benefits 2016-07-01 29
Total of all active and inactive participants 2016-07-01 144
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-07-01 0
Total participants 2016-07-01 144
Number of participants with account balances 2016-07-01 79
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-07-01 10

Measure	Date	Value
2021: BILL WILSON CENTER RETIREMENT PLAN III 2021 401k membership
Total participants, beginning-of-year	2021-07-01	413
Total number of active participants reported on line 7a of the Form 5500	2021-07-01	204
Number of retired or separated participants receiving benefits	2021-07-01	0
Number of other retired or separated participants entitled to future benefits	2021-07-01	229
Total of all active and inactive participants	2021-07-01	433
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-07-01	0
Total participants	2021-07-01	433
Number of participants with account balances	2021-07-01	322
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-07-01	10
2020: BILL WILSON CENTER RETIREMENT PLAN III 2020 401k membership
Total participants, beginning-of-year	2020-07-01	419
Total number of active participants reported on line 7a of the Form 5500	2020-07-01	301
Number of retired or separated participants receiving benefits	2020-07-01	0
Number of other retired or separated participants entitled to future benefits	2020-07-01	134
Total of all active and inactive participants	2020-07-01	435
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-07-01	0
Total participants	2020-07-01	435
Number of participants with account balances	2020-07-01	275
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-07-01	9
2019: BILL WILSON CENTER RETIREMENT PLAN III 2019 401k membership
Total participants, beginning-of-year	2019-07-01	337
Total number of active participants reported on line 7a of the Form 5500	2019-07-01	210
Number of other retired or separated participants entitled to future benefits	2019-07-01	113
Total of all active and inactive participants	2019-07-01	323
Total participants	2019-07-01	323
Number of participants with account balances	2019-07-01	275
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-07-01	0
Number of retired or separated participants receiving benefits	2019-07-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-07-01	0
2018: BILL WILSON CENTER RETIREMENT PLAN III 2018 401k membership
Total participants, beginning-of-year	2018-07-01	241
Total number of active participants reported on line 7a of the Form 5500	2018-07-01	241
Number of retired or separated participants receiving benefits	2018-07-01	0
Number of other retired or separated participants entitled to future benefits	2018-07-01	67
Total of all active and inactive participants	2018-07-01	308
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-07-01	0
Total participants	2018-07-01	308
Number of participants with account balances	2018-07-01	267
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-07-01	10
2017: BILL WILSON CENTER RETIREMENT PLAN III 2017 401k membership
Total participants, beginning-of-year	2017-07-01	298
Total number of active participants reported on line 7a of the Form 5500	2017-07-01	193
Number of retired or separated participants receiving benefits	2017-07-01	0
Number of other retired or separated participants entitled to future benefits	2017-07-01	136
Total of all active and inactive participants	2017-07-01	329
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-07-01	0
Total participants	2017-07-01	329
Number of participants with account balances	2017-07-01	241
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-07-01	10
2016: BILL WILSON CENTER RETIREMENT PLAN III 2016 401k membership
Total participants, beginning-of-year	2016-07-01	125
Total number of active participants reported on line 7a of the Form 5500	2016-07-01	115
Number of retired or separated participants receiving benefits	2016-07-01	0
Number of other retired or separated participants entitled to future benefits	2016-07-01	29
Total of all active and inactive participants	2016-07-01	144
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-07-01	0
Total participants	2016-07-01	144
Number of participants with account balances	2016-07-01	79
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-07-01	10

Financial Data on BILL WILSON CENTER RETIREMENT PLAN III

Measure	Date	Value
2022 : BILL WILSON CENTER RETIREMENT PLAN III 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-06-30	$0
Total income from all sources (including contributions)	2022-06-30	$-365,226
Total loss/gain on sale of assets	2022-06-30	$0
Total of all expenses incurred	2022-06-30	$657,734
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-06-30	$630,594
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-06-30	$786,492
Value of total assets at end of year	2022-06-30	$7,620,319
Value of total assets at beginning of year	2022-06-30	$8,643,279
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-06-30	$27,140
Total interest from all sources	2022-06-30	$5,610
Total dividends received (eg from common stock, registered investment company shares)	2022-06-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-06-30	No
Was this plan covered by a fidelity bond	2022-06-30	Yes
Value of fidelity bond cover	2022-06-30	$700,000
If this is an individual account plan, was there a blackout period	2022-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2022-06-30	No
Contributions received from participants	2022-06-30	$244,007
Participant contributions at end of year	2022-06-30	$96,897
Participant contributions at beginning of year	2022-06-30	$70,309
Participant contributions at end of year	2022-06-30	$11,040
Participant contributions at beginning of year	2022-06-30	$142,789
Income. Received or receivable in cash from other sources (including rollovers)	2022-06-30	$9,177
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-06-30	No
Value of net income/loss	2022-06-30	$-1,022,960
Value of net assets at end of year (total assets less liabilities)	2022-06-30	$7,620,319
Value of net assets at beginning of year (total assets less liabilities)	2022-06-30	$8,643,279
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-06-30	No
Were any leases to which the plan was party in default or uncollectible	2022-06-30	No
Value of interest in pooled separate accounts at end of year	2022-06-30	$6,979,074
Value of interest in pooled separate accounts at beginning of year	2022-06-30	$7,795,390
Interest on participant loans	2022-06-30	$5,610
Net investment gain/loss from pooled separate accounts	2022-06-30	$-1,157,328
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-06-30	No
Was there a failure to transmit to the plan any participant contributions	2022-06-30	No
Has the plan failed to provide any benefit when due under the plan	2022-06-30	No
Contributions received in cash from employer	2022-06-30	$533,308
Employer contributions (assets) at end of year	2022-06-30	$533,308
Employer contributions (assets) at beginning of year	2022-06-30	$634,791
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-06-30	$630,594
Contract administrator fees	2022-06-30	$27,140
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2022-06-30	No
Did the plan have assets held for investment	2022-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-06-30	No
Opinion of an independent qualified public accountant for this plan	2022-06-30	Disclaimer
Accountancy firm name	2022-06-30	LONG AND ASSOCIATES
Accountancy firm EIN	2022-06-30	352009629
2021 : BILL WILSON CENTER RETIREMENT PLAN III 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-06-30	$0
Total income from all sources (including contributions)	2021-06-30	$2,424,576
Total loss/gain on sale of assets	2021-06-30	$0
Total of all expenses incurred	2021-06-30	$399,134
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-06-30	$375,808
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-06-30	$931,620
Value of total assets at end of year	2021-06-30	$8,643,279
Value of total assets at beginning of year	2021-06-30	$6,617,837
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-06-30	$23,326
Total interest from all sources	2021-06-30	$7,315
Total dividends received (eg from common stock, registered investment company shares)	2021-06-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-06-30	No
Was this plan covered by a fidelity bond	2021-06-30	Yes
Value of fidelity bond cover	2021-06-30	$700,000
If this is an individual account plan, was there a blackout period	2021-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2021-06-30	No
Contributions received from participants	2021-06-30	$294,071
Participant contributions at end of year	2021-06-30	$70,309
Participant contributions at beginning of year	2021-06-30	$57,954
Participant contributions at end of year	2021-06-30	$142,789
Participant contributions at beginning of year	2021-06-30	$165,484
Income. Received or receivable in cash from other sources (including rollovers)	2021-06-30	$2,759
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-06-30	No
Value of net income/loss	2021-06-30	$2,025,442
Value of net assets at end of year (total assets less liabilities)	2021-06-30	$8,643,279
Value of net assets at beginning of year (total assets less liabilities)	2021-06-30	$6,617,837
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-06-30	No
Were any leases to which the plan was party in default or uncollectible	2021-06-30	No
Value of interest in pooled separate accounts at end of year	2021-06-30	$7,795,390
Value of interest in pooled separate accounts at beginning of year	2021-06-30	$6,004,714
Interest on participant loans	2021-06-30	$7,315
Net investment gain/loss from pooled separate accounts	2021-06-30	$1,485,641
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-06-30	No
Was there a failure to transmit to the plan any participant contributions	2021-06-30	No
Has the plan failed to provide any benefit when due under the plan	2021-06-30	No
Contributions received in cash from employer	2021-06-30	$634,790
Employer contributions (assets) at end of year	2021-06-30	$634,791
Employer contributions (assets) at beginning of year	2021-06-30	$389,685
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-06-30	$375,808
Contract administrator fees	2021-06-30	$23,326
Did the plan have assets held for investment	2021-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-06-30	No
Opinion of an independent qualified public accountant for this plan	2021-06-30	Disclaimer
Accountancy firm name	2021-06-30	LONG AND ASSOCIATES
Accountancy firm EIN	2021-06-30	352009629
2020 : BILL WILSON CENTER RETIREMENT PLAN III 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-06-30	$0
Total income from all sources (including contributions)	2020-06-30	$1,051,971
Total loss/gain on sale of assets	2020-06-30	$0
Total of all expenses incurred	2020-06-30	$400,056
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-06-30	$366,411
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-06-30	$829,312
Value of total assets at end of year	2020-06-30	$6,228,152
Value of total assets at beginning of year	2020-06-30	$5,576,237
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-06-30	$33,645
Total interest from all sources	2020-06-30	$7,771
Total dividends received (eg from common stock, registered investment company shares)	2020-06-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-06-30	No
Was this plan covered by a fidelity bond	2020-06-30	Yes
Value of fidelity bond cover	2020-06-30	$700,000
If this is an individual account plan, was there a blackout period	2020-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2020-06-30	No
Contributions received from participants	2020-06-30	$267,479
Participant contributions at end of year	2020-06-30	$57,954
Participant contributions at beginning of year	2020-06-30	$50,662
Participant contributions at end of year	2020-06-30	$165,484
Participant contributions at beginning of year	2020-06-30	$144,930
Income. Received or receivable in cash from other sources (including rollovers)	2020-06-30	$58,065
Administrative expenses (other) incurred	2020-06-30	$6,424
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-06-30	No
Value of net income/loss	2020-06-30	$651,915
Value of net assets at end of year (total assets less liabilities)	2020-06-30	$6,228,152
Value of net assets at beginning of year (total assets less liabilities)	2020-06-30	$5,576,237
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-06-30	No
Were any leases to which the plan was party in default or uncollectible	2020-06-30	No
Investment advisory and management fees	2020-06-30	$27,221
Value of interest in pooled separate accounts at end of year	2020-06-30	$6,004,714
Value of interest in pooled separate accounts at beginning of year	2020-06-30	$5,380,645
Interest on participant loans	2020-06-30	$7,771
Net investment gain/loss from pooled separate accounts	2020-06-30	$214,888
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-06-30	No
Was there a failure to transmit to the plan any participant contributions	2020-06-30	No
Has the plan failed to provide any benefit when due under the plan	2020-06-30	No
Contributions received in cash from employer	2020-06-30	$503,768
Employer contributions (assets) at end of year	2020-06-30	$389,685
Employer contributions (assets) at beginning of year	2020-06-30	$497,344
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-06-30	$366,411
Contract administrator fees	2020-06-30	$27,221
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2020-06-30	No
Did the plan have assets held for investment	2020-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2020-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2020-06-30	Disclaimer
Accountancy firm name	2020-06-30	LONG AND ASSOCIATES
Accountancy firm EIN	2020-06-30	352009629
2019 : BILL WILSON CENTER RETIREMENT PLAN III 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-06-30	$0
Total income from all sources (including contributions)	2019-06-30	$1,363,826
Total loss/gain on sale of assets	2019-06-30	$0
Total of all expenses incurred	2019-06-30	$309,813
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-06-30	$286,694
Expenses. Certain deemed distributions of participant loans	2019-06-30	$3,163
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-06-30	$1,041,053
Value of total assets at end of year	2019-06-30	$6,073,581
Value of total assets at beginning of year	2019-06-30	$5,019,568
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-06-30	$23,119
Total interest from all sources	2019-06-30	$6,271
Total dividends received (eg from common stock, registered investment company shares)	2019-06-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-06-30	No
Administrative expenses professional fees incurred	2019-06-30	$7,223
Was this plan covered by a fidelity bond	2019-06-30	Yes
Value of fidelity bond cover	2019-06-30	$700,000
If this is an individual account plan, was there a blackout period	2019-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2019-06-30	No
Contributions received from participants	2019-06-30	$227,610
Participant contributions at end of year	2019-06-30	$144,930
Participant contributions at beginning of year	2019-06-30	$156,318
Income. Received or receivable in cash from other sources (including rollovers)	2019-06-30	$949
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-06-30	No
Value of net income/loss	2019-06-30	$1,054,013
Value of net assets at end of year (total assets less liabilities)	2019-06-30	$6,073,581
Value of net assets at beginning of year (total assets less liabilities)	2019-06-30	$5,019,568
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-06-30	No
Were any leases to which the plan was party in default or uncollectible	2019-06-30	No
Investment advisory and management fees	2019-06-30	$15,896
Value of interest in pooled separate accounts at end of year	2019-06-30	$5,431,307
Value of interest in pooled separate accounts at beginning of year	2019-06-30	$4,863,250
Interest on participant loans	2019-06-30	$6,271
Net investment gain/loss from pooled separate accounts	2019-06-30	$316,502
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-06-30	No
Was there a failure to transmit to the plan any participant contributions	2019-06-30	No
Has the plan failed to provide any benefit when due under the plan	2019-06-30	No
Contributions received in cash from employer	2019-06-30	$812,494
Employer contributions (assets) at end of year	2019-06-30	$497,344
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-06-30	$286,694
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2019-06-30	No
Did the plan have assets held for investment	2019-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2019-06-30	Disclaimer
Accountancy firm name	2019-06-30	LONG AND ASSOCIATES
Accountancy firm EIN	2019-06-30	352009629
2018 : BILL WILSON CENTER RETIREMENT PLAN III 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-06-30	$0
Total income from all sources (including contributions)	2018-06-30	$1,086,918
Total loss/gain on sale of assets	2018-06-30	$0
Total of all expenses incurred	2018-06-30	$228,191
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-06-30	$199,592
Expenses. Certain deemed distributions of participant loans	2018-06-30	$5,528
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-06-30	$784,665
Value of total assets at end of year	2018-06-30	$5,019,568
Value of total assets at beginning of year	2018-06-30	$4,160,841
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-06-30	$23,071
Total interest from all sources	2018-06-30	$5,640
Total dividends received (eg from common stock, registered investment company shares)	2018-06-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-06-30	No
Administrative expenses professional fees incurred	2018-06-30	$17,314
Was this plan covered by a fidelity bond	2018-06-30	Yes
Value of fidelity bond cover	2018-06-30	$700,000
If this is an individual account plan, was there a blackout period	2018-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2018-06-30	No
Contributions received from participants	2018-06-30	$200,680
Participant contributions at end of year	2018-06-30	$156,318
Participant contributions at beginning of year	2018-06-30	$116,318
Income. Received or receivable in cash from other sources (including rollovers)	2018-06-30	$106,335
Administrative expenses (other) incurred	2018-06-30	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-06-30	No
Value of net income/loss	2018-06-30	$858,727
Value of net assets at end of year (total assets less liabilities)	2018-06-30	$5,019,568
Value of net assets at beginning of year (total assets less liabilities)	2018-06-30	$4,160,841
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-06-30	No
Were any leases to which the plan was party in default or uncollectible	2018-06-30	No
Value of interest in pooled separate accounts at end of year	2018-06-30	$4,863,250
Value of interest in pooled separate accounts at beginning of year	2018-06-30	$4,044,523
Interest on participant loans	2018-06-30	$5,640
Net investment gain/loss from pooled separate accounts	2018-06-30	$296,613
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-06-30	No
Was there a failure to transmit to the plan any participant contributions	2018-06-30	No
Has the plan failed to provide any benefit when due under the plan	2018-06-30	No
Contributions received in cash from employer	2018-06-30	$477,650
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-06-30	$199,592
Contract administrator fees	2018-06-30	$5,757
Did the plan have assets held for investment	2018-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2018-06-30	Disclaimer
Accountancy firm name	2018-06-30	LONG & ASSOCIATES
Accountancy firm EIN	2018-06-30	352009629
2017 : BILL WILSON CENTER RETIREMENT PLAN III 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-06-30	$0
Total income from all sources (including contributions)	2017-06-30	$4,263,378
Total loss/gain on sale of assets	2017-06-30	$0
Total of all expenses incurred	2017-06-30	$285,821
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-06-30	$258,479
Expenses. Certain deemed distributions of participant loans	2017-06-30	$7,859
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-06-30	$3,866,793
Value of total assets at end of year	2017-06-30	$4,160,841
Value of total assets at beginning of year	2017-06-30	$183,284
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-06-30	$19,483
Total interest from all sources	2017-06-30	$4,596
Total dividends received (eg from common stock, registered investment company shares)	2017-06-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-06-30	No
Administrative expenses professional fees incurred	2017-06-30	$15,988
Was this plan covered by a fidelity bond	2017-06-30	Yes
Value of fidelity bond cover	2017-06-30	$700,000
If this is an individual account plan, was there a blackout period	2017-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2017-06-30	No
Contributions received from participants	2017-06-30	$170,921
Income. Received or receivable in cash from other sources (including rollovers)	2017-06-30	$3,281,702
Assets. Loans (other than to participants) at end of year	2017-06-30	$116,318
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-06-30	No
Value of net income/loss	2017-06-30	$3,977,557
Value of net assets at end of year (total assets less liabilities)	2017-06-30	$4,160,841
Value of net assets at beginning of year (total assets less liabilities)	2017-06-30	$183,284
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-06-30	No
Were any leases to which the plan was party in default or uncollectible	2017-06-30	No
Value of interest in pooled separate accounts at end of year	2017-06-30	$4,044,523
Value of interest in pooled separate accounts at beginning of year	2017-06-30	$183,284
Interest on participant loans	2017-06-30	$4,596
Net investment gain/loss from pooled separate accounts	2017-06-30	$391,989
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-06-30	No
Was there a failure to transmit to the plan any participant contributions	2017-06-30	No
Has the plan failed to provide any benefit when due under the plan	2017-06-30	No
Contributions received in cash from employer	2017-06-30	$414,170
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-06-30	$258,479
Contract administrator fees	2017-06-30	$3,495
Did the plan have assets held for investment	2017-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2017-06-30	Disclaimer
Accountancy firm name	2017-06-30	LONG & ASSOCIATES
Accountancy firm EIN	2017-06-30	352009629

Form 5500 Responses for BILL WILSON CENTER RETIREMENT PLAN III

2021: BILL WILSON CENTER RETIREMENT PLAN III 2021 form 5500 responses
2021-07-01	Type of plan entity	Single employer plan
2021-07-01	Submission has been amended	No
2021-07-01	This submission is the final filing	No
2021-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-07-01	Plan is a collectively bargained plan	No
2021-07-01	Plan funding arrangement – Insurance	Yes
2021-07-01	Plan funding arrangement – Trust	Yes
2021-07-01	Plan benefit arrangement – Insurance	Yes
2021-07-01	Plan benefit arrangement - Trust	Yes
2020: BILL WILSON CENTER RETIREMENT PLAN III 2020 form 5500 responses
2020-07-01	Type of plan entity	Single employer plan
2020-07-01	Submission has been amended	No
2020-07-01	This submission is the final filing	No
2020-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-07-01	Plan is a collectively bargained plan	No
2020-07-01	Plan funding arrangement – Insurance	Yes
2020-07-01	Plan funding arrangement – Trust	Yes
2020-07-01	Plan benefit arrangement – Insurance	Yes
2020-07-01	Plan benefit arrangement - Trust	Yes
2019: BILL WILSON CENTER RETIREMENT PLAN III 2019 form 5500 responses
2019-07-01	Type of plan entity	Single employer plan
2019-07-01	Submission has been amended	No
2019-07-01	This submission is the final filing	No
2019-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-07-01	Plan is a collectively bargained plan	No
2019-07-01	Plan funding arrangement – Insurance	Yes
2019-07-01	Plan funding arrangement – Trust	Yes
2019-07-01	Plan benefit arrangement – Insurance	Yes
2019-07-01	Plan benefit arrangement - Trust	Yes
2018: BILL WILSON CENTER RETIREMENT PLAN III 2018 form 5500 responses
2018-07-01	Type of plan entity	Single employer plan
2018-07-01	Submission has been amended	No
2018-07-01	This submission is the final filing	No
2018-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-07-01	Plan is a collectively bargained plan	No
2018-07-01	Plan funding arrangement – Insurance	Yes
2018-07-01	Plan funding arrangement – Trust	Yes
2018-07-01	Plan benefit arrangement – Insurance	Yes
2018-07-01	Plan benefit arrangement - Trust	Yes
2017: BILL WILSON CENTER RETIREMENT PLAN III 2017 form 5500 responses
2017-07-01	Type of plan entity	Single employer plan
2017-07-01	Submission has been amended	No
2017-07-01	This submission is the final filing	No
2017-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-07-01	Plan is a collectively bargained plan	No
2017-07-01	Plan funding arrangement – Insurance	Yes
2017-07-01	Plan funding arrangement – Trust	Yes
2017-07-01	Plan benefit arrangement – Insurance	Yes
2017-07-01	Plan benefit arrangement - Trust	Yes
2016: BILL WILSON CENTER RETIREMENT PLAN III 2016 form 5500 responses
2016-07-01	Type of plan entity	Single employer plan
2016-07-01	Submission has been amended	Yes
2016-07-01	This submission is the final filing	No
2016-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-07-01	Plan is a collectively bargained plan	No
2016-07-01	Plan funding arrangement – Insurance	Yes
2016-07-01	Plan funding arrangement – Trust	Yes
2016-07-01	Plan benefit arrangement – Insurance	Yes
2016-07-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

GP28190

Policy instance

Insurance contract or identification number	GP28190
Number of Individuals Covered	339
Insurance policy start date	2021-07-01
Insurance policy end date	2022-06-30
Total amount of commissions paid to insurance broker	USD $20,185
Total amount of fees paid to insurance company	USD $4,084
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $20,185
Insurance broker organization code?	4
Amount paid for insurance broker fees	4084
Additional information about fees paid to insurance broker	TPA ONGOING ADMIN REIMBURSEMENT PAYMENT

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

GP28190

Policy instance

Insurance contract or identification number	GP28190
Number of Individuals Covered	289
Insurance policy start date	2019-07-01
Insurance policy end date	2020-06-30
Total amount of commissions paid to insurance broker	USD $14,324
Total amount of fees paid to insurance company	USD $2,804
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Amount paid for insurance broker fees	2804
Additional information about fees paid to insurance broker	TPA ONGOING ADMIN REIMBURSEMENT PAYMENT
Insurance broker organization code?	5
Commission paid to Insurance Broker	USD $14,324

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

28190

Policy instance

Insurance contract or identification number	28190
Number of Individuals Covered	256
Insurance policy start date	2018-07-01
Insurance policy end date	2019-06-30
Total amount of commissions paid to insurance broker	USD $12,623
Total amount of fees paid to insurance company	USD $1,866
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $12,623
Additional information about fees paid to insurance broker	SALES COMMISSIONS
Insurance broker organization code?	4

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

28190

Policy instance

Insurance contract or identification number	28190
Number of Individuals Covered	251
Insurance policy start date	2017-07-01
Insurance policy end date	2018-06-30
Total amount of commissions paid to insurance broker	USD $11,497
Total amount of fees paid to insurance company	USD $2,110
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Amount paid for insurance broker fees	2110
Additional information about fees paid to insurance broker	TPA AWARDS
Commission paid to Insurance Broker	USD $11,491
Insurance broker name	LINCOLN FINANCIAL ADVISORS

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Company Name:	BILL WILSON CENTER
Employer identification number (EIN):	942221849
NAIC Classification:	624100
NAIC Description:	Individual and Family Services

Jurisdiction of Incorporation:	California Department of State
Incorporation Date:
Company Identification Number:	C0711524