401k Plan data: WILD, CARTER, & TIPTON PROFESSIONAL CORPORATION 401(K) PLAN plan

WILD, CARTER, & TIPTON PROFESSIONAL CORPORATION 401(K) PLAN 401k Plan overview

Plan Name	WILD, CARTER, & TIPTON PROFESSIONAL CORPORATION 401(K) PLAN
Plan identification number	002

WILD, CARTER, & TIPTON PROFESSIONAL CORPORATION 401(K) 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.
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

WILD, CARTER, & TIPTON PROFESSIONAL CORPORATION has sponsored the creation of one or more 401k plans.

Company Name: WILD, CARTER, & TIPTON PROFESSIONAL CORPORATION

Employer identification number (EIN): 942589967

NAIC Classification: 541110
NAIC Description: Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WILD, CARTER, & TIPTON PROFESSIONAL CORPORATION 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2023-01-01 LOUISE YENOVKIAN 2024-03-28 PATRICK J. GORMAN 2024-03-28
002 2022-01-01 LOUISE YENOVKIAN 2023-07-31 PATRICK J. GORMAN 2023-07-31
002 2021-01-01 PATRICK J GORMAN 2022-10-04 PATRICK J GORMAN 2022-10-04
002 2020-01-01 LOUISE A YENOVKIAN 2021-05-20 LOUISE A YENOVKIAN 2021-05-20
002 2019-01-01 LOUISE A YENOVKIAN 2020-06-10 LOUISE A YENOVKIAN 2020-06-10
002 2018-01-01 LOUISE A YENOVKIAN 2019-08-15 LOUISE A YENOVKIAN 2019-08-15
002 2017-01-01
002 2016-01-01
002 2015-01-01
002 2014-01-01
002 2013-01-01
002 2012-01-01 LOUISE A. YENOVKIAN LOUISE A. YENOVKIAN 2013-07-23
002 2011-01-01 LOUISE A. YENOVKIAN LOUISE A. YENOVKIAN 2012-10-11

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2023-01-01	LOUISE YENOVKIAN	2024-03-28	PATRICK J. GORMAN	2024-03-28
002	2022-01-01	LOUISE YENOVKIAN	2023-07-31	PATRICK J. GORMAN	2023-07-31
002	2021-01-01	PATRICK J GORMAN	2022-10-04	PATRICK J GORMAN	2022-10-04
002	2020-01-01	LOUISE A YENOVKIAN	2021-05-20	LOUISE A YENOVKIAN	2021-05-20
002	2019-01-01	LOUISE A YENOVKIAN	2020-06-10	LOUISE A YENOVKIAN	2020-06-10
002	2018-01-01	LOUISE A YENOVKIAN	2019-08-15	LOUISE A YENOVKIAN	2019-08-15
002	2017-01-01
002	2016-01-01
002	2015-01-01
002	2014-01-01
002	2013-01-01
002	2012-01-01	LOUISE A. YENOVKIAN		LOUISE A. YENOVKIAN	2013-07-23
002	2011-01-01	LOUISE A. YENOVKIAN		LOUISE A. YENOVKIAN	2012-10-11

Plan Statistics for WILD, CARTER, & TIPTON PROFESSIONAL CORPORATION 401(K) PLAN

401k plan membership statisitcs for WILD, CARTER, & TIPTON PROFESSIONAL CORPORATION 401(K) PLAN

Measure Date Value
2023: WILD, CARTER, & TIPTON PROFESSIONAL CORPORATION 401(K) PLAN 2023 401k membership
Total participants, beginning-of-year 2023-01-01 33
Total number of active participants reported on line 7a of the Form 5500 2023-01-01 22
Number of retired or separated participants receiving benefits 2023-01-01 0
Number of other retired or separated participants entitled to future benefits 2023-01-01 12
Total of all active and inactive participants 2023-01-01 34
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2023-01-01 0
Total participants 2023-01-01 34
Number of participants with account balances 2023-01-01 34
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2023-01-01 0
2022: WILD, CARTER, & TIPTON PROFESSIONAL CORPORATION 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 35
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 19
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 14
Total of all active and inactive participants 2022-01-01 33
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 33
Number of participants with account balances 2022-01-01 33
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 1
2021: WILD, CARTER, & TIPTON PROFESSIONAL CORPORATION 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 32
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 20
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 14
Total of all active and inactive participants 2021-01-01 34
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 34
Number of participants with account balances 2021-01-01 34
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 1
2020: WILD, CARTER, & TIPTON PROFESSIONAL CORPORATION 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 34
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 20
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 11
Total of all active and inactive participants 2020-01-01 31
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 31
Number of participants with account balances 2020-01-01 31
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: WILD, CARTER, & TIPTON PROFESSIONAL CORPORATION 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 37
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 23
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 11
Total of all active and inactive participants 2019-01-01 34
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 34
Number of participants with account balances 2019-01-01 34
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: WILD, CARTER, & TIPTON PROFESSIONAL CORPORATION 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 32
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 24
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 12
Total of all active and inactive participants 2018-01-01 36
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 36
Number of participants with account balances 2018-01-01 36
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: WILD, CARTER, & TIPTON PROFESSIONAL CORPORATION 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 29
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 32
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 0
Total of all active and inactive participants 2017-01-01 32
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 32
Number of participants with account balances 2017-01-01 32
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: WILD, CARTER, & TIPTON PROFESSIONAL CORPORATION 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 28
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 25
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 3
Total of all active and inactive participants 2016-01-01 28
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 28
Number of participants with account balances 2016-01-01 28
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: WILD, CARTER, & TIPTON PROFESSIONAL CORPORATION 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 30
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 26
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 2
Total of all active and inactive participants 2015-01-01 28
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 28
Number of participants with account balances 2015-01-01 28
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: WILD, CARTER, & TIPTON PROFESSIONAL CORPORATION 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 32
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 27
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 3
Total of all active and inactive participants 2014-01-01 30
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 30
Number of participants with account balances 2014-01-01 30
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 1
2013: WILD, CARTER, & TIPTON PROFESSIONAL CORPORATION 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 38
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 29
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 2
Total of all active and inactive participants 2013-01-01 31
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 31
Number of participants with account balances 2013-01-01 31
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 1
2012: WILD, CARTER, & TIPTON PROFESSIONAL CORPORATION 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 36
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 29
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 8
Total of all active and inactive participants 2012-01-01 37
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 37
Number of participants with account balances 2012-01-01 37
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 1
2011: WILD, CARTER, & TIPTON PROFESSIONAL CORPORATION 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 33
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 26
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 7
Total of all active and inactive participants 2011-01-01 33
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 33
Number of participants with account balances 2011-01-01 33
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 1

Measure	Date	Value
2023: WILD, CARTER, & TIPTON PROFESSIONAL CORPORATION 401(K) PLAN 2023 401k membership
Total participants, beginning-of-year	2023-01-01	33
Total number of active participants reported on line 7a of the Form 5500	2023-01-01	22
Number of retired or separated participants receiving benefits	2023-01-01	0
Number of other retired or separated participants entitled to future benefits	2023-01-01	12
Total of all active and inactive participants	2023-01-01	34
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2023-01-01	0
Total participants	2023-01-01	34
Number of participants with account balances	2023-01-01	34
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2023-01-01	0
2022: WILD, CARTER, & TIPTON PROFESSIONAL CORPORATION 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	35
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	19
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	14
Total of all active and inactive participants	2022-01-01	33
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	33
Number of participants with account balances	2022-01-01	33
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	1
2021: WILD, CARTER, & TIPTON PROFESSIONAL CORPORATION 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	32
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	20
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	14
Total of all active and inactive participants	2021-01-01	34
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	34
Number of participants with account balances	2021-01-01	34
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	1
2020: WILD, CARTER, & TIPTON PROFESSIONAL CORPORATION 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	34
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	20
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	11
Total of all active and inactive participants	2020-01-01	31
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	31
Number of participants with account balances	2020-01-01	31
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: WILD, CARTER, & TIPTON PROFESSIONAL CORPORATION 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	37
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	23
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	11
Total of all active and inactive participants	2019-01-01	34
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	34
Number of participants with account balances	2019-01-01	34
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: WILD, CARTER, & TIPTON PROFESSIONAL CORPORATION 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	32
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	24
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	12
Total of all active and inactive participants	2018-01-01	36
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	36
Number of participants with account balances	2018-01-01	36
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: WILD, CARTER, & TIPTON PROFESSIONAL CORPORATION 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	29
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	32
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	0
Total of all active and inactive participants	2017-01-01	32
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	32
Number of participants with account balances	2017-01-01	32
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: WILD, CARTER, & TIPTON PROFESSIONAL CORPORATION 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	28
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	25
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	3
Total of all active and inactive participants	2016-01-01	28
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	28
Number of participants with account balances	2016-01-01	28
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: WILD, CARTER, & TIPTON PROFESSIONAL CORPORATION 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	30
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	26
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	2
Total of all active and inactive participants	2015-01-01	28
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	28
Number of participants with account balances	2015-01-01	28
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: WILD, CARTER, & TIPTON PROFESSIONAL CORPORATION 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	32
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	27
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	3
Total of all active and inactive participants	2014-01-01	30
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	30
Number of participants with account balances	2014-01-01	30
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	1
2013: WILD, CARTER, & TIPTON PROFESSIONAL CORPORATION 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	38
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	29
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	2
Total of all active and inactive participants	2013-01-01	31
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	31
Number of participants with account balances	2013-01-01	31
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	1
2012: WILD, CARTER, & TIPTON PROFESSIONAL CORPORATION 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	36
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	29
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	8
Total of all active and inactive participants	2012-01-01	37
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	37
Number of participants with account balances	2012-01-01	37
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	1
2011: WILD, CARTER, & TIPTON PROFESSIONAL CORPORATION 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	33
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	26
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	7
Total of all active and inactive participants	2011-01-01	33
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	33
Number of participants with account balances	2011-01-01	33
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	1

Financial Data on WILD, CARTER, & TIPTON PROFESSIONAL CORPORATION 401(K) PLAN

Measure	Date	Value
2023 : WILD, CARTER, & TIPTON PROFESSIONAL CORPORATION 401(K) PLAN 2023 401k financial data
Transfers to/from the plan	2023-12-31	$0
Total plan liabilities at end of year	2023-12-31	$0
Total plan liabilities at beginning of year	2023-12-31	$0
Total income from all sources	2023-12-31	$2,262,520
Expenses. Total of all expenses incurred	2023-12-31	$1,563,028
Benefits paid (including direct rollovers)	2023-12-31	$1,533,116
Total plan assets at end of year	2023-12-31	$11,734,792
Total plan assets at beginning of year	2023-12-31	$11,035,300
Value of fidelity bond covering the plan	2023-12-31	$1,000,000
Total contributions received or receivable from participants	2023-12-31	$68,900
Expenses. Other expenses not covered elsewhere	2023-12-31	$0
Contributions received from other sources (not participants or employers)	2023-12-31	$0
Other income received	2023-12-31	$1,952,804
Noncash contributions received	2023-12-31	$0
Net income (gross income less expenses)	2023-12-31	$699,492
Net plan assets at end of year (total assets less liabilities)	2023-12-31	$11,734,792
Net plan assets at beginning of year (total assets less liabilities)	2023-12-31	$11,035,300
Assets. Value of participant loans	2023-12-31	$37,505
Assets. Value of assets in partnership/joint-venture interests	2023-12-31	$204,674
Total contributions received or receivable from employer(s)	2023-12-31	$240,816
Value of certain deemed distributions of participant loans	2023-12-31	$0
Value of corrective distributions	2023-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2023-12-31	$29,912
2022 : WILD, CARTER, & TIPTON PROFESSIONAL CORPORATION 401(K) PLAN 2022 401k financial data
Transfers to/from the plan	2022-12-31	$0
Total plan liabilities at end of year	2022-12-31	$0
Total plan liabilities at beginning of year	2022-12-31	$0
Total income from all sources	2022-12-31	$-1,692,110
Expenses. Total of all expenses incurred	2022-12-31	$1,155,025
Benefits paid (including direct rollovers)	2022-12-31	$1,117,573
Total plan assets at end of year	2022-12-31	$11,035,300
Total plan assets at beginning of year	2022-12-31	$13,882,435
Value of fidelity bond covering the plan	2022-12-31	$879,500
Total contributions received or receivable from participants	2022-12-31	$56,810
Expenses. Other expenses not covered elsewhere	2022-12-31	$0
Contributions received from other sources (not participants or employers)	2022-12-31	$30,532
Other income received	2022-12-31	$-2,015,756
Noncash contributions received	2022-12-31	$0
Net income (gross income less expenses)	2022-12-31	$-2,847,135
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$11,035,300
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$13,882,435
Assets. Value of participant loans	2022-12-31	$39,601
Assets. Value of assets in partnership/joint-venture interests	2022-12-31	$213,241
Total contributions received or receivable from employer(s)	2022-12-31	$236,304
Value of certain deemed distributions of participant loans	2022-12-31	$0
Value of corrective distributions	2022-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2022-12-31	$37,452
2021 : WILD, CARTER, & TIPTON PROFESSIONAL CORPORATION 401(K) PLAN 2021 401k financial data
Transfers to/from the plan	2021-12-31	$0
Total plan liabilities at end of year	2021-12-31	$0
Total plan liabilities at beginning of year	2021-12-31	$0
Total income from all sources	2021-12-31	$2,780,413
Expenses. Total of all expenses incurred	2021-12-31	$1,207,230
Benefits paid (including direct rollovers)	2021-12-31	$1,166,170
Total plan assets at end of year	2021-12-31	$13,882,435
Total plan assets at beginning of year	2021-12-31	$12,309,252
Value of fidelity bond covering the plan	2021-12-31	$1,000,000
Total contributions received or receivable from participants	2021-12-31	$71,740
Expenses. Other expenses not covered elsewhere	2021-12-31	$0
Contributions received from other sources (not participants or employers)	2021-12-31	$0
Other income received	2021-12-31	$2,483,009
Noncash contributions received	2021-12-31	$0
Net income (gross income less expenses)	2021-12-31	$1,573,183
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$13,882,435
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$12,309,252
Assets. Value of participant loans	2021-12-31	$1,313
Assets. Value of assets in partnership/joint-venture interests	2021-12-31	$200,000
Total contributions received or receivable from employer(s)	2021-12-31	$225,664
Value of certain deemed distributions of participant loans	2021-12-31	$0
Value of corrective distributions	2021-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2021-12-31	$41,060
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
2020 : WILD, CARTER, & TIPTON PROFESSIONAL CORPORATION 401(K) PLAN 2020 401k financial data
Transfers to/from the plan	2020-12-31	$0
Total plan liabilities at end of year	2020-12-31	$0
Total plan liabilities at beginning of year	2020-12-31	$0
Total income from all sources	2020-12-31	$1,738,610
Expenses. Total of all expenses incurred	2020-12-31	$616,033
Benefits paid (including direct rollovers)	2020-12-31	$580,134
Total plan assets at end of year	2020-12-31	$12,309,252
Total plan assets at beginning of year	2020-12-31	$11,186,675
Value of fidelity bond covering the plan	2020-12-31	$879,500
Total contributions received or receivable from participants	2020-12-31	$65,510
Expenses. Other expenses not covered elsewhere	2020-12-31	$0
Contributions received from other sources (not participants or employers)	2020-12-31	$0
Other income received	2020-12-31	$1,422,891
Noncash contributions received	2020-12-31	$0
Net income (gross income less expenses)	2020-12-31	$1,122,577
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$12,309,252
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$11,186,675
Assets. Value of participant loans	2020-12-31	$4,066
Assets. Value of assets in partnership/joint-venture interests	2020-12-31	$362,924
Total contributions received or receivable from employer(s)	2020-12-31	$250,209
Value of certain deemed distributions of participant loans	2020-12-31	$0
Value of corrective distributions	2020-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2020-12-31	$35,899
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
2019 : WILD, CARTER, & TIPTON PROFESSIONAL CORPORATION 401(K) PLAN 2019 401k financial data
Transfers to/from the plan	2019-12-31	$0
Total plan liabilities at end of year	2019-12-31	$0
Total plan liabilities at beginning of year	2019-12-31	$0
Total income from all sources	2019-12-31	$2,137,782
Expenses. Total of all expenses incurred	2019-12-31	$320,493
Benefits paid (including direct rollovers)	2019-12-31	$312,509
Total plan assets at end of year	2019-12-31	$11,186,675
Total plan assets at beginning of year	2019-12-31	$9,369,386
Value of fidelity bond covering the plan	2019-12-31	$1,300,000
Total contributions received or receivable from participants	2019-12-31	$31,923
Assets. Value of loans (other than to participants)	2019-12-31	$300,000
Expenses. Other expenses not covered elsewhere	2019-12-31	$0
Contributions received from other sources (not participants or employers)	2019-12-31	$0
Other income received	2019-12-31	$1,888,494
Noncash contributions received	2019-12-31	$0
Net income (gross income less expenses)	2019-12-31	$1,817,289
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$11,186,675
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$9,369,386
Assets. Value of assets in partnership/joint-venture interests	2019-12-31	$379,500
Total contributions received or receivable from employer(s)	2019-12-31	$217,365
Value of certain deemed distributions of participant loans	2019-12-31	$7,984
Value of corrective distributions	2019-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2019-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
2018 : WILD, CARTER, & TIPTON PROFESSIONAL CORPORATION 401(K) PLAN 2018 401k financial data
Transfers to/from the plan	2018-12-31	$0
Total plan liabilities at end of year	2018-12-31	$0
Total plan liabilities at beginning of year	2018-12-31	$0
Total income from all sources	2018-12-31	$146,387
Expenses. Total of all expenses incurred	2018-12-31	$281,493
Benefits paid (including direct rollovers)	2018-12-31	$278,432
Total plan assets at end of year	2018-12-31	$9,369,386
Total plan assets at beginning of year	2018-12-31	$9,504,492
Value of fidelity bond covering the plan	2018-12-31	$1,300,000
Total contributions received or receivable from participants	2018-12-31	$125,590
Assets. Value of loans (other than to participants)	2018-12-31	$500,000
Expenses. Other expenses not covered elsewhere	2018-12-31	$0
Contributions received from other sources (not participants or employers)	2018-12-31	$0
Other income received	2018-12-31	$-224,241
Net income (gross income less expenses)	2018-12-31	$-135,106
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$9,369,386
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$9,504,492
Assets. Value of assets in partnership/joint-venture interests	2018-12-31	$379,500
Total contributions received or receivable from employer(s)	2018-12-31	$245,038
Value of certain deemed distributions of participant loans	2018-12-31	$0
Value of corrective distributions	2018-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$3,061
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
2017 : WILD, CARTER, & TIPTON PROFESSIONAL CORPORATION 401(K) 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	$1,640,361
Expenses. Total of all expenses incurred	2017-12-31	$5,255
Benefits paid (including direct rollovers)	2017-12-31	$1,247
Total plan assets at end of year	2017-12-31	$9,504,492
Total plan assets at beginning of year	2017-12-31	$7,869,386
Value of fidelity bond covering the plan	2017-12-31	$1,700,000
Total contributions received or receivable from participants	2017-12-31	$158,883
Assets. Value of loans (other than to participants)	2017-12-31	$500,000
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	$1,170,025
Noncash contributions received	2017-12-31	$0
Net income (gross income less expenses)	2017-12-31	$1,635,106
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$9,504,492
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$7,869,386
Assets. Value of assets in partnership/joint-venture interests	2017-12-31	$369,505
Total contributions received or receivable from employer(s)	2017-12-31	$311,453
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	$4,008
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
2016 : WILD, CARTER, & TIPTON PROFESSIONAL CORPORATION 401(K) 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	$814,011
Expenses. Total of all expenses incurred	2016-12-31	$667,548
Benefits paid (including direct rollovers)	2016-12-31	$663,263
Total plan assets at end of year	2016-12-31	$7,869,386
Total plan assets at beginning of year	2016-12-31	$7,722,923
Value of fidelity bond covering the plan	2016-12-31	$1,700,000
Total contributions received or receivable from participants	2016-12-31	$104,849
Assets. Value of loans (other than to participants)	2016-12-31	$708,209
Expenses. Other expenses not covered elsewhere	2016-12-31	$4,285
Contributions received from other sources (not participants or employers)	2016-12-31	$0
Other income received	2016-12-31	$448,116
Noncash contributions received	2016-12-31	$0
Net income (gross income less expenses)	2016-12-31	$146,463
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$7,869,386
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$7,722,923
Assets. Value of assets in partnership/joint-venture interests	2016-12-31	$361,659
Total contributions received or receivable from employer(s)	2016-12-31	$261,046
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	$0
2015 : WILD, CARTER, & TIPTON PROFESSIONAL CORPORATION 401(K) 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	$431,037
Expenses. Total of all expenses incurred	2015-12-31	$4,014
Benefits paid (including direct rollovers)	2015-12-31	$416
Total plan assets at end of year	2015-12-31	$7,722,923
Total plan assets at beginning of year	2015-12-31	$7,295,900
Value of fidelity bond covering the plan	2015-12-31	$1,135,000
Total contributions received or receivable from participants	2015-12-31	$123,187
Assets. Value of loans (other than to participants)	2015-12-31	$708,209
Expenses. Other expenses not covered elsewhere	2015-12-31	$0
Contributions received from other sources (not participants or employers)	2015-12-31	$0
Other income received	2015-12-31	$17,909
Noncash contributions received	2015-12-31	$0
Net income (gross income less expenses)	2015-12-31	$427,023
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$7,722,923
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$7,295,900
Assets. Value of participant loans	2015-12-31	$41,691
Assets. Value of assets in partnership/joint-venture interests	2015-12-31	$360,357
Total contributions received or receivable from employer(s)	2015-12-31	$289,941
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	$3,598
2014 : WILD, CARTER, & TIPTON PROFESSIONAL CORPORATION 401(K) PLAN 2014 401k financial data
Transfers to/from the plan	2014-12-31	$0
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	$700,861
Expenses. Total of all expenses incurred	2014-12-31	$84,057
Benefits paid (including direct rollovers)	2014-12-31	$80,288
Total plan assets at end of year	2014-12-31	$7,295,900
Total plan assets at beginning of year	2014-12-31	$6,679,096
Value of fidelity bond covering the plan	2014-12-31	$1,135,000
Total contributions received or receivable from participants	2014-12-31	$76,041
Assets. Value of loans (other than to participants)	2014-12-31	$707,311
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	$359,146
Noncash contributions received	2014-12-31	$0
Net income (gross income less expenses)	2014-12-31	$616,804
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$7,295,900
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$6,679,096
Assets. Value of participant loans	2014-12-31	$44,371
Assets. Value of assets in partnership/joint-venture interests	2014-12-31	$348,707
Total contributions received or receivable from employer(s)	2014-12-31	$265,674
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	$3,769
2013 : WILD, CARTER, & TIPTON PROFESSIONAL CORPORATION 401(K) 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	$1,321,289
Expenses. Total of all expenses incurred	2013-12-31	$121,392
Benefits paid (including direct rollovers)	2013-12-31	$119,204
Total plan assets at end of year	2013-12-31	$6,679,096
Total plan assets at beginning of year	2013-12-31	$5,479,199
Value of fidelity bond covering the plan	2013-12-31	$1,135,000
Total contributions received or receivable from participants	2013-12-31	$70,565
Assets. Value of loans (other than to participants)	2013-12-31	$816,000
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	$1,008,301
Noncash contributions received	2013-12-31	$0
Net income (gross income less expenses)	2013-12-31	$1,199,897
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$6,679,096
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$5,479,199
Assets. Value of participant loans	2013-12-31	$51,220
Assets. Value of assets in partnership/joint-venture interests	2013-12-31	$349,598
Total contributions received or receivable from employer(s)	2013-12-31	$242,423
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	$2,188
2012 : WILD, CARTER, & TIPTON PROFESSIONAL CORPORATION 401(K) PLAN 2012 401k financial data
Transfers to/from the plan	2012-12-31	$0
Total plan liabilities at end of year	2012-12-31	$0
Total plan liabilities at beginning of year	2012-12-31	$0
Total income from all sources	2012-12-31	$813,702
Expenses. Total of all expenses incurred	2012-12-31	$153,226
Benefits paid (including direct rollovers)	2012-12-31	$151,192
Total plan assets at end of year	2012-12-31	$5,479,199
Total plan assets at beginning of year	2012-12-31	$4,818,723
Value of fidelity bond covering the plan	2012-12-31	$1,135,000
Total contributions received or receivable from participants	2012-12-31	$58,731
Assets. Value of loans (other than to participants)	2012-12-31	$766,000
Expenses. Other expenses not covered elsewhere	2012-12-31	$0
Contributions received from other sources (not participants or employers)	2012-12-31	$0
Other income received	2012-12-31	$504,095
Noncash contributions received	2012-12-31	$0
Net income (gross income less expenses)	2012-12-31	$660,476
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$5,479,199
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$4,818,723
Assets. Value of participant loans	2012-12-31	$66,276
Assets. Value of assets in partnership/joint-venture interests	2012-12-31	$343,182
Total contributions received or receivable from employer(s)	2012-12-31	$250,876
Value of certain deemed distributions of participant loans	2012-12-31	$0
Value of corrective distributions	2012-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$2,034
2011 : WILD, CARTER, & TIPTON PROFESSIONAL CORPORATION 401(K) PLAN 2011 401k financial data
Transfers to/from the plan	2011-12-31	$0
Total plan liabilities at end of year	2011-12-31	$0
Total plan liabilities at beginning of year	2011-12-31	$0
Total income from all sources	2011-12-31	$206,467
Expenses. Total of all expenses incurred	2011-12-31	$5,505
Benefits paid (including direct rollovers)	2011-12-31	$1,649
Total plan assets at end of year	2011-12-31	$4,818,723
Total plan assets at beginning of year	2011-12-31	$4,617,761
Value of fidelity bond covering the plan	2011-12-31	$1,135,000
Total contributions received or receivable from participants	2011-12-31	$78,712
Assets. Value of loans (other than to participants)	2011-12-31	$200,000
Expenses. Other expenses not covered elsewhere	2011-12-31	$0
Contributions received from other sources (not participants or employers)	2011-12-31	$0
Other income received	2011-12-31	$-94,404
Noncash contributions received	2011-12-31	$0
Net income (gross income less expenses)	2011-12-31	$200,962
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$4,818,723
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$4,617,761
Assets. Value of participant loans	2011-12-31	$24,757
Assets. Value of assets in partnership/joint-venture interests	2011-12-31	$838,170
Total contributions received or receivable from employer(s)	2011-12-31	$222,159
Value of certain deemed distributions of participant loans	2011-12-31	$3,856
Value of corrective distributions	2011-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$0
2010 : WILD, CARTER, & TIPTON PROFESSIONAL CORPORATION 401(K) PLAN 2010 401k financial data
Transfers to/from the plan	2010-12-31	$0
Total plan liabilities at end of year	2010-12-31	$0
Total plan liabilities at beginning of year	2010-12-31	$0
Total income from all sources	2010-12-31	$767,878
Expenses. Total of all expenses incurred	2010-12-31	$288,657
Benefits paid (including direct rollovers)	2010-12-31	$277,617
Total plan assets at end of year	2010-12-31	$4,617,761
Total plan assets at beginning of year	2010-12-31	$4,138,540
Value of fidelity bond covering the plan	2010-12-31	$1,135,000
Total contributions received or receivable from participants	2010-12-31	$68,126
Assets. Value of loans (other than to participants)	2010-12-31	$200,000
Expenses. Other expenses not covered elsewhere	2010-12-31	$11,040
Contributions received from other sources (not participants or employers)	2010-12-31	$0
Other income received	2010-12-31	$479,498
Noncash contributions received	2010-12-31	$0
Net income (gross income less expenses)	2010-12-31	$479,221
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$4,617,761
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$4,138,540
Assets. Value of participant loans	2010-12-31	$55,949
Assets. Value of assets in partnership/joint-venture interests	2010-12-31	$935,000
Total contributions received or receivable from employer(s)	2010-12-31	$220,254
Value of certain deemed distributions of participant loans	2010-12-31	$0
Value of corrective distributions	2010-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0

Form 5500 Responses for WILD, CARTER, & TIPTON PROFESSIONAL CORPORATION 401(K) PLAN

2023: WILD, CARTER, & TIPTON PROFESSIONAL CORPORATION 401(K) PLAN 2023 form 5500 responses
2023-01-01	Type of plan entity	Single employer plan
2023-01-01	Submission has been amended	No
2023-01-01	This submission is the final filing	No
2023-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2023-01-01	Plan is a collectively bargained plan	No
2023-01-01	Plan funding arrangement – Trust	Yes
2023-01-01	Plan benefit arrangement - Trust	Yes
2022: WILD, CARTER, & TIPTON PROFESSIONAL CORPORATION 401(K) PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: WILD, CARTER, & TIPTON PROFESSIONAL CORPORATION 401(K) PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Insurance	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement – Insurance	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: WILD, CARTER, & TIPTON PROFESSIONAL CORPORATION 401(K) PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: WILD, CARTER, & TIPTON PROFESSIONAL CORPORATION 401(K) PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: WILD, CARTER, & TIPTON PROFESSIONAL CORPORATION 401(K) PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Insurance	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement – Insurance	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: WILD, CARTER, & TIPTON PROFESSIONAL CORPORATION 401(K) PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: WILD, CARTER, & TIPTON PROFESSIONAL CORPORATION 401(K) PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: WILD, CARTER, & TIPTON PROFESSIONAL CORPORATION 401(K) PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: WILD, CARTER, & TIPTON PROFESSIONAL CORPORATION 401(K) PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: WILD, CARTER, & TIPTON PROFESSIONAL CORPORATION 401(K) PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: WILD, CARTER, & TIPTON PROFESSIONAL CORPORATION 401(K) PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: WILD, CARTER, & TIPTON PROFESSIONAL CORPORATION 401(K) PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Insurance	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )

Policy contract number

600887-000

Policy instance

Insurance contract or identification number	600887-000
Number of Individuals Covered	34
Insurance policy start date	2023-01-01
Insurance policy end date	2023-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $2,288
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?	No
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

TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )

Policy contract number

600887-000

Policy instance

Insurance contract or identification number	600887-000
Number of Individuals Covered	33
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $2,844
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?	No
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 $0
Amount paid for insurance broker fees	2844
Additional information about fees paid to insurance broker	ADMINISTRATION
Insurance broker organization code?	5

TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )

Policy contract number

600887-000

Policy instance

Insurance contract or identification number	600887-000
Number of Individuals Covered	34
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $3,261
Commission paid to Insurance Broker	USD $0
Insurance broker organization code?	3
Amount paid for insurance broker fees	503
Additional information about fees paid to insurance broker	ADMINISTRATION

TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )

Policy contract number

600887-000

Policy instance

Insurance contract or identification number	600887-000
Number of Individuals Covered	31
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $2,611
Commission paid to Insurance Broker	USD $0
Insurance broker organization code?	3
Amount paid for insurance broker fees	2611
Additional information about fees paid to insurance broker	ADMINISTRATION

TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )

Policy contract number

600887-000

Policy instance

Insurance contract or identification number	600887-000
Number of Individuals Covered	34
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Total amount of commissions paid to insurance broker	USD $12,604
Total amount of fees paid to insurance company	USD $2,549
Commission paid to Insurance Broker	USD $12,604
Additional information about fees paid to insurance broker	ADVISOR
Insurance broker organization code?	3
Amount paid for insurance broker fees	2549

TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )

Policy contract number

600887-000

Policy instance

Insurance contract or identification number	600887-000
Number of Individuals Covered	36
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Total amount of commissions paid to insurance broker	USD $14,194
Total amount of fees paid to insurance company	USD $2,368
Commission paid to Insurance Broker	USD $14,194
Insurance broker organization code?	3
Amount paid for insurance broker fees	2368
Additional information about fees paid to insurance broker	ADMINISTRATION

TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )

Policy contract number

600887-000

Policy instance

Insurance contract or identification number	600887-000
Number of Individuals Covered	32
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $11,019
Total amount of fees paid to insurance company	USD $1,845
Commission paid to Insurance Broker	USD $11,019
Additional information about fees paid to insurance broker	COMMISSIONS
Insurance broker organization code?	3
Amount paid for insurance broker fees	1845
Insurance broker name	ALL VALLEY ADMINISTRATORS, LLC

TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )

Policy contract number

600887-000

Policy instance

Insurance contract or identification number	600887-000
Number of Individuals Covered	28
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
Total amount of commissions paid to insurance broker	USD $9,911
Total amount of fees paid to insurance company	USD $1,618
Commission paid to Insurance Broker	USD $9,911
Amount paid for insurance broker fees	0
Additional information about fees paid to insurance broker	COMMISSIONS
Insurance broker organization code?	3
Insurance broker name	ALL VALLEY ADMINISTRATORS, LLC

TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )

Policy contract number

600887-000

Policy instance

Insurance contract or identification number	600887-000
Number of Individuals Covered	30
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Total amount of commissions paid to insurance broker	USD $8,890
Total amount of fees paid to insurance company	USD $1,456
Commission paid to Insurance Broker	USD $8,890
Amount paid for insurance broker fees	0
Additional information about fees paid to insurance broker	COMMISIONS
Insurance broker organization code?	3
Insurance broker name	ALL VALLEY ADMINISTRATORS, LLC

TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )

Policy contract number

600887-000

Policy instance

Insurance contract or identification number	600887-000
Number of Individuals Covered	33
Insurance policy start date	2011-01-01
Insurance policy end date	2011-12-31
Total amount of commissions paid to insurance broker	USD $15,009
Total amount of fees paid to insurance company	USD $456

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

15940

Policy instance

Insurance contract or identification number	15940
Number of Individuals Covered	0
Insurance policy start date	2011-01-01
Insurance policy end date	2011-05-16
Total amount of commissions paid to insurance broker	USD $1,847
Total amount of fees paid to insurance company	USD $492

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

15940

Policy instance

Insurance contract or identification number	15940
Number of Individuals Covered	30
Insurance policy start date	2010-01-01
Insurance policy end date	2010-12-31
Total amount of commissions paid to insurance broker	USD $4,437
Total amount of fees paid to insurance company	USD $1,491

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Company Name:	WILD, CARTER, & TIPTON PROFESSIONAL CORPORATION
Employer identification number (EIN):	942589967
NAIC Classification:	541110
NAIC Description:	Offices of Lawyers