401k Plan data: WHEELER & TAYLOR, INC. 401(K) PLAN AND TRUST plan

WHEELER & TAYLOR, INC. 401(K) PLAN AND TRUST 401k Plan overview

Plan Name	WHEELER & TAYLOR, INC. 401(K) PLAN AND TRUST
Plan identification number	002

WHEELER & TAYLOR, INC. 401(K) PLAN AND TRUST 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.
Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
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.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

WHEELER & TAYLOR, INC. has sponsored the creation of one or more 401k plans.

Company Name: WHEELER & TAYLOR, INC.

Employer identification number (EIN): 041964660

NAIC Classification: 524210
NAIC Description: Insurance Agencies and Brokerages

Additional information about WHEELER & TAYLOR, INC.

Jurisdiction of Incorporation: Texas Secretary of State

Incorporation Date: 2018-02-20

Company Identification Number: 0802941510

Legal Registered Office Address: 333 MAIN ST

GT BARRINGTON
United States of America (USA)
01230

More information about WHEELER & TAYLOR, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WHEELER & TAYLOR, INC. 401(K) PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2022-01-01 THOMAS BLAUVELT 2023-05-12
002 2021-01-01 THOMAS BLAUVELT 2022-10-12
002 2020-01-01 GARY R. KOBRAN 2021-09-03
002 2019-01-01 GARY R. KOBRAN 2020-07-14
002 2018-01-01 GARY R. KOBRAN 2019-07-15
002 2017-01-01 GARY R. KOBRAN 2018-07-17
002 2016-01-01 GARY R. KOBRAN 2017-09-26
002 2015-01-01 GARY R. KOBRAN 2016-09-26
002 2014-01-01 GARY R. KOBRAN 2015-07-20
002 2013-01-01 GARY R. KOBRAN 2014-06-26
002 2012-01-01 GARY R. KOBRAN 2013-07-15
002 2011-01-01 GARY R. KOBRAN

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
002	2022-01-01	THOMAS BLAUVELT	2023-05-12
002	2021-01-01	THOMAS BLAUVELT	2022-10-12
002	2020-01-01	GARY R. KOBRAN	2021-09-03
002	2019-01-01	GARY R. KOBRAN	2020-07-14
002	2018-01-01	GARY R. KOBRAN	2019-07-15
002	2017-01-01	GARY R. KOBRAN	2018-07-17
002	2016-01-01	GARY R. KOBRAN	2017-09-26
002	2015-01-01	GARY R. KOBRAN	2016-09-26
002	2014-01-01	GARY R. KOBRAN	2015-07-20
002	2013-01-01	GARY R. KOBRAN	2014-06-26
002	2012-01-01	GARY R. KOBRAN	2013-07-15
002	2011-01-01	GARY R. KOBRAN

Plan Statistics for WHEELER & TAYLOR, INC. 401(K) PLAN AND TRUST

401k plan membership statisitcs for WHEELER & TAYLOR, INC. 401(K) PLAN AND TRUST

Measure Date Value
2011: WHEELER & TAYLOR, INC. 401(K) PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year 2011-01-01 55
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 46
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 9
Total of all active and inactive participants 2011-01-01 55
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 55
Number of participants with account balances 2011-01-01 53
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0

Measure	Date	Value
2011: WHEELER & TAYLOR, INC. 401(K) PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year	2011-01-01	55
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	46
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	9
Total of all active and inactive participants	2011-01-01	55
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	55
Number of participants with account balances	2011-01-01	53
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0

Financial Data on WHEELER & TAYLOR, INC. 401(K) PLAN AND TRUST

Measure	Date	Value
2011 : WHEELER & TAYLOR, INC. 401(K) PLAN AND TRUST 2011 401k financial data
Total income from all sources	2011-12-31	$141,066
Expenses. Total of all expenses incurred	2011-12-31	$447,861
Benefits paid (including direct rollovers)	2011-12-31	$440,918
Total plan assets at end of year	2011-12-31	$2,204,920
Total plan assets at beginning of year	2011-12-31	$2,511,715
Value of fidelity bond covering the plan	2011-12-31	$180,000
Total contributions received or receivable from participants	2011-12-31	$146,754
Expenses. Other expenses not covered elsewhere	2011-12-31	$6,943
Contributions received from other sources (not participants or employers)	2011-12-31	$19,577
Other income received	2011-12-31	$-104,665
Net income (gross income less expenses)	2011-12-31	$-306,795
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$2,204,920
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$2,511,715
Total contributions received or receivable from employer(s)	2011-12-31	$79,400
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
2010 : WHEELER & TAYLOR, INC. 401(K) PLAN AND TRUST 2010 401k financial data
Total income from all sources	2010-12-31	$474,773
Expenses. Total of all expenses incurred	2010-12-31	$386,882
Benefits paid (including direct rollovers)	2010-12-31	$386,882
Total plan assets at end of year	2010-12-31	$2,511,715
Total plan assets at beginning of year	2010-12-31	$2,423,824
Value of fidelity bond covering the plan	2010-12-31	$180,000
Total contributions received or receivable from participants	2010-12-31	$173,716
Other income received	2010-12-31	$221,177
Net income (gross income less expenses)	2010-12-31	$87,891
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$2,511,715
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$2,423,824
Total contributions received or receivable from employer(s)	2010-12-31	$79,880
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 WHEELER & TAYLOR, INC. 401(K) PLAN AND TRUST

2011: WHEELER & TAYLOR, INC. 401(K) PLAN AND TRUST 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 – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes

Potentially related plans

Was this data useful?

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

Information Disclaimer

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

See full terms and conditions

Company Name:	WHEELER & TAYLOR, INC.
Employer identification number (EIN):	041964660
NAIC Classification:	524210
NAIC Description:	Insurance Agencies and Brokerages

Jurisdiction of Incorporation:	Texas Secretary of State
Incorporation Date:	2018-02-20
Company Identification Number:	0802941510
Legal Registered Office Address:	333 MAIN ST GT BARRINGTON United States of America (USA) 01230