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WILSON & JOHNSON 401(K) PLAN 401k Plan overview

Plan NameWILSON & JOHNSON 401(K) PLAN
Plan identification number 001

WILSON & JOHNSON 401(K) PLAN Benefits

401k Plan TypeDefined 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.
  • 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.
  • Plan covering Self-Employed individuals.
  • 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

VAL P. WILSON has sponsored the creation of one or more 401k plans.

Company Name:VAL P. WILSON
Employer identification number (EIN):232343602
NAIC Classification:541990
NAIC Description:All Other Professional, Scientific, and Technical Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WILSON & JOHNSON 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01ROBIN BUNDY2024-07-09
0012022-01-01ROBIN BUNDY2023-06-14
0012021-01-01ROBIN BUNDY2022-07-14
0012020-01-01ROBIN BUNDY2021-07-12
0012019-01-01ROBIN BUNDY2020-07-07
0012018-01-01ROBIN BUNDY2019-07-26
0012017-01-01ROBIN BUNDY2018-10-11

Financial Data on WILSON & JOHNSON 401(K) PLAN

Measure Date Value
2025 : WILSON & JOHNSON 401(K) PLAN 2025 401k financial data
Total transfers to/from plan in this plan year2025-07-230
Total liabilities as of the end of the plan year2025-07-230
Total liabilities as of the beginning of the plan year2025-07-230
Total expenses incurred by plan in this plan year2025-07-232253
Net assets as of the end of the plan year2025-07-23132453
Total assets as of the beginning of the plan year2025-07-23102903
Participant contributions to plan in this plan year2025-07-2315856
Value of participant loans at end of plan year2025-07-231511
Other expenses paid from plan in this plan year2025-07-230
Other contributions to plan in this plan year2025-07-230
Other income to plan in this plan year2025-07-2315947
Plan net income in this plan year2025-07-2329550
Net assets as of the end of the plan year2025-07-23132453
Net assets as of the beginning of the plan year2025-07-23102903
Employer contributions to plan in this plan year2025-07-230
Expensese paid to adminstrative service provicers from plan in this plan year2025-07-232253
2024 : WILSON & JOHNSON 401(K) PLAN 2024 401k financial data
Total transfers to/from plan in this plan year2024-07-090
Total liabilities as of the end of the plan year2024-07-090
Total liabilities as of the beginning of the plan year2024-07-090
Total expenses incurred by plan in this plan year2024-07-09953
Net assets as of the end of the plan year2024-07-09102903
Total assets as of the beginning of the plan year2024-07-0977387
Participant contributions to plan in this plan year2024-07-099912
Value of participant loans at end of plan year2024-07-091511
Other expenses paid from plan in this plan year2024-07-090
Other contributions to plan in this plan year2024-07-090
Other income to plan in this plan year2024-07-0916557
Plan net income in this plan year2024-07-0925516
Net assets as of the end of the plan year2024-07-09102903
Net assets as of the beginning of the plan year2024-07-0977387
Employer contributions to plan in this plan year2024-07-090
Expensese paid to adminstrative service provicers from plan in this plan year2024-07-09953
2022 : WILSON & JOHNSON 401(K) PLAN 2022 401k financial data
Total transfers to/from plan in this plan year2022-07-140
Total liabilities as of the end of the plan year2022-07-140
Total liabilities as of the beginning of the plan year2022-07-140
Total expenses incurred by plan in this plan year2022-07-14730
Net assets as of the end of the plan year2022-07-1477892
Total assets as of the beginning of the plan year2022-07-1454660
Value of plan covered by a fidelity bond2022-07-1450000
Participant contributions to plan in this plan year2022-07-1413775
Value of participant loans at end of plan year2022-07-141511
Other expenses paid from plan in this plan year2022-07-140
Other contributions to plan in this plan year2022-07-140
Other income to plan in this plan year2022-07-1410187
Plan net income in this plan year2022-07-1423232
Net assets as of the end of the plan year2022-07-1477892
Net assets as of the beginning of the plan year2022-07-1454660
Employer contributions to plan in this plan year2022-07-140
Expensese paid to adminstrative service provicers from plan in this plan year2022-07-1450

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