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ROBERT WHOLEY & COMPANY, INC. PROFIT SHARING 401K SAVINGS PLAN 401k Plan overview

Plan NameROBERT WHOLEY & COMPANY, INC. PROFIT SHARING 401K SAVINGS PLAN
Plan identification number 001

ROBERT WHOLEY & COMPANY, INC. PROFIT SHARING 401K SAVINGS 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.
  • 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

W HOLDINGS, INC. has sponsored the creation of one or more 401k plans.

Company Name:W HOLDINGS, INC.
Employer identification number (EIN):251850599
NAIC Classification:445220
NAIC Description:Fish and Seafood Markets

Additional information about W HOLDINGS, INC.

Jurisdiction of Incorporation: Nevada Department of State
Incorporation Date: 2005-09-29
Company Identification Number: 20051612444
Legal Registered Office Address: 701 S CARSON ST STE 200

CARSON CITY
United States of America (USA)
89701

More information about W HOLDINGS, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ROBERT WHOLEY & COMPANY, INC. PROFIT SHARING 401K SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01JAMES WHOLEY2015-09-28
0012013-01-01JAMES WHOLEY2014-07-24
0012012-01-01JAMES WHOLEY2013-09-25
0012011-01-01JAMES WHOLEY2012-06-18
0012010-01-01JAMES WHOLEY2011-03-07

Financial Data on ROBERT WHOLEY & COMPANY, INC. PROFIT SHARING 401K SAVINGS PLAN

Measure Date Value
2025 : ROBERT WHOLEY & COMPANY, INC. PROFIT SHARING 401K SAVINGS PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-07-2829340
Net assets as of the end of the plan year2025-07-282097408
Total assets as of the beginning of the plan year2025-07-281841203
Value of plan covered by a fidelity bond2025-07-28250000
Participant contributions to plan in this plan year2025-07-2870007
Value of participant loans at end of plan year2025-07-2821645
Other expenses paid from plan in this plan year2025-07-2813073
Other income to plan in this plan year2025-07-28204754
Plan net income in this plan year2025-07-28256205
Net assets as of the end of the plan year2025-07-282097408
Net assets as of the beginning of the plan year2025-07-281841203
Employer contributions to plan in this plan year2025-07-2810784
2024 : ROBERT WHOLEY & COMPANY, INC. PROFIT SHARING 401K SAVINGS PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-06-17162698
Net assets as of the end of the plan year2024-06-171841203
Total assets as of the beginning of the plan year2024-06-171688534
Value of plan covered by a fidelity bond2024-06-17250000
Participant contributions to plan in this plan year2024-06-1778535
Value of participant loans at end of plan year2024-06-1732951
Other expenses paid from plan in this plan year2024-06-1711303
Other income to plan in this plan year2024-06-17224582
Plan net income in this plan year2024-06-17152669
Net assets as of the end of the plan year2024-06-171841203
Net assets as of the beginning of the plan year2024-06-171688534
Employer contributions to plan in this plan year2024-06-1712250
Expensese paid to adminstrative service provicers from plan in this plan year2024-06-17505
2022 : ROBERT WHOLEY & COMPANY, INC. PROFIT SHARING 401K SAVINGS PLAN 2022 401k financial data
Total expenses incurred by plan in this plan year2022-07-11196856
Net assets as of the end of the plan year2022-07-111905515
Total assets as of the beginning of the plan year2022-07-111789389
Value of plan covered by a fidelity bond2022-07-11250000
Participant contributions to plan in this plan year2022-07-1162399
Value of participant loans at end of plan year2022-07-1127706
Other income to plan in this plan year2022-07-11239855
Plan net income in this plan year2022-07-11116126
Net assets as of the end of the plan year2022-07-111905515
Net assets as of the beginning of the plan year2022-07-111789389
Employer contributions to plan in this plan year2022-07-1110728
Expensese paid to adminstrative service provicers from plan in this plan year2022-07-117537

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