401k Plan data: M & J WILKOW, LTD. PROFIT SHARING AND 401(K) PLAN plan

M & J WILKOW, LTD. PROFIT SHARING AND 401(K) PLAN 401k Plan overview

Plan Name	M & J WILKOW, LTD. PROFIT SHARING AND 401(K) PLAN
Plan identification number	002

M & J WILKOW, LTD. PROFIT SHARING AND 401(K) PLAN 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.
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.
Participant-directed brokerage accounts provided as an investment option under the plan.
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) received services of leased employees, as defined in Code section 414(n), during the plan year.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

M & J WILKOW, LTD. has sponsored the creation of one or more 401k plans.

Company Name: M & J WILKOW, LTD.

Employer identification number (EIN): 363683868

NAIC Classification: 531310

Form 5500 Filing Information

Submission information for form 5500 for 401k plan M & J WILKOW, LTD. PROFIT SHARING AND 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2024-01-01 SHAWN QUIGLEY
002 2023-01-01
002 2023-01-01 SHAWN QUIGLEY
002 2022-01-01
002 2022-01-01 MARC WILKOW
002 2021-01-01
002 2021-01-01 MARC WILKOW
002 2020-01-01 MARC WILKOW 2021-05-17
002 2019-01-01 MARC WILKOW 2020-07-28
002 2018-01-01 MARC WILKOW 2019-06-21
002 2017-01-01 MARC WILKOW 2018-07-24
002 2016-01-01 MARC WILKOW 2017-06-06
002 2015-01-01 MARC WILKOW 2016-07-08
002 2014-01-01 MARC WILKOW 2015-06-10
002 2013-01-01 MARC WILKOW
002 2012-01-01 MARC WILKOW
002 2011-01-01 MARC WILKOW
002 2010-01-01 MARC WILKOW 2011-07-26 MARC WILKOW 2011-07-26

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2024-01-01	SHAWN QUIGLEY
002	2023-01-01
002	2023-01-01	SHAWN QUIGLEY
002	2022-01-01
002	2022-01-01	MARC WILKOW
002	2021-01-01
002	2021-01-01	MARC WILKOW
002	2020-01-01	MARC WILKOW	2021-05-17
002	2019-01-01	MARC WILKOW	2020-07-28
002	2018-01-01	MARC WILKOW	2019-06-21
002	2017-01-01	MARC WILKOW	2018-07-24
002	2016-01-01	MARC WILKOW	2017-06-06
002	2015-01-01	MARC WILKOW	2016-07-08
002	2014-01-01	MARC WILKOW	2015-06-10
002	2013-01-01	MARC WILKOW
002	2012-01-01	MARC WILKOW
002	2011-01-01	MARC WILKOW
002	2010-01-01	MARC WILKOW	2011-07-26	MARC WILKOW	2011-07-26

Plan Statistics for M & J WILKOW, LTD. PROFIT SHARING AND 401(K) PLAN

401k plan membership statisitcs for M & J WILKOW, LTD. PROFIT SHARING AND 401(K) PLAN

Measure Date Value
2023: M & J WILKOW, LTD. PROFIT SHARING AND 401(K) PLAN 2023 401k membership
Total participants, beginning-of-year 2023-01-01 155
Total number of active participants reported on line 7a of the Form 5500 2023-01-01 120
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 53
Total of all active and inactive participants 2023-01-01 173
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2023-01-01 0
Total participants 2023-01-01 173
Number of participants with account balances 2023-01-01 167
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2023-01-01 14
2022: M & J WILKOW, LTD. PROFIT SHARING AND 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 117
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 106
Number of retired or separated participants receiving benefits 2022-01-01 2
Number of other retired or separated participants entitled to future benefits 2022-01-01 39
Total of all active and inactive participants 2022-01-01 147
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 147
Number of participants with account balances 2022-01-01 147
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 11
2021: M & J WILKOW, LTD. PROFIT SHARING AND 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 121
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 83
Number of retired or separated participants receiving benefits 2021-01-01 4
Number of other retired or separated participants entitled to future benefits 2021-01-01 38
Total of all active and inactive participants 2021-01-01 125
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 125
Number of participants with account balances 2021-01-01 121
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 10
2013: M & J WILKOW, LTD. PROFIT SHARING AND 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 62
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 57
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 12
Total of all active and inactive participants 2013-01-01 69
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 69
Number of participants with account balances 2013-01-01 54
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: M & J WILKOW, LTD. PROFIT SHARING AND 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 72
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 44
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 13
Total of all active and inactive participants 2012-01-01 57
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 57
Number of participants with account balances 2012-01-01 48
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: M & J WILKOW, LTD. PROFIT SHARING AND 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 82
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 52
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 20
Total of all active and inactive participants 2011-01-01 72
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 72
Number of participants with account balances 2011-01-01 57
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: M & J WILKOW, LTD. PROFIT SHARING AND 401(K) PLAN 2023 401k membership
Total participants, beginning-of-year	2023-01-01	155
Total number of active participants reported on line 7a of the Form 5500	2023-01-01	120
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	53
Total of all active and inactive participants	2023-01-01	173
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2023-01-01	0
Total participants	2023-01-01	173
Number of participants with account balances	2023-01-01	167
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2023-01-01	14
2022: M & J WILKOW, LTD. PROFIT SHARING AND 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	117
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	106
Number of retired or separated participants receiving benefits	2022-01-01	2
Number of other retired or separated participants entitled to future benefits	2022-01-01	39
Total of all active and inactive participants	2022-01-01	147
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	147
Number of participants with account balances	2022-01-01	147
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	11
2021: M & J WILKOW, LTD. PROFIT SHARING AND 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	121
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	83
Number of retired or separated participants receiving benefits	2021-01-01	4
Number of other retired or separated participants entitled to future benefits	2021-01-01	38
Total of all active and inactive participants	2021-01-01	125
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	125
Number of participants with account balances	2021-01-01	121
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	10
2013: M & J WILKOW, LTD. PROFIT SHARING AND 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	62
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	57
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	12
Total of all active and inactive participants	2013-01-01	69
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	69
Number of participants with account balances	2013-01-01	54
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: M & J WILKOW, LTD. PROFIT SHARING AND 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	72
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	44
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	13
Total of all active and inactive participants	2012-01-01	57
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	57
Number of participants with account balances	2012-01-01	48
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: M & J WILKOW, LTD. PROFIT SHARING AND 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	82
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	52
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	20
Total of all active and inactive participants	2011-01-01	72
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	72
Number of participants with account balances	2011-01-01	57
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	1

Financial Data on M & J WILKOW, LTD. PROFIT SHARING AND 401(K) PLAN

Measure	Date	Value
2023 : M & J WILKOW, LTD. PROFIT SHARING AND 401(K) PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets	2023-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-12-31	$0
Total income from all sources (including contributions)	2023-12-31	$2,789,877
Total loss/gain on sale of assets	2023-12-31	$0
Total of all expenses incurred	2023-12-31	$587,536
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2023-12-31	$535,554
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2023-12-31	$1,131,413
Value of total assets at end of year	2023-12-31	$12,520,365
Value of total assets at beginning of year	2023-12-31	$10,318,024
Total of administrative expenses incurred including professional, contract, advisory and management fees	2023-12-31	$51,982
Total interest from all sources	2023-12-31	$3,426
Total dividends received (eg from common stock, registered investment company shares)	2023-12-31	$173,031
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2023-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2023-12-31	$173,031
Was this plan covered by a fidelity bond	2023-12-31	Yes
Value of fidelity bond cover	2023-12-31	$3,000,000
If this is an individual account plan, was there a blackout period	2023-12-31	Yes
Were there any nonexempt tranactions with any party-in-interest	2023-12-31	No
Contributions received from participants	2023-12-31	$1,027,984
Participant contributions at end of year	2023-12-31	$69,133
Participant contributions at beginning of year	2023-12-31	$63,794
Assets. Other investments not covered elsewhere at end of year	2023-12-31	$73
Income. Received or receivable in cash from other sources (including rollovers)	2023-12-31	$4,966
Other income not declared elsewhere	2023-12-31	$358
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-12-31	No
Value of net income/loss	2023-12-31	$2,202,341
Value of net assets at end of year (total assets less liabilities)	2023-12-31	$12,520,365
Value of net assets at beginning of year (total assets less liabilities)	2023-12-31	$10,318,024
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2023-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2023-12-31	No
Were any leases to which the plan was party in default or uncollectible	2023-12-31	No
Investment advisory and management fees	2023-12-31	$27,226
Value of interest in registered invesment companies (eg mutual funds) at end of year	2023-12-31	$10,030,526
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2023-12-31	$7,829,207
Interest on participant loans	2023-12-31	$3,426
Income. Interest from loans (other than to participants)	2023-12-31	$0
Value of interest in common/collective trusts at end of year	2023-12-31	$2,420,629
Value of interest in common/collective trusts at beginning of year	2023-12-31	$2,425,023
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2023-12-31	$4
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2023-12-31	$1,413,492
Net investment gain or loss from common/collective trusts	2023-12-31	$68,157
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2023-12-31	No
Was there a failure to transmit to the plan any participant contributions	2023-12-31	No
Has the plan failed to provide any benefit when due under the plan	2023-12-31	No
Contributions received in cash from employer	2023-12-31	$98,463
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2023-12-31	$535,554
Contract administrator fees	2023-12-31	$24,756
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	2023-12-31	Yes
Did the plan have assets held for investment	2023-12-31	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	2023-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2023-12-31	No
Opinion of an independent qualified public accountant for this plan	2023-12-31	Unqualified
Accountancy firm name	2023-12-31	CHERRY BEKAERT LLP
Accountancy firm EIN	2023-12-31	560574444
Total unrealized appreciation/depreciation of assets	2023-01-01	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-01-01	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-01-01	$0
Total income from all sources (including contributions)	2023-01-01	$2,789,877
Total loss/gain on sale of assets	2023-01-01	$0
Total of all expenses incurred	2023-01-01	$587,536
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2023-01-01	$535,554
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2023-01-01	$1,131,413
Value of total assets at end of year	2023-01-01	$12,520,365
Value of total assets at beginning of year	2023-01-01	$10,318,024
Total of administrative expenses incurred including professional, contract, advisory and management fees	2023-01-01	$51,982
Total interest from all sources	2023-01-01	$3,426
Total dividends received (eg from common stock, registered investment company shares)	2023-01-01	$173,031
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2023-01-01	No
Total dividends received from registered investment company shares (eg mutual funds)	2023-01-01	$173,031
Was this plan covered by a fidelity bond	2023-01-01	Yes
Value of fidelity bond cover	2023-01-01	$3,000,000
If this is an individual account plan, was there a blackout period	2023-01-01	Yes
Were there any nonexempt tranactions with any party-in-interest	2023-01-01	No
Contributions received from participants	2023-01-01	$1,027,984
Participant contributions at end of year	2023-01-01	$69,133
Participant contributions at beginning of year	2023-01-01	$63,794
Assets. Other investments not covered elsewhere at end of year	2023-01-01	$73
Income. Received or receivable in cash from other sources (including rollovers)	2023-01-01	$4,966
Other income not declared elsewhere	2023-01-01	$358
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-01-01	No
Value of net income/loss	2023-01-01	$2,202,341
Value of net assets at end of year (total assets less liabilities)	2023-01-01	$12,520,365
Value of net assets at beginning of year (total assets less liabilities)	2023-01-01	$10,318,024
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2023-01-01	No
Were any loans by the plan or fixed income obligations due to the plan in default	2023-01-01	No
Were any leases to which the plan was party in default or uncollectible	2023-01-01	No
Investment advisory and management fees	2023-01-01	$27,226
Value of interest in registered invesment companies (eg mutual funds) at end of year	2023-01-01	$10,030,526
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2023-01-01	$7,829,207
Interest on participant loans	2023-01-01	$3,426
Income. Interest from loans (other than to participants)	2023-01-01	$0
Value of interest in common/collective trusts at end of year	2023-01-01	$2,420,629
Value of interest in common/collective trusts at beginning of year	2023-01-01	$2,425,023
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2023-01-01	$4
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2023-01-01	$1,413,492
Net investment gain or loss from common/collective trusts	2023-01-01	$68,157
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2023-01-01	No
Was there a failure to transmit to the plan any participant contributions	2023-01-01	No
Has the plan failed to provide any benefit when due under the plan	2023-01-01	No
Contributions received in cash from employer	2023-01-01	$98,463
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2023-01-01	$535,554
Contract administrator fees	2023-01-01	$24,756
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	2023-01-01	Yes
Did the plan have assets held for investment	2023-01-01	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	2023-01-01	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2023-01-01	No
Opinion of an independent qualified public accountant for this plan	2023-01-01	1
Accountancy firm name	2023-01-01	CHERRY BEKAERT LLP
Accountancy firm EIN	2023-01-01	560574444
2022 : M & J WILKOW, LTD. PROFIT SHARING AND 401(K) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total income from all sources (including contributions)	2022-12-31	$-707,461
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$881,627
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$829,544
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$932,540
Value of total assets at end of year	2022-12-31	$10,318,024
Value of total assets at beginning of year	2022-12-31	$11,907,112
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$52,083
Total interest from all sources	2022-12-31	$2,531
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$337,220
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$337,220
Administrative expenses professional fees incurred	2022-12-31	$3,218
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$3,000,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$825,818
Participant contributions at end of year	2022-12-31	$63,794
Participant contributions at beginning of year	2022-12-31	$59,582
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$29,873
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-1,589,088
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$10,318,024
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$11,907,112
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Investment advisory and management fees	2022-12-31	$27,602
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$7,829,207
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$9,602,361
Interest on participant loans	2022-12-31	$2,531
Value of interest in common/collective trusts at end of year	2022-12-31	$2,425,023
Value of interest in common/collective trusts at beginning of year	2022-12-31	$2,245,169
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-2,023,921
Net investment gain or loss from common/collective trusts	2022-12-31	$44,169
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$76,849
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$829,544
Contract administrator fees	2022-12-31	$21,263
Did the plan have assets held for investment	2022-12-31	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	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	PKF MUELLER
Accountancy firm EIN	2022-12-31	362658780
Total unrealized appreciation/depreciation of assets	2022-01-01	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-01-01	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-01-01	$0
Total income from all sources (including contributions)	2022-01-01	$-707,461
Total loss/gain on sale of assets	2022-01-01	$0
Total of all expenses incurred	2022-01-01	$881,627
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-01-01	$829,544
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-01-01	$932,540
Value of total assets at end of year	2022-01-01	$10,318,024
Value of total assets at beginning of year	2022-01-01	$11,907,112
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-01-01	$52,083
Total interest from all sources	2022-01-01	$2,531
Total dividends received (eg from common stock, registered investment company shares)	2022-01-01	$337,220
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-01-01	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-01-01	$337,220
Administrative expenses professional fees incurred	2022-01-01	$3,218
Was this plan covered by a fidelity bond	2022-01-01	Yes
Value of fidelity bond cover	2022-01-01	$3,000,000
If this is an individual account plan, was there a blackout period	2022-01-01	No
Were there any nonexempt tranactions with any party-in-interest	2022-01-01	No
Contributions received from participants	2022-01-01	$825,818
Participant contributions at end of year	2022-01-01	$63,794
Participant contributions at beginning of year	2022-01-01	$59,582
Income. Received or receivable in cash from other sources (including rollovers)	2022-01-01	$29,873
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-01-01	No
Value of net income/loss	2022-01-01	$-1,589,088
Value of net assets at end of year (total assets less liabilities)	2022-01-01	$10,318,024
Value of net assets at beginning of year (total assets less liabilities)	2022-01-01	$11,907,112
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-01-01	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-01-01	No
Were any leases to which the plan was party in default or uncollectible	2022-01-01	No
Investment advisory and management fees	2022-01-01	$27,602
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-01-01	$7,829,207
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-01-01	$9,602,361
Interest on participant loans	2022-01-01	$2,531
Value of interest in common/collective trusts at end of year	2022-01-01	$2,425,023
Value of interest in common/collective trusts at beginning of year	2022-01-01	$2,245,169
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-01-01	$-2,023,921
Net investment gain or loss from common/collective trusts	2022-01-01	$44,169
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-01-01	No
Was there a failure to transmit to the plan any participant contributions	2022-01-01	No
Has the plan failed to provide any benefit when due under the plan	2022-01-01	No
Contributions received in cash from employer	2022-01-01	$76,849
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-01-01	$829,544
Contract administrator fees	2022-01-01	$21,263
Did the plan have assets held for investment	2022-01-01	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	2022-01-01	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-01-01	No
Opinion of an independent qualified public accountant for this plan	2022-01-01	1
Accountancy firm name	2022-01-01	PKF MUELLER
Accountancy firm EIN	2022-01-01	362658780
2021 : M & J WILKOW, LTD. PROFIT SHARING AND 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total income from all sources (including contributions)	2021-12-31	$2,382,115
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$622,481
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$564,846
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$986,671
Value of total assets at end of year	2021-12-31	$11,907,112
Value of total assets at beginning of year	2021-12-31	$10,147,478
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$57,635
Total interest from all sources	2021-12-31	$3,594
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$315,339
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$315,339
Administrative expenses professional fees incurred	2021-12-31	$11,452
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$3,000,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$815,339
Participant contributions at end of year	2021-12-31	$59,582
Participant contributions at beginning of year	2021-12-31	$84,907
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$78,114
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$1,759,634
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$11,907,112
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$10,147,478
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Investment advisory and management fees	2021-12-31	$32,681
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$9,602,361
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$7,327,405
Interest on participant loans	2021-12-31	$3,594
Value of interest in common/collective trusts at end of year	2021-12-31	$2,245,169
Value of interest in common/collective trusts at beginning of year	2021-12-31	$2,735,166
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$1,035,928
Net investment gain or loss from common/collective trusts	2021-12-31	$40,583
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$93,218
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$564,846
Contract administrator fees	2021-12-31	$13,502
Did the plan have assets held for investment	2021-12-31	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	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	PKF MUELLER
Accountancy firm EIN	2021-12-31	362658780
2013 : M & J WILKOW, LTD. PROFIT SHARING AND 401(K) PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$1,380,945
Expenses. Total of all expenses incurred	2013-12-31	$282,097
Benefits paid (including direct rollovers)	2013-12-31	$268,110
Total plan assets at end of year	2013-12-31	$6,120,434
Total plan assets at beginning of year	2013-12-31	$5,021,586
Value of fidelity bond covering the plan	2013-12-31	$3,000,000
Total contributions received or receivable from participants	2013-12-31	$302,933
Other income received	2013-12-31	$1,062,161
Net income (gross income less expenses)	2013-12-31	$1,098,848
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$6,120,434
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$5,021,586
Assets. Value of participant loans	2013-12-31	$65,545
Total contributions received or receivable from employer(s)	2013-12-31	$15,851
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$13,987
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
2012 : M & J WILKOW, LTD. PROFIT SHARING AND 401(K) PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$839,433
Expenses. Total of all expenses incurred	2012-12-31	$730,408
Benefits paid (including direct rollovers)	2012-12-31	$715,643
Total plan assets at end of year	2012-12-31	$5,021,586
Total plan assets at beginning of year	2012-12-31	$4,912,561
Value of fidelity bond covering the plan	2012-12-31	$3,000,000
Total contributions received or receivable from participants	2012-12-31	$237,061
Other income received	2012-12-31	$585,139
Net income (gross income less expenses)	2012-12-31	$109,025
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$5,021,586
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$4,912,561
Assets. Value of participant loans	2012-12-31	$91,762
Total contributions received or receivable from employer(s)	2012-12-31	$17,233
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$14,765
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
2011 : M & J WILKOW, LTD. PROFIT SHARING AND 401(K) PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$101,048
Expenses. Total of all expenses incurred	2011-12-31	$725,809
Benefits paid (including direct rollovers)	2011-12-31	$711,419
Total plan assets at end of year	2011-12-31	$4,912,561
Total plan assets at beginning of year	2011-12-31	$5,537,322
Value of fidelity bond covering the plan	2011-12-31	$3,000,000
Total contributions received or receivable from participants	2011-12-31	$250,429
Other income received	2011-12-31	$-170,692
Net income (gross income less expenses)	2011-12-31	$-624,761
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$4,912,561
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$5,537,322
Assets. Value of participant loans	2011-12-31	$41,933
Total contributions received or receivable from employer(s)	2011-12-31	$21,311
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$14,390
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0

Form 5500 Responses for M & J WILKOW, LTD. PROFIT SHARING AND 401(K) PLAN

2023: M & J WILKOW, LTD. PROFIT SHARING AND 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: M & J WILKOW, LTD. PROFIT SHARING AND 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: M & J WILKOW, LTD. PROFIT SHARING AND 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 – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2013: M & J WILKOW, LTD. PROFIT SHARING AND 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: M & J WILKOW, LTD. PROFIT SHARING AND 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: M & J WILKOW, LTD. PROFIT SHARING AND 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 – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	M & J WILKOW, LTD.
Employer identification number (EIN):	363683868
NAIC Classification:	531310