401k Plan data: WINSTON & BYRNE, P.C. plan

WINSTON & BYRNE, P.C. 401k Plan overview

Plan Name	WINSTON & BYRNE, P.C.
Plan identification number	001

WINSTON & BYRNE, P.C. 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.
Participant-directed brokerage accounts provided as an investment option under the plan.
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

WINSTON & BYRNE, P.C. has sponsored the creation of one or more 401k plans.

Company Name: WINSTON & BYRNE, P.C.

Employer identification number (EIN): 421137649

NAIC Classification: 541110
NAIC Description: Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WINSTON & BYRNE, P.C.

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01 TERRI L WICKWIRE 2023-07-17 MICHAEL G. BYRNE 2023-07-17
001 2021-01-01 TERRI L WICKWIRE 2022-07-06 MICHAEL G. BYRNE 2022-07-06
001 2020-01-01 TERRI L. WICKWIRE 2021-06-21 MICHAEL G. BYRNE 2021-06-21
001 2018-01-01 TERRI WICKWIRE 2019-06-18 MICHAEL G. BYRNE 2019-06-18
001 2017-01-01 TERRI WICKWIRE 2018-06-19 MICHAEL G. BYRNE 2018-06-19
001 2016-01-01 MICHAEL G. BYRNE 2017-07-12 MICHAEL G. BYRNE 2017-07-12
001 2015-01-01 MICHAEL G. BYRNE MICHAEL G. BYRNE 2016-06-28
001 2014-01-01 MICHAEL BYRNE MICHAEL BYRNE 2015-07-28
001 2013-01-01 MICHAEL G. BYRNE MICHAEL G. BYRNE 2014-07-02
001 2012-01-01 MICHAEL G. BYRNE MICHAEL G. BYRNE 2013-07-09
001 2011-01-01 HAROLD R. WINSTON
001 2009-01-01 HAROLD WINSTON

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2022-01-01	TERRI L WICKWIRE	2023-07-17	MICHAEL G. BYRNE	2023-07-17
001	2021-01-01	TERRI L WICKWIRE	2022-07-06	MICHAEL G. BYRNE	2022-07-06
001	2020-01-01	TERRI L. WICKWIRE	2021-06-21	MICHAEL G. BYRNE	2021-06-21
001	2018-01-01	TERRI WICKWIRE	2019-06-18	MICHAEL G. BYRNE	2019-06-18
001	2017-01-01	TERRI WICKWIRE	2018-06-19	MICHAEL G. BYRNE	2018-06-19
001	2016-01-01	MICHAEL G. BYRNE	2017-07-12	MICHAEL G. BYRNE	2017-07-12
001	2015-01-01	MICHAEL G. BYRNE		MICHAEL G. BYRNE	2016-06-28
001	2014-01-01	MICHAEL BYRNE		MICHAEL BYRNE	2015-07-28
001	2013-01-01	MICHAEL G. BYRNE		MICHAEL G. BYRNE	2014-07-02
001	2012-01-01	MICHAEL G. BYRNE		MICHAEL G. BYRNE	2013-07-09
001	2011-01-01	HAROLD R. WINSTON
001	2009-01-01	HAROLD WINSTON

Plan Statistics for WINSTON & BYRNE, P.C.

401k plan membership statisitcs for WINSTON & BYRNE, P.C.

Measure Date Value
2015: WINSTON & BYRNE, P.C. 2015 401k membership
Total participants, beginning-of-year 2015-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 2
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 0
Total of all active and inactive participants 2015-01-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 2
Number of participants with account balances 2015-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: WINSTON & BYRNE, P.C. 2014 401k membership
Total participants, beginning-of-year 2014-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 2
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 0
Total of all active and inactive participants 2014-01-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 2
Number of participants with account balances 2014-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: WINSTON & BYRNE, P.C. 2013 401k membership
Total participants, beginning-of-year 2013-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 3
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 0
Total of all active and inactive participants 2013-01-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 3
Number of participants with account balances 2013-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: WINSTON & BYRNE, P.C. 2012 401k membership
Total participants, beginning-of-year 2012-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 3
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 0
Total of all active and inactive participants 2012-01-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 3
Number of participants with account balances 2012-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: WINSTON & BYRNE, P.C. 2011 401k membership
Total participants, beginning-of-year 2011-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 3
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 0
Total of all active and inactive participants 2011-01-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 3
Number of participants with account balances 2011-01-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2009: WINSTON & BYRNE, P.C. 2009 401k membership
Total participants, beginning-of-year 2009-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 4
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 0
Total of all active and inactive participants 2009-01-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 4
Number of participants with account balances 2009-01-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2015: WINSTON & BYRNE, P.C. 2015 401k membership
Total participants, beginning-of-year	2015-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	2
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	0
Total of all active and inactive participants	2015-01-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	2
Number of participants with account balances	2015-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: WINSTON & BYRNE, P.C. 2014 401k membership
Total participants, beginning-of-year	2014-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	2
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	0
Total of all active and inactive participants	2014-01-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	2
Number of participants with account balances	2014-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: WINSTON & BYRNE, P.C. 2013 401k membership
Total participants, beginning-of-year	2013-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	3
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	0
Total of all active and inactive participants	2013-01-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	3
Number of participants with account balances	2013-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: WINSTON & BYRNE, P.C. 2012 401k membership
Total participants, beginning-of-year	2012-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	3
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	0
Total of all active and inactive participants	2012-01-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	3
Number of participants with account balances	2012-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: WINSTON & BYRNE, P.C. 2011 401k membership
Total participants, beginning-of-year	2011-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	3
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	0
Total of all active and inactive participants	2011-01-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	3
Number of participants with account balances	2011-01-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2009: WINSTON & BYRNE, P.C. 2009 401k membership
Total participants, beginning-of-year	2009-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	4
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	0
Total of all active and inactive participants	2009-01-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	4
Number of participants with account balances	2009-01-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on WINSTON & BYRNE, P.C.

Measure	Date	Value
2015 : WINSTON & BYRNE, P.C. 2015 401k financial data
Total income from all sources	2015-12-31	$10,809
Expenses. Total of all expenses incurred	2015-12-31	$0
Total plan assets at end of year	2015-12-31	$707,399
Total plan assets at beginning of year	2015-12-31	$696,590
Value of fidelity bond covering the plan	2015-12-31	$200,000
Other income received	2015-12-31	$9,084
Net income (gross income less expenses)	2015-12-31	$10,809
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$707,399
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$696,590
Assets. Value of participant loans	2015-12-31	$115,420
Total contributions received or receivable from employer(s)	2015-12-31	$1,725
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
2014 : WINSTON & BYRNE, P.C. 2014 401k financial data
Total income from all sources	2014-12-31	$51,230
Expenses. Total of all expenses incurred	2014-12-31	$0
Benefits paid (including direct rollovers)	2014-12-31	$0
Total plan assets at end of year	2014-12-31	$696,590
Total plan assets at beginning of year	2014-12-31	$645,360
Value of fidelity bond covering the plan	2014-12-31	$22,000
Total contributions received or receivable from participants	2014-12-31	$0
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	$51,230
Net income (gross income less expenses)	2014-12-31	$51,230
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$696,590
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$645,360
Assets. Value of participant loans	2014-12-31	$108,447
Total contributions received or receivable from employer(s)	2014-12-31	$0
Value of certain deemed distributions of participant loans	2014-12-31	$0
Value of corrective distributions	2014-12-31	$0
2013 : WINSTON & BYRNE, P.C. 2013 401k financial data
Total income from all sources	2013-12-31	$136,293
Expenses. Total of all expenses incurred	2013-12-31	$0
Benefits paid (including direct rollovers)	2013-12-31	$0
Total plan assets at end of year	2013-12-31	$645,360
Total plan assets at beginning of year	2013-12-31	$509,067
Value of fidelity bond covering the plan	2013-12-31	$220,000
Total contributions received or receivable from participants	2013-12-31	$0
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	$136,293
Net income (gross income less expenses)	2013-12-31	$136,293
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$645,360
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$509,067
Assets. Value of participant loans	2013-12-31	$104,608
Total contributions received or receivable from employer(s)	2013-12-31	$0
Value of certain deemed distributions of participant loans	2013-12-31	$0
Value of corrective distributions	2013-12-31	$0
2012 : WINSTON & BYRNE, P.C. 2012 401k financial data
Total income from all sources	2012-12-31	$63,871
Expenses. Total of all expenses incurred	2012-12-31	$1,699,804
Benefits paid (including direct rollovers)	2012-12-31	$1,699,804
Total plan assets at end of year	2012-12-31	$509,067
Total plan assets at beginning of year	2012-12-31	$2,144,999
Value of fidelity bond covering the plan	2012-12-31	$220,000
Total contributions received or receivable from participants	2012-12-31	$0
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	$60,602
Net income (gross income less expenses)	2012-12-31	$-1,635,933
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$509,067
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$2,144,999
Assets. Value of participant loans	2012-12-31	$101,253
Total contributions received or receivable from employer(s)	2012-12-31	$3,269
Value of certain deemed distributions of participant loans	2012-12-31	$0
Value of corrective distributions	2012-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2012-12-31	$0
Minimum employer required contribution for this plan year	2012-12-31	$0
Amount contributed by the employer to the plan for this plan year	2012-12-31	$0
2011 : WINSTON & BYRNE, P.C. 2011 401k financial data
Total income from all sources	2011-12-31	$48,938
Expenses. Total of all expenses incurred	2011-12-31	$95,000
Benefits paid (including direct rollovers)	2011-12-31	$95,000
Total plan assets at end of year	2011-12-31	$2,144,999
Total plan assets at beginning of year	2011-12-31	$2,191,061
Value of fidelity bond covering the plan	2011-12-31	$220,000
Total contributions received or receivable from participants	2011-12-31	$0
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	$23,526
Net income (gross income less expenses)	2011-12-31	$-46,062
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$2,144,999
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$2,191,061
Assets. Value of participant loans	2011-12-31	$98,452
Total contributions received or receivable from employer(s)	2011-12-31	$25,412
Value of certain deemed distributions of participant loans	2011-12-31	$0
Value of corrective distributions	2011-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2011-12-31	$0
Minimum employer required contribution for this plan year	2011-12-31	$0
Amount contributed by the employer to the plan for this plan year	2011-12-31	$0
2010 : WINSTON & BYRNE, P.C. 2010 401k financial data
Total income from all sources	2010-12-31	$102,846
Expenses. Total of all expenses incurred	2010-12-31	$50,208
Benefits paid (including direct rollovers)	2010-12-31	$50,208
Total plan assets at end of year	2010-12-31	$2,191,061
Total plan assets at beginning of year	2010-12-31	$2,138,423
Total contributions received or receivable from participants	2010-12-31	$0
Expenses. Other expenses not covered elsewhere	2010-12-31	$0
Contributions received from other sources (not participants or employers)	2010-12-31	$0
Other income received	2010-12-31	$78,120
Net income (gross income less expenses)	2010-12-31	$52,638
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$2,191,061
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$2,138,423
Assets. Value of participant loans	2010-12-31	$96,008
Total contributions received or receivable from employer(s)	2010-12-31	$24,726
Value of certain deemed distributions of participant loans	2010-12-31	$0
Value of corrective distributions	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
Funding deficiency by the employer to the plan for this plan year	2010-12-31	$0
Minimum employer required contribution for this plan year	2010-12-31	$0
Amount contributed by the employer to the plan for this plan year	2010-12-31	$0

Form 5500 Responses for WINSTON & BYRNE, P.C.

2015: WINSTON & BYRNE, P.C. 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 – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: WINSTON & BYRNE, P.C. 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 – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: WINSTON & BYRNE, P.C. 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: WINSTON & BYRNE, P.C. 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: WINSTON & BYRNE, P.C. 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
2009: WINSTON & BYRNE, P.C. 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	WINSTON & BYRNE, P.C.
Employer identification number (EIN):	421137649
NAIC Classification:	541110
NAIC Description:	Offices of Lawyers