WILSON & MCGINNIS P.A. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan WILSON & MCGINNIS PROFIT SHARING PLAN
| Measure | Date | Value |
|---|
| 2020 : WILSON & MCGINNIS PROFIT SHARING PLAN 2020 401k financial data |
|---|
| Transfers to/from the plan | 2020-12-31 | $-1,106,178 |
| Total income from all sources | 2020-12-31 | $113,036 |
| Expenses. Total of all expenses incurred | 2020-12-31 | $5 |
| Total plan assets at end of year | 2020-12-31 | $0 |
| Total plan assets at beginning of year | 2020-12-31 | $993,147 |
| Other income received | 2020-12-31 | $113,036 |
| Net income (gross income less expenses) | 2020-12-31 | $113,031 |
| Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $0 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $993,147 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2020-12-31 | $5 |
| 2019 : WILSON & MCGINNIS PROFIT SHARING PLAN 2019 401k financial data |
|---|
| Total income from all sources | 2019-12-31 | $243,734 |
| Expenses. Total of all expenses incurred | 2019-12-31 | $15,710 |
| Benefits paid (including direct rollovers) | 2019-12-31 | $15,710 |
| Total plan assets at end of year | 2019-12-31 | $993,147 |
| Total plan assets at beginning of year | 2019-12-31 | $765,123 |
| Other income received | 2019-12-31 | $218,613 |
| Net income (gross income less expenses) | 2019-12-31 | $228,024 |
| Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $993,147 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $765,123 |
| Total contributions received or receivable from employer(s) | 2019-12-31 | $25,121 |
| 2018 : WILSON & MCGINNIS PROFIT SHARING PLAN 2018 401k financial data |
|---|
| Total income from all sources | 2018-12-31 | $-78,271 |
| Expenses. Total of all expenses incurred | 2018-12-31 | $17,038 |
| Benefits paid (including direct rollovers) | 2018-12-31 | $17,038 |
| Total plan assets at end of year | 2018-12-31 | $765,123 |
| Total plan assets at beginning of year | 2018-12-31 | $860,432 |
| Other income received | 2018-12-31 | $-105,115 |
| Net income (gross income less expenses) | 2018-12-31 | $-95,309 |
| Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $765,123 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $860,432 |
| Total contributions received or receivable from employer(s) | 2018-12-31 | $26,844 |
| 2017 : WILSON & MCGINNIS PROFIT SHARING PLAN 2017 401k financial data |
|---|
| Total income from all sources | 2017-12-31 | $147,753 |
| Expenses. Total of all expenses incurred | 2017-12-31 | $14,285 |
| Benefits paid (including direct rollovers) | 2017-12-31 | $14,275 |
| Total plan assets at end of year | 2017-12-31 | $860,432 |
| Total plan assets at beginning of year | 2017-12-31 | $726,964 |
| Expenses. Other expenses not covered elsewhere | 2017-12-31 | $10 |
| Other income received | 2017-12-31 | $122,202 |
| Net income (gross income less expenses) | 2017-12-31 | $133,468 |
| Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $860,432 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $726,964 |
| Total contributions received or receivable from employer(s) | 2017-12-31 | $25,551 |
| 2016 : WILSON & MCGINNIS PROFIT SHARING PLAN 2016 401k financial data |
|---|
| Total income from all sources | 2016-12-31 | $118,005 |
| Expenses. Total of all expenses incurred | 2016-12-31 | $11,835 |
| Benefits paid (including direct rollovers) | 2016-12-31 | $11,800 |
| Total plan assets at end of year | 2016-12-31 | $726,964 |
| Total plan assets at beginning of year | 2016-12-31 | $620,794 |
| Expenses. Other expenses not covered elsewhere | 2016-12-31 | $35 |
| Other income received | 2016-12-31 | $92,533 |
| Net income (gross income less expenses) | 2016-12-31 | $106,170 |
| Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $726,964 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $620,794 |
| Total contributions received or receivable from employer(s) | 2016-12-31 | $25,472 |
| 2015 : WILSON & MCGINNIS PROFIT SHARING PLAN 2015 401k financial data |
|---|
| Total income from all sources | 2015-12-31 | $-16,890 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $12,623 |
| Benefits paid (including direct rollovers) | 2015-12-31 | $12,623 |
| Total plan assets at end of year | 2015-12-31 | $620,794 |
| Total plan assets at beginning of year | 2015-12-31 | $650,307 |
| Other income received | 2015-12-31 | $-51,867 |
| Net income (gross income less expenses) | 2015-12-31 | $-29,513 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $620,794 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $650,307 |
| Total contributions received or receivable from employer(s) | 2015-12-31 | $34,977 |
| 2014 : WILSON & MCGINNIS PROFIT SHARING PLAN 2014 401k financial data |
|---|
| Total income from all sources | 2014-12-31 | $97,160 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $10,245 |
| Benefits paid (including direct rollovers) | 2014-12-31 | $10,245 |
| Total plan assets at end of year | 2014-12-31 | $650,307 |
| Total plan assets at beginning of year | 2014-12-31 | $563,392 |
| Other income received | 2014-12-31 | $64,070 |
| Net income (gross income less expenses) | 2014-12-31 | $86,915 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $650,307 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $563,392 |
| Total contributions received or receivable from employer(s) | 2014-12-31 | $33,090 |
| 2013 : WILSON & MCGINNIS PROFIT SHARING PLAN 2013 401k financial data |
|---|
| Total income from all sources | 2013-12-31 | $124,531 |
| Total plan assets at end of year | 2013-12-31 | $563,392 |
| Total plan assets at beginning of year | 2013-12-31 | $438,861 |
| Other income received | 2013-12-31 | $94,303 |
| Net income (gross income less expenses) | 2013-12-31 | $124,531 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $563,392 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $438,861 |
| Total contributions received or receivable from employer(s) | 2013-12-31 | $30,228 |
| 2012 : WILSON & MCGINNIS PROFIT SHARING PLAN 2012 401k financial data |
|---|
| Total income from all sources | 2012-12-31 | $97,532 |
| Total plan assets at end of year | 2012-12-31 | $438,861 |
| Total plan assets at beginning of year | 2012-12-31 | $341,329 |
| Other income received | 2012-12-31 | $66,127 |
| Net income (gross income less expenses) | 2012-12-31 | $97,532 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $438,861 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $341,329 |
| Total contributions received or receivable from employer(s) | 2012-12-31 | $31,405 |
| 2011 : WILSON & MCGINNIS PROFIT SHARING PLAN 2011 401k financial data |
|---|
| Total income from all sources | 2011-12-31 | $-19,555 |
| Total plan assets at end of year | 2011-12-31 | $341,329 |
| Total plan assets at beginning of year | 2011-12-31 | $360,884 |
| Other income received | 2011-12-31 | $-50,214 |
| Net income (gross income less expenses) | 2011-12-31 | $-19,555 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $341,329 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $360,884 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $30,659 |
| 2010 : WILSON & MCGINNIS PROFIT SHARING PLAN 2010 401k financial data |
|---|
| Total income from all sources | 2010-12-31 | $96,554 |
| Total plan assets at end of year | 2010-12-31 | $360,884 |
| Total plan assets at beginning of year | 2010-12-31 | $264,330 |
| Other income received | 2010-12-31 | $76,729 |
| Net income (gross income less expenses) | 2010-12-31 | $96,554 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $360,884 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $264,330 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $19,825 |
| 2020: WILSON & MCGINNIS PROFIT SHARING PLAN 2020 form 5500 responses |
|---|
| 2020-01-01 | Type of plan entity | Single employer plan |
| 2020-01-01 | This submission is the final filing | Yes |
| 2020-01-01 | Plan funding arrangement – Trust | Yes |
| 2020-01-01 | Plan benefit arrangement - Trust | Yes |
| 2019: WILSON & MCGINNIS PROFIT SHARING PLAN 2019 form 5500 responses |
|---|
| 2019-01-01 | Type of plan entity | Single employer plan |
| 2019-01-01 | Plan funding arrangement – Trust | Yes |
| 2019-01-01 | Plan benefit arrangement - Trust | Yes |
| 2018: WILSON & MCGINNIS PROFIT SHARING PLAN 2018 form 5500 responses |
|---|
| 2018-01-01 | Type of plan entity | Single employer plan |
| 2018-01-01 | Plan funding arrangement – Trust | Yes |
| 2018-01-01 | Plan benefit arrangement - Trust | Yes |
| 2017: WILSON & MCGINNIS PROFIT SHARING PLAN 2017 form 5500 responses |
|---|
| 2017-01-01 | Type of plan entity | Single employer plan |
| 2017-01-01 | Submission has been amended | Yes |
| 2017-01-01 | Plan funding arrangement – Trust | Yes |
| 2017-01-01 | Plan benefit arrangement - Trust | Yes |
| 2016: WILSON & MCGINNIS PROFIT SHARING PLAN 2016 form 5500 responses |
|---|
| 2016-01-01 | Type of plan entity | Single employer plan |
| 2016-01-01 | Plan funding arrangement – Trust | Yes |
| 2016-01-01 | Plan benefit arrangement - Trust | Yes |
| 2015: WILSON & MCGINNIS PROFIT SHARING PLAN 2015 form 5500 responses |
|---|
| 2015-01-01 | Type of plan entity | Single employer plan |
| 2015-01-01 | Plan funding arrangement – Trust | Yes |
| 2015-01-01 | Plan benefit arrangement - Trust | Yes |
| 2014: WILSON & MCGINNIS PROFIT SHARING PLAN 2014 form 5500 responses |
|---|
| 2014-01-01 | Type of plan entity | Single employer plan |
| 2014-01-01 | Plan funding arrangement – Trust | Yes |
| 2014-01-01 | Plan benefit arrangement - Trust | Yes |
| 2013: WILSON & MCGINNIS PROFIT SHARING PLAN 2013 form 5500 responses |
|---|
| 2013-01-01 | Type of plan entity | Single employer plan |
| 2013-01-01 | Plan funding arrangement – Trust | Yes |
| 2013-01-01 | Plan benefit arrangement - Trust | Yes |
| 2012: WILSON & MCGINNIS PROFIT SHARING PLAN 2012 form 5500 responses |
|---|
| 2012-01-01 | Type of plan entity | Single employer plan |
| 2012-01-01 | Submission has been amended | Yes |
| 2012-01-01 | Plan funding arrangement – Trust | Yes |
| 2012-01-01 | Plan benefit arrangement - Trust | Yes |
| 2011: WILSON & MCGINNIS PROFIT SHARING PLAN 2011 form 5500 responses |
|---|
| 2011-01-01 | Type of plan entity | Single employer plan |
| 2011-01-01 | Plan funding arrangement – Trust | Yes |
| 2011-01-01 | Plan benefit arrangement - Trust | Yes |
| 2009: WILSON & MCGINNIS PROFIT SHARING PLAN 2009 form 5500 responses |
|---|
| 2009-01-01 | Type of plan entity | Single employer plan |
| 2009-01-01 | Plan funding arrangement – Trust | Yes |
| 2009-01-01 | Plan benefit arrangement - Trust | Yes |