WILSON & PARLETT has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan WILSON & PARLETT 401(K) RETIREMENT PLAN
| Measure | Date | Value |
|---|
| 2025 : WILSON & PARLETT 401(K) RETIREMENT PLAN 2025 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2025-07-24 | 9829 |
| Net assets as of the end of the plan year | 2025-07-24 | 4091448 |
| Total assets as of the beginning of the plan year | 2025-07-24 | 3221299 |
| Value of plan covered by a fidelity bond | 2025-07-24 | 500000 |
| Participant contributions to plan in this plan year | 2025-07-24 | 83393 |
| Other income to plan in this plan year | 2025-07-24 | 612914 |
| Plan net income in this plan year | 2025-07-24 | 870149 |
| Net assets as of the end of the plan year | 2025-07-24 | 4091448 |
| Net assets as of the beginning of the plan year | 2025-07-24 | 3221299 |
| Employer contributions to plan in this plan year | 2025-07-24 | 183671 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-07-24 | 210 |
| 2024 : WILSON & PARLETT 401(K) RETIREMENT PLAN 2024 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2024-07-26 | 3574765 |
| Net assets as of the end of the plan year | 2024-07-26 | 3221299 |
| Total assets as of the beginning of the plan year | 2024-07-26 | 5677264 |
| Value of plan covered by a fidelity bond | 2024-07-26 | 500000 |
| Participant contributions to plan in this plan year | 2024-07-26 | 83380 |
| Other contributions to plan in this plan year | 2024-07-26 | 46575 |
| Other income to plan in this plan year | 2024-07-26 | 845350 |
| Plan net income in this plan year | 2024-07-26 | -2455965 |
| Net assets as of the end of the plan year | 2024-07-26 | 3221299 |
| Net assets as of the beginning of the plan year | 2024-07-26 | 5677264 |
| Employer contributions to plan in this plan year | 2024-07-26 | 143495 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-07-26 | 200 |
| 2011 : WILSON & PARLETT 401(K) RETIREMENT PLAN 2011 401k financial data |
|---|
| Total income from all sources | 2011-12-31 | $197,015 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $7,852 |
| Benefits paid (including direct rollovers) | 2011-12-31 | $7,402 |
| Total plan assets at end of year | 2011-12-31 | $855,684 |
| Total plan assets at beginning of year | 2011-12-31 | $666,521 |
| Value of fidelity bond covering the plan | 2011-12-31 | $100,000 |
| Total contributions received or receivable from participants | 2011-12-31 | $94,576 |
| Other income received | 2011-12-31 | $-8,833 |
| Net income (gross income less expenses) | 2011-12-31 | $189,163 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $855,684 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $666,521 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $111,272 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2011-12-31 | $450 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
| 2010 : WILSON & PARLETT 401(K) RETIREMENT PLAN 2010 401k financial data |
|---|
| Total income from all sources | 2010-12-31 | $255,323 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $55,840 |
| Benefits paid (including direct rollovers) | 2010-12-31 | $55,465 |
| Total plan assets at end of year | 2010-12-31 | $666,521 |
| Total plan assets at beginning of year | 2010-12-31 | $467,038 |
| Value of fidelity bond covering the plan | 2010-12-31 | $100,000 |
| Total contributions received or receivable from participants | 2010-12-31 | $88,155 |
| Other income received | 2010-12-31 | $54,747 |
| Net income (gross income less expenses) | 2010-12-31 | $199,483 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $666,521 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $467,038 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $112,421 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2010-12-31 | $375 |
| 2011: WILSON & PARLETT 401(K) RETIREMENT 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 |
| 2009: WILSON & PARLETT 401(K) RETIREMENT PLAN 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 |
