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401(K) PROFIT SHARING PLAN AND TRUST OF WYATT EARLY HARRIS WHEELER LLP 401k Plan overview

Plan Name401(K) PROFIT SHARING PLAN AND TRUST OF WYATT EARLY HARRIS WHEELER LLP
Plan identification number 001

401(K) PROFIT SHARING PLAN AND TRUST OF WYATT EARLY HARRIS WHEELER LLP 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.
  • 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.
  • Plan covering Self-Employed individuals.

401k Sponsoring company profile

WYATT EARLY HARRIS WHEELER LLP has sponsored the creation of one or more 401k plans.

Company Name:WYATT EARLY HARRIS WHEELER LLP
Employer identification number (EIN):560710169
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan 401(K) PROFIT SHARING PLAN AND TRUST OF WYATT EARLY HARRIS WHEELER LLP

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01JAMES R. HUNDLEY2023-06-28 DAVID B. ASHCRAFT2023-06-28
0012021-01-01JAMES R. HUNDLEY2022-07-25 DAVID B. ASHCRAFT2022-07-25
0012020-01-01KIM R. BAUMAN2021-08-04 DAVID B. ASHCRAFT2021-08-04
0012019-01-01KIM R. BAUMAN2020-07-28 DAVID B. ASHCRAFT2020-07-28
0012018-01-01KIM R. BAUMAN2019-07-10 DAVID B. ASHCRAFT2019-07-10
0012018-01-01KIM R. BAUMAN2019-07-09 DAVID B. ASHCRAFT2019-07-09
0012017-01-01KIM R. BAUMAN2018-06-15 DAVID B. ASHCRAFT2018-06-15
0012016-01-01KIM R. BAUMAN2017-06-30 DAVID B. ASHCRAFT2017-06-30
0012015-01-01KIM R. BAUMAN2016-07-11
0012014-01-01KIM R. BAUMAN2015-07-24 KIM R. BAUMAN2015-07-24
0012013-01-01KIM R. BAUMAN2014-08-12
0012012-01-01KIM R. BAUMAN2013-07-25
0012011-01-01KIM R. BAUMAN2012-06-29 KIM R. BAUMAN2012-06-29

Financial Data on 401(K) PROFIT SHARING PLAN AND TRUST OF WYATT EARLY HARRIS WHEELER LLP

Measure Date Value
2010 : 401(K) PROFIT SHARING PLAN AND TRUST OF WYATT EARLY HARRIS WHEELER LLP 2010 401k financial data
Transfers to/from the plan2010-12-31$0
Total plan liabilities at end of year2010-12-31$0
Total plan liabilities at beginning of year2010-12-31$0
Total income from all sources2010-12-31$1,686,251
Expenses. Total of all expenses incurred2010-12-31$35,820
Benefits paid (including direct rollovers)2010-12-31$26,735
Total plan assets at end of year2010-12-31$10,690,628
Total plan assets at beginning of year2010-12-31$9,040,197
Value of fidelity bond covering the plan2010-12-31$500,000
Total contributions received or receivable from participants2010-12-31$313,052
Expenses. Other expenses not covered elsewhere2010-12-31$0
Other income received2010-12-31$1,016,323
Noncash contributions received2010-12-31$0
Net income (gross income less expenses)2010-12-31$1,650,431
Net plan assets at end of year (total assets less liabilities)2010-12-31$10,690,628
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$9,040,197
Assets. Value of participant loans2010-12-31$156,326
Total contributions received or receivable from employer(s)2010-12-31$356,876
Value of certain deemed distributions of participant loans2010-12-31$0
Value of corrective distributions2010-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$9,085
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0

Insurance Providers Used on plan

METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number040169000
Policy instance 1
Insurance contract or identification number040169000
Number of Individuals Covered1
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $247
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Commission paid to Insurance BrokerUSD $247
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerCOMPENSATION PAID
Insurance broker organization code?3
Insurance broker nameNEW ENGLAND FINANCIAL

Potentially related plans

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