401k Plan data: EMPLOYEE BENEFIT 401(K) PROFIT SHARING PLAN FOR THE EMPLOYEES OF ALSTON WILKES SOCIETY plan

EMPLOYEE BENEFIT 401(K) PROFIT SHARING PLAN FOR THE EMPLOYEES OF ALSTON WILKES SOCIETY 401k Plan overview

Plan Name	EMPLOYEE BENEFIT 401(K) PROFIT SHARING PLAN FOR THE EMPLOYEES OF ALSTON WILKES SOCIETY
Plan identification number	002

EMPLOYEE BENEFIT 401(K) PROFIT SHARING PLAN FOR THE EMPLOYEES OF ALSTON WILKES SOCIETY 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.
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

THE ALSTON WILKES SOCIETY has sponsored the creation of one or more 401k plans.

Company Name: THE ALSTON WILKES SOCIETY

Employer identification number (EIN): 570477907

NAIC Classification: 813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan EMPLOYEE BENEFIT 401(K) PROFIT SHARING PLAN FOR THE EMPLOYEES OF ALSTON WILKES SOCIETY

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2022-01-01 S. ANNE WALKER 2023-06-14
002 2021-01-01 S. ANNE WALKER 2022-07-27
002 2020-01-01 S. ANNE WALKER 2021-10-14
002 2019-01-01 S. ANNE WALKER 2020-10-14
002 2018-01-01 S. ANNE WALKER 2019-10-14
002 2017-01-01 S. ANNE WALKER 2018-10-10
002 2016-01-01 S. ANNE WALKER 2017-09-26
002 2015-01-01 S. ANNE WALKER 2016-10-05
002 2014-01-01 S. ANNE WALKER 2015-07-26
002 2013-01-01 S. ANNE WALKER 2014-10-06
002 2012-01-01 S. ANNE WALKER 2013-10-14
002 2011-01-01 S. ANNE WALKER
002 2010-01-01 S. ANNE WALKER
002 2009-01-01 S. ANNE WALKER

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
002	2022-01-01	S. ANNE WALKER	2023-06-14
002	2021-01-01	S. ANNE WALKER	2022-07-27
002	2020-01-01	S. ANNE WALKER	2021-10-14
002	2019-01-01	S. ANNE WALKER	2020-10-14
002	2018-01-01	S. ANNE WALKER	2019-10-14
002	2017-01-01	S. ANNE WALKER	2018-10-10
002	2016-01-01	S. ANNE WALKER	2017-09-26
002	2015-01-01	S. ANNE WALKER	2016-10-05
002	2014-01-01	S. ANNE WALKER	2015-07-26
002	2013-01-01	S. ANNE WALKER	2014-10-06
002	2012-01-01	S. ANNE WALKER	2013-10-14
002	2011-01-01	S. ANNE WALKER
002	2010-01-01	S. ANNE WALKER
002	2009-01-01	S. ANNE WALKER

Plan Statistics for EMPLOYEE BENEFIT 401(K) PROFIT SHARING PLAN FOR THE EMPLOYEES OF ALSTON WILKES SOCIETY

401k plan membership statisitcs for EMPLOYEE BENEFIT 401(K) PROFIT SHARING PLAN FOR THE EMPLOYEES OF ALSTON WILKES SOCIETY

Measure Date Value
2011: EMPLOYEE BENEFIT 401(K) PROFIT SHARING PLAN FOR THE EMPLOYEES OF ALSTON WILKES SOCIETY 2011 401k membership
Total participants, beginning-of-year 2011-01-01 101
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 30
Number of other retired or separated participants entitled to future benefits 2011-01-01 51
Total of all active and inactive participants 2011-01-01 81
Total participants 2011-01-01 81
Number of participants with account balances 2011-01-01 81
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2010: EMPLOYEE BENEFIT 401(K) PROFIT SHARING PLAN FOR THE EMPLOYEES OF ALSTON WILKES SOCIETY 2010 401k membership
Total participants, beginning-of-year 2010-01-01 105
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 35
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 66
Total of all active and inactive participants 2010-01-01 101
Total participants 2010-01-01 101
Number of participants with account balances 2010-01-01 101
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 1
2009: EMPLOYEE BENEFIT 401(K) PROFIT SHARING PLAN FOR THE EMPLOYEES OF ALSTON WILKES SOCIETY 2009 401k membership
Total participants, beginning-of-year 2009-01-01 107
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 30
Number of other retired or separated participants entitled to future benefits 2009-01-01 75
Total of all active and inactive participants 2009-01-01 105
Total participants 2009-01-01 105
Number of participants with account balances 2009-01-01 105
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 1

Measure	Date	Value
2011: EMPLOYEE BENEFIT 401(K) PROFIT SHARING PLAN FOR THE EMPLOYEES OF ALSTON WILKES SOCIETY 2011 401k membership
Total participants, beginning-of-year	2011-01-01	101
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	30
Number of other retired or separated participants entitled to future benefits	2011-01-01	51
Total of all active and inactive participants	2011-01-01	81
Total participants	2011-01-01	81
Number of participants with account balances	2011-01-01	81
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2010: EMPLOYEE BENEFIT 401(K) PROFIT SHARING PLAN FOR THE EMPLOYEES OF ALSTON WILKES SOCIETY 2010 401k membership
Total participants, beginning-of-year	2010-01-01	105
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	35
Number of retired or separated participants receiving benefits	2010-01-01	0
Number of other retired or separated participants entitled to future benefits	2010-01-01	66
Total of all active and inactive participants	2010-01-01	101
Total participants	2010-01-01	101
Number of participants with account balances	2010-01-01	101
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	1
2009: EMPLOYEE BENEFIT 401(K) PROFIT SHARING PLAN FOR THE EMPLOYEES OF ALSTON WILKES SOCIETY 2009 401k membership
Total participants, beginning-of-year	2009-01-01	107
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	30
Number of other retired or separated participants entitled to future benefits	2009-01-01	75
Total of all active and inactive participants	2009-01-01	105
Total participants	2009-01-01	105
Number of participants with account balances	2009-01-01	105
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	1

Financial Data on EMPLOYEE BENEFIT 401(K) PROFIT SHARING PLAN FOR THE EMPLOYEES OF ALSTON WILKES SOCIETY

Measure	Date	Value
2011 : EMPLOYEE BENEFIT 401(K) PROFIT SHARING PLAN FOR THE EMPLOYEES OF ALSTON WILKES SOCIETY 2011 401k financial data
Total income from all sources (including contributions)	2011-12-31	$110,189
Total of all expenses incurred	2011-12-31	$124,159
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$122,543
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$101,731
Value of total assets at end of year	2011-12-31	$1,346,943
Value of total assets at beginning of year	2011-12-31	$1,360,913
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$1,616
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Was this plan covered by a fidelity bond	2011-12-31	No
If this is an individual account plan, was there a blackout period	2011-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Contributions received from participants	2011-12-31	$36,612
Income. Received or receivable in cash from other sources (including rollovers)	2011-12-31	$65,119
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Value of net income/loss	2011-12-31	$-13,970
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$1,346,943
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$1,360,913
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-12-31	$1,346,943
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$1,360,913
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$8,458
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	No
Was there a failure to transmit to the plan any participant contributions	2011-12-31	No
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$122,543
Contract administrator fees	2011-12-31	$1,616
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	2011-12-31	No
Did the plan have assets held for investment	2011-12-31	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	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2011-12-31	Disclaimer
Accountancy firm name	2011-12-31	HAMILTON, MCKINNEY & MOSS
Accountancy firm EIN	2011-12-31	134331187
2010 : EMPLOYEE BENEFIT 401(K) PROFIT SHARING PLAN FOR THE EMPLOYEES OF ALSTON WILKES SOCIETY 2010 401k financial data
Total income from all sources (including contributions)	2010-12-31	$155,818
Total of all expenses incurred	2010-12-31	$152,028
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$150,342
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$66,382
Value of total assets at end of year	2010-12-31	$1,360,913
Value of total assets at beginning of year	2010-12-31	$1,357,123
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$1,686
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Was this plan covered by a fidelity bond	2010-12-31	No
If this is an individual account plan, was there a blackout period	2010-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Contributions received from participants	2010-12-31	$34,085
Income. Received or receivable in cash from other sources (including rollovers)	2010-12-31	$1,626
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Value of net income/loss	2010-12-31	$3,790
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$1,360,913
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$1,357,123
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2010-12-31	$1,360,913
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$1,357,123
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$89,436
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	No
Was there a failure to transmit to the plan any participant contributions	2010-12-31	No
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Contributions received in cash from employer	2010-12-31	$30,671
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$150,342
Contract administrator fees	2010-12-31	$1,686
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	2010-12-31	No
Did the plan have assets held for investment	2010-12-31	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	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2010-12-31	Disclaimer
Accountancy firm name	2010-12-31	HAMILTON, MCKINNEY & MOSS
Accountancy firm EIN	2010-12-31	134331187

Form 5500 Responses for EMPLOYEE BENEFIT 401(K) PROFIT SHARING PLAN FOR THE EMPLOYEES OF ALSTON WILKES SOCIETY

2011: EMPLOYEE BENEFIT 401(K) PROFIT SHARING PLAN FOR THE EMPLOYEES OF ALSTON WILKES SOCIETY 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Plan funding arrangement – Insurance	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2010: EMPLOYEE BENEFIT 401(K) PROFIT SHARING PLAN FOR THE EMPLOYEES OF ALSTON WILKES SOCIETY 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Plan funding arrangement – Insurance	Yes
2010-01-01	Plan benefit arrangement – Insurance	Yes
2009: EMPLOYEE BENEFIT 401(K) PROFIT SHARING PLAN FOR THE EMPLOYEES OF ALSTON WILKES SOCIETY 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Plan funding arrangement – Insurance	Yes
2009-01-01	Plan benefit arrangement – Insurance	Yes

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Company Name:	THE ALSTON WILKES SOCIETY
Employer identification number (EIN):	570477907
NAIC Classification:	813000
NAIC Description:	Religious, Grantmaking, Civic, Professional, and Similar Organizations