401k Plan data: WILLIAM S. STONE, P.C. PROFIT SHARING PLAN plan

WILLIAM S. STONE, P.C. PROFIT SHARING PLAN 401k Plan overview

Plan Name	WILLIAM S. STONE, P.C. PROFIT SHARING PLAN
Plan identification number	001

WILLIAM S. STONE, P.C. PROFIT SHARING PLAN Benefits

401k Plan Type	Defined Contribution Pension
Plan Features/Benefits	Profit-sharing

401k Sponsoring company profile

WILLIAM S. STONE, P.C. has sponsored the creation of one or more 401k plans.

Company Name: WILLIAM S. STONE, P.C.

Employer identification number (EIN): 581550634

NAIC Classification: 541110
NAIC Description: Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WILLIAM S. STONE, P.C. PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01 WILLIAM STONE WILLIAM STONE 2018-10-09
001 2016-01-01 WILLIAM STONE WILLIAM STONE 2017-09-07
001 2015-01-01 WILLIAM STONE WILLIAM STONE 2016-10-17
001 2014-01-01 WILLIAM STONE WILLIAM STONE 2015-10-05
001 2013-01-01 WILLIAM STONE WILLIAM STONE 2014-05-20
001 2012-01-01 WILLIAM STONE WILLIAM STONE 2013-09-15
001 2011-01-01 WILLIAM STONE WILLIAM STONE 2012-06-01
001 2009-01-01 LA BOWEN WILLIAM S. STONE 2010-06-08
001 2009-01-01 WILLIAM STONE
001 2009-01-01 LA BOWEN WILLIAM S. STONE 2010-06-08
001 2009-01-01 LA BOWEN WILLIAM S. STONE 2010-04-26

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
001	2020-01-01
001	2019-01-01
001	2018-01-01
001	2017-01-01	WILLIAM STONE	WILLIAM STONE	2018-10-09
001	2016-01-01	WILLIAM STONE	WILLIAM STONE	2017-09-07
001	2015-01-01	WILLIAM STONE	WILLIAM STONE	2016-10-17
001	2014-01-01	WILLIAM STONE	WILLIAM STONE	2015-10-05
001	2013-01-01	WILLIAM STONE	WILLIAM STONE	2014-05-20
001	2012-01-01	WILLIAM STONE	WILLIAM STONE	2013-09-15
001	2011-01-01	WILLIAM STONE	WILLIAM STONE	2012-06-01
001	2009-01-01	LA BOWEN	WILLIAM S. STONE	2010-06-08
001	2009-01-01	WILLIAM STONE
001	2009-01-01	LA BOWEN	WILLIAM S. STONE	2010-06-08
001	2009-01-01	LA BOWEN	WILLIAM S. STONE	2010-04-26

Plan Statistics for WILLIAM S. STONE, P.C. PROFIT SHARING PLAN

401k plan membership statisitcs for WILLIAM S. STONE, P.C. PROFIT SHARING PLAN

Measure Date Value
2020: WILLIAM S. STONE, P.C. PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 2
Total of all active and inactive participants 2020-01-01 2
Total participants 2020-01-01 2
Number of participants with account balances 2020-01-01 2
2019: WILLIAM S. STONE, P.C. PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 2
Total of all active and inactive participants 2019-01-01 2
Total participants 2019-01-01 2
Number of participants with account balances 2019-01-01 2
2018: WILLIAM S. STONE, P.C. PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 2
Total of all active and inactive participants 2018-01-01 2
Total participants 2018-01-01 2
2017: WILLIAM S. STONE, P.C. PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 2
Total of all active and inactive participants 2017-01-01 2
Total participants 2017-01-01 2
2016: WILLIAM S. STONE, P.C. PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 2
Total of all active and inactive participants 2016-01-01 2
Total participants 2016-01-01 2
2015: WILLIAM S. STONE, P.C. PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 2
Total of all active and inactive participants 2015-01-01 2
Total participants 2015-01-01 2
2014: WILLIAM S. STONE, P.C. PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 2
Total of all active and inactive participants 2014-01-01 2
Total participants 2014-01-01 2
Number of participants with account balances 2014-01-01 2
2013: WILLIAM S. STONE, P.C. PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 4
Total of all active and inactive participants 2013-01-01 4
Total participants 2013-01-01 4
Number of participants with account balances 2013-01-01 3
2012: WILLIAM S. STONE, P.C. PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 5
Total of all active and inactive participants 2012-01-01 5
Total participants 2012-01-01 5
Number of participants with account balances 2012-01-01 3
2011: WILLIAM S. STONE, P.C. PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 5
Total of all active and inactive participants 2011-01-01 5
Total participants 2011-01-01 5
Number of participants with account balances 2011-01-01 3
2009: WILLIAM S. STONE, P.C. PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 5
Total of all active and inactive participants 2009-01-01 5
Total participants 2009-01-01 5
Number of participants with account balances 2009-01-01 3

Measure	Date	Value
2020: WILLIAM S. STONE, P.C. PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	2
Total of all active and inactive participants	2020-01-01	2
Total participants	2020-01-01	2
Number of participants with account balances	2020-01-01	2
2019: WILLIAM S. STONE, P.C. PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	2
Total of all active and inactive participants	2019-01-01	2
Total participants	2019-01-01	2
Number of participants with account balances	2019-01-01	2
2018: WILLIAM S. STONE, P.C. PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	2
Total of all active and inactive participants	2018-01-01	2
Total participants	2018-01-01	2
2017: WILLIAM S. STONE, P.C. PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	2
Total of all active and inactive participants	2017-01-01	2
Total participants	2017-01-01	2
2016: WILLIAM S. STONE, P.C. PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	2
Total of all active and inactive participants	2016-01-01	2
Total participants	2016-01-01	2
2015: WILLIAM S. STONE, P.C. PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	2
Total of all active and inactive participants	2015-01-01	2
Total participants	2015-01-01	2
2014: WILLIAM S. STONE, P.C. PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	2
Total of all active and inactive participants	2014-01-01	2
Total participants	2014-01-01	2
Number of participants with account balances	2014-01-01	2
2013: WILLIAM S. STONE, P.C. PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	4
Total of all active and inactive participants	2013-01-01	4
Total participants	2013-01-01	4
Number of participants with account balances	2013-01-01	3
2012: WILLIAM S. STONE, P.C. PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	5
Total of all active and inactive participants	2012-01-01	5
Total participants	2012-01-01	5
Number of participants with account balances	2012-01-01	3
2011: WILLIAM S. STONE, P.C. PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	5
Total of all active and inactive participants	2011-01-01	5
Total participants	2011-01-01	5
Number of participants with account balances	2011-01-01	3
2009: WILLIAM S. STONE, P.C. PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	5
Total of all active and inactive participants	2009-01-01	5
Total participants	2009-01-01	5
Number of participants with account balances	2009-01-01	3

Financial Data on WILLIAM S. STONE, P.C. PROFIT SHARING PLAN

Measure	Date	Value
2020 : WILLIAM S. STONE, P.C. PROFIT SHARING PLAN 2020 401k financial data
Total income from all sources	2020-12-31	$10,268
Expenses. Total of all expenses incurred	2020-12-31	$1,549
Total plan assets at end of year	2020-12-31	$125,705
Total plan assets at beginning of year	2020-12-31	$116,986
Other income received	2020-12-31	$10,268
Net income (gross income less expenses)	2020-12-31	$8,719
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$125,705
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$116,986
Assets. Value of participant loans	2020-12-31	$35,000
Expenses. Administrative service providers (salaries,fees and commissions)	2020-12-31	$1,549
2019 : WILLIAM S. STONE, P.C. PROFIT SHARING PLAN 2019 401k financial data
Total income from all sources	2019-12-31	$14,882
Expenses. Total of all expenses incurred	2019-12-31	$1,494
Total plan assets at end of year	2019-12-31	$116,986
Total plan assets at beginning of year	2019-12-31	$103,598
Other income received	2019-12-31	$14,882
Net income (gross income less expenses)	2019-12-31	$13,388
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$116,986
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$103,598
Assets. Value of participant loans	2019-12-31	$35,000
Expenses. Administrative service providers (salaries,fees and commissions)	2019-12-31	$1,494
2018 : WILLIAM S. STONE, P.C. PROFIT SHARING PLAN 2018 401k financial data
Total income from all sources	2018-12-31	$-5,456
Expenses. Total of all expenses incurred	2018-12-31	$1,480
Total plan assets at end of year	2018-12-31	$103,598
Total plan assets at beginning of year	2018-12-31	$110,534
Other income received	2018-12-31	$-5,456
Net income (gross income less expenses)	2018-12-31	$-6,936
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$103,598
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$110,534
Assets. Value of participant loans	2018-12-31	$35,000
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$1,480
2017 : WILLIAM S. STONE, P.C. PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources	2017-12-31	$8,082
Expenses. Total of all expenses incurred	2017-12-31	$73
Total plan assets at end of year	2017-12-31	$110,534
Total plan assets at beginning of year	2017-12-31	$102,525
Other income received	2017-12-31	$8,082
Net income (gross income less expenses)	2017-12-31	$8,009
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$110,534
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$102,525
Assets. Value of participant loans	2017-12-31	$35,000
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$73
2016 : WILLIAM S. STONE, P.C. PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources	2016-12-31	$5,417
Expenses. Total of all expenses incurred	2016-12-31	$1,780
Total plan assets at end of year	2016-12-31	$102,525
Total plan assets at beginning of year	2016-12-31	$98,888
Other income received	2016-12-31	$5,417
Net income (gross income less expenses)	2016-12-31	$3,637
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$102,525
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$98,888
Assets. Value of participant loans	2016-12-31	$35,000
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$1,780
2015 : WILLIAM S. STONE, P.C. PROFIT SHARING PLAN 2015 401k financial data
Transfers to/from the plan	2015-12-31	$0
Total income from all sources	2015-12-31	$-1,532
Expenses. Total of all expenses incurred	2015-12-31	$1,729
Total plan assets at end of year	2015-12-31	$98,888
Total plan assets at beginning of year	2015-12-31	$102,149
Other income received	2015-12-31	$-1,532
Net income (gross income less expenses)	2015-12-31	$-3,261
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$98,888
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$102,149
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$1,729
2014 : WILLIAM S. STONE, P.C. PROFIT SHARING PLAN 2014 401k financial data
Transfers to/from the plan	2014-12-31	$-11,016
Total income from all sources	2014-12-31	$3,557
Total plan assets at end of year	2014-12-31	$102,149
Total plan assets at beginning of year	2014-12-31	$109,608
Other income received	2014-12-31	$3,557
Net income (gross income less expenses)	2014-12-31	$3,557
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$102,149
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$109,608
2013 : WILLIAM S. STONE, P.C. PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$14,699
Expenses. Total of all expenses incurred	2013-12-31	$48
Total plan assets at end of year	2013-12-31	$109,608
Total plan assets at beginning of year	2013-12-31	$94,957
Other income received	2013-12-31	$14,699
Net income (gross income less expenses)	2013-12-31	$14,651
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$109,608
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$94,957
Assets. Value of participant loans	2013-12-31	$45,555
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$48
2012 : WILLIAM S. STONE, P.C. PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$6,493
Expenses. Total of all expenses incurred	2012-12-31	$741
Total plan assets at end of year	2012-12-31	$94,957
Total plan assets at beginning of year	2012-12-31	$89,205
Other income received	2012-12-31	$6,493
Net income (gross income less expenses)	2012-12-31	$5,752
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$94,957
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$89,205
Assets. Value of participant loans	2012-12-31	$42,970
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$741
2011 : WILLIAM S. STONE, P.C. PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$742
Expenses. Total of all expenses incurred	2011-12-31	$27
Total plan assets at end of year	2011-12-31	$89,205
Total plan assets at beginning of year	2011-12-31	$88,463
Other income received	2011-12-31	$742
Net income (gross income less expenses)	2011-12-31	$715
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$89,205
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$88,463
Assets. Value of participant loans	2011-12-31	$40,687
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$27
2010 : WILLIAM S. STONE, P.C. PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$10,079
Expenses. Total of all expenses incurred	2010-12-31	$186
Total plan assets at end of year	2010-12-31	$88,463
Total plan assets at beginning of year	2010-12-31	$78,269
Other income received	2010-12-31	$10,079
Net income (gross income less expenses)	2010-12-31	$9,893
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$88,463
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$78,269
Assets. Value of participant loans	2010-12-31	$33,835
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$186

Form 5500 Responses for WILLIAM S. STONE, P.C. PROFIT SHARING PLAN

2020: WILLIAM S. STONE, P.C. PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: WILLIAM S. STONE, P.C. 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: WILLIAM S. STONE, P.C. 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: WILLIAM S. STONE, P.C. PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: WILLIAM S. STONE, P.C. 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: WILLIAM S. STONE, P.C. 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: WILLIAM S. STONE, P.C. 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: WILLIAM S. STONE, P.C. 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: WILLIAM S. STONE, P.C. PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: WILLIAM S. STONE, P.C. 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: WILLIAM S. STONE, P.C. PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	This submission is the final filing	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	WILLIAM S. STONE, P.C.
Employer identification number (EIN):	581550634
NAIC Classification:	541110
NAIC Description:	Offices of Lawyers