401k Plan data: WAGES & COMPANY, P.C. PROFIT SHARING PLAN & TRUST plan

WAGES & COMPANY, P.C. PROFIT SHARING PLAN & TRUST 401k Plan overview

Plan Name	WAGES & COMPANY, P.C. PROFIT SHARING PLAN & TRUST
Plan identification number	001

WAGES & COMPANY, P.C. PROFIT SHARING PLAN & TRUST Benefits

401k Plan Type	Defined Contribution Pension
Plan Features/Benefits	Profit-sharing Prototype plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion or notification letter; and under which a seperate funding medium (for example, a seperate trust or custodial account) is established for the use of each adopting employer.

401k Sponsoring company profile

WAGES & COMPANY, P.C. has sponsored the creation of one or more 401k plans.

Company Name: WAGES & COMPANY, P.C.

Employer identification number (EIN): 581883462

NAIC Classification: 541211
NAIC Description: Offices of Certified Public Accountants

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WAGES & COMPANY, P.C. PROFIT SHARING PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2019-01-01
001 2018-01-01 SCOTTY WAGES
001 2017-01-01 SCOTTY WAGES
001 2016-01-01 SCOTTY WAGES
001 2015-01-01 SCOTTY WAGES
001 2014-01-01 SCOTTY WAGES
001 2013-01-01 SCOTTY WAGES
001 2012-01-01 SCOTTY WAGES
001 2011-01-01 SCOTTY WAGES
001 2009-01-01 2010-10-12 SCOTTY M WAGES 2010-10-12
001 2009-01-01 SCOTTY WAGES

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2019-01-01
001	2018-01-01	SCOTTY WAGES
001	2017-01-01	SCOTTY WAGES
001	2016-01-01	SCOTTY WAGES
001	2015-01-01	SCOTTY WAGES
001	2014-01-01	SCOTTY WAGES
001	2013-01-01	SCOTTY WAGES
001	2012-01-01	SCOTTY WAGES
001	2011-01-01	SCOTTY WAGES
001	2009-01-01		2010-10-12	SCOTTY M WAGES	2010-10-12
001	2009-01-01	SCOTTY WAGES

Plan Statistics for WAGES & COMPANY, P.C. PROFIT SHARING PLAN & TRUST

401k plan membership statisitcs for WAGES & COMPANY, P.C. PROFIT SHARING PLAN & TRUST

Measure Date Value
2019: WAGES & COMPANY, P.C. PROFIT SHARING PLAN & TRUST 2019 401k membership
Total participants, beginning-of-year 2019-01-01 3
Total of all active and inactive participants 2019-01-01 0
Total participants 2019-01-01 0
2018: WAGES & COMPANY, P.C. PROFIT SHARING PLAN & TRUST 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 3
Total of all active and inactive participants 2018-01-01 3
Total participants 2018-01-01 3
Number of participants with account balances 2018-01-01 3
2017: WAGES & COMPANY, P.C. PROFIT SHARING PLAN & TRUST 2017 401k membership
Total participants, beginning-of-year 2017-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 2
Number of retired or separated participants receiving benefits 2017-01-01 1
Total of all active and inactive participants 2017-01-01 3
Total participants 2017-01-01 3
Number of participants with account balances 2017-01-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 1
2016: WAGES & COMPANY, P.C. PROFIT SHARING PLAN & TRUST 2016 401k membership
Total participants, beginning-of-year 2016-01-01 0
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 3
Total of all active and inactive participants 2016-01-01 3
Total participants 2016-01-01 3
2015: WAGES & COMPANY, P.C. PROFIT SHARING PLAN & TRUST 2015 401k membership
Total participants, beginning-of-year 2015-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 2
Number of other retired or separated participants entitled to future benefits 2015-01-01 1
Total of all active and inactive participants 2015-01-01 3
Total participants 2015-01-01 3
Number of participants with account balances 2015-01-01 3
2014: WAGES & COMPANY, P.C. PROFIT SHARING PLAN & TRUST 2014 401k membership
Total participants, beginning-of-year 2014-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 5
Total of all active and inactive participants 2014-01-01 5
Total participants 2014-01-01 5
Number of participants with account balances 2014-01-01 5
2013: WAGES & COMPANY, P.C. PROFIT SHARING PLAN & TRUST 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 4
2012: WAGES & COMPANY, P.C. PROFIT SHARING PLAN & TRUST 2012 401k membership
Total participants, beginning-of-year 2012-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 4
Total of all active and inactive participants 2012-01-01 4
Total participants 2012-01-01 4
Number of participants with account balances 2012-01-01 4
2011: WAGES & COMPANY, P.C. PROFIT SHARING PLAN & TRUST 2011 401k membership
Total participants, beginning-of-year 2011-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 4
Total of all active and inactive participants 2011-01-01 4
Total participants 2011-01-01 4
Number of participants with account balances 2011-01-01 4
2009: WAGES & COMPANY, P.C. PROFIT SHARING PLAN & TRUST 2009 401k membership
Total participants, beginning-of-year 2009-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 3
Total of all active and inactive participants 2009-01-01 3
Total participants 2009-01-01 3
Number of participants with account balances 2009-01-01 3

Measure	Date	Value
2019: WAGES & COMPANY, P.C. PROFIT SHARING PLAN & TRUST 2019 401k membership
Total participants, beginning-of-year	2019-01-01	3
Total of all active and inactive participants	2019-01-01	0
Total participants	2019-01-01	0
2018: WAGES & COMPANY, P.C. PROFIT SHARING PLAN & TRUST 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	3
Total of all active and inactive participants	2018-01-01	3
Total participants	2018-01-01	3
Number of participants with account balances	2018-01-01	3
2017: WAGES & COMPANY, P.C. PROFIT SHARING PLAN & TRUST 2017 401k membership
Total participants, beginning-of-year	2017-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	2
Number of retired or separated participants receiving benefits	2017-01-01	1
Total of all active and inactive participants	2017-01-01	3
Total participants	2017-01-01	3
Number of participants with account balances	2017-01-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	1
2016: WAGES & COMPANY, P.C. PROFIT SHARING PLAN & TRUST 2016 401k membership
Total participants, beginning-of-year	2016-01-01	0
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	3
Total of all active and inactive participants	2016-01-01	3
Total participants	2016-01-01	3
2015: WAGES & COMPANY, P.C. PROFIT SHARING PLAN & TRUST 2015 401k membership
Total participants, beginning-of-year	2015-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	2
Number of other retired or separated participants entitled to future benefits	2015-01-01	1
Total of all active and inactive participants	2015-01-01	3
Total participants	2015-01-01	3
Number of participants with account balances	2015-01-01	3
2014: WAGES & COMPANY, P.C. PROFIT SHARING PLAN & TRUST 2014 401k membership
Total participants, beginning-of-year	2014-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	5
Total of all active and inactive participants	2014-01-01	5
Total participants	2014-01-01	5
Number of participants with account balances	2014-01-01	5
2013: WAGES & COMPANY, P.C. PROFIT SHARING PLAN & TRUST 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	4
2012: WAGES & COMPANY, P.C. PROFIT SHARING PLAN & TRUST 2012 401k membership
Total participants, beginning-of-year	2012-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	4
Total of all active and inactive participants	2012-01-01	4
Total participants	2012-01-01	4
Number of participants with account balances	2012-01-01	4
2011: WAGES & COMPANY, P.C. PROFIT SHARING PLAN & TRUST 2011 401k membership
Total participants, beginning-of-year	2011-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	4
Total of all active and inactive participants	2011-01-01	4
Total participants	2011-01-01	4
Number of participants with account balances	2011-01-01	4
2009: WAGES & COMPANY, P.C. PROFIT SHARING PLAN & TRUST 2009 401k membership
Total participants, beginning-of-year	2009-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	3
Total of all active and inactive participants	2009-01-01	3
Total participants	2009-01-01	3
Number of participants with account balances	2009-01-01	3

Financial Data on WAGES & COMPANY, P.C. PROFIT SHARING PLAN & TRUST

Measure	Date	Value
2019 : WAGES & COMPANY, P.C. PROFIT SHARING PLAN & TRUST 2019 401k financial data
Total income from all sources	2019-12-31	$87,922
Expenses. Total of all expenses incurred	2019-12-31	$527,404
Benefits paid (including direct rollovers)	2019-12-31	$523,590
Total plan assets at end of year	2019-12-31	$0
Total plan assets at beginning of year	2019-12-31	$439,482
Expenses. Other expenses not covered elsewhere	2019-12-31	$3,814
Other income received	2019-12-31	$82,922
Net income (gross income less expenses)	2019-12-31	$-439,482
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$0
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$439,482
Total contributions received or receivable from employer(s)	2019-12-31	$5,000
2018 : WAGES & COMPANY, P.C. PROFIT SHARING PLAN & TRUST 2018 401k financial data
Total income from all sources	2018-12-31	$-26,175
Expenses. Total of all expenses incurred	2018-12-31	$6,135
Benefits paid (including direct rollovers)	2018-12-31	$1,503
Total plan assets at end of year	2018-12-31	$439,482
Total plan assets at beginning of year	2018-12-31	$471,792
Expenses. Other expenses not covered elsewhere	2018-12-31	$4,632
Other income received	2018-12-31	$-42,606
Net income (gross income less expenses)	2018-12-31	$-32,310
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$439,482
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$471,792
Total contributions received or receivable from employer(s)	2018-12-31	$16,431
2017 : WAGES & COMPANY, P.C. PROFIT SHARING PLAN & TRUST 2017 401k financial data
Total income from all sources	2017-12-31	$81,936
Expenses. Total of all expenses incurred	2017-12-31	$4,218
Total plan assets at end of year	2017-12-31	$471,792
Total plan assets at beginning of year	2017-12-31	$394,074
Expenses. Other expenses not covered elsewhere	2017-12-31	$4,218
Other income received	2017-12-31	$67,680
Net income (gross income less expenses)	2017-12-31	$77,718
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$471,792
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$394,074
Total contributions received or receivable from employer(s)	2017-12-31	$14,256
2016 : WAGES & COMPANY, P.C. PROFIT SHARING PLAN & TRUST 2016 401k financial data
Total income from all sources	2016-12-31	$47,232
Expenses. Total of all expenses incurred	2016-12-31	$7,556
Benefits paid (including direct rollovers)	2016-12-31	$4,102
Total plan assets at end of year	2016-12-31	$394,074
Total plan assets at beginning of year	2016-12-31	$354,398
Expenses. Other expenses not covered elsewhere	2016-12-31	$3,454
Other income received	2016-12-31	$33,103
Net income (gross income less expenses)	2016-12-31	$39,676
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$394,074
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$354,398
Total contributions received or receivable from employer(s)	2016-12-31	$14,129
2015 : WAGES & COMPANY, P.C. PROFIT SHARING PLAN & TRUST 2015 401k financial data
Total income from all sources	2015-12-31	$6,189
Expenses. Total of all expenses incurred	2015-12-31	$3,275
Total plan assets at end of year	2015-12-31	$354,398
Total plan assets at beginning of year	2015-12-31	$351,484
Expenses. Other expenses not covered elsewhere	2015-12-31	$3,275
Other income received	2015-12-31	$-4,799
Net income (gross income less expenses)	2015-12-31	$2,914
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$354,398
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$351,484
Total contributions received or receivable from employer(s)	2015-12-31	$10,988
2014 : WAGES & COMPANY, P.C. PROFIT SHARING PLAN & TRUST 2014 401k financial data
Total income from all sources	2014-12-31	$27,580
Expenses. Total of all expenses incurred	2014-12-31	$36,066
Benefits paid (including direct rollovers)	2014-12-31	$32,798
Total plan assets at end of year	2014-12-31	$351,484
Total plan assets at beginning of year	2014-12-31	$359,970
Assets. Value of loans (other than to participants)	2014-12-31	$22,836
Expenses. Other expenses not covered elsewhere	2014-12-31	$3,268
Other income received	2014-12-31	$14,752
Net income (gross income less expenses)	2014-12-31	$-8,486
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$351,484
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$359,970
Total contributions received or receivable from employer(s)	2014-12-31	$12,828
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$32,798
2013 : WAGES & COMPANY, P.C. PROFIT SHARING PLAN & TRUST 2013 401k financial data
Total income from all sources	2013-12-31	$75,689
Expenses. Total of all expenses incurred	2013-12-31	$5,198
Total plan assets at end of year	2013-12-31	$359,970
Total plan assets at beginning of year	2013-12-31	$289,479
Assets. Value of loans (other than to participants)	2013-12-31	$28,118
Expenses. Other expenses not covered elsewhere	2013-12-31	$5,198
Other income received	2013-12-31	$62,417
Net income (gross income less expenses)	2013-12-31	$70,491
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$359,970
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$289,479
Total contributions received or receivable from employer(s)	2013-12-31	$13,272
2012 : WAGES & COMPANY, P.C. PROFIT SHARING PLAN & TRUST 2012 401k financial data
Total income from all sources	2012-12-31	$52,453
Expenses. Total of all expenses incurred	2012-12-31	$3,205
Total plan assets at end of year	2012-12-31	$289,479
Total plan assets at beginning of year	2012-12-31	$240,231
Expenses. Other expenses not covered elsewhere	2012-12-31	$3,205
Other income received	2012-12-31	$38,339
Net income (gross income less expenses)	2012-12-31	$49,248
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$289,479
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$240,231
Total contributions received or receivable from employer(s)	2012-12-31	$14,114
2011 : WAGES & COMPANY, P.C. PROFIT SHARING PLAN & TRUST 2011 401k financial data
Total income from all sources	2011-12-31	$-1,567
Expenses. Total of all expenses incurred	2011-12-31	$3,039
Total plan assets at end of year	2011-12-31	$240,231
Total plan assets at beginning of year	2011-12-31	$244,837
Expenses. Other expenses not covered elsewhere	2011-12-31	$3,039
Other income received	2011-12-31	$-12,993
Net income (gross income less expenses)	2011-12-31	$-4,606
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$240,231
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$244,837
Total contributions received or receivable from employer(s)	2011-12-31	$11,426

Form 5500 Responses for WAGES & COMPANY, P.C. PROFIT SHARING PLAN & TRUST

2019: WAGES & COMPANY, P.C. PROFIT SHARING PLAN & TRUST 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	This submission is the final filing	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: WAGES & COMPANY, P.C. PROFIT SHARING PLAN & TRUST 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: WAGES & COMPANY, P.C. PROFIT SHARING PLAN & TRUST 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: WAGES & COMPANY, P.C. PROFIT SHARING PLAN & TRUST 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: WAGES & COMPANY, P.C. PROFIT SHARING PLAN & TRUST 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: WAGES & COMPANY, P.C. PROFIT SHARING PLAN & TRUST 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: WAGES & COMPANY, P.C. PROFIT SHARING PLAN & TRUST 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: WAGES & COMPANY, P.C. PROFIT SHARING PLAN & TRUST 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: WAGES & COMPANY, P.C. PROFIT SHARING PLAN & TRUST 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: WAGES & COMPANY, P.C. PROFIT SHARING PLAN & TRUST 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

Potentially related plans

WAGES & SONS FUNERAL HOMES 401(K) PROFIT SHARING PLAN [EIN = 581293171]

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Company Name:	WAGES & COMPANY, P.C.
Employer identification number (EIN):	581883462
NAIC Classification:	541211
NAIC Description:	Offices of Certified Public Accountants