401k Plan data: WEINBERG, WHEELER, HUDGINS, GUNN & DIAL, LLC NON-EXEMPT EMPLOYEES' 401(K) PROFIT SHARING PLAN plan

WEINBERG, WHEELER, HUDGINS, GUNN & DIAL, LLC NON-EXEMPT EMPLOYEES' 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan Name	WEINBERG, WHEELER, HUDGINS, GUNN & DIAL, LLC NON-EXEMPT EMPLOYEES' 401(K) PROFIT SHARING PLAN
Plan identification number	002

WEINBERG, WHEELER, HUDGINS, GUNN & DIAL, LLC NON-EXEMPT EMPLOYEES' 401(K) PROFIT SHARING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
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.
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

WEINBERG, WHEELER, HUDGINS, GUNN & DIAL, LLC has sponsored the creation of one or more 401k plans.

Company Name: WEINBERG, WHEELER, HUDGINS, GUNN & DIAL, LLC

Employer identification number (EIN): 586108283

NAIC Classification: 541110
NAIC Description: Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WEINBERG, WHEELER, HUDGINS, GUNN & DIAL, LLC NON-EXEMPT EMPLOYEES' 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2015-01-01
002 2014-01-01
002 2013-01-01
002 2012-01-01 KAREN S. CLAY KAREN S. CLAY 2013-10-14

Plan Statistics for WEINBERG, WHEELER, HUDGINS, GUNN & DIAL, LLC NON-EXEMPT EMPLOYEES' 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for WEINBERG, WHEELER, HUDGINS, GUNN & DIAL, LLC NON-EXEMPT EMPLOYEES' 401(K) PROFIT SHARING PLAN

Measure Date Value
2015: WEINBERG, WHEELER, HUDGINS, GUNN & DIAL, LLC NON-EXEMPT EMPLOYEES' 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 112
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 66
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 26
Total of all active and inactive participants 2015-01-01 92
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 92
Number of participants with account balances 2015-01-01 104
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 3
2014: WEINBERG, WHEELER, HUDGINS, GUNN & DIAL, LLC NON-EXEMPT EMPLOYEES' 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 115
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 70
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 33
Total of all active and inactive participants 2014-01-01 103
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 103
Number of participants with account balances 2014-01-01 108
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: WEINBERG, WHEELER, HUDGINS, GUNN & DIAL, LLC NON-EXEMPT EMPLOYEES' 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 101
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 73
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 6
Total of all active and inactive participants 2013-01-01 79
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 79
Number of participants with account balances 2013-01-01 101
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 2
2012: WEINBERG, WHEELER, HUDGINS, GUNN & DIAL, LLC NON-EXEMPT EMPLOYEES' 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 101
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 65
Number of other retired or separated participants entitled to future benefits 2012-01-01 36
Total of all active and inactive participants 2012-01-01 101
Total participants 2012-01-01 101
Number of participants with account balances 2012-01-01 101
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 2

Measure	Date	Value
2015: WEINBERG, WHEELER, HUDGINS, GUNN & DIAL, LLC NON-EXEMPT EMPLOYEES' 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	112
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	66
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	26
Total of all active and inactive participants	2015-01-01	92
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	92
Number of participants with account balances	2015-01-01	104
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	3
2014: WEINBERG, WHEELER, HUDGINS, GUNN & DIAL, LLC NON-EXEMPT EMPLOYEES' 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	115
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	70
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	33
Total of all active and inactive participants	2014-01-01	103
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	103
Number of participants with account balances	2014-01-01	108
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: WEINBERG, WHEELER, HUDGINS, GUNN & DIAL, LLC NON-EXEMPT EMPLOYEES' 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	101
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	73
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	6
Total of all active and inactive participants	2013-01-01	79
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	79
Number of participants with account balances	2013-01-01	101
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	2
2012: WEINBERG, WHEELER, HUDGINS, GUNN & DIAL, LLC NON-EXEMPT EMPLOYEES' 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	101
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	65
Number of other retired or separated participants entitled to future benefits	2012-01-01	36
Total of all active and inactive participants	2012-01-01	101
Total participants	2012-01-01	101
Number of participants with account balances	2012-01-01	101
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	2

Financial Data on WEINBERG, WHEELER, HUDGINS, GUNN & DIAL, LLC NON-EXEMPT EMPLOYEES' 401(K) PROFIT SHARING PLAN

Measure	Date	Value
2015 : WEINBERG, WHEELER, HUDGINS, GUNN & DIAL, LLC NON-EXEMPT EMPLOYEES' 401(K) PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$461,415
Expenses. Total of all expenses incurred	2015-12-31	$277,408
Benefits paid (including direct rollovers)	2015-12-31	$256,975
Total plan assets at end of year	2015-12-31	$3,851,105
Total plan assets at beginning of year	2015-12-31	$3,667,098
Value of fidelity bond covering the plan	2015-12-31	$1,000,000
Total contributions received or receivable from participants	2015-12-31	$131,253
Contributions received from other sources (not participants or employers)	2015-12-31	$73,622
Other income received	2015-12-31	$-58,118
Net income (gross income less expenses)	2015-12-31	$184,007
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$3,851,105
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$3,667,098
Assets. Value of participant loans	2015-12-31	$343,268
Total contributions received or receivable from employer(s)	2015-12-31	$314,658
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$20,433
2014 : WEINBERG, WHEELER, HUDGINS, GUNN & DIAL, LLC NON-EXEMPT EMPLOYEES' 401(K) PROFIT SHARING PLAN 2014 401k financial data
Transfers to/from the plan	2014-12-31	$-64,552
Total plan liabilities at beginning of year	2014-12-31	$0
Total income from all sources	2014-12-31	$583,191
Expenses. Total of all expenses incurred	2014-12-31	$503,860
Benefits paid (including direct rollovers)	2014-12-31	$484,147
Total plan assets at end of year	2014-12-31	$3,667,098
Total plan assets at beginning of year	2014-12-31	$3,652,319
Value of fidelity bond covering the plan	2014-12-31	$1,000,000
Total contributions received or receivable from participants	2014-12-31	$134,735
Contributions received from other sources (not participants or employers)	2014-12-31	$203
Other income received	2014-12-31	$122,011
Net income (gross income less expenses)	2014-12-31	$79,331
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$3,667,098
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$3,652,319
Assets. Value of participant loans	2014-12-31	$313,583
Total contributions received or receivable from employer(s)	2014-12-31	$326,242
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$19,713
2013 : WEINBERG, WHEELER, HUDGINS, GUNN & DIAL, LLC NON-EXEMPT EMPLOYEES' 401(K) PROFIT SHARING PLAN 2013 401k financial data
Transfers to/from the plan	2013-12-31	$0
Total plan liabilities at end of year	2013-12-31	$0
Total plan liabilities at beginning of year	2013-12-31	$0
Total income from all sources	2013-12-31	$886,242
Expenses. Total of all expenses incurred	2013-12-31	$310,823
Benefits paid (including direct rollovers)	2013-12-31	$294,529
Total plan assets at end of year	2013-12-31	$3,652,319
Total plan assets at beginning of year	2013-12-31	$3,076,900
Value of fidelity bond covering the plan	2013-12-31	$1,000,000
Total contributions received or receivable from participants	2013-12-31	$349,568
Contributions received from other sources (not participants or employers)	2013-12-31	$0
Other income received	2013-12-31	$376,258
Noncash contributions received	2013-12-31	$0
Net income (gross income less expenses)	2013-12-31	$575,419
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$3,652,319
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$3,076,900
Assets. Value of participant loans	2013-12-31	$273,523
Total contributions received or receivable from employer(s)	2013-12-31	$160,416
Value of certain deemed distributions of participant loans	2013-12-31	$0
Value of corrective distributions	2013-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$16,294
2012 : WEINBERG, WHEELER, HUDGINS, GUNN & DIAL, LLC NON-EXEMPT EMPLOYEES' 401(K) PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$849,820
Expenses. Total of all expenses incurred	2012-12-31	$1,237,498
Benefits paid (including direct rollovers)	2012-12-31	$1,222,737
Total plan assets at end of year	2012-12-31	$3,076,900
Total plan assets at beginning of year	2012-12-31	$3,464,578
Value of fidelity bond covering the plan	2012-12-31	$1,000,000
Total contributions received or receivable from participants	2012-12-31	$364,833
Contributions received from other sources (not participants or employers)	2012-12-31	$35,866
Other income received	2012-12-31	$318,247
Net income (gross income less expenses)	2012-12-31	$-387,678
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$3,076,900
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$3,464,578
Assets. Value of participant loans	2012-12-31	$201,877
Total contributions received or receivable from employer(s)	2012-12-31	$130,874
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$14,761

Form 5500 Responses for WEINBERG, WHEELER, HUDGINS, GUNN & DIAL, LLC NON-EXEMPT EMPLOYEES' 401(K) PROFIT SHARING PLAN

2015: WEINBERG, WHEELER, HUDGINS, GUNN & DIAL, LLC NON-EXEMPT EMPLOYEES' 401(K) PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: WEINBERG, WHEELER, HUDGINS, GUNN & DIAL, LLC NON-EXEMPT EMPLOYEES' 401(K) PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: WEINBERG, WHEELER, HUDGINS, GUNN & DIAL, LLC NON-EXEMPT EMPLOYEES' 401(K) PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: WEINBERG, WHEELER, HUDGINS, GUNN & DIAL, LLC NON-EXEMPT EMPLOYEES' 401(K) PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	WEINBERG, WHEELER, HUDGINS, GUNN & DIAL, LLC
Employer identification number (EIN):	586108283
NAIC Classification:	541110
NAIC Description:	Offices of Lawyers