WILLIAM W. MASSEY III, P.A. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan WILLIAM W. MASSEY III, P.A. PROFIT SHARING PLAN & TRUST AGREEMENT
401k plan membership statisitcs for WILLIAM W. MASSEY III, P.A. PROFIT SHARING PLAN & TRUST AGREEMENT
Measure | Date | Value |
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2021: WILLIAM W. MASSEY III, P.A. PROFIT SHARING PLAN & TRUST AGREEMENT 2021 401k membership |
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Total participants, beginning-of-year | 2021-01-01 | 1 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 1 |
Total of all active and inactive participants | 2021-01-01 | 1 |
Total participants | 2021-01-01 | 1 |
Number of participants with account balances | 2021-01-01 | 1 |
2020: WILLIAM W. MASSEY III, P.A. PROFIT SHARING PLAN & TRUST AGREEMENT 2020 401k membership |
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Total participants, beginning-of-year | 2020-01-01 | 1 |
Total of all active and inactive participants | 2020-01-01 | 0 |
Total participants | 2020-01-01 | 0 |
2019: WILLIAM W. MASSEY III, P.A. PROFIT SHARING PLAN & TRUST AGREEMENT 2019 401k membership |
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Total participants, beginning-of-year | 2019-01-01 | 1 |
Total of all active and inactive participants | 2019-01-01 | 0 |
Total participants | 2019-01-01 | 0 |
2018: WILLIAM W. MASSEY III, P.A. PROFIT SHARING PLAN & TRUST AGREEMENT 2018 401k membership |
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Total participants, beginning-of-year | 2018-01-01 | 1 |
Total of all active and inactive participants | 2018-01-01 | 0 |
Total participants | 2018-01-01 | 0 |
2017: WILLIAM W. MASSEY III, P.A. PROFIT SHARING PLAN & TRUST AGREEMENT 2017 401k membership |
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Total participants, beginning-of-year | 2017-01-01 | 1 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 1 |
Total of all active and inactive participants | 2017-01-01 | 1 |
Total participants | 2017-01-01 | 1 |
Number of participants with account balances | 2017-01-01 | 1 |
Number of employers contributing to the scheme | 2017-01-01 | 0 |
2016: WILLIAM W. MASSEY III, P.A. PROFIT SHARING PLAN & TRUST AGREEMENT 2016 401k membership |
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Total participants, beginning-of-year | 2016-01-01 | 1 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 1 |
Total of all active and inactive participants | 2016-01-01 | 1 |
Total participants | 2016-01-01 | 1 |
Number of participants with account balances | 2016-01-01 | 1 |
2015: WILLIAM W. MASSEY III, P.A. PROFIT SHARING PLAN & TRUST AGREEMENT 2015 401k membership |
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Total participants, beginning-of-year | 2015-01-01 | 1 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 1 |
Total of all active and inactive participants | 2015-01-01 | 1 |
Total participants | 2015-01-01 | 1 |
Number of participants with account balances | 2015-01-01 | 1 |
2014: WILLIAM W. MASSEY III, P.A. PROFIT SHARING PLAN & TRUST AGREEMENT 2014 401k membership |
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Total participants, beginning-of-year | 2014-01-01 | 1 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 1 |
Total of all active and inactive participants | 2014-01-01 | 1 |
Total participants | 2014-01-01 | 1 |
Number of participants with account balances | 2014-01-01 | 1 |
2013: WILLIAM W. MASSEY III, P.A. PROFIT SHARING PLAN & TRUST AGREEMENT 2013 401k membership |
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Total participants, beginning-of-year | 2013-01-01 | 1 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 1 |
Total of all active and inactive participants | 2013-01-01 | 1 |
Total participants | 2013-01-01 | 1 |
Number of participants with account balances | 2013-01-01 | 1 |
2012: WILLIAM W. MASSEY III, P.A. PROFIT SHARING PLAN & TRUST AGREEMENT 2012 401k membership |
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Total participants, beginning-of-year | 2012-01-01 | 1 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 1 |
Total of all active and inactive participants | 2012-01-01 | 1 |
Total participants | 2012-01-01 | 1 |
Number of participants with account balances | 2012-01-01 | 1 |
2011: WILLIAM W. MASSEY III, P.A. PROFIT SHARING PLAN & TRUST AGREEMENT 2011 401k membership |
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Total participants, beginning-of-year | 2011-01-01 | 1 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 1 |
Total of all active and inactive participants | 2011-01-01 | 1 |
Total participants | 2011-01-01 | 1 |
Number of participants with account balances | 2011-01-01 | 1 |
2010: WILLIAM W. MASSEY III, P.A. PROFIT SHARING PLAN & TRUST AGREEMENT 2010 401k membership |
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Total participants, beginning-of-year | 2010-01-01 | 1 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 1 |
Total of all active and inactive participants | 2010-01-01 | 1 |
Total participants | 2010-01-01 | 1 |
Number of participants with account balances | 2010-01-01 | 1 |
2009: WILLIAM W. MASSEY III, P.A. PROFIT SHARING PLAN & TRUST AGREEMENT 2009 401k membership |
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Total participants, beginning-of-year | 2009-01-01 | 1 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 1 |
Total of all active and inactive participants | 2009-01-01 | 1 |
Total participants | 2009-01-01 | 1 |
Number of participants with account balances | 2009-01-01 | 1 |
Measure | Date | Value |
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2021 : WILLIAM W. MASSEY III, P.A. PROFIT SHARING PLAN & TRUST AGREEMENT 2021 401k financial data |
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Total income from all sources | 2021-12-31 | $147,418 |
Expenses. Total of all expenses incurred | 2021-12-31 | $6,165 |
Total plan assets at end of year | 2021-12-31 | $1,424,025 |
Total plan assets at beginning of year | 2021-12-31 | $1,282,772 |
Assets. Value of loans (other than to participants) | 2021-12-31 | $1,045,000 |
Expenses. Other expenses not covered elsewhere | 2021-12-31 | $6,165 |
Other income received | 2021-12-31 | $147,418 |
Net income (gross income less expenses) | 2021-12-31 | $141,253 |
Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $1,424,025 |
Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $1,282,772 |
Assets. Value of real-estate (other than employer real property) | 2021-12-31 | $240,000 |
2020 : WILLIAM W. MASSEY III, P.A. PROFIT SHARING PLAN & TRUST AGREEMENT 2020 401k financial data |
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Total plan liabilities at beginning of year | 2020-12-31 | $0 |
Total income from all sources | 2020-12-31 | $198,438 |
Expenses. Total of all expenses incurred | 2020-12-31 | $8,474 |
Total plan assets at end of year | 2020-12-31 | $1,282,772 |
Total plan assets at beginning of year | 2020-12-31 | $1,092,808 |
Assets. Value of loans (other than to participants) | 2020-12-31 | $706,500 |
Expenses. Other expenses not covered elsewhere | 2020-12-31 | $8,474 |
Other income received | 2020-12-31 | $198,438 |
Net income (gross income less expenses) | 2020-12-31 | $189,964 |
Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $1,282,772 |
Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $1,092,808 |
Assets. Value of real-estate (other than employer real property) | 2020-12-31 | $300,000 |
2019 : WILLIAM W. MASSEY III, P.A. PROFIT SHARING PLAN & TRUST AGREEMENT 2019 401k financial data |
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Total plan liabilities at beginning of year | 2019-12-31 | $0 |
Total income from all sources | 2019-12-31 | $124,866 |
Total plan assets at end of year | 2019-12-31 | $1,092,808 |
Total plan assets at beginning of year | 2019-12-31 | $967,942 |
Assets. Value of loans (other than to participants) | 2019-12-31 | $594,000 |
Other income received | 2019-12-31 | $124,866 |
Net income (gross income less expenses) | 2019-12-31 | $124,866 |
Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $1,092,808 |
Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $967,942 |
Assets. Value of real-estate (other than employer real property) | 2019-12-31 | $245,000 |
2018 : WILLIAM W. MASSEY III, P.A. PROFIT SHARING PLAN & TRUST AGREEMENT 2018 401k financial data |
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Total plan liabilities at beginning of year | 2018-12-31 | $0 |
Total income from all sources | 2018-12-31 | $107,389 |
Total plan assets at end of year | 2018-12-31 | $967,942 |
Total plan assets at beginning of year | 2018-12-31 | $860,553 |
Assets. Value of loans (other than to participants) | 2018-12-31 | $589,000 |
Other income received | 2018-12-31 | $107,389 |
Net income (gross income less expenses) | 2018-12-31 | $107,389 |
Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $967,942 |
Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $860,553 |
Assets. Value of real-estate (other than employer real property) | 2018-12-31 | $218,000 |
2017 : WILLIAM W. MASSEY III, P.A. PROFIT SHARING PLAN & TRUST AGREEMENT 2017 401k financial data |
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Total plan liabilities at beginning of year | 2017-12-31 | $0 |
Total income from all sources | 2017-12-31 | $83,011 |
Total plan assets at end of year | 2017-12-31 | $860,553 |
Total plan assets at beginning of year | 2017-12-31 | $777,542 |
Assets. Value of loans (other than to participants) | 2017-12-31 | $452,500 |
Other income received | 2017-12-31 | $83,011 |
Net income (gross income less expenses) | 2017-12-31 | $83,011 |
Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $860,553 |
Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $777,542 |
Assets. Value of real-estate (other than employer real property) | 2017-12-31 | $170,000 |
2016 : WILLIAM W. MASSEY III, P.A. PROFIT SHARING PLAN & TRUST AGREEMENT 2016 401k financial data |
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Total plan liabilities at end of year | 2016-12-31 | $0 |
Total plan liabilities at beginning of year | 2016-12-31 | $0 |
Total income from all sources | 2016-12-31 | $72,573 |
Total plan assets at end of year | 2016-12-31 | $777,542 |
Total plan assets at beginning of year | 2016-12-31 | $704,969 |
Assets. Value of loans (other than to participants) | 2016-12-31 | $160,000 |
Other income received | 2016-12-31 | $72,573 |
Net income (gross income less expenses) | 2016-12-31 | $72,573 |
Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $777,542 |
Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $704,969 |
Assets. Value of employer securities | 2016-12-31 | $155,000 |
2015 : WILLIAM W. MASSEY III, P.A. PROFIT SHARING PLAN & TRUST AGREEMENT 2015 401k financial data |
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Total plan liabilities at beginning of year | 2015-12-31 | $0 |
Total income from all sources | 2015-12-31 | $64,886 |
Expenses. Total of all expenses incurred | 2015-12-31 | $29,805 |
Total plan assets at end of year | 2015-12-31 | $704,969 |
Total plan assets at beginning of year | 2015-12-31 | $669,888 |
Expenses. Other expenses not covered elsewhere | 2015-12-31 | $29,805 |
Other income received | 2015-12-31 | $64,886 |
Net income (gross income less expenses) | 2015-12-31 | $35,081 |
Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $704,969 |
Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $669,888 |
Assets. Value of real-estate (other than employer real property) | 2015-12-31 | $155,000 |
2014 : WILLIAM W. MASSEY III, P.A. PROFIT SHARING PLAN & TRUST AGREEMENT 2014 401k financial data |
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Total plan liabilities at beginning of year | 2014-12-31 | $0 |
Total income from all sources | 2014-12-31 | $82,560 |
Expenses. Total of all expenses incurred | 2014-12-31 | $11,437 |
Total plan assets at end of year | 2014-12-31 | $669,888 |
Total plan assets at beginning of year | 2014-12-31 | $598,765 |
Assets. Value of loans (other than to participants) | 2014-12-31 | $307,075 |
Expenses. Other expenses not covered elsewhere | 2014-12-31 | $11,437 |
Other income received | 2014-12-31 | $82,560 |
Net income (gross income less expenses) | 2014-12-31 | $71,123 |
Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $669,888 |
Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $598,765 |
Assets. Value of real-estate (other than employer real property) | 2014-12-31 | $155,000 |
2013 : WILLIAM W. MASSEY III, P.A. PROFIT SHARING PLAN & TRUST AGREEMENT 2013 401k financial data |
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Total plan liabilities at beginning of year | 2013-12-31 | $0 |
Total income from all sources | 2013-12-31 | $69,568 |
Expenses. Total of all expenses incurred | 2013-12-31 | $5,457 |
Total plan assets at end of year | 2013-12-31 | $598,765 |
Total plan assets at beginning of year | 2013-12-31 | $534,654 |
Assets. Value of loans (other than to participants) | 2013-12-31 | $379,241 |
Expenses. Other expenses not covered elsewhere | 2013-12-31 | $5,457 |
Other income received | 2013-12-31 | $69,568 |
Net income (gross income less expenses) | 2013-12-31 | $64,111 |
Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $598,765 |
Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $534,654 |
Assets. Value of real-estate (other than employer real property) | 2013-12-31 | $162,000 |
2012 : WILLIAM W. MASSEY III, P.A. PROFIT SHARING PLAN & TRUST AGREEMENT 2012 401k financial data |
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Total plan liabilities at beginning of year | 2012-12-31 | $0 |
Total income from all sources | 2012-12-31 | $21,446 |
Expenses. Total of all expenses incurred | 2012-12-31 | $5,358 |
Total plan assets at end of year | 2012-12-31 | $534,654 |
Total plan assets at beginning of year | 2012-12-31 | $518,566 |
Assets. Value of loans (other than to participants) | 2012-12-31 | $150,142 |
Expenses. Other expenses not covered elsewhere | 2012-12-31 | $5,358 |
Other income received | 2012-12-31 | $21,446 |
Net income (gross income less expenses) | 2012-12-31 | $16,088 |
Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $534,654 |
Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $518,566 |
Assets. Value of real-estate (other than employer real property) | 2012-12-31 | $162,000 |
2011 : WILLIAM W. MASSEY III, P.A. PROFIT SHARING PLAN & TRUST AGREEMENT 2011 401k financial data |
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Total plan liabilities at beginning of year | 2011-12-31 | $0 |
Total income from all sources | 2011-12-31 | $22,256 |
Expenses. Total of all expenses incurred | 2011-12-31 | $7,568 |
Total plan assets at end of year | 2011-12-31 | $518,566 |
Total plan assets at beginning of year | 2011-12-31 | $503,878 |
Assets. Value of loans (other than to participants) | 2011-12-31 | $97,485 |
Expenses. Other expenses not covered elsewhere | 2011-12-31 | $7,568 |
Other income received | 2011-12-31 | $22,256 |
Net income (gross income less expenses) | 2011-12-31 | $14,688 |
Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $518,566 |
Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $503,878 |
Assets. Value of real-estate (other than employer real property) | 2011-12-31 | $170,000 |
2010 : WILLIAM W. MASSEY III, P.A. PROFIT SHARING PLAN & TRUST AGREEMENT 2010 401k financial data |
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Total plan liabilities at beginning of year | 2010-12-31 | $0 |
Total income from all sources | 2010-12-31 | $26,395 |
Expenses. Total of all expenses incurred | 2010-12-31 | $23,964 |
Total plan assets at end of year | 2010-12-31 | $503,878 |
Total plan assets at beginning of year | 2010-12-31 | $501,447 |
Assets. Value of loans (other than to participants) | 2010-12-31 | $58,274 |
Expenses. Other expenses not covered elsewhere | 2010-12-31 | $23,964 |
Other income received | 2010-12-31 | $26,395 |
Net income (gross income less expenses) | 2010-12-31 | $2,431 |
Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $503,878 |
Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $501,447 |
Assets. Value of real-estate (other than employer real property) | 2010-12-31 | $185,000 |
2021: WILLIAM W. MASSEY III, P.A. PROFIT SHARING PLAN & TRUST AGREEMENT 2021 form 5500 responses |
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2021-01-01 | Type of plan entity | Single employer plan |
2021-01-01 | Plan funding arrangement – Insurance | Yes |
2021-01-01 | Plan funding arrangement – Trust | Yes |
2021-01-01 | Plan benefit arrangement – Insurance | Yes |
2021-01-01 | Plan benefit arrangement - Trust | Yes |
2020: WILLIAM W. MASSEY III, P.A. PROFIT SHARING PLAN & TRUST AGREEMENT 2020 form 5500 responses |
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2020-01-01 | Type of plan entity | Single employer plan |
2020-01-01 | Plan funding arrangement – Insurance | Yes |
2020-01-01 | Plan funding arrangement – Trust | Yes |
2020-01-01 | Plan benefit arrangement – Insurance | Yes |
2020-01-01 | Plan benefit arrangement - Trust | Yes |
2019: WILLIAM W. MASSEY III, P.A. PROFIT SHARING PLAN & TRUST AGREEMENT 2019 form 5500 responses |
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2019-01-01 | Type of plan entity | Single employer plan |
2019-01-01 | Plan funding arrangement – Insurance | Yes |
2019-01-01 | Plan funding arrangement – Trust | Yes |
2019-01-01 | Plan benefit arrangement – Insurance | Yes |
2019-01-01 | Plan benefit arrangement - Trust | Yes |
2018: WILLIAM W. MASSEY III, P.A. PROFIT SHARING PLAN & TRUST AGREEMENT 2018 form 5500 responses |
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2018-01-01 | Type of plan entity | Single employer plan |
2018-01-01 | Plan funding arrangement – Insurance | Yes |
2018-01-01 | Plan funding arrangement – Trust | Yes |
2018-01-01 | Plan benefit arrangement – Insurance | Yes |
2018-01-01 | Plan benefit arrangement - Trust | Yes |
2017: WILLIAM W. MASSEY III, P.A. PROFIT SHARING PLAN & TRUST AGREEMENT 2017 form 5500 responses |
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2017-01-01 | Type of plan entity | Single employer plan |
2017-01-01 | Plan funding arrangement – Insurance | Yes |
2017-01-01 | Plan funding arrangement – Trust | Yes |
2017-01-01 | Plan benefit arrangement – Insurance | Yes |
2017-01-01 | Plan benefit arrangement - Trust | Yes |
2016: WILLIAM W. MASSEY III, P.A. PROFIT SHARING PLAN & TRUST AGREEMENT 2016 form 5500 responses |
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2016-01-01 | Type of plan entity | Single employer plan |
2016-01-01 | Plan funding arrangement – Insurance | Yes |
2016-01-01 | Plan funding arrangement – Trust | Yes |
2016-01-01 | Plan benefit arrangement – Insurance | Yes |
2016-01-01 | Plan benefit arrangement - Trust | Yes |
2015: WILLIAM W. MASSEY III, P.A. PROFIT SHARING PLAN & TRUST AGREEMENT 2015 form 5500 responses |
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2015-01-01 | Type of plan entity | Single employer plan |
2015-01-01 | Plan funding arrangement – Insurance | Yes |
2015-01-01 | Plan funding arrangement – Trust | Yes |
2015-01-01 | Plan benefit arrangement – Insurance | Yes |
2015-01-01 | Plan benefit arrangement - Trust | Yes |
2014: WILLIAM W. MASSEY III, P.A. PROFIT SHARING PLAN & TRUST AGREEMENT 2014 form 5500 responses |
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2014-01-01 | Type of plan entity | Single employer plan |
2014-01-01 | Plan funding arrangement – Insurance | Yes |
2014-01-01 | Plan funding arrangement – Trust | Yes |
2014-01-01 | Plan benefit arrangement – Insurance | Yes |
2014-01-01 | Plan benefit arrangement - Trust | Yes |
2013: WILLIAM W. MASSEY III, P.A. PROFIT SHARING PLAN & TRUST AGREEMENT 2013 form 5500 responses |
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2013-01-01 | Type of plan entity | Single employer plan |
2013-01-01 | Plan funding arrangement – Insurance | Yes |
2013-01-01 | Plan funding arrangement – Trust | Yes |
2013-01-01 | Plan benefit arrangement – Insurance | Yes |
2013-01-01 | Plan benefit arrangement - Trust | Yes |
2012: WILLIAM W. MASSEY III, P.A. PROFIT SHARING PLAN & TRUST AGREEMENT 2012 form 5500 responses |
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2012-01-01 | Type of plan entity | Single employer plan |
2012-01-01 | Plan funding arrangement – Insurance | Yes |
2012-01-01 | Plan funding arrangement – Trust | Yes |
2012-01-01 | Plan benefit arrangement – Insurance | Yes |
2012-01-01 | Plan benefit arrangement - Trust | Yes |
2011: WILLIAM W. MASSEY III, P.A. PROFIT SHARING PLAN & TRUST AGREEMENT 2011 form 5500 responses |
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2011-01-01 | Type of plan entity | Single employer plan |
2011-01-01 | Plan funding arrangement – Insurance | Yes |
2011-01-01 | Plan funding arrangement – Trust | Yes |
2011-01-01 | Plan benefit arrangement – Insurance | Yes |
2011-01-01 | Plan benefit arrangement - Trust | Yes |
2010: WILLIAM W. MASSEY III, P.A. PROFIT SHARING PLAN & TRUST AGREEMENT 2010 form 5500 responses |
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2010-01-01 | Type of plan entity | Single employer plan |
2010-01-01 | Plan funding arrangement – Insurance | Yes |
2010-01-01 | Plan funding arrangement – Trust | Yes |
2010-01-01 | Plan benefit arrangement – Insurance | Yes |
2010-01-01 | Plan benefit arrangement - Trust | Yes |
2009: WILLIAM W. MASSEY III, P.A. PROFIT SHARING PLAN & TRUST AGREEMENT 2009 form 5500 responses |
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2009-01-01 | Type of plan entity | Single employer plan |
2009-01-01 | Submission has been amended | Yes |
2009-01-01 | Plan funding arrangement – Insurance | Yes |
2009-01-01 | Plan funding arrangement – Trust | Yes |
2009-01-01 | Plan benefit arrangement – Insurance | Yes |
2009-01-01 | Plan benefit arrangement - Trust | Yes |