WILSON & BROOKS, P.C. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan WILSON & BROOKS, P.C. 401(K) PROFIT SHARING PLAN
| Measure | Date | Value |
|---|
| 2024 : WILSON & BROOKS, P.C. 401(K) PROFIT SHARING PLAN 2024 401k financial data |
|---|
| Total liabilities as of the beginning of the plan year | 2024-07-12 | 0 |
| Total expenses incurred by plan in this plan year | 2024-07-12 | 0 |
| Net assets as of the end of the plan year | 2024-07-12 | 1816795 |
| Total assets as of the beginning of the plan year | 2024-07-12 | 1615101 |
| Value of plan covered by a fidelity bond | 2024-07-12 | 1500000 |
| Participant contributions to plan in this plan year | 2024-07-12 | 897 |
| Other income to plan in this plan year | 2024-07-12 | 169983 |
| Plan net income in this plan year | 2024-07-12 | 201694 |
| Net assets as of the end of the plan year | 2024-07-12 | 1816795 |
| Net assets as of the beginning of the plan year | 2024-07-12 | 1615101 |
| Value of employer contributions paid | 2024-07-12 | 0 |
| Employer contributions to plan in this plan year | 2024-07-12 | 30814 |
| 2015 : WILSON & BROOKS, P.C. 401(K) PROFIT SHARING PLAN 2015 401k financial data |
|---|
| Total income from all sources | 2015-12-31 | $55,954 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $0 |
| Total plan assets at end of year | 2015-12-31 | $3,859,569 |
| Total plan assets at beginning of year | 2015-12-31 | $3,803,615 |
| Total contributions received or receivable from participants | 2015-12-31 | $576 |
| Other income received | 2015-12-31 | $20,400 |
| Net income (gross income less expenses) | 2015-12-31 | $55,954 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $3,859,569 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $3,803,615 |
| Total contributions received or receivable from employer(s) | 2015-12-31 | $34,978 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
| 2014 : WILSON & BROOKS, P.C. 401(K) PROFIT SHARING PLAN 2014 401k financial data |
|---|
| Total income from all sources | 2014-12-31 | $224,875 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $0 |
| Benefits paid (including direct rollovers) | 2014-12-31 | $0 |
| Total plan assets at end of year | 2014-12-31 | $3,803,615 |
| Total plan assets at beginning of year | 2014-12-31 | $3,578,740 |
| Total contributions received or receivable from participants | 2014-12-31 | $1,156 |
| Expenses. Other expenses not covered elsewhere | 2014-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2014-12-31 | $0 |
| Other income received | 2014-12-31 | $185,468 |
| Net income (gross income less expenses) | 2014-12-31 | $224,875 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $3,803,615 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $3,578,740 |
| Assets. Value of participant loans | 2014-12-31 | $0 |
| Total contributions received or receivable from employer(s) | 2014-12-31 | $38,251 |
| Value of certain deemed distributions of participant loans | 2014-12-31 | $0 |
| Value of corrective distributions | 2014-12-31 | $0 |
| 2013 : WILSON & BROOKS, P.C. 401(K) PROFIT SHARING PLAN 2013 401k financial data |
|---|
| Total income from all sources | 2013-12-31 | $678,150 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $4,368 |
| Benefits paid (including direct rollovers) | 2013-12-31 | $0 |
| Total plan assets at end of year | 2013-12-31 | $3,578,740 |
| Total plan assets at beginning of year | 2013-12-31 | $2,904,958 |
| Value of fidelity bond covering the plan | 2013-12-31 | $300,000 |
| Total contributions received or receivable from participants | 2013-12-31 | $418 |
| Expenses. Other expenses not covered elsewhere | 2013-12-31 | $4,368 |
| Contributions received from other sources (not participants or employers) | 2013-12-31 | $0 |
| Other income received | 2013-12-31 | $637,604 |
| Net income (gross income less expenses) | 2013-12-31 | $673,782 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $3,578,740 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $2,904,958 |
| Assets. Value of participant loans | 2013-12-31 | $0 |
| Total contributions received or receivable from employer(s) | 2013-12-31 | $40,128 |
| Value of certain deemed distributions of participant loans | 2013-12-31 | $0 |
| Value of corrective distributions | 2013-12-31 | $0 |
| 2012 : WILSON & BROOKS, P.C. 401(K) PROFIT SHARING PLAN 2012 401k financial data |
|---|
| Transfers to/from the plan | 2012-12-31 | $0 |
| Total plan liabilities at end of year | 2012-12-31 | $0 |
| Total plan liabilities at beginning of year | 2012-12-31 | $0 |
| Total income from all sources | 2012-12-31 | $243,617 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $5,289 |
| Benefits paid (including direct rollovers) | 2012-12-31 | $0 |
| Total plan assets at end of year | 2012-12-31 | $2,904,958 |
| Total plan assets at beginning of year | 2012-12-31 | $2,666,630 |
| Value of fidelity bond covering the plan | 2012-12-31 | $300,000 |
| Total contributions received or receivable from participants | 2012-12-31 | $1,253 |
| Expenses. Other expenses not covered elsewhere | 2012-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2012-12-31 | $0 |
| Other income received | 2012-12-31 | $200,700 |
| Noncash contributions received | 2012-12-31 | $0 |
| Net income (gross income less expenses) | 2012-12-31 | $238,328 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $2,904,958 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $2,666,630 |
| Total contributions received or receivable from employer(s) | 2012-12-31 | $41,664 |
| Value of certain deemed distributions of participant loans | 2012-12-31 | $0 |
| Value of corrective distributions | 2012-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2012-12-31 | $5,289 |
| 2011 : WILSON & BROOKS, P.C. 401(K) PROFIT SHARING PLAN 2011 401k financial data |
|---|
| Transfers to/from the plan | 2011-12-31 | $0 |
| Total plan liabilities at end of year | 2011-12-31 | $0 |
| Total plan liabilities at beginning of year | 2011-12-31 | $0 |
| Total income from all sources | 2011-12-31 | $6,300 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $5,439 |
| Benefits paid (including direct rollovers) | 2011-12-31 | $0 |
| Total plan assets at end of year | 2011-12-31 | $2,666,630 |
| Total plan assets at beginning of year | 2011-12-31 | $2,665,769 |
| Value of fidelity bond covering the plan | 2011-12-31 | $300,000 |
| Total contributions received or receivable from participants | 2011-12-31 | $1,227 |
| Expenses. Other expenses not covered elsewhere | 2011-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2011-12-31 | $0 |
| Other income received | 2011-12-31 | $-62,890 |
| Noncash contributions received | 2011-12-31 | $0 |
| Net income (gross income less expenses) | 2011-12-31 | $861 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $2,666,630 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $2,665,769 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $67,963 |
| Value of certain deemed distributions of participant loans | 2011-12-31 | $0 |
| Value of corrective distributions | 2011-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2011-12-31 | $5,439 |
| 2010 : WILSON & BROOKS, P.C. 401(K) PROFIT SHARING PLAN 2010 401k financial data |
|---|
| Transfers to/from the plan | 2010-12-31 | $0 |
| Total plan liabilities at end of year | 2010-12-31 | $0 |
| Total plan liabilities at beginning of year | 2010-12-31 | $0 |
| Total income from all sources | 2010-12-31 | $294,386 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $4,335 |
| Benefits paid (including direct rollovers) | 2010-12-31 | $0 |
| Total plan assets at end of year | 2010-12-31 | $2,665,769 |
| Total plan assets at beginning of year | 2010-12-31 | $2,375,718 |
| Value of fidelity bond covering the plan | 2010-12-31 | $200,000 |
| Total contributions received or receivable from participants | 2010-12-31 | $1,189 |
| Expenses. Other expenses not covered elsewhere | 2010-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2010-12-31 | $0 |
| Other income received | 2010-12-31 | $236,682 |
| Noncash contributions received | 2010-12-31 | $0 |
| Net income (gross income less expenses) | 2010-12-31 | $290,051 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $2,665,769 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $2,375,718 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $56,515 |
| Value of certain deemed distributions of participant loans | 2010-12-31 | $0 |
| Value of corrective distributions | 2010-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2010-12-31 | $4,335 |
| 2015: WILSON & BROOKS, P.C. 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: WILSON & BROOKS, P.C. 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: WILSON & BROOKS, P.C. 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: WILSON & BROOKS, P.C. 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 |
| 2011: WILSON & BROOKS, P.C. 401(K) PROFIT SHARING PLAN 2011 form 5500 responses |
|---|
| 2011-01-01 | Type of plan entity | Single employer plan |
| 2011-01-01 | Submission has been amended | No |
| 2011-01-01 | This submission is the final filing | No |
| 2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2011-01-01 | Plan is a collectively bargained plan | No |
| 2011-01-01 | Plan funding arrangement – Trust | Yes |
| 2011-01-01 | Plan benefit arrangement - Trust | Yes |
| 2010: WILSON & BROOKS, P.C. 401(K) PROFIT SHARING PLAN 2010 form 5500 responses |
|---|
| 2010-01-01 | Type of plan entity | Single employer plan |
| 2010-01-01 | Submission has been amended | No |
| 2010-01-01 | This submission is the final filing | No |
| 2010-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2010-01-01 | Plan is a collectively bargained plan | No |
| 2010-01-01 | Plan funding arrangement – Trust | Yes |
| 2010-01-01 | Plan benefit arrangement - Trust | Yes |
