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WILSON & BROOKS, P.C. 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameWILSON & BROOKS, P.C. 401(K) PROFIT SHARING PLAN
Plan identification number 001

WILSON & BROOKS, P.C. 401(K) PROFIT SHARING PLAN Benefits

401k Plan TypeDefined 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.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • 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

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

Company Name:WILSON & BROOKS, P.C.
Employer identification number (EIN):621230852
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WILSON & BROOKS, P.C. 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01JAMES WILSON2023-07-16
0012021-01-01JAMES WILSON2022-07-14 JAMES WILSON2022-07-14
0012020-01-01JAMES BROOKS, JR2021-07-21
0012020-01-01JAMES W BROOKS, JR.2021-07-01
0012019-01-01JAMES W BROOKS, JR.2020-07-13
0012018-01-01JAMES W BROOKS, JR2019-08-08
0012018-01-01JAMES W BROOKS, JR2019-08-08
0012017-01-01JAMES W BROOKS, JR.2018-06-18
0012016-01-01JAMES WILSON2017-07-19
0012015-01-012016-07-27
0012015-01-01JAMES FRANK WILSON JAMES FRANK WILSON2016-07-27
0012014-01-01JAMES FRANK WILSON
0012013-01-01JAMES WILSON JAMES WILSON2014-07-18
0012012-01-01JAMES F. WILSON
0012011-01-01JAMES F. WILSON
0012010-01-01JAMES F. WILSON

Plan Statistics for WILSON & BROOKS, P.C. 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for WILSON & BROOKS, P.C. 401(K) PROFIT SHARING PLAN

Measure Date Value
2015: WILSON & BROOKS, P.C. 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-014
Total number of active participants reported on line 7a of the Form 55002015-01-014
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-010
Total of all active and inactive participants2015-01-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-014
Number of participants with account balances2015-01-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: WILSON & BROOKS, P.C. 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-014
Total number of active participants reported on line 7a of the Form 55002014-01-014
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-010
Total of all active and inactive participants2014-01-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-014
Number of participants with account balances2014-01-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: WILSON & BROOKS, P.C. 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-014
Total number of active participants reported on line 7a of the Form 55002013-01-014
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-010
Total of all active and inactive participants2013-01-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-014
Number of participants with account balances2013-01-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: WILSON & BROOKS, P.C. 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-014
Total number of active participants reported on line 7a of the Form 55002012-01-014
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-010
Total of all active and inactive participants2012-01-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-014
Number of participants with account balances2012-01-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: WILSON & BROOKS, P.C. 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-014
Total number of active participants reported on line 7a of the Form 55002011-01-014
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-010
Total of all active and inactive participants2011-01-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-014
Number of participants with account balances2011-01-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: WILSON & BROOKS, P.C. 401(K) PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-014
Total number of active participants reported on line 7a of the Form 55002010-01-014
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-010
Total of all active and inactive participants2010-01-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-014
Number of participants with account balances2010-01-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010

Financial Data on WILSON & BROOKS, P.C. 401(K) PROFIT SHARING PLAN

Measure Date Value
2015 : WILSON & BROOKS, P.C. 401(K) PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources2015-12-31$55,954
Expenses. Total of all expenses incurred2015-12-31$0
Total plan assets at end of year2015-12-31$3,859,569
Total plan assets at beginning of year2015-12-31$3,803,615
Total contributions received or receivable from participants2015-12-31$576
Other income received2015-12-31$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 securities2015-12-31$0
2014 : WILSON & BROOKS, P.C. 401(K) PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources2014-12-31$224,875
Expenses. Total of all expenses incurred2014-12-31$0
Benefits paid (including direct rollovers)2014-12-31$0
Total plan assets at end of year2014-12-31$3,803,615
Total plan assets at beginning of year2014-12-31$3,578,740
Total contributions received or receivable from participants2014-12-31$1,156
Expenses. Other expenses not covered elsewhere2014-12-31$0
Contributions received from other sources (not participants or employers)2014-12-31$0
Other income received2014-12-31$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 loans2014-12-31$0
Total contributions received or receivable from employer(s)2014-12-31$38,251
Value of certain deemed distributions of participant loans2014-12-31$0
Value of corrective distributions2014-12-31$0
2013 : WILSON & BROOKS, P.C. 401(K) PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources2013-12-31$678,150
Expenses. Total of all expenses incurred2013-12-31$4,368
Benefits paid (including direct rollovers)2013-12-31$0
Total plan assets at end of year2013-12-31$3,578,740
Total plan assets at beginning of year2013-12-31$2,904,958
Value of fidelity bond covering the plan2013-12-31$300,000
Total contributions received or receivable from participants2013-12-31$418
Expenses. Other expenses not covered elsewhere2013-12-31$4,368
Contributions received from other sources (not participants or employers)2013-12-31$0
Other income received2013-12-31$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 loans2013-12-31$0
Total contributions received or receivable from employer(s)2013-12-31$40,128
Value of certain deemed distributions of participant loans2013-12-31$0
Value of corrective distributions2013-12-31$0
2012 : WILSON & BROOKS, P.C. 401(K) PROFIT SHARING PLAN 2012 401k financial data
Transfers to/from the plan2012-12-31$0
Total plan liabilities at end of year2012-12-31$0
Total plan liabilities at beginning of year2012-12-31$0
Total income from all sources2012-12-31$243,617
Expenses. Total of all expenses incurred2012-12-31$5,289
Benefits paid (including direct rollovers)2012-12-31$0
Total plan assets at end of year2012-12-31$2,904,958
Total plan assets at beginning of year2012-12-31$2,666,630
Value of fidelity bond covering the plan2012-12-31$300,000
Total contributions received or receivable from participants2012-12-31$1,253
Expenses. Other expenses not covered elsewhere2012-12-31$0
Contributions received from other sources (not participants or employers)2012-12-31$0
Other income received2012-12-31$200,700
Noncash contributions received2012-12-31$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 loans2012-12-31$0
Value of corrective distributions2012-12-31$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 plan2011-12-31$0
Total plan liabilities at end of year2011-12-31$0
Total plan liabilities at beginning of year2011-12-31$0
Total income from all sources2011-12-31$6,300
Expenses. Total of all expenses incurred2011-12-31$5,439
Benefits paid (including direct rollovers)2011-12-31$0
Total plan assets at end of year2011-12-31$2,666,630
Total plan assets at beginning of year2011-12-31$2,665,769
Value of fidelity bond covering the plan2011-12-31$300,000
Total contributions received or receivable from participants2011-12-31$1,227
Expenses. Other expenses not covered elsewhere2011-12-31$0
Contributions received from other sources (not participants or employers)2011-12-31$0
Other income received2011-12-31$-62,890
Noncash contributions received2011-12-31$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 loans2011-12-31$0
Value of corrective distributions2011-12-31$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 plan2010-12-31$0
Total plan liabilities at end of year2010-12-31$0
Total plan liabilities at beginning of year2010-12-31$0
Total income from all sources2010-12-31$294,386
Expenses. Total of all expenses incurred2010-12-31$4,335
Benefits paid (including direct rollovers)2010-12-31$0
Total plan assets at end of year2010-12-31$2,665,769
Total plan assets at beginning of year2010-12-31$2,375,718
Value of fidelity bond covering the plan2010-12-31$200,000
Total contributions received or receivable from participants2010-12-31$1,189
Expenses. Other expenses not covered elsewhere2010-12-31$0
Contributions received from other sources (not participants or employers)2010-12-31$0
Other income received2010-12-31$236,682
Noncash contributions received2010-12-31$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 loans2010-12-31$0
Value of corrective distributions2010-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$4,335

Form 5500 Responses for WILSON & BROOKS, P.C. 401(K) PROFIT SHARING PLAN

2015: WILSON & BROOKS, P.C. 401(K) PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: WILSON & BROOKS, P.C. 401(K) PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: WILSON & BROOKS, P.C. 401(K) PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: WILSON & BROOKS, P.C. 401(K) PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: WILSON & BROOKS, P.C. 401(K) PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: WILSON & BROOKS, P.C. 401(K) PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes

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