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WILSON & ASSOCIATES 401(K) RETIREMENT PLAN 401k Plan overview

Plan NameWILSON & ASSOCIATES 401(K) RETIREMENT PLAN
Plan identification number 001

WILSON & ASSOCIATES 401(K) RETIREMENT 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.
  • 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

WILSON & ASSOCIATES ENGINEERING AND SURVEYING, P.C. has sponsored the creation of one or more 401k plans.

Company Name:WILSON & ASSOCIATES ENGINEERING AND SURVEYING, P.C.
Employer identification number (EIN):640854902
NAIC Classification:237310
NAIC Description:Highway, Street, and Bridge Construction

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WILSON & ASSOCIATES 401(K) RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01TARA EVANS, FOR TAG RESOURCES2024-08-23
0012022-01-01TARA EVANS, FOR TAG RESOURCES2023-10-16
0012022-01-01TARA EVANS, FOR TAG RESOURCES2024-02-09
0012021-01-01TARA EVANS2022-11-10

Financial Data on WILSON & ASSOCIATES 401(K) RETIREMENT PLAN

Measure Date Value
2025 : WILSON & ASSOCIATES 401(K) RETIREMENT PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-08-1183605
Net assets as of the end of the plan year2025-08-111041163
Total assets as of the beginning of the plan year2025-08-11708160
Value of plan covered by a fidelity bond2025-08-11500000
Participant contributions to plan in this plan year2025-08-11199490
Other contributions to plan in this plan year2025-08-112056
Other income to plan in this plan year2025-08-1195823
Plan net income in this plan year2025-08-11333003
Net assets as of the end of the plan year2025-08-111041163
Net assets as of the beginning of the plan year2025-08-11708160
Value of contributions failed to transmitted timely2025-08-1124844
Employer contributions to plan in this plan year2025-08-11119239
Fees paid to broker by Benefit Provider2025-08-118150
Expensese paid to adminstrative service provicers from plan in this plan year2025-08-1114982
2024 : WILSON & ASSOCIATES 401(K) RETIREMENT PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-08-2328789
Net assets as of the end of the plan year2024-08-23708160
Total assets as of the beginning of the plan year2024-08-23350578
Value of plan covered by a fidelity bond2024-08-23500000
Participant contributions to plan in this plan year2024-08-23191676
Other income to plan in this plan year2024-08-2384125
Plan net income in this plan year2024-08-23357582
Net assets as of the end of the plan year2024-08-23708160
Net assets as of the beginning of the plan year2024-08-23350578
Value of contributions failed to transmitted timely2024-08-2327366
Employer contributions to plan in this plan year2024-08-23110570
Fees paid to broker by Benefit Provider2024-08-234641
Expensese paid to adminstrative service provicers from plan in this plan year2024-08-239506
2022 : WILSON & ASSOCIATES 401(K) RETIREMENT PLAN 2022 401k financial data
Total expenses incurred by plan in this plan year2022-11-10397
Net assets as of the end of the plan year2022-11-10112980
Total assets as of the beginning of the plan year2022-11-100
Value of plan covered by a fidelity bond2022-11-10500000
Participant contributions to plan in this plan year2022-11-1087103
Other income to plan in this plan year2022-11-101636
Plan net income in this plan year2022-11-10112980
Net assets as of the end of the plan year2022-11-10112980
Net assets as of the beginning of the plan year2022-11-100
Employer contributions to plan in this plan year2022-11-1024638
Fees paid to broker by Benefit Provider2022-11-10113
Expensese paid to adminstrative service provicers from plan in this plan year2022-11-10397

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