401k Plan data: DONALD D. WILSON, JR., P.A. PROFIT SHARING PLAN plan

DONALD D. WILSON, JR., P.A. PROFIT SHARING PLAN 401k Plan overview

Plan Name	DONALD D. WILSON, JR., P.A. PROFIT SHARING PLAN
Plan identification number	004

DONALD D. WILSON, JR., P.A. 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.
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

DONALD D. WILSON, JR., P.A. has sponsored the creation of one or more 401k plans.

Company Name: DONALD D. WILSON, JR., P.A.

Employer identification number (EIN): 650873535

NAIC Classification: 541211
NAIC Description: Offices of Certified Public Accountants

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DONALD D. WILSON, JR., P.A. PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
004 2020-01-01
004 2019-01-01
004 2018-01-01
004 2017-01-01 DONALD D. WILSON JR.
004 2016-01-01 DONALD D. WILSON JR.
004 2015-01-01 DONALD D. WILSON JR.
004 2014-01-01 DONALD D. WILSON JR.
004 2013-01-01 DONALD D. WILSON
004 2012-01-01 DONALD D. WILSON
004 2011-01-01 DONALD D. WILSON
004 2009-01-01 DONALD D WILSON JR

Financial Data on DONALD D. WILSON, JR., P.A. PROFIT SHARING PLAN

Measure	Date	Value
2020 : DONALD D. WILSON, JR., P.A. PROFIT SHARING PLAN 2020 401k financial data
Total income from all sources	2020-12-31	$34,168
Expenses. Total of all expenses incurred	2020-12-31	$85,915
Benefits paid (including direct rollovers)	2020-12-31	$77,165
Total plan assets at end of year	2020-12-31	$1,990,129
Total plan assets at beginning of year	2020-12-31	$2,041,876
Value of fidelity bond covering the plan	2020-12-31	$400,000
Other income received	2020-12-31	$34,168
Net income (gross income less expenses)	2020-12-31	$-51,747
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$1,990,129
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$2,041,876
Assets. Value of assets in partnership/joint-venture interests	2020-12-31	$21,028
Expenses. Administrative service providers (salaries,fees and commissions)	2020-12-31	$8,750
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
2019 : DONALD D. WILSON, JR., P.A. PROFIT SHARING PLAN 2019 401k financial data
Total income from all sources	2019-12-31	$54,401
Expenses. Total of all expenses incurred	2019-12-31	$8,502
Benefits paid (including direct rollovers)	2019-12-31	$847
Total plan assets at end of year	2019-12-31	$2,041,876
Total plan assets at beginning of year	2019-12-31	$1,995,977
Value of fidelity bond covering the plan	2019-12-31	$400,000
Other income received	2019-12-31	$54,401
Net income (gross income less expenses)	2019-12-31	$45,899
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$2,041,876
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$1,995,977
Assets. Value of assets in partnership/joint-venture interests	2019-12-31	$21,028
Expenses. Administrative service providers (salaries,fees and commissions)	2019-12-31	$7,655
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
2018 : DONALD D. WILSON, JR., P.A. PROFIT SHARING PLAN 2018 401k financial data
Total income from all sources	2018-12-31	$68,762
Expenses. Total of all expenses incurred	2018-12-31	$199,937
Benefits paid (including direct rollovers)	2018-12-31	$192,692
Total plan assets at end of year	2018-12-31	$1,995,977
Total plan assets at beginning of year	2018-12-31	$2,127,152
Value of fidelity bond covering the plan	2018-12-31	$400,000
Total contributions received or receivable from participants	2018-12-31	$24,500
Other income received	2018-12-31	$6,912
Net income (gross income less expenses)	2018-12-31	$-131,175
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$1,995,977
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$2,127,152
Assets. Value of assets in partnership/joint-venture interests	2018-12-31	$21,140
Total contributions received or receivable from employer(s)	2018-12-31	$37,350
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$7,245
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
2017 : DONALD D. WILSON, JR., P.A. PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources	2017-12-31	$213,915
Expenses. Total of all expenses incurred	2017-12-31	$6,691
Benefits paid (including direct rollovers)	2017-12-31	$0
Total plan assets at end of year	2017-12-31	$2,127,152
Total plan assets at beginning of year	2017-12-31	$1,919,928
Value of fidelity bond covering the plan	2017-12-31	$400,000
Total contributions received or receivable from participants	2017-12-31	$24,000
Other income received	2017-12-31	$150,557
Net income (gross income less expenses)	2017-12-31	$207,224
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$2,127,152
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$1,919,928
Assets. Value of assets in partnership/joint-venture interests	2017-12-31	$20,565
Total contributions received or receivable from employer(s)	2017-12-31	$39,358
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$6,691
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
2016 : DONALD D. WILSON, JR., P.A. PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources	2016-12-31	$217,988
Expenses. Total of all expenses incurred	2016-12-31	$5,906
Benefits paid (including direct rollovers)	2016-12-31	$7
Total plan assets at end of year	2016-12-31	$1,919,928
Total plan assets at beginning of year	2016-12-31	$1,707,846
Value of fidelity bond covering the plan	2016-12-31	$400,000
Total contributions received or receivable from participants	2016-12-31	$29,000
Other income received	2016-12-31	$148,988
Net income (gross income less expenses)	2016-12-31	$212,082
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$1,919,928
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$1,707,846
Assets. Value of assets in partnership/joint-venture interests	2016-12-31	$20,056
Total contributions received or receivable from employer(s)	2016-12-31	$40,000
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$5,899
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
2015 : DONALD D. WILSON, JR., P.A. PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$-14,263
Expenses. Total of all expenses incurred	2015-12-31	$4,881
Benefits paid (including direct rollovers)	2015-12-31	$1,313
Total plan assets at end of year	2015-12-31	$1,707,846
Total plan assets at beginning of year	2015-12-31	$1,726,990
Value of fidelity bond covering the plan	2015-12-31	$400,000
Total contributions received or receivable from participants	2015-12-31	$36,593
Other income received	2015-12-31	$-90,393
Net income (gross income less expenses)	2015-12-31	$-19,144
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$1,707,846
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$1,726,990
Assets. Value of assets in partnership/joint-venture interests	2015-12-31	$20,178
Total contributions received or receivable from employer(s)	2015-12-31	$39,537
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$3,568
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
2014 : DONALD D. WILSON, JR., P.A. PROFIT SHARING PLAN 2014 401k financial data
Total plan liabilities at beginning of year	2014-12-31	$0
Total income from all sources	2014-12-31	$69,828
Expenses. Total of all expenses incurred	2014-12-31	$92,708
Benefits paid (including direct rollovers)	2014-12-31	$92,708
Total plan assets at end of year	2014-12-31	$1,726,990
Total plan assets at beginning of year	2014-12-31	$1,749,870
Value of fidelity bond covering the plan	2014-12-31	$400,000
Total contributions received or receivable from participants	2014-12-31	$27,923
Other income received	2014-12-31	$968
Net income (gross income less expenses)	2014-12-31	$-22,880
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$1,726,990
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$1,749,870
Assets. Value of assets in partnership/joint-venture interests	2014-12-31	$20,287
Total contributions received or receivable from employer(s)	2014-12-31	$40,937
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
2013 : DONALD D. WILSON, JR., P.A. PROFIT SHARING PLAN 2013 401k financial data
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	$-53,558
Expenses. Total of all expenses incurred	2013-12-31	$0
Total plan assets at end of year	2013-12-31	$1,749,870
Total plan assets at beginning of year	2013-12-31	$1,803,428
Value of fidelity bond covering the plan	2013-12-31	$400,000
Total contributions received or receivable from participants	2013-12-31	$17,580
Other income received	2013-12-31	$-93,184
Net income (gross income less expenses)	2013-12-31	$-53,558
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$1,749,870
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$1,803,428
Assets. Value of assets in partnership/joint-venture interests	2013-12-31	$20,287
Total contributions received or receivable from employer(s)	2013-12-31	$22,046
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
2012 : DONALD D. WILSON, JR., P.A. 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	$79,820
Expenses. Total of all expenses incurred	2012-12-31	$15,000
Benefits paid (including direct rollovers)	2012-12-31	$15,000
Total plan assets at end of year	2012-12-31	$1,803,428
Total plan assets at beginning of year	2012-12-31	$1,738,608
Value of fidelity bond covering the plan	2012-12-31	$400,000
Total contributions received or receivable from participants	2012-12-31	$25,500
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	$10,820
Noncash contributions received	2012-12-31	$0
Net income (gross income less expenses)	2012-12-31	$64,820
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$1,803,428
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$1,738,608
Assets. Value of assets in partnership/joint-venture interests	2012-12-31	$68,097
Total contributions received or receivable from employer(s)	2012-12-31	$43,500
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	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
2011 : DONALD D. WILSON, JR., P.A. PROFIT SHARING PLAN 2011 401k financial data
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	$40,977
Expenses. Total of all expenses incurred	2011-12-31	$35,000
Benefits paid (including direct rollovers)	2011-12-31	$35,000
Total plan assets at end of year	2011-12-31	$1,738,608
Total plan assets at beginning of year	2011-12-31	$1,732,631
Value of fidelity bond covering the plan	2011-12-31	$400,000
Total contributions received or receivable from participants	2011-12-31	$25,000
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	$-25,245
Noncash contributions received	2011-12-31	$0
Net income (gross income less expenses)	2011-12-31	$5,977
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$1,738,608
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$1,732,631
Assets. Value of assets in partnership/joint-venture interests	2011-12-31	$63,478
Total contributions received or receivable from employer(s)	2011-12-31	$41,222
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	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
2010 : DONALD D. WILSON, JR., P.A. 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	$159,231
Expenses. Total of all expenses incurred	2010-12-31	$14,000
Benefits paid (including direct rollovers)	2010-12-31	$14,000
Total plan assets at end of year	2010-12-31	$1,732,631
Total plan assets at beginning of year	2010-12-31	$1,587,400
Value of fidelity bond covering the plan	2010-12-31	$400,000
Total contributions received or receivable from participants	2010-12-31	$25,000
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	$95,345
Noncash contributions received	2010-12-31	$0
Net income (gross income less expenses)	2010-12-31	$145,231
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$1,732,631
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$1,587,400
Assets. Value of assets in partnership/joint-venture interests	2010-12-31	$72,684
Total contributions received or receivable from employer(s)	2010-12-31	$38,886
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	$0
2009 : DONALD D. WILSON, JR., P.A. PROFIT SHARING PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for DONALD D. WILSON, JR., P.A. PROFIT SHARING PLAN

2020: DONALD D. WILSON, JR., P.A. PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: DONALD D. WILSON, JR., P.A. PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: DONALD D. WILSON, JR., P.A. PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: DONALD D. WILSON, JR., P.A. PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: DONALD D. WILSON, JR., P.A. PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: DONALD D. WILSON, JR., P.A. 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: DONALD D. WILSON, JR., P.A. 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: DONALD D. WILSON, JR., P.A. 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: DONALD D. WILSON, JR., P.A. 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: DONALD D. WILSON, JR., P.A. 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
2009: DONALD D. WILSON, JR., P.A. PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	DONALD D. WILSON, JR., P.A.
Employer identification number (EIN):	650873535
NAIC Classification:	541211
NAIC Description:	Offices of Certified Public Accountants