401k Plan data: CHARLES WILSON, INC. RETIREMENT PLAN plan

CHARLES WILSON, INC. RETIREMENT PLAN 401k Plan overview

Plan Name	CHARLES WILSON, INC. RETIREMENT PLAN
Plan identification number	001

CHARLES WILSON, INC. RETIREMENT PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
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.
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

CHARLES WILSON, INC. has sponsored the creation of one or more 401k plans.

Company Name: CHARLES WILSON, INC.

Employer identification number (EIN): 680552801

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CHARLES WILSON, INC. RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-11-14

Plan Statistics for CHARLES WILSON, INC. RETIREMENT PLAN

401k plan membership statisitcs for CHARLES WILSON, INC. RETIREMENT PLAN

Measure Date Value
2022: CHARLES WILSON, INC. RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 3
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 1
Total of all active and inactive participants 2022-01-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 4
Number of participants with account balances 2022-01-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: CHARLES WILSON, INC. RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 4
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 0
Total of all active and inactive participants 2021-01-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 4
Number of participants with account balances 2021-01-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: CHARLES WILSON, INC. RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 3
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 0
Total of all active and inactive participants 2020-01-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 3
Number of participants with account balances 2020-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: CHARLES WILSON, INC. RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 3
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 0
Total of all active and inactive participants 2019-01-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 3
Number of participants with account balances 2019-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: CHARLES WILSON, INC. RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year 2018-11-14 5
Total number of active participants reported on line 7a of the Form 5500 2018-11-14 5
Number of retired or separated participants receiving benefits 2018-11-14 0
Number of other retired or separated participants entitled to future benefits 2018-11-14 0
Total of all active and inactive participants 2018-11-14 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-11-14 0
Total participants 2018-11-14 5
Number of participants with account balances 2018-11-14 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-11-14 0

Measure	Date	Value
2022: CHARLES WILSON, INC. RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	3
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	1
Total of all active and inactive participants	2022-01-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	4
Number of participants with account balances	2022-01-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: CHARLES WILSON, INC. RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	4
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	0
Total of all active and inactive participants	2021-01-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	4
Number of participants with account balances	2021-01-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: CHARLES WILSON, INC. RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	3
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	0
Total of all active and inactive participants	2020-01-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	3
Number of participants with account balances	2020-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: CHARLES WILSON, INC. RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	3
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	0
Total of all active and inactive participants	2019-01-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	3
Number of participants with account balances	2019-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: CHARLES WILSON, INC. RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year	2018-11-14	5
Total number of active participants reported on line 7a of the Form 5500	2018-11-14	5
Number of retired or separated participants receiving benefits	2018-11-14	0
Number of other retired or separated participants entitled to future benefits	2018-11-14	0
Total of all active and inactive participants	2018-11-14	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-11-14	0
Total participants	2018-11-14	5
Number of participants with account balances	2018-11-14	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-11-14	0

Financial Data on CHARLES WILSON, INC. RETIREMENT PLAN

Measure	Date	Value
2022 : CHARLES WILSON, INC. RETIREMENT PLAN 2022 401k financial data
Total income from all sources	2022-12-31	$58,354
Expenses. Total of all expenses incurred	2022-12-31	$0
Total plan assets at end of year	2022-12-31	$734,954
Total plan assets at beginning of year	2022-12-31	$676,600
Value of fidelity bond covering the plan	2022-12-31	$50,000
Total contributions received or receivable from participants	2022-12-31	$60,721
Other income received	2022-12-31	$-12,948
Net income (gross income less expenses)	2022-12-31	$58,354
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$734,954
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$676,600
Assets. Value of employer securities	2022-12-31	$600,000
Total contributions received or receivable from employer(s)	2022-12-31	$10,581
2021 : CHARLES WILSON, INC. RETIREMENT PLAN 2021 401k financial data
Total income from all sources	2021-12-31	$84,693
Expenses. Total of all expenses incurred	2021-12-31	$0
Total plan assets at end of year	2021-12-31	$676,600
Total plan assets at beginning of year	2021-12-31	$591,907
Value of fidelity bond covering the plan	2021-12-31	$50,000
Total contributions received or receivable from participants	2021-12-31	$53,612
Other income received	2021-12-31	$20,663
Net income (gross income less expenses)	2021-12-31	$84,693
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$676,600
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$591,907
Assets. Value of employer securities	2021-12-31	$600,000
Total contributions received or receivable from employer(s)	2021-12-31	$10,418
2020 : CHARLES WILSON, INC. RETIREMENT PLAN 2020 401k financial data
Total income from all sources	2020-12-31	$-38,093
Expenses. Total of all expenses incurred	2020-12-31	$0
Total plan assets at end of year	2020-12-31	$591,907
Total plan assets at beginning of year	2020-12-31	$630,000
Value of fidelity bond covering the plan	2020-12-31	$50,000
Other income received	2020-12-31	$-50,000
Net income (gross income less expenses)	2020-12-31	$-38,093
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$591,907
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$630,000
Assets. Value of employer securities	2020-12-31	$580,000
Total contributions received or receivable from employer(s)	2020-12-31	$11,907
2019 : CHARLES WILSON, INC. RETIREMENT PLAN 2019 401k financial data
Total income from all sources	2019-12-31	$134,100
Expenses. Total of all expenses incurred	2019-12-31	$0
Total plan assets at end of year	2019-12-31	$630,000
Total plan assets at beginning of year	2019-12-31	$495,900
Value of fidelity bond covering the plan	2019-12-31	$50,000
Other income received	2019-12-31	$134,100
Net income (gross income less expenses)	2019-12-31	$134,100
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$630,000
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$495,900
Assets. Value of employer securities	2019-12-31	$630,000
2018 : CHARLES WILSON, INC. RETIREMENT PLAN 2018 401k financial data
Total income from all sources	2018-12-31	$495,945
Expenses. Total of all expenses incurred	2018-12-31	$45
Benefits paid (including direct rollovers)	2018-12-31	$0
Total plan assets at end of year	2018-12-31	$495,900
Total contributions received or receivable from participants	2018-12-31	$0
Contributions received from other sources (not participants or employers)	2018-12-31	$414,343
Other income received	2018-12-31	$81,602
Net income (gross income less expenses)	2018-12-31	$495,900
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$495,900
Assets. Value of employer securities	2018-12-31	$495,900
Total contributions received or receivable from employer(s)	2018-12-31	$0
Value of certain deemed distributions of participant loans	2018-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$45

Form 5500 Responses for CHARLES WILSON, INC. RETIREMENT PLAN

2022: CHARLES WILSON, INC. RETIREMENT PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: CHARLES WILSON, INC. RETIREMENT PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: CHARLES WILSON, INC. RETIREMENT 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: CHARLES WILSON, INC. RETIREMENT 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: CHARLES WILSON, INC. RETIREMENT PLAN 2018 form 5500 responses
2018-11-14	Type of plan entity	Single employer plan
2018-11-14	First time form 5500 has been submitted	Yes
2018-11-14	This return/report is a short plan year return/report (less than 12 months)	Yes
2018-11-14	Plan funding arrangement – Trust	Yes
2018-11-14	Plan benefit arrangement - Trust	Yes

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Company Name:	CHARLES WILSON, INC.
Employer identification number (EIN):	680552801
NAIC Classification:	541211
NAIC Description:	Offices of Certified Public Accountants