401k Plan data: MITCHELL WILLIAMS SELIG GATES WOODYARD PLLC ATTORNEY 401K PLAN AND TRUST plan

MITCHELL WILLIAMS SELIG GATES WOODYARD PLLC ATTORNEY 401K PLAN AND TRUST 401k Plan overview

Plan Name	MITCHELL WILLIAMS SELIG GATES WOODYARD PLLC ATTORNEY 401K PLAN AND TRUST
Plan identification number	002

MITCHELL WILLIAMS SELIG GATES WOODYARD PLLC ATTORNEY 401K PLAN AND TRUST Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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.
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.
Plan covering Self-Employed individuals.
Plan sponsor(s) received services of leased employees, as defined in Code section 414(n), during the plan year.

401k Sponsoring company profile

MITCHELL WILLIAMS SELIG GATES & WOODYARD PLLC has sponsored the creation of one or more 401k plans.

Company Name: MITCHELL WILLIAMS SELIG GATES & WOODYARD PLLC

Employer identification number (EIN): 710261429

NAIC Classification: 541110
NAIC Description: Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MITCHELL WILLIAMS SELIG GATES WOODYARD PLLC ATTORNEY 401K PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2022-01-01
002 2021-01-01
002 2020-01-01
002 2019-01-01
002 2018-01-01
002 2017-01-01 RICK BEARD
002 2016-01-01 RICK BEARD
002 2015-01-01 RICK BEARD
002 2014-01-01 RICK BEARD
002 2013-01-01 RICK BEARD
002 2012-01-01 RICK BEARD
002 2011-01-01 HAROLD W. HAMLIN
002 2010-01-01 HAROLD W. HAMLIN
002 2009-01-01 HAROLD HAMLIN HAROLD HAMLIN 2010-10-08

Plan Statistics for MITCHELL WILLIAMS SELIG GATES WOODYARD PLLC ATTORNEY 401K PLAN AND TRUST

401k plan membership statisitcs for MITCHELL WILLIAMS SELIG GATES WOODYARD PLLC ATTORNEY 401K PLAN AND TRUST

Measure Date Value
2022: MITCHELL WILLIAMS SELIG GATES WOODYARD PLLC ATTORNEY 401K PLAN AND TRUST 2022 401k membership
Total participants, beginning-of-year 2022-01-01 58
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 43
Number of retired or separated participants receiving benefits 2022-01-01 2
Number of other retired or separated participants entitled to future benefits 2022-01-01 9
Total of all active and inactive participants 2022-01-01 54
Total participants 2022-01-01 54
Number of participants with account balances 2022-01-01 54
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 1
2021: MITCHELL WILLIAMS SELIG GATES WOODYARD PLLC ATTORNEY 401K PLAN AND TRUST 2021 401k membership
Total participants, beginning-of-year 2021-01-01 64
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 51
Number of retired or separated participants receiving benefits 2021-01-01 2
Number of other retired or separated participants entitled to future benefits 2021-01-01 9
Total of all active and inactive participants 2021-01-01 62
Total participants 2021-01-01 62
Number of participants with account balances 2021-01-01 61
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: MITCHELL WILLIAMS SELIG GATES WOODYARD PLLC ATTORNEY 401K PLAN AND TRUST 2020 401k membership
Total participants, beginning-of-year 2020-01-01 62
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 51
Number of retired or separated participants receiving benefits 2020-01-01 3
Number of other retired or separated participants entitled to future benefits 2020-01-01 4
Total of all active and inactive participants 2020-01-01 58
Total participants 2020-01-01 58
Number of participants with account balances 2020-01-01 57
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: MITCHELL WILLIAMS SELIG GATES WOODYARD PLLC ATTORNEY 401K PLAN AND TRUST 2019 401k membership
Total participants, beginning-of-year 2019-01-01 65
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 53
Number of other retired or separated participants entitled to future benefits 2019-01-01 8
Total of all active and inactive participants 2019-01-01 61
Total participants 2019-01-01 61
Number of participants with account balances 2019-01-01 61
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: MITCHELL WILLIAMS SELIG GATES WOODYARD PLLC ATTORNEY 401K PLAN AND TRUST 2018 401k membership
Total participants, beginning-of-year 2018-01-01 62
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 55
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 10
Total of all active and inactive participants 2018-01-01 65
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 65
Number of participants with account balances 2018-01-01 65
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: MITCHELL WILLIAMS SELIG GATES WOODYARD PLLC ATTORNEY 401K PLAN AND TRUST 2017 401k membership
Total participants, beginning-of-year 2017-01-01 56
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 57
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 5
Total of all active and inactive participants 2017-01-01 62
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 62
Number of participants with account balances 2017-01-01 62
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: MITCHELL WILLIAMS SELIG GATES WOODYARD PLLC ATTORNEY 401K PLAN AND TRUST 2016 401k membership
Total participants, beginning-of-year 2016-01-01 93
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 50
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 6
Total of all active and inactive participants 2016-01-01 56
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 56
Number of participants with account balances 2016-01-01 56
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: MITCHELL WILLIAMS SELIG GATES WOODYARD PLLC ATTORNEY 401K PLAN AND TRUST 2015 401k membership
Total participants, beginning-of-year 2015-01-01 92
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 69
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 24
Total of all active and inactive participants 2015-01-01 93
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 93
Number of participants with account balances 2015-01-01 93
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 1
2014: MITCHELL WILLIAMS SELIG GATES WOODYARD PLLC ATTORNEY 401K PLAN AND TRUST 2014 401k membership
Total participants, beginning-of-year 2014-01-01 94
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 73
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 25
Total of all active and inactive participants 2014-01-01 98
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 1
Total participants 2014-01-01 99
Number of participants with account balances 2014-01-01 92
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: MITCHELL WILLIAMS SELIG GATES WOODYARD PLLC ATTORNEY 401K PLAN AND TRUST 2013 401k membership
Total participants, beginning-of-year 2013-01-01 91
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 68
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 25
Total of all active and inactive participants 2013-01-01 93
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 1
Total participants 2013-01-01 94
Number of participants with account balances 2013-01-01 94
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: MITCHELL WILLIAMS SELIG GATES WOODYARD PLLC ATTORNEY 401K PLAN AND TRUST 2012 401k membership
Total participants, beginning-of-year 2012-01-01 88
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 66
Number of retired or separated participants receiving benefits 2012-01-01 1
Number of other retired or separated participants entitled to future benefits 2012-01-01 24
Total of all active and inactive participants 2012-01-01 91
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 91
Number of participants with account balances 2012-01-01 91
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: MITCHELL WILLIAMS SELIG GATES WOODYARD PLLC ATTORNEY 401K PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year 2011-01-01 89
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 63
Number of retired or separated participants receiving benefits 2011-01-01 1
Number of other retired or separated participants entitled to future benefits 2011-01-01 23
Total of all active and inactive participants 2011-01-01 87
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 1
Total participants 2011-01-01 88
Number of participants with account balances 2011-01-01 88
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2010: MITCHELL WILLIAMS SELIG GATES WOODYARD PLLC ATTORNEY 401K PLAN AND TRUST 2010 401k membership
Total participants, beginning-of-year 2010-01-01 84
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 61
Number of retired or separated participants receiving benefits 2010-01-01 2
Number of other retired or separated participants entitled to future benefits 2010-01-01 26
Total of all active and inactive participants 2010-01-01 89
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 89
Number of participants with account balances 2010-01-01 89
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 0
2009: MITCHELL WILLIAMS SELIG GATES WOODYARD PLLC ATTORNEY 401K PLAN AND TRUST 2009 401k membership
Total participants, beginning-of-year 2009-01-01 80
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 62
Number of retired or separated participants receiving benefits 2009-01-01 1
Number of other retired or separated participants entitled to future benefits 2009-01-01 21
Total of all active and inactive participants 2009-01-01 84
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 84
Number of participants with account balances 2009-01-01 84
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2022: MITCHELL WILLIAMS SELIG GATES WOODYARD PLLC ATTORNEY 401K PLAN AND TRUST 2022 401k membership
Total participants, beginning-of-year	2022-01-01	58
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	43
Number of retired or separated participants receiving benefits	2022-01-01	2
Number of other retired or separated participants entitled to future benefits	2022-01-01	9
Total of all active and inactive participants	2022-01-01	54
Total participants	2022-01-01	54
Number of participants with account balances	2022-01-01	54
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	1
2021: MITCHELL WILLIAMS SELIG GATES WOODYARD PLLC ATTORNEY 401K PLAN AND TRUST 2021 401k membership
Total participants, beginning-of-year	2021-01-01	64
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	51
Number of retired or separated participants receiving benefits	2021-01-01	2
Number of other retired or separated participants entitled to future benefits	2021-01-01	9
Total of all active and inactive participants	2021-01-01	62
Total participants	2021-01-01	62
Number of participants with account balances	2021-01-01	61
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: MITCHELL WILLIAMS SELIG GATES WOODYARD PLLC ATTORNEY 401K PLAN AND TRUST 2020 401k membership
Total participants, beginning-of-year	2020-01-01	62
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	51
Number of retired or separated participants receiving benefits	2020-01-01	3
Number of other retired or separated participants entitled to future benefits	2020-01-01	4
Total of all active and inactive participants	2020-01-01	58
Total participants	2020-01-01	58
Number of participants with account balances	2020-01-01	57
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: MITCHELL WILLIAMS SELIG GATES WOODYARD PLLC ATTORNEY 401K PLAN AND TRUST 2019 401k membership
Total participants, beginning-of-year	2019-01-01	65
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	53
Number of other retired or separated participants entitled to future benefits	2019-01-01	8
Total of all active and inactive participants	2019-01-01	61
Total participants	2019-01-01	61
Number of participants with account balances	2019-01-01	61
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: MITCHELL WILLIAMS SELIG GATES WOODYARD PLLC ATTORNEY 401K PLAN AND TRUST 2018 401k membership
Total participants, beginning-of-year	2018-01-01	62
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	55
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	10
Total of all active and inactive participants	2018-01-01	65
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	65
Number of participants with account balances	2018-01-01	65
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: MITCHELL WILLIAMS SELIG GATES WOODYARD PLLC ATTORNEY 401K PLAN AND TRUST 2017 401k membership
Total participants, beginning-of-year	2017-01-01	56
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	57
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	5
Total of all active and inactive participants	2017-01-01	62
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	62
Number of participants with account balances	2017-01-01	62
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: MITCHELL WILLIAMS SELIG GATES WOODYARD PLLC ATTORNEY 401K PLAN AND TRUST 2016 401k membership
Total participants, beginning-of-year	2016-01-01	93
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	50
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	6
Total of all active and inactive participants	2016-01-01	56
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	56
Number of participants with account balances	2016-01-01	56
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: MITCHELL WILLIAMS SELIG GATES WOODYARD PLLC ATTORNEY 401K PLAN AND TRUST 2015 401k membership
Total participants, beginning-of-year	2015-01-01	92
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	69
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	24
Total of all active and inactive participants	2015-01-01	93
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	93
Number of participants with account balances	2015-01-01	93
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	1
2014: MITCHELL WILLIAMS SELIG GATES WOODYARD PLLC ATTORNEY 401K PLAN AND TRUST 2014 401k membership
Total participants, beginning-of-year	2014-01-01	94
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	73
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	25
Total of all active and inactive participants	2014-01-01	98
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	1
Total participants	2014-01-01	99
Number of participants with account balances	2014-01-01	92
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: MITCHELL WILLIAMS SELIG GATES WOODYARD PLLC ATTORNEY 401K PLAN AND TRUST 2013 401k membership
Total participants, beginning-of-year	2013-01-01	91
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	68
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	25
Total of all active and inactive participants	2013-01-01	93
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	1
Total participants	2013-01-01	94
Number of participants with account balances	2013-01-01	94
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: MITCHELL WILLIAMS SELIG GATES WOODYARD PLLC ATTORNEY 401K PLAN AND TRUST 2012 401k membership
Total participants, beginning-of-year	2012-01-01	88
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	66
Number of retired or separated participants receiving benefits	2012-01-01	1
Number of other retired or separated participants entitled to future benefits	2012-01-01	24
Total of all active and inactive participants	2012-01-01	91
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	91
Number of participants with account balances	2012-01-01	91
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: MITCHELL WILLIAMS SELIG GATES WOODYARD PLLC ATTORNEY 401K PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year	2011-01-01	89
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	63
Number of retired or separated participants receiving benefits	2011-01-01	1
Number of other retired or separated participants entitled to future benefits	2011-01-01	23
Total of all active and inactive participants	2011-01-01	87
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	1
Total participants	2011-01-01	88
Number of participants with account balances	2011-01-01	88
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2010: MITCHELL WILLIAMS SELIG GATES WOODYARD PLLC ATTORNEY 401K PLAN AND TRUST 2010 401k membership
Total participants, beginning-of-year	2010-01-01	84
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	61
Number of retired or separated participants receiving benefits	2010-01-01	2
Number of other retired or separated participants entitled to future benefits	2010-01-01	26
Total of all active and inactive participants	2010-01-01	89
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	89
Number of participants with account balances	2010-01-01	89
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	0
2009: MITCHELL WILLIAMS SELIG GATES WOODYARD PLLC ATTORNEY 401K PLAN AND TRUST 2009 401k membership
Total participants, beginning-of-year	2009-01-01	80
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	62
Number of retired or separated participants receiving benefits	2009-01-01	1
Number of other retired or separated participants entitled to future benefits	2009-01-01	21
Total of all active and inactive participants	2009-01-01	84
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	84
Number of participants with account balances	2009-01-01	84
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on MITCHELL WILLIAMS SELIG GATES WOODYARD PLLC ATTORNEY 401K PLAN AND TRUST

Measure	Date	Value
2022 : MITCHELL WILLIAMS SELIG GATES WOODYARD PLLC ATTORNEY 401K PLAN AND TRUST 2022 401k financial data
Transfers to/from the plan	2022-12-31	$904
Total income from all sources	2022-12-31	$-5,400,194
Expenses. Total of all expenses incurred	2022-12-31	$3,301,818
Benefits paid (including direct rollovers)	2022-12-31	$3,084,762
Total plan assets at end of year	2022-12-31	$36,919,825
Total plan assets at beginning of year	2022-12-31	$45,620,933
Value of fidelity bond covering the plan	2022-12-31	$500,000
Total contributions received or receivable from participants	2022-12-31	$1,223,490
Other income received	2022-12-31	$-7,322,684
Net income (gross income less expenses)	2022-12-31	$-8,702,012
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$36,919,825
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$45,620,933
Assets. Value of participant loans	2022-12-31	$162,007
Assets. Value of assets in partnership/joint-venture interests	2022-12-31	$630,622
Assets. Value of real-estate (other than employer real property)	2022-12-31	$8,550
Total contributions received or receivable from employer(s)	2022-12-31	$699,000
Expenses. Administrative service providers (salaries,fees and commissions)	2022-12-31	$217,056
2021 : MITCHELL WILLIAMS SELIG GATES WOODYARD PLLC ATTORNEY 401K PLAN AND TRUST 2021 401k financial data
Transfers to/from the plan	2021-12-31	$-7,806,207
Total income from all sources	2021-12-31	$8,196,143
Expenses. Total of all expenses incurred	2021-12-31	$390,641
Benefits paid (including direct rollovers)	2021-12-31	$179,311
Total plan assets at end of year	2021-12-31	$45,620,933
Total plan assets at beginning of year	2021-12-31	$45,621,638
Value of fidelity bond covering the plan	2021-12-31	$500,000
Total contributions received or receivable from participants	2021-12-31	$1,103,940
Contributions received from other sources (not participants or employers)	2021-12-31	$13,171
Other income received	2021-12-31	$5,824,532
Net income (gross income less expenses)	2021-12-31	$7,805,502
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$45,620,933
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$45,621,638
Assets. Value of participant loans	2021-12-31	$215,664
Assets. Value of assets in partnership/joint-venture interests	2021-12-31	$630,622
Assets. Value of real-estate (other than employer real property)	2021-12-31	$62,550
Total contributions received or receivable from employer(s)	2021-12-31	$1,254,500
Expenses. Administrative service providers (salaries,fees and commissions)	2021-12-31	$211,330
2020 : MITCHELL WILLIAMS SELIG GATES WOODYARD PLLC ATTORNEY 401K PLAN AND TRUST 2020 401k financial data
Total income from all sources	2020-12-31	$7,364,864
Expenses. Total of all expenses incurred	2020-12-31	$3,382,656
Benefits paid (including direct rollovers)	2020-12-31	$3,325,871
Total plan assets at end of year	2020-12-31	$45,621,638
Total plan assets at beginning of year	2020-12-31	$41,639,430
Value of fidelity bond covering the plan	2020-12-31	$500,000
Total contributions received or receivable from participants	2020-12-31	$1,102,395
Contributions received from other sources (not participants or employers)	2020-12-31	$898,844
Other income received	2020-12-31	$4,459,142
Net income (gross income less expenses)	2020-12-31	$3,982,208
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$45,621,638
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$41,639,430
Assets. Value of participant loans	2020-12-31	$251,878
Assets. Value of assets in partnership/joint-venture interests	2020-12-31	$200,000
Assets. Value of real-estate (other than employer real property)	2020-12-31	$62,550
Total contributions received or receivable from employer(s)	2020-12-31	$904,483
Expenses. Administrative service providers (salaries,fees and commissions)	2020-12-31	$56,785
2019 : MITCHELL WILLIAMS SELIG GATES WOODYARD PLLC ATTORNEY 401K PLAN AND TRUST 2019 401k financial data
Total income from all sources	2019-12-31	$7,538,190
Expenses. Total of all expenses incurred	2019-12-31	$2,780,868
Benefits paid (including direct rollovers)	2019-12-31	$2,684,482
Total plan assets at end of year	2019-12-31	$41,639,430
Total plan assets at beginning of year	2019-12-31	$36,882,108
Value of fidelity bond covering the plan	2019-12-31	$500,000
Total contributions received or receivable from participants	2019-12-31	$951,542
Expenses. Other expenses not covered elsewhere	2019-12-31	$58,756
Contributions received from other sources (not participants or employers)	2019-12-31	$60,000
Other income received	2019-12-31	$5,647,161
Net income (gross income less expenses)	2019-12-31	$4,757,322
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$41,639,430
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$36,882,108
Assets. Value of participant loans	2019-12-31	$196,295
Total contributions received or receivable from employer(s)	2019-12-31	$879,487
Expenses. Administrative service providers (salaries,fees and commissions)	2019-12-31	$37,630
2018 : MITCHELL WILLIAMS SELIG GATES WOODYARD PLLC ATTORNEY 401K PLAN AND TRUST 2018 401k financial data
Transfers to/from the plan	2018-12-31	$1,121,819
Total income from all sources	2018-12-31	$-883,994
Expenses. Total of all expenses incurred	2018-12-31	$1,004,307
Benefits paid (including direct rollovers)	2018-12-31	$943,151
Total plan assets at end of year	2018-12-31	$36,882,108
Total plan assets at beginning of year	2018-12-31	$37,648,590
Value of fidelity bond covering the plan	2018-12-31	$500,000
Total contributions received or receivable from participants	2018-12-31	$459,143
Contributions received from other sources (not participants or employers)	2018-12-31	$30,403
Other income received	2018-12-31	$-2,313,137
Net income (gross income less expenses)	2018-12-31	$-1,888,301
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$36,882,108
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$37,648,590
Assets. Value of participant loans	2018-12-31	$224,246
Total contributions received or receivable from employer(s)	2018-12-31	$939,597
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$61,156
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
2017 : MITCHELL WILLIAMS SELIG GATES WOODYARD PLLC ATTORNEY 401K PLAN AND TRUST 2017 401k financial data
Transfers to/from the plan	2017-12-31	$893,865
Total income from all sources	2017-12-31	$5,110,875
Expenses. Total of all expenses incurred	2017-12-31	$508,847
Benefits paid (including direct rollovers)	2017-12-31	$418,080
Total plan assets at end of year	2017-12-31	$37,648,590
Total plan assets at beginning of year	2017-12-31	$32,152,697
Value of fidelity bond covering the plan	2017-12-31	$500,000
Total contributions received or receivable from participants	2017-12-31	$927,270
Expenses. Other expenses not covered elsewhere	2017-12-31	$90,767
Noncash contributions received	2017-12-31	$3,761,344
Net income (gross income less expenses)	2017-12-31	$4,602,028
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$37,648,590
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$32,152,697
Assets. Value of participant loans	2017-12-31	$186,617
Total contributions received or receivable from employer(s)	2017-12-31	$422,261
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
2016 : MITCHELL WILLIAMS SELIG GATES WOODYARD PLLC ATTORNEY 401K PLAN AND TRUST 2016 401k financial data
Transfers to/from the plan	2016-12-31	$-1,480,268
Total income from all sources	2016-12-31	$5,106,421
Expenses. Total of all expenses incurred	2016-12-31	$437,403
Benefits paid (including direct rollovers)	2016-12-31	$436,228
Total plan assets at end of year	2016-12-31	$32,152,697
Total plan assets at beginning of year	2016-12-31	$28,963,947
Value of fidelity bond covering the plan	2016-12-31	$500,000
Total contributions received or receivable from participants	2016-12-31	$1,272,888
Expenses. Other expenses not covered elsewhere	2016-12-31	$1,175
Other income received	2016-12-31	$2,136,928
Net income (gross income less expenses)	2016-12-31	$4,669,018
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$32,152,697
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$28,963,947
Assets. Value of participant loans	2016-12-31	$201,084
Total contributions received or receivable from employer(s)	2016-12-31	$1,696,605
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
2015 : MITCHELL WILLIAMS SELIG GATES WOODYARD PLLC ATTORNEY 401K PLAN AND TRUST 2015 401k financial data
Total income from all sources	2015-12-31	$1,517,972
Expenses. Total of all expenses incurred	2015-12-31	$1,084,445
Benefits paid (including direct rollovers)	2015-12-31	$975,784
Total plan assets at end of year	2015-12-31	$28,963,947
Total plan assets at beginning of year	2015-12-31	$28,530,420
Value of fidelity bond covering the plan	2015-12-31	$500,000
Total contributions received or receivable from participants	2015-12-31	$796,974
Expenses. Other expenses not covered elsewhere	2015-12-31	$108,661
Contributions received from other sources (not participants or employers)	2015-12-31	$58,200
Other income received	2015-12-31	$-441,083
Net income (gross income less expenses)	2015-12-31	$433,527
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$28,963,947
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$28,530,420
Assets. Value of participant loans	2015-12-31	$268,932
Total contributions received or receivable from employer(s)	2015-12-31	$1,103,881
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
2014 : MITCHELL WILLIAMS SELIG GATES WOODYARD PLLC ATTORNEY 401K PLAN AND TRUST 2014 401k financial data
Total income from all sources	2014-12-31	$3,579,251
Expenses. Total of all expenses incurred	2014-12-31	$3,226,284
Benefits paid (including direct rollovers)	2014-12-31	$3,114,455
Total plan assets at end of year	2014-12-31	$28,530,420
Total plan assets at beginning of year	2014-12-31	$28,177,453
Value of fidelity bond covering the plan	2014-12-31	$500,000
Total contributions received or receivable from participants	2014-12-31	$716,942
Expenses. Other expenses not covered elsewhere	2014-12-31	$111,489
Contributions received from other sources (not participants or employers)	2014-12-31	$145,926
Other income received	2014-12-31	$1,514,932
Net income (gross income less expenses)	2014-12-31	$352,967
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$28,530,420
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$28,177,453
Assets. Value of participant loans	2014-12-31	$369,679
Total contributions received or receivable from employer(s)	2014-12-31	$1,201,451
Value of certain deemed distributions of participant loans	2014-12-31	$27
Value of corrective distributions	2014-12-31	$313
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
2013 : MITCHELL WILLIAMS SELIG GATES WOODYARD PLLC ATTORNEY 401K PLAN AND TRUST 2013 401k financial data
Total income from all sources	2013-12-31	$5,391,394
Expenses. Total of all expenses incurred	2013-12-31	$3,011,524
Benefits paid (including direct rollovers)	2013-12-31	$3,010,924
Total plan assets at end of year	2013-12-31	$28,177,453
Total plan assets at beginning of year	2013-12-31	$25,797,583
Value of fidelity bond covering the plan	2013-12-31	$500,000
Total contributions received or receivable from participants	2013-12-31	$669,035
Expenses. Other expenses not covered elsewhere	2013-12-31	$600
Other income received	2013-12-31	$3,664,565
Net income (gross income less expenses)	2013-12-31	$2,379,870
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$28,177,453
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$25,797,583
Assets. Value of participant loans	2013-12-31	$325,648
Total contributions received or receivable from employer(s)	2013-12-31	$1,057,794
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
2012 : MITCHELL WILLIAMS SELIG GATES WOODYARD PLLC ATTORNEY 401K PLAN AND TRUST 2012 401k financial data
Total income from all sources	2012-12-31	$3,903,414
Expenses. Total of all expenses incurred	2012-12-31	$1,507,703
Benefits paid (including direct rollovers)	2012-12-31	$1,507,003
Total plan assets at end of year	2012-12-31	$25,797,583
Total plan assets at beginning of year	2012-12-31	$23,401,872
Value of fidelity bond covering the plan	2012-12-31	$500,000
Total contributions received or receivable from participants	2012-12-31	$774,069
Expenses. Other expenses not covered elsewhere	2012-12-31	$700
Contributions received from other sources (not participants or employers)	2012-12-31	$34,838
Other income received	2012-12-31	$1,915,747
Net income (gross income less expenses)	2012-12-31	$2,395,711
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$25,797,583
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$23,401,872
Assets. Value of participant loans	2012-12-31	$332,566
Total contributions received or receivable from employer(s)	2012-12-31	$1,178,760
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
2011 : MITCHELL WILLIAMS SELIG GATES WOODYARD PLLC ATTORNEY 401K PLAN AND TRUST 2011 401k financial data
Transfers to/from the plan	2011-12-31	$590
Total income from all sources	2011-12-31	$1,804,174
Expenses. Total of all expenses incurred	2011-12-31	$2,298,338
Benefits paid (including direct rollovers)	2011-12-31	$2,297,638
Total plan assets at end of year	2011-12-31	$23,401,872
Total plan assets at beginning of year	2011-12-31	$23,895,446
Value of fidelity bond covering the plan	2011-12-31	$500,000
Total contributions received or receivable from participants	2011-12-31	$775,953
Contributions received from other sources (not participants or employers)	2011-12-31	$233,341
Other income received	2011-12-31	$-318,781
Net income (gross income less expenses)	2011-12-31	$-494,164
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$23,401,872
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$23,895,446
Assets. Value of participant loans	2011-12-31	$233,114
Total contributions received or receivable from employer(s)	2011-12-31	$1,113,661
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$700
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
2010 : MITCHELL WILLIAMS SELIG GATES WOODYARD PLLC ATTORNEY 401K PLAN AND TRUST 2010 401k financial data
Total income from all sources	2010-12-31	$3,794,917
Expenses. Total of all expenses incurred	2010-12-31	$828,360
Benefits paid (including direct rollovers)	2010-12-31	$827,910
Total plan assets at end of year	2010-12-31	$23,895,446
Total plan assets at beginning of year	2010-12-31	$20,928,889
Value of fidelity bond covering the plan	2010-12-31	$500,000
Total contributions received or receivable from participants	2010-12-31	$741,444
Contributions received from other sources (not participants or employers)	2010-12-31	$4,048
Other income received	2010-12-31	$2,026,989
Net income (gross income less expenses)	2010-12-31	$2,966,557
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$23,895,446
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$20,928,889
Assets. Value of participant loans	2010-12-31	$140,565
Total contributions received or receivable from employer(s)	2010-12-31	$1,022,436
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$450
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
2009 : MITCHELL WILLIAMS SELIG GATES WOODYARD PLLC ATTORNEY 401K PLAN AND TRUST 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 MITCHELL WILLIAMS SELIG GATES WOODYARD PLLC ATTORNEY 401K PLAN AND TRUST

2022: MITCHELL WILLIAMS SELIG GATES WOODYARD PLLC ATTORNEY 401K PLAN AND TRUST 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: MITCHELL WILLIAMS SELIG GATES WOODYARD PLLC ATTORNEY 401K PLAN AND TRUST 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: MITCHELL WILLIAMS SELIG GATES WOODYARD PLLC ATTORNEY 401K PLAN AND TRUST 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: MITCHELL WILLIAMS SELIG GATES WOODYARD PLLC ATTORNEY 401K PLAN AND TRUST 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: MITCHELL WILLIAMS SELIG GATES WOODYARD PLLC ATTORNEY 401K PLAN AND TRUST 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: MITCHELL WILLIAMS SELIG GATES WOODYARD PLLC ATTORNEY 401K PLAN AND TRUST 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: MITCHELL WILLIAMS SELIG GATES WOODYARD PLLC ATTORNEY 401K PLAN AND TRUST 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: MITCHELL WILLIAMS SELIG GATES WOODYARD PLLC ATTORNEY 401K PLAN AND TRUST 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: MITCHELL WILLIAMS SELIG GATES WOODYARD PLLC ATTORNEY 401K PLAN AND TRUST 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: MITCHELL WILLIAMS SELIG GATES WOODYARD PLLC ATTORNEY 401K PLAN AND TRUST 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: MITCHELL WILLIAMS SELIG GATES WOODYARD PLLC ATTORNEY 401K PLAN AND TRUST 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: MITCHELL WILLIAMS SELIG GATES WOODYARD PLLC ATTORNEY 401K PLAN AND TRUST 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: MITCHELL WILLIAMS SELIG GATES WOODYARD PLLC ATTORNEY 401K PLAN AND TRUST 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: MITCHELL WILLIAMS SELIG GATES WOODYARD PLLC ATTORNEY 401K PLAN AND TRUST 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

Insurance Providers Used on plan

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )

Policy contract number

507793-01

Policy instance

Insurance contract or identification number	507793-01
Number of Individuals Covered	16
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )

Policy contract number

507793-01

Policy instance

Insurance contract or identification number	507793-01
Number of Individuals Covered	17
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Total amount of commissions paid to insurance broker	USD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )

Policy contract number

507793-01

Policy instance

Insurance contract or identification number	507793-01
Number of Individuals Covered	17
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Total amount of commissions paid to insurance broker	USD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

Potentially related plans

MITCHELL WILLIAMS DDS PLLC 401(K) PROFIT SHARING PLAN & TRUST [EIN = 832518495]

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Company Name:	MITCHELL WILLIAMS SELIG GATES & WOODYARD PLLC
Employer identification number (EIN):	710261429
NAIC Classification:	541110
NAIC Description:	Offices of Lawyers