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| Plan Name | JAMES G. WHITLEY, P.C. PROFIT SHARING PLAN |
| Plan identification number | 001 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
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| Company Name: | JAMES G. WHITLEY, P.C. |
| Employer identification number (EIN): | 731555779 |
| NAIC Classification: | 541110 |
| NAIC Description: | Offices of Lawyers |
Additional information about JAMES G. WHITLEY, P.C.
| Jurisdiction of Incorporation: | Colorado Department of State |
| Incorporation Date: | 1999-04-07 |
| Company Identification Number: | 19991064351 |
| Legal Registered Office Address: |
528 County Road 205 DURANGO United States of America (USA) 81301 |
More information about JAMES G. WHITLEY, P.C.
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 001 | 2022-01-01 | JAMES G WHITLEY | 2023-09-06 | JAMES G WHITLEY | 2023-09-06 |
| 001 | 2021-01-01 | JAMES WHITLEY | 2022-03-25 | JAMES WHITLEY | 2022-03-25 |
| 001 | 2020-01-01 | JAMES WHITLEY | 2021-10-10 | JAMES WHITLEY | 2021-10-10 |
| 001 | 2019-01-01 | JAMES WHITLEY | 2020-10-05 | JAMES WHITLEY | 2020-10-05 |
| 001 | 2018-01-01 | JAMES G WHITLEY | 2019-02-20 | JAMES G WHITLEY | 2019-02-20 |
| 001 | 2017-01-01 | JAMES WHITLEY | 2018-04-23 | JAMES WHITLEY | 2018-04-23 |
| 001 | 2016-01-01 | JAMES WHITLEY | 2017-06-26 | JAMES WHITLEY | 2017-06-26 |
| 001 | 2015-01-01 | JAMES WHITLEY | 2016-06-16 | JAMES WHITLEY | 2016-06-16 |
| 001 | 2014-01-01 | JAMES WHITLEY | 2015-05-29 | JAMES WHITLEY | 2015-05-29 |
| 001 | 2013-01-01 | JAMES WHITLEY | 2014-05-22 | JAMES WHITLEY | 2014-05-22 |
| 001 | 2012-01-01 | JAMES WHITLEY | 2013-05-21 | JAMES WHITLEY | 2013-05-21 |
| 001 | 2011-01-01 | JAMES WHITLEY | 2012-06-22 | JAMES WHITLEY | 2012-06-22 |
| 001 | 2010-01-01 | JAMES WHITLEY | 2011-10-10 | JAMES WHITLEY | 2011-10-10 |
| Measure | Date | Value |
|---|---|---|
| 2022 : JAMES G. WHITLEY, P.C. PROFIT SHARING PLAN 2022 401k financial data | ||
| Total liabilities as of the end of the plan year | 2022-05-16 | 0 |
| Total liabilities as of the beginning of the plan year | 2022-05-16 | 0 |
| Total expenses incurred by plan in this plan year | 2022-05-16 | 10807 |
| Net assets as of the end of the plan year | 2022-05-16 | 219657 |
| Total assets as of the beginning of the plan year | 2022-05-16 | 211294 |
| Value of plan covered by a fidelity bond | 2022-05-16 | 30000 |
| Participant contributions to plan in this plan year | 2022-05-16 | 0 |
| Other expenses paid from plan in this plan year | 2022-05-16 | 2261 |
| Other contributions to plan in this plan year | 2022-05-16 | 0 |
| Other income to plan in this plan year | 2022-05-16 | 8170 |
| Plan net income in this plan year | 2022-05-16 | 8363 |
| Net assets as of the end of the plan year | 2022-05-16 | 219657 |
| Net assets as of the beginning of the plan year | 2022-05-16 | 211294 |
| Employer contributions to plan in this plan year | 2022-05-16 | 11000 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2022-05-16 | 2339 |
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