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DAVID WILSEY, CPA PROFIT SHARING PLAN 401k Plan overview

Plan NameDAVID WILSEY, CPA PROFIT SHARING PLAN
Plan identification number 001

DAVID WILSEY, CPA PROFIT SHARING PLAN Benefits

401k Plan TypeDefined 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.
  • Plan covering Self-Employed individuals.
  • 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

DAVID WILSEY, CPA has sponsored the creation of one or more 401k plans.

Company Name:DAVID WILSEY, CPA
Employer identification number (EIN):942427687
NAIC Classification:541211
NAIC Description:Offices of Certified Public Accountants

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DAVID WILSEY, CPA PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01
0012021-01-01DAVID WILSEY2022-06-24
0012020-01-01DAVID WILSEY2021-07-14
0012019-01-01DAVID WILSEY2020-07-16
0012018-01-01
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01
0012013-01-01
0012012-01-01DAVID WILSEY
0012011-01-01DAVID WILSEY
0012009-01-01DAVID C. WILSEY DAVID C. WILSEY2010-07-02
0012009-01-01DAVID C. WILSEY DAVID C. WILSEY2010-07-02
0012009-01-01DAVID C. WILSEY DAVID C. WILSEY2010-07-02

Financial Data on DAVID WILSEY, CPA PROFIT SHARING PLAN

Measure Date Value
2025 : DAVID WILSEY, CPA PROFIT SHARING PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-07-15104000
Net assets as of the end of the plan year2025-07-154363571
Total assets as of the beginning of the plan year2025-07-153388373
Value of plan covered by a fidelity bond2025-07-1575000
Other income to plan in this plan year2025-07-151009615
Plan net income in this plan year2025-07-15975198
Net assets as of the end of the plan year2025-07-154363571
Net assets as of the beginning of the plan year2025-07-153388373
Employer contributions to plan in this plan year2025-07-1569583
2024 : DAVID WILSEY, CPA PROFIT SHARING PLAN 2024 401k financial data
Net assets as of the end of the plan year2024-06-073388373
Total assets as of the beginning of the plan year2024-06-072480622
Value of plan covered by a fidelity bond2024-06-0775000
Other income to plan in this plan year2024-06-07842519
Plan net income in this plan year2024-06-07907751
Net assets as of the end of the plan year2024-06-073388373
Net assets as of the beginning of the plan year2024-06-072480622
Employer contributions to plan in this plan year2024-06-0765232
2021 : DAVID WILSEY, CPA PROFIT SHARING PLAN 2021 401k financial data
Total income from all sources2021-12-31$628,417
Expenses. Total of all expenses incurred2021-12-31$50
Total plan assets at end of year2021-12-31$3,263,163
Total plan assets at beginning of year2021-12-31$2,634,796
Value of fidelity bond covering the plan2021-12-31$75,000
Other income received2021-12-31$567,457
Net income (gross income less expenses)2021-12-31$628,367
Net plan assets at end of year (total assets less liabilities)2021-12-31$3,263,163
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$2,634,796
Total contributions received or receivable from employer(s)2021-12-31$60,960
Expenses. Administrative service providers (salaries,fees and commissions)2021-12-31$50
2020 : DAVID WILSEY, CPA PROFIT SHARING PLAN 2020 401k financial data
Total income from all sources2020-12-31$712,355
Expenses. Total of all expenses incurred2020-12-31$113,399
Benefits paid (including direct rollovers)2020-12-31$113,349
Total plan assets at end of year2020-12-31$2,634,796
Total plan assets at beginning of year2020-12-31$2,035,840
Value of fidelity bond covering the plan2020-12-31$75,000
Other income received2020-12-31$656,558
Net income (gross income less expenses)2020-12-31$598,956
Net plan assets at end of year (total assets less liabilities)2020-12-31$2,634,796
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$2,035,840
Total contributions received or receivable from employer(s)2020-12-31$55,797
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$50
2019 : DAVID WILSEY, CPA PROFIT SHARING PLAN 2019 401k financial data
Total income from all sources2019-12-31$506,973
Expenses. Total of all expenses incurred2019-12-31$125
Total plan assets at end of year2019-12-31$2,035,840
Total plan assets at beginning of year2019-12-31$1,528,992
Value of fidelity bond covering the plan2019-12-31$75,000
Other income received2019-12-31$451,042
Net income (gross income less expenses)2019-12-31$506,848
Net plan assets at end of year (total assets less liabilities)2019-12-31$2,035,840
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$1,528,992
Total contributions received or receivable from employer(s)2019-12-31$55,931
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$125
2018 : DAVID WILSEY, CPA PROFIT SHARING PLAN 2018 401k financial data
Total income from all sources2018-12-31$22,731
Expenses. Total of all expenses incurred2018-12-31$5,050
Benefits paid (including direct rollovers)2018-12-31$5,000
Total plan assets at end of year2018-12-31$1,528,992
Total plan assets at beginning of year2018-12-31$1,511,311
Value of fidelity bond covering the plan2018-12-31$75,000
Other income received2018-12-31$-28,513
Net income (gross income less expenses)2018-12-31$17,681
Net plan assets at end of year (total assets less liabilities)2018-12-31$1,528,992
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$1,511,311
Total contributions received or receivable from employer(s)2018-12-31$51,244
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$50
2017 : DAVID WILSEY, CPA PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources2017-12-31$332,230
Expenses. Total of all expenses incurred2017-12-31$50
Total plan assets at end of year2017-12-31$1,511,311
Total plan assets at beginning of year2017-12-31$1,179,131
Value of fidelity bond covering the plan2017-12-31$75,000
Other income received2017-12-31$283,881
Net income (gross income less expenses)2017-12-31$332,180
Net plan assets at end of year (total assets less liabilities)2017-12-31$1,511,311
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$1,179,131
Total contributions received or receivable from employer(s)2017-12-31$48,349
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$50
2016 : DAVID WILSEY, CPA PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources2016-12-31$110,191
Expenses. Total of all expenses incurred2016-12-31$50
Total plan assets at end of year2016-12-31$1,179,131
Total plan assets at beginning of year2016-12-31$1,068,990
Value of fidelity bond covering the plan2016-12-31$75,000
Other income received2016-12-31$64,382
Net income (gross income less expenses)2016-12-31$110,141
Net plan assets at end of year (total assets less liabilities)2016-12-31$1,179,131
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$1,068,990
Total contributions received or receivable from employer(s)2016-12-31$45,809
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$50
2015 : DAVID WILSEY, CPA PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources2015-12-31$74,899
Expenses. Total of all expenses incurred2015-12-31$50
Total plan assets at end of year2015-12-31$1,068,990
Total plan assets at beginning of year2015-12-31$994,141
Value of fidelity bond covering the plan2015-12-31$75,000
Other income received2015-12-31$37,286
Net income (gross income less expenses)2015-12-31$74,849
Net plan assets at end of year (total assets less liabilities)2015-12-31$1,068,990
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$994,141
Total contributions received or receivable from employer(s)2015-12-31$37,613
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$50
2014 : DAVID WILSEY, CPA PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources2014-12-31$135,952
Expenses. Total of all expenses incurred2014-12-31$50
Total plan assets at end of year2014-12-31$994,141
Total plan assets at beginning of year2014-12-31$858,239
Value of fidelity bond covering the plan2014-12-31$75,000
Other income received2014-12-31$100,165
Net income (gross income less expenses)2014-12-31$135,902
Net plan assets at end of year (total assets less liabilities)2014-12-31$994,141
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$858,239
Total contributions received or receivable from employer(s)2014-12-31$35,787
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$50
2013 : DAVID WILSEY, CPA PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources2013-12-31$196,083
Expenses. Total of all expenses incurred2013-12-31$50
Total plan assets at end of year2013-12-31$858,239
Total plan assets at beginning of year2013-12-31$662,206
Value of fidelity bond covering the plan2013-12-31$75,000
Other income received2013-12-31$159,081
Net income (gross income less expenses)2013-12-31$196,033
Net plan assets at end of year (total assets less liabilities)2013-12-31$858,239
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$662,206
Total contributions received or receivable from employer(s)2013-12-31$37,002
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$50
2012 : DAVID WILSEY, CPA PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources2012-12-31$106,257
Expenses. Total of all expenses incurred2012-12-31$50
Total plan assets at end of year2012-12-31$662,206
Total plan assets at beginning of year2012-12-31$555,999
Value of fidelity bond covering the plan2012-12-31$75,000
Other income received2012-12-31$74,015
Net income (gross income less expenses)2012-12-31$106,207
Net plan assets at end of year (total assets less liabilities)2012-12-31$662,206
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$555,999
Total contributions received or receivable from employer(s)2012-12-31$32,242
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$50
2011 : DAVID WILSEY, CPA PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources2011-12-31$32,232
Total plan assets at end of year2011-12-31$555,999
Total plan assets at beginning of year2011-12-31$523,767
Value of fidelity bond covering the plan2011-12-31$75,000
Other income received2011-12-31$-706
Net income (gross income less expenses)2011-12-31$32,232
Net plan assets at end of year (total assets less liabilities)2011-12-31$555,999
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$523,767
Total contributions received or receivable from employer(s)2011-12-31$32,938
2010 : DAVID WILSEY, CPA PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources2010-12-31$88,881
Total plan assets at end of year2010-12-31$523,767
Total plan assets at beginning of year2010-12-31$434,886
Value of fidelity bond covering the plan2010-12-31$75,000
Other income received2010-12-31$61,831
Net income (gross income less expenses)2010-12-31$88,881
Net plan assets at end of year (total assets less liabilities)2010-12-31$523,767
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$434,886
Total contributions received or receivable from employer(s)2010-12-31$27,050

Form 5500 Responses for DAVID WILSEY, CPA PROFIT SHARING PLAN

2021: DAVID WILSEY, CPA PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: DAVID WILSEY, CPA PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: DAVID WILSEY, CPA PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: DAVID WILSEY, CPA PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: DAVID WILSEY, CPA PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: DAVID WILSEY, CPA PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: DAVID WILSEY, CPA PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: DAVID WILSEY, CPA PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: DAVID WILSEY, CPA PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: DAVID WILSEY, CPA PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: DAVID WILSEY, CPA PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: DAVID WILSEY, CPA PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01This submission is the final filingNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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