401k Plan data: WMS SALES, INC. 401 (K) PLAN plan

WMS SALES, INC. 401 (K) PLAN 401k Plan overview

Plan Name	WMS SALES, INC. 401 (K) PLAN
Plan identification number	002

WMS SALES, INC. 401 (K) 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.
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.
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

WMS SALES, INC. has sponsored the creation of one or more 401k plans.

Company Name: WMS SALES, INC.

Employer identification number (EIN): 160846342

NAIC Classification: 221300

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WMS SALES, INC. 401 (K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2022-08-01 BRYAN SCHAEFER 2024-02-27 BRYAN SCHAEFER 2024-02-27
002 2021-08-01 BRYAN SCHAEFER 2023-02-27 BRYAN SCHAEFER 2023-02-27
002 2020-08-01 BRYAN SCHAEFER 2022-05-09 BRYAN SCHAEFER 2022-05-09
002 2019-08-01 BRYAN SCHAEFER 2021-05-10 BRYAN SCHAEFER 2021-05-10
002 2018-08-01 BRYAN SCHAEFER 2019-12-23 BRYAN SCHAEFER 2019-12-23
002 2017-08-01 BRYAN SCHAEFER 2019-02-28 BRYAN SCHAEFER 2019-02-28
002 2016-08-01 BRYAN SCHAEFER 2018-02-26 BRYAN SCHAEFER 2018-02-26
002 2015-08-01 BRYAN SCHAEFER 2017-02-22 BRYAN SCHAEFER 2017-02-22
002 2014-08-01 BRYAN SCHAEFER 2016-02-24 BRYAN SCHAEFER 2016-02-24
002 2013-08-01 BRYAN SCHAEFER 2015-02-24 BRYAN SCHAEFER 2015-02-24
002 2012-08-01 BRYAN SCHAEFER 2014-02-26 BRYAN SCHAEFER 2014-02-26
002 2011-08-01 BRYAN SCHAEFER BRYAN SCHAEFER 2012-12-03
002 2009-08-01 BRYAN SCHAEFER

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2022-08-01	BRYAN SCHAEFER	2024-02-27	BRYAN SCHAEFER	2024-02-27
002	2021-08-01	BRYAN SCHAEFER	2023-02-27	BRYAN SCHAEFER	2023-02-27
002	2020-08-01	BRYAN SCHAEFER	2022-05-09	BRYAN SCHAEFER	2022-05-09
002	2019-08-01	BRYAN SCHAEFER	2021-05-10	BRYAN SCHAEFER	2021-05-10
002	2018-08-01	BRYAN SCHAEFER	2019-12-23	BRYAN SCHAEFER	2019-12-23
002	2017-08-01	BRYAN SCHAEFER	2019-02-28	BRYAN SCHAEFER	2019-02-28
002	2016-08-01	BRYAN SCHAEFER	2018-02-26	BRYAN SCHAEFER	2018-02-26
002	2015-08-01	BRYAN SCHAEFER	2017-02-22	BRYAN SCHAEFER	2017-02-22
002	2014-08-01	BRYAN SCHAEFER	2016-02-24	BRYAN SCHAEFER	2016-02-24
002	2013-08-01	BRYAN SCHAEFER	2015-02-24	BRYAN SCHAEFER	2015-02-24
002	2012-08-01	BRYAN SCHAEFER	2014-02-26	BRYAN SCHAEFER	2014-02-26
002	2011-08-01	BRYAN SCHAEFER		BRYAN SCHAEFER	2012-12-03
002	2009-08-01	BRYAN SCHAEFER

Financial Data on WMS SALES, INC. 401 (K) PLAN

Measure	Date	Value
2025 : WMS SALES, INC. 401 (K) PLAN 2025 401k financial data
Total transfers to/from plan in this plan year	2025-02-21	0
Total liabilities as of the end of the plan year	2025-02-21	0
Total liabilities as of the beginning of the plan year	2025-02-21	0
Total expenses incurred by plan in this plan year	2025-02-21	457942
Net assets as of the end of the plan year	2025-02-21	16931465
Total assets as of the beginning of the plan year	2025-02-21	14488494
Value of plan covered by a fidelity bond	2025-02-21	500000
Participant contributions to plan in this plan year	2025-02-21	277855
Other expenses paid from plan in this plan year	2025-02-21	0
Other contributions to plan in this plan year	2025-02-21	0
Other income to plan in this plan year	2025-02-21	2285039
Plan net income in this plan year	2025-02-21	2442971
Net assets as of the end of the plan year	2025-02-21	16931465
Net assets as of the beginning of the plan year	2025-02-21	14488494
Employer contributions to plan in this plan year	2025-02-21	338019
Expensese paid to adminstrative service provicers from plan in this plan year	2025-02-21	-4421
2012 : WMS SALES, INC. 401 (K) PLAN 2012 401k financial data
Transfers to/from the plan	2012-07-31	$0
Total plan liabilities at end of year	2012-07-31	$0
Total plan liabilities at beginning of year	2012-07-31	$0
Total income from all sources	2012-07-31	$418,298
Expenses. Total of all expenses incurred	2012-07-31	$30,774
Benefits paid (including direct rollovers)	2012-07-31	$30,343
Total plan assets at end of year	2012-07-31	$3,718,929
Total plan assets at beginning of year	2012-07-31	$3,331,405
Value of fidelity bond covering the plan	2012-07-31	$350,000
Total contributions received or receivable from participants	2012-07-31	$137,435
Expenses. Other expenses not covered elsewhere	2012-07-31	$0
Contributions received from other sources (not participants or employers)	2012-07-31	$0
Other income received	2012-07-31	$106,491
Noncash contributions received	2012-07-31	$0
Net income (gross income less expenses)	2012-07-31	$387,524
Net plan assets at end of year (total assets less liabilities)	2012-07-31	$3,718,929
Net plan assets at beginning of year (total assets less liabilities)	2012-07-31	$3,331,405
Total contributions received or receivable from employer(s)	2012-07-31	$174,372
Value of certain deemed distributions of participant loans	2012-07-31	$0
Value of corrective distributions	2012-07-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2012-07-31	$431
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-07-31	$0
2011 : WMS SALES, INC. 401 (K) PLAN 2011 401k financial data
Transfers to/from the plan	2011-07-31	$0
Total plan liabilities at end of year	2011-07-31	$0
Total plan liabilities at beginning of year	2011-07-31	$0
Total income from all sources	2011-07-31	$755,368
Expenses. Total of all expenses incurred	2011-07-31	$386,262
Benefits paid (including direct rollovers)	2011-07-31	$384,762
Total plan assets at end of year	2011-07-31	$3,331,405
Total plan assets at beginning of year	2011-07-31	$2,962,299
Value of fidelity bond covering the plan	2011-07-31	$350,000
Total contributions received or receivable from participants	2011-07-31	$131,717
Expenses. Other expenses not covered elsewhere	2011-07-31	$0
Contributions received from other sources (not participants or employers)	2011-07-31	$80,527
Other income received	2011-07-31	$325,405
Noncash contributions received	2011-07-31	$0
Net income (gross income less expenses)	2011-07-31	$369,106
Net plan assets at end of year (total assets less liabilities)	2011-07-31	$3,331,405
Net plan assets at beginning of year (total assets less liabilities)	2011-07-31	$2,962,299
Total contributions received or receivable from employer(s)	2011-07-31	$217,719
Value of certain deemed distributions of participant loans	2011-07-31	$0
Value of corrective distributions	2011-07-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2011-07-31	$1,500
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-07-31	$0
2010 : WMS SALES, INC. 401 (K) PLAN 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-07-31	$0

Form 5500 Responses for WMS SALES, INC. 401 (K) PLAN

2011: WMS SALES, INC. 401 (K) PLAN 2011 form 5500 responses
2011-08-01	Type of plan entity	Single employer plan
2011-08-01	Submission has been amended	No
2011-08-01	This submission is the final filing	No
2011-08-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-08-01	Plan is a collectively bargained plan	No
2011-08-01	Plan funding arrangement – Insurance	Yes
2011-08-01	Plan funding arrangement – Trust	Yes
2011-08-01	Plan benefit arrangement – Insurance	Yes
2011-08-01	Plan benefit arrangement - Trust	Yes
2009: WMS SALES, INC. 401 (K) PLAN 2009 form 5500 responses
2009-08-01	Type of plan entity	Single employer plan
2009-08-01	Submission has been amended	No
2009-08-01	This submission is the final filing	No
2009-08-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-08-01	Plan is a collectively bargained plan	No
2009-08-01	Plan funding arrangement – Insurance	Yes
2009-08-01	Plan benefit arrangement – Insurance	Yes

Insurance Providers Used on plan

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number	930821
Policy instance	1
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number	930821
Policy instance	1

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Company Name:	WMS SALES, INC.
Employer identification number (EIN):	160846342
NAIC Classification:	221300